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Matching slides 79,264
Current window 74,491-74,520
Pages 2,643
Rows per page 30
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74,491-74,520 of 79,264

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04
This is a page from an activist investor letter (Bluebell Capital Partners) critiquing BP's governance and financial credibility.BP plc (BP) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Beat · Expose Contradiction1 hit
05
The slide uses a bar chart to show peer performance and a line chart to show consensus stability to undermine management's stated reasons for the downgrade.BP plc (BP) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Loop · Zoom In1 hit
06
The slide uses a quote-based critique to frame BP's management as opaque and failing to meet targets.BP plc (BP) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Beat · Villain Critique1 hit
07
The slide uses comparative bar charts to highlight BP's underperformance relative to industry peers.BP plc (BP) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Beat · Villain CritiqueLoop · David Goliath1 hit
08
The slide uses comparative performance data to justify a call for leadership change (Chairman and Lead Independent Director).BP plc (BP) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Beat · Villain Critique1 hit
01
Slide 1
Includes two comparative line charts showing Huntsman vs S&P 500 performance before and after activist involvement.Huntsman Corporation (HUN) · Jeffrey C. Smith
Shareholder letter Activist investor 1 hit
02
Includes a performance comparison table across multiple time horizons.Huntsman Corporation (HUN) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Problem (Identify pain)1 hit
03
The slide uses a combination of bar and line charts to illustrate the widening gap between the company and its peers.Huntsman Corporation (HUN) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Problem (Identify pain)1 hit
04
The slide uses a bar chart to contrast Huntsman's 15% margin against a primary peer average of 24%.Huntsman Corporation (HUN) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Problem (Identify pain)1 hit
27
Icahn Enterprises L.P. (self) (IEP)Icahn Enterprises L.P. (self) (IEP) · Icahn Enterprises
Activist deck Activist investor Beat · Impact & Next Steps1 hit
28
The slide details the acquisition of Ferrous Resources by IEP.Icahn Enterprises L.P. (self) (IEP) · Icahn Enterprises
Activist deck Activist investor Beat · Impact & Next Steps1 hit
29
Icahn Enterprises L.P. (self) (IEP)Icahn Enterprises L.P. (self) (IEP) · Icahn Enterprises
Activist deck Activist investor Beat · Impact & Next Steps1 hit
31
The slide presents two sets of data: Adjusted EBITDA and Equity, each with a corresponding bar chart and detailed data table.Icahn Enterprises L.P. (self) (IEP) · Icahn Enterprises
Activist deck Activist investor Beat · Impact & Next Steps1 hit
32
Data presented in millions of dollars.Icahn Enterprises L.P. (self) (IEP) · Icahn Enterprises
Activist deck Activist investor Beat · Impact & Next Steps1 hit
33
The table displays assets, liabilities, and equity across 11 segments plus a consolidated column.Icahn Enterprises L.P. (self) (IEP) · Icahn Enterprises
Activist deck Activist investor Beat · Impact & Next Steps1 hit
34
The table provides a breakdown of valuation components for IEP, showing a decline in Indicative Net Asset Value from $10.1B to $7.9B over the period.Icahn Enterprises L.P. (self) (IEP) · Icahn Enterprises
Activist deck Activist investor Beat · Impact & Next Steps1 hit
36
The table provides two main sections: Adjusted EBITDA and Adjusted EBITDA attributable to IEP, with line items for net income, interest, taxes, D&A, and various adjustments.Icahn Enterprises L.P. (self) (IEP) · Icahn Enterprises
Activist deck Activist investor Beat · Impact & Next Steps1 hit
37
The table provides two main sections: Adjusted EBITDA before non-controlling interests and Adjusted EBITDA attributable to Icahn Enterprises (IEP).Icahn Enterprises L.P. (self) (IEP) · Icahn Enterprises
Activist deck Activist investor Beat · Impact & Next Steps1 hit
38
The table is split into two main sections: 'Adjusted EBITDA' and 'Adjusted EBITDA attributable to IEP'.Icahn Enterprises L.P. (self) (IEP) · Icahn Enterprises
Activist deck Activist investor Beat · Impact & Next Steps1 hit
39
The table is split into two main sections: 'Adjusted EBITDA' and 'Adjusted EBITDA attributable to IEP'.Icahn Enterprises L.P. (self) (IEP) · Icahn Enterprises
Activist deck Activist investor Beat · Impact & Next Steps1 hit
40
This is a standard financial disclosure table showing the bridge from Net Income to Adjusted EBITDA for various segments.Icahn Enterprises L.P. (self) (IEP) · Icahn Enterprises
Activist deck Activist investor Beat · Impact & Next Steps1 hit
41
The slide contains two primary tables: one for 'Adjusted EBITDA' and one for 'Adjusted EBITDA attributable to IEP'.Icahn Enterprises L.P. (self) (IEP) · Icahn Enterprises
Activist deck Activist investor Beat · Impact & Next Steps1 hit
42
Icahn Enterprises L.P. (self) (IEP)Icahn Enterprises L.P. (self) (IEP) · Icahn Enterprises
Activist deck Activist investor Beat · Impact & Next Steps1 hit
01
Slide 1
The slide uses a contrarian investment thesis, framing the high short interest as a signal for a potential price rebound.Snap Inc. (SNAP) · Citron Research
Research note Short seller Beat · Situation & Context1 hit
02
The slide uses a Bloomberg terminal screenshot to illustrate the valuation gap.Snap Inc. (SNAP) · Citron Research
Research note Short seller Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
03
The slide uses a 'mosaic' argument to justify a bullish outlook on SNAP despite historical underperformance.Snap Inc. (SNAP) · Citron Research
Research note Short seller Beat · Evidence & ProofLoop · Pattern Hunter1 hit
04
Includes a Statista chart sourced from Piper Jaffray.Snap Inc. (SNAP) · Citron Research
Research note Short seller Beat · Evidence & ProofLoop · Golden Circle1 hit
05
Citron Research report on Snapchat.Snap Inc. (SNAP) · Citron Research
Research note Short seller Loop · Golden Circle1 hit
07
Snap Inc. (SNAP)Snap Inc. (SNAP) · Citron Research
Research note Short seller Beat · Action1 hit
01
Slide 1
This is a classic short-seller research note designed to frame a company as a fraud (Enron comparison).Valeant Pharmaceuticals International (VRX) · Citron Research
Research note Short seller Beat · Hook1 hit