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Includes signatures of Giuseppe Bivona and Marco Taricco, and contact information.BP plc (BP) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Beat · Closing Ask1 hit
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The slide uses a network graph to visualize the concentration of ad traffic, highlighting the 'abnormal' nature of QTT's ecosystem compared to a control group.Qutoutiao, Inc. (QTT) · 60_Wolfpack_Research
Research note Short seller 1 hit
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The slide highlights a skew in advertising sources, suggesting potential fraudulent or non-arm's-length activity.Qutoutiao, Inc. (QTT) · 60_Wolfpack_Research
Research note Short seller 1 hit
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The slide uses a visual network diagram to expose undisclosed related-party transactions or ownership structures.Qutoutiao, Inc. (QTT) · 60_Wolfpack_Research
Research note Short seller 1 hit
01
Slide 1
This is the first page of a 10-page research note.BlackBerry (BBRY) · 52_Citron_Research
Research note Short seller Beat · HookLoop · Aha Moment1 hit
03
The slide uses partner quotes to validate the company's market position.BlackBerry (BBRY) · 52_Citron_Research
Research note Short seller Loop · Aha Moment1 hit
08
Includes a diagram of the Blackberry IoT platform ecosystem.BlackBerry (BBRY) · 52_Citron_Research
Research note Short seller Beat · SetupLoop · Aha Moment1 hit
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Uses a CEO quote and a screenshot of a past presentation to establish a pattern of broken promises.Huntsman Corporation (HUN) · 03_Starboard_Value
Activist deck Activist investor Beat · The Monster1 hit
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Uses a 'before-after' style juxtaposition of the company's claim vs. the reality of the cited analyst reports.Huntsman Corporation (HUN) · 03_Starboard_Value
Activist deck Activist investor Beat · The Monster1 hit
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The slide uses a highlighted excerpt from a 2006 press release to provide evidence for the acquisition metrics.Huntsman Corporation (HUN) · 03_Starboard_Value
Activist deck Activist investor Beat · The Struggle1 hit
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Slide 1
This is the first page of a shareholder letter; the text cuts off at the bottom.LivePerson, Inc. (LPSN) · Peter Feld
Shareholder letter Activist investor 1 hit
03
The slide uses a grid of headshots to visualize the high churn rate of CFOs, Heads of Technology, and Heads of Sales.LivePerson, Inc. (LPSN) · Peter Feld
Shareholder letter Activist investor Beat · The StruggleLoop · The Reveal1 hit
50
Uses a 'before-after' style contradiction to highlight management failure.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
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The slide uses a highlighted excerpt from a 2006 press release to provide evidence for the acquisition metrics.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Cite PrecedentLoop · Aha Moment1 hit
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Uses a grid of headshots to demonstrate board expansion vs. lack of turnover.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Loop · Aha Moment1 hit
40
Uses a table to visualize the repeated policy waivers for specific directors.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Loop · Aha Moment1 hit
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Uses headshots to visualize board composition changes over time.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Loop · Aha Moment1 hit
43
Uses a timeline from a Huntsman investor deck as the primary evidence to be debunked.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Loop · Aha Moment1 hit
58
Uses a screenshot of a competitor's presentation to highlight the 'arbitrary' nature of their data selection.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Loop · Aha Moment1 hit
01
Slide 1
Icahn Enterprises L.P. (self) (IEP)Icahn Enterprises L.P. (self) (IEP) · Icahn Enterprises
Activist deck Activist investor Beat · Situation & Context1 hit
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Icahn Enterprises L.P. (self) (IEP)Icahn Enterprises L.P. (self) (IEP) · Icahn Enterprises
Activist deck Activist investor Beat · Evidence & Proof1 hit
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Includes operational data on crude throughput and production mix.Icahn Enterprises L.P. (self) (IEP) · Icahn Enterprises
Activist deck Activist investor Beat · Impact & Next Steps1 hit
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Includes a map of the US showing sales volume by state and rail distribution network.Icahn Enterprises L.P. (self) (IEP) · Icahn Enterprises
Activist deck Activist investor Beat · Impact & Next Steps1 hit
01
Slide 1
This is the first page of a shareholder letter from Starboard Value to Autodesk.Autodesk, Inc. (ADSK) · Jeffrey Smith
Shareholder letter Activist investor Beat · Situation & Context1 hit
01
Slide 1
This is the first page of a shareholder letter. It establishes the activist investor's position and the core grievances (poor execution, accountability, culture).LivePerson, Inc. (LPSN) · Peter Feld
Shareholder letter Activist investor 1 hit
01
Slide 1
This is the first page of a shareholder letter from Starboard Value to Macy's executives.Macy's Inc. (M) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Situation & Context1 hit
01
Slide 1
This is the first page of a shareholder letter from Starboard Value.News Corporation (NWSA) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · AttentionLoop · Golden Circle1 hit
02
This is a page from a shareholder letter by TCI Fund Management regarding Wirecard.Wirecard AG (WDI) · Sir Chris Hohn
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
03
This is a page from a Citron Research short report on Valeant Pharmaceuticals.Valeant Pharmaceuticals International (VRX) · Citron Research
Research note Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
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Includes red annotations circling phone numbers and drawing a connection between two contact blocks.Valeant Pharmaceuticals International (VRX) · Citron Research
Research note Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit