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73,201-73,230 of 110,471
02
This is a page from a shareholder letter by Bluebell Capital Partners criticizing BP's management.BP plc (BP) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Beat · Expose Contradiction1 hit
09
Includes a link to a Financial Post article and references specific analyst predictions.BlackBerry (BBRY) · 52_Citron_Research
Research note Short seller Beat · ResolutionLoop · Aha Moment1 hit
02
The slide uses quantitative underperformance data to justify an activist campaign against a merger.Bristol-Myers Squibb Company (BMY) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
10
The slide uses a narrative structure to establish the 'villain' (the Board's resistance) and the 'hero's' (Elliott's) failed attempts at collaboration.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
02
This is a classic 'short thesis' document, specifically highlighting accounting irregularities and valuation discrepancies.Allied Capital (ALD) · David Einhorn
Research note Activist investor 1 hit
03
This is a continuation of a list (starts at point 5).Allied Capital (ALD) · David Einhorn
Research note Activist investor 1 hit
08
The slide uses direct quotes from ASR 113 and a white paper to demonstrate factual inaccuracies in the latter.Allied Capital (ALD) · David Einhorn
Research note Activist investor 1 hit
12
The slide uses a specific case study (Velocita) to challenge management's credibility and valuation practices.Allied Capital (ALD) · David Einhorn
Research note Activist investor 1 hit
15
Uses a red dashed oval to highlight the 'organic growth' and 'no M&A' claims as part of an activist campaign to expose broken promises.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Aha Moment1 hit
51
Uses a bar chart to show Huntsman's SG&A ratio compared to peers, highlighting the discrepancy in peer selection.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Loop · Aha Moment1 hit
64
Uses a lettered list (A, B, C) to structure the rebuttal points.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Loop · Aha Moment1 hit
74
Huntsman Corporation (HUN)Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Nominee BioLoop · Aha Moment1 hit
82
Includes a grid of corporate logos associated with the nominee's career.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Nominee BioLoop · Aha Moment1 hit
08
The slide provides a snapshot of the holding company's diversified portfolio and financial health.Icahn Enterprises L.P. (self) (IEP) · Icahn Enterprises
Activist deck Activist investor Beat · Evidence & Proof1 hit
10
Icahn Enterprises L.P. (self) (IEP)Icahn Enterprises L.P. (self) (IEP) · Icahn Enterprises
Activist deck Activist investor Beat · Evidence & Proof1 hit
11
The slide uses a dual-row timeline structure to show events above and below the central year-return axis.Icahn Enterprises L.P. (self) (IEP) · Icahn Enterprises
Activist deck Activist investor Beat · Evidence & Proof1 hit
13
Icahn Enterprises L.P. (self) (IEP)Icahn Enterprises L.P. (self) (IEP) · Icahn Enterprises
Activist deck Activist investor Beat · Evidence & Proof1 hit
14
Icahn Enterprises L.P. (self) (IEP)Icahn Enterprises L.P. (self) (IEP) · Icahn Enterprises
Activist deck Activist investor Beat · Evidence & Proof1 hit
19
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
20
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
28
The chart uses a scatter/line hybrid to show the relationship between 2028 revenue and NPV, highlighting specific failure points.Bristol-Myers Squibb Company (BMY) · 03_Starboard_Value
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
12
The slide uses a 'break-even' analysis to highlight the risk of multiple compression in a spin-off scenario.Darden Restaurants, Inc. (DRI) · 03_Starboard_Value
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Hypothesis Test1 hit
19
Uses a custom 'fully-leased EBITDA' metric to normalize for real estate ownership structures.Darden Restaurants, Inc. (DRI) · 03_Starboard_Value
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
02
This is a page from a shareholder letter, likely from an activist investor (Arkhouse/Brigade) to Macy's board.Macy's Inc. (M) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Solution & Approach1 hit
09
The slide uses a numbered list format (5-8) to continue a previous list of initiatives.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor Beat · Problem1 hit
11
Uses a red arrow to visually connect the chart to the contextualizing bullet points.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor Beat · Agitate1 hit
16
Uses a 'P&G Spin' vs 'Reality' structure to frame the argument.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
44
The slide uses a timeline of product launches and a bar chart of market share to illustrate the failure of P&G's management of the Gillette brand.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · The Reveal1 hit
26
This slide is designed to defend Pershing Square against potential accusations of complicity or prior knowledge regarding Valeant's controversial Philidor acquisition.Valeant Pharmaceuticals International (VRX) · 01_Pershing_Square
Activist deck Activist investor 1 hit
334
Uses the famous Brandeis quote to justify the activist intent of the presentation.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Closing AskLoop · Cost Of Inaction1 hit