slides · global inventory
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Matching slides 118,471
Current window 74,011-74,040
Pages 3,950
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74,011-74,040 of 118,471
03
The text serves as a narrative justification for calling a special meeting, citing ISS and Glass Lewis recommendations.Depomed, Inc. (DEPO) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Problem & Complication1 hit
03
The slide uses a bar chart to visualize margin erosion in the BCH segment following the Omega acquisition.Perrigo Company plc (PRGO) · Jeffrey C. Smith
Shareholder letter Activist investor 1 hit
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Uses a combination of waterfall-style EPS decline chart and a comparative performance table to argue for management change.Perrigo Company plc (PRGO) · Jeffrey C. Smith
Shareholder letter Activist investor 1 hit
05
This is a continuation of a list of nominee bios, starting mid-sentence for Ms. Baker.Yahoo! Inc. (YHOO) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Mece Breakdown1 hit
02
The slide uses a negative bar chart to emphasize the magnitude of the underperformance gap.Huntsman Corporation (HUN) · Jeffrey C. Smith
Shareholder letter Activist investor 1 hit
05
Huntsman Corporation (HUN)Huntsman Corporation (HUN) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Action1 hit
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This is a standard legal certification page for SEC filings.BILL Holdings, Inc. (BILL) · Jeffrey C. Smith
Regulatory filing Activist investor 1 hit
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This page contains signature blocks for Starboard Value entities and individuals including Jeffrey C. Smith, Peter A. Feld, Liat Ben-Zur, and Nancy Disman, all signed by Lindsey Cara.BILL Holdings, Inc. (BILL) · Jeffrey C. Smith
Regulatory filing Activist investor 1 hit
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This is a standard legal signature block for a proxy or power of attorney filing.BILL Holdings, Inc. (BILL) · Jeffrey C. Smith
Regulatory filing Activist investor 1 hit
33
This is a standard regulatory exhibit (Exhibit 99.3) detailing nominee compensation terms.BILL Holdings, Inc. (BILL) · Jeffrey C. Smith
Regulatory filing Activist investor 1 hit
01
Includes disclaimer text at the bottom of the slide graphic.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor 1 hit
04
The slide uses a comparative bar chart to frame Apple's cash accumulation as excessive compared to peers.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor 1 hit
08
The slide uses a bar chart to compare effective tax rates of major tech companies, highlighting the tax advantage of offshoring.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor 1 hit
09
The slide uses a visual metaphor of stacks of cash to represent the accumulation of overseas funds.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
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Uses a visual metaphor of an Amazon-style shopping cart to mock Dell's strategic rationalizations.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
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The slide uses a checklist format to validate three points about Apple's financial position, supported by a pie chart showing cash distribution.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor 1 hit
20
The slide argues that a special dividend could unlock up to $89/share in value, depending on how much the market currently discounts Apple's cash holdings.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor 1 hit
21
Apple Inc. (AAPL)Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor 1 hit
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This slide is part of the Greenlight Capital activist campaign against Apple, specifically advocating for capital return.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor 1 hit
23
This slide is part of the Greenlight Capital presentation regarding Apple's capital allocation.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor 1 hit
24
The slide explains the mechanics of how Apple's cash repatriation affects its tax rate and subsequent free cash flow.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor 1 hit
26
Uses a thought bubble and a photo of a relaxed person to mock the 'conventional wisdom' of dividend-driven stock growth.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor 1 hit
05
The slide uses a 'before-after' style comparison to point out a specific $6.5 billion exposure figure.Lehman Brothers (LEH) · David Einhorn
Conference presentation Activist investor 1 hit
07
The slide is a direct critique of Lehman Brothers' financial transparency, specifically regarding Level 3 assets.Lehman Brothers (LEH) · David Einhorn
Conference presentation Activist investor 1 hit
08
This is a text-heavy slide from a confidential internal document or report, likely an investigative or audit-related memo.Lehman Brothers (LEH) · David Einhorn
Conference presentation Activist investor 1 hit
08
The slide is entirely text-based, functioning as a narrative or opinion piece within a presentation.US/Japan Sovereign Debt & Fiat Currencies (Macro) · David Einhorn
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
05
This page serves as the conclusion of a shareholder letter, summarizing the investment thesis and providing necessary data disclosures.CarMax Inc. (KMX) · Jeffrey Smith
Shareholder letter Activist investor Beat · Solution & ApproachLoop · Cost Of Inaction1 hit
01
This is the first page of a shareholder letter, serving as an executive summary of the activist investor's thesis.Lamb Weston Holdings, Inc. (LW) · Jeffrey Smith
Shareholder letter Activist investor Beat · Situation & ContextLoop · Cost Of Inaction1 hit
01
The chart shows Riot (black line) significantly underperforming peers (WULF, CORZ, HUT, CIFR) since Jan 2024.Riot Platforms, Inc. (RIOT) · Peter A. Feld
Shareholder letter Activist investor Beat · Situation & ContextLoop · Benchmark Gap1 hit
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This is the first page of a shareholder letter from Starboard Value to Yahoo! Inc.Yahoo! Inc. (YHOO) · Jeffrey C. Smith
Shareholder letter Activist investor 1 hit