slides · global inventory
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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 96,741
Current window 80,881-80,910
Pages 3,225
Rows per page 30
Component
80,881-80,910 of 96,741
01
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
02
The slide uses negative testimonials to frame the CEO as incompetent and distracted.LivePerson, Inc. (LPSN) · Peter Feld
Shareholder letter Activist investor Beat · The MonsterLoop · The Reveal1 hit
04
Uses Glassdoor reviews to contrast company claims with employee sentiment.LivePerson, Inc. (LPSN) · Peter Feld
Shareholder letter Activist investor Beat · The StruggleLoop · The Reveal1 hit
05
This is a text-heavy page from a shareholder letter, likely an activist investor campaign document.LivePerson, Inc. (LPSN) · Peter Feld
Shareholder letter Activist investor Loop · The Reveal1 hit
06
This is the final page of a shareholder letter, serving as a sign-off.LivePerson, Inc. (LPSN) · Peter Feld
Shareholder letter Activist investor Beat · The Victory1 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
04
This is a research note summarizing a specific investor presentation and the subsequent management response.Allied Capital (ALD) · David Einhorn
Research note Activist investor 1 hit
05
This slide functions as a narrative rebuttal to management's claims, highlighting inconsistencies in their public statements and their association with Lanny Davis.Allied Capital (ALD) · David Einhorn
Research note Activist investor 1 hit
06
The slide highlights a potential regulatory misalignment between Allied's valuation practices and SEC requirements.Allied Capital (ALD) · David Einhorn
Research note Activist investor 1 hit
07
The slide contains excerpts from Allied Capital's annual report and white paper, followed by Greenlight's commentary on Allied's regulatory stance.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
09
The slide uses a dialogue format to expose a contradiction between Allied's claims and SEC regulatory stance.Allied Capital (ALD) · David Einhorn
Research note Activist investor 1 hit
10
Transcript of a regulatory or legal discussion regarding fair value accounting standards.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
14
Includes footnotes 15 and 16 detailing valuation discrepancies and pari passu status.Allied Capital (ALD) · David Einhorn
Research note Activist investor 1 hit
15
The slide uses specific examples to challenge Allied's valuation methodology.Allied Capital (ALD) · David Einhorn
Research note Activist investor 1 hit
16
The slide uses a point-counterpoint structure to highlight a disagreement on accounting practices for distressed debt.Allied Capital (ALD) · David Einhorn
Research note Activist investor 1 hit
17
This is a page from a research note/investor letter by Greenlight Capital regarding Allied Capital.Allied Capital (ALD) · David Einhorn
Research note Activist investor 1 hit
18
This is a page from a research note/investor letter. It uses a narrative structure to build a case against Allied Capital's accounting.Allied Capital (ALD) · David Einhorn
Research note Activist investor 1 hit
19
This is a text-heavy research note page detailing a dispute over accounting practices between Greenlight Capital and Allied Capital.Allied Capital (ALD) · David Einhorn
Research note Activist investor 1 hit
89
The table highlights Dow, Eastman, and Celanese as the 'Primary Peers'.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Loop · Aha Moment1 hit
90
The slide uses a checkmark/cross matrix to highlight the lack of consistency in peer selection.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Loop · Aha Moment1 hit
01
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
02
The slide uses anonymous employee testimonials to build a case against the CEO's leadership and strategic focus.LivePerson, Inc. (LPSN) · Peter Feld
Shareholder letter Activist investor 1 hit
03
The slide uses a grid of headshots to visualize the high turnover rate in CFO, CTO, and Head of Sales roles.LivePerson, Inc. (LPSN) · Peter Feld
Shareholder letter Activist investor 1 hit
04
Uses Glassdoor reviews to frame board diversity as a root cause of cultural issues.LivePerson, Inc. (LPSN) · Peter Feld
Shareholder letter Activist investor 1 hit
05
This is a text-heavy page from a shareholder letter, likely an activist investor campaign document.LivePerson, Inc. (LPSN) · Peter Feld
Shareholder letter Activist investor 1 hit
06
This is the final page of a shareholder letter, serving as a sign-off.LivePerson, Inc. (LPSN) · Peter Feld
Shareholder letter Activist investor 1 hit
04
The slide uses a combination of bar chart (margins) and line chart (YoY growth) to highlight the lack of operating leverage.Match Group, Inc. (MTCH) · Jeffrey Smith
Shareholder letter Activist investor Beat · ComplicationLoop · Pattern Hunter1 hit