slides · global inventory
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Matching slides 118,471
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75,961-75,990 of 118,471
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Dye & Durham Limited (DND)Dye & Durham Limited (DND) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Cost Of Inaction1 hit
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The slide serves as an introduction to a series of company profiles.Multiple REITs (21 underperformers) · Land and Buildings
Research note Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
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The slide uses a 'skin in the game' argument to critique the current board's alignment with shareholders.C&C Group plc (CCR) · Arnaud Ajdler
Press release Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
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This is a standard boilerplate disclosure slide found at the end of a press release.Dye & Durham Limited (DND) · Engine Capital LP
Press release Activist investor Loop · Expert Witness1 hit
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Press release format; includes footnotes regarding historical AGM dates and TSX regulations.Dye & Durham Limited (DND) · Engine Capital
Press release Activist investor Beat · AttentionLoop · Why Now1 hit
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The slide uses a comparison table to highlight significant underperformance against market indices.Dye & Durham Limited (DND) · Arnaud Ajdler
Shareholder letter Activist investor Beat · ComplicationLoop · Cost Of Inaction1 hit
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Dye & Durham Limited (DND)Dye & Durham Limited (DND) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Evidence1 hit
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Parkland Corporation (PKI)Parkland Corporation (PKI) · Arnaud Ajdler
Shareholder letter Activist investor 1 hit
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Includes a footnote regarding TSR calculation methodology and peer group definitions.Parkland Corporation (PKI) · Arnaud Ajdler
Press release Activist investor Beat · ActionLoop · Golden Circle1 hit
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Houghton Mifflin Harcourt (HMHC)Houghton Mifflin Harcourt (HMHC) · Engine Capital
Activist deck Activist investor Beat · The Monster (Undervaluation)1 hit
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The slide uses a bulleted list to summarize the investment thesis against the Veritas offer.Houghton Mifflin Harcourt (HMHC) · Engine Capital
Activist deck Activist investor Beat · The Monster (Undervaluation)1 hit
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LBO model transaction overview slide.Houghton Mifflin Harcourt (HMHC) · Engine Capital
Activist deck Activist investor Beat · The Monster (Undervaluation)Loop · Pattern Hunter1 hit
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The slide uses two bar charts to demonstrate that the offer price is undervalued relative to the company's cash flow generation potential.Houghton Mifflin Harcourt (HMHC) · Engine Capital
Activist deck Activist investor Beat · The Monster (Undervaluation)Loop · Pattern Hunter1 hit
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The slide uses a stock chart to visualize the gap between the current offer and the projected stock price based on fundamental performance.Houghton Mifflin Harcourt (HMHC) · Engine Capital
Activist deck Activist investor Beat · The Struggle (Flawed Sales Process)Loop · Pattern Hunter1 hit
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The slide uses a comparison table to highlight qualitative differences (higher ed exposure, digital transition, NOLs, business mix) to justify a premium valuation.Houghton Mifflin Harcourt (HMHC) · Engine Capital
Activist deck Activist investor Beat · The Struggle (Flawed Sales Process)Loop · Pattern Hunter1 hit
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The slide uses a 'before-after' comparison of financial models to expose management's lack of credibility.Houghton Mifflin Harcourt (HMHC) · Engine Capital
Activist deck Activist investor Beat · The Struggle (Flawed Sales Process)Loop · The Reveal1 hit
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The slide uses a combination of a direct quote from a regulatory filing and a numbered list of analytical critiques.Houghton Mifflin Harcourt (HMHC) · Engine Capital
Activist deck Activist investor Beat · The Struggle (Flawed Sales Process)Loop · The Reveal1 hit
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The slide uses a sensitivity table to demonstrate the range of potential returns for an LBO scenario.Houghton Mifflin Harcourt (HMHC) · Engine Capital
Activist deck Activist investor Beat · The Victory (Superior Plan)Loop · The Reveal1 hit
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Includes a callout box highlighting the key takeaway and a legend for IRR thresholds.Houghton Mifflin Harcourt (HMHC) · Engine Capital
Activist deck Activist investor Beat · The Victory (Superior Plan)1 hit
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Includes a footnote regarding interest rate assumptions for the recapitalization.Houghton Mifflin Harcourt (HMHC) · Engine Capital
Activist deck Activist investor Beat · The Victory (Superior Plan)1 hit
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The slide uses strong, adversarial language ('egregiously management-friendly', 'structural trap', 'staggering') to frame the investment thesis.Welltower Inc. (WELL) · Jonathan Litt
Research note Activist investor Beat · Problem1 hit
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The slide uses a 'Hidden Dividend Income' table and a 'Tax Advantage' comparison table to expose the discrepancy between the stated salary and actual economic benefits.Welltower Inc. (WELL) · Jonathan Litt
Research note Activist investor Beat · AgitateLoop · Iceberg1 hit
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The slide uses a table of director compensation followed by a narrative critique of the compensation committee's governance and decision-making process.Welltower Inc. (WELL) · Jonathan Litt
Research note Activist investor 1 hit
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Includes specific disclosure of short/long positions in WELL, VTR, and AHR.Welltower Inc. (WELL) · Jonathan Litt
Research note Activist investor 1 hit
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This is the first page of a shareholder letter from Engine Capital LP to the Board of Parkland Corporation.Parkland Corporation (PKI) · Arnaud Ajdler
Shareholder letter Activist investor 1 hit
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This is a page from an activist shareholder letter (Simpson/Engine vs Parkland).Parkland Corporation (PKI) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Agitate (Make it worse)1 hit
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The slide serves as an introduction to a white paper or research note on executive pay practices in the REIT sector.US REIT sector (15 underperforming large-cap REITs) · Land and Buildings
Research note Activist investor Beat · Problem (Identify pain)Loop · Benchmark Gap1 hit
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The table highlights a disconnect between poor shareholder returns and high executive compensation.US REIT sector (15 underperforming large-cap REITs) · Land and Buildings
Research note Activist investor Beat · Agitate (Make it worse)Loop · Benchmark Gap1 hit
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The slide highlights a potential conflict of interest or lack of accountability by showing the specific committee members responsible for compensation at underperforming firms.US REIT sector (15 underperforming large-cap REITs) · Land and Buildings
Research note Activist investor Beat · Solution (Provide relief)Loop · Benchmark Gap1 hit
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This is a page from an activist investor letter (likely Engine Capital) proposing operational changes to Upwork.Upwork Inc. (UPWK) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Solution & ApproachLoop · So What Cascade1 hit