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Matching slides 118,471
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8,401-8,430 of 118,471
198
The slide uses a 'Problem vs. Solution' structure to advocate for a back-to-basics operational strategy.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 4 hits
199
Uses TURF analysis (Total Unduplicated Reach and Frequency) as a specific methodology for menu optimization.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 4 hits
207
Uses a before-after-bridge style structure to contrast the 'lost' state with the proposed 'solution'.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 4 hits
02
This is a text-heavy page from a shareholder letter, likely part of an activist investor campaign.Sumitomo Realty & Development Co., Ltd. (8830) · Aaron Tai
Shareholder letter Activist investor Beat · ProblemLoop · David Goliath4 hits
09
The slide uses scatter plots to correlate financial metrics with PNAV, arguing that Sumitomo Realty is underperforming due to slow reform.Sumitomo Realty & Development Co., Ltd. (8830) · Aaron Tai
Shareholder letter Activist investor Loop · Cost Of Inaction4 hits
03
This is the final page of a shareholder letter from Elliott Management to Marathon Petroleum.Marathon Petroleum Corporation (MPC) · Quentin Koffey
Shareholder letter Activist investor Beat · SolutionLoop · Cost Of Inaction4 hits
05
This is a text-heavy shareholder letter page outlining a 'Plan B' if current management fails.Phillips 66 (PSX) · John Pike and Mike Tomkins
Shareholder letter Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction4 hits
07
The slide uses analyst quotes to build a case against the company's current capital allocation strategy.Texas Instruments (TXN) · Jesse Cohn
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Cost Of Inaction4 hits
05
The slide uses a narrative of 'coercion' and 'deficiencies' to frame the TOB offer as inadequate.Toyota Industries Corporation (6201) · Aaron Tai and Gordon Singer
Shareholder letter Activist investor Beat · The MonsterLoop · The Reveal4 hits
07
This is a text-heavy page from a shareholder letter, likely part of an activist campaign.Toyota Industries Corporation (6201) · Aaron Tai and Gordon Singer
Shareholder letter Activist investor Beat · The StruggleLoop · Cost Of Inaction4 hits
08
Page 8 of a shareholder letter.Toyota Industries Corporation (6201) · Aaron Tai and Gordon Singer
Shareholder letter Activist investor Beat · The StruggleLoop · Cost Of Inaction4 hits
01
This is a classic activist investor proxy solicitation letter.Newell Brands Inc. (NWL) · Jeffrey C. Smith
Shareholder letter Activist investor Loop · Cost Of Inaction4 hits
06
Page 6 of a shareholder letter, focusing on board nominee qualifications.Newell Brands Inc. (NWL) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Solution (Provide relief)4 hits
07
This is the final page of a document, containing a signature and closing remarks.Newell Brands Inc. (NWL) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Solution (Provide relief)4 hits
06
Includes footnotes regarding data sources and calculation methodology for Magellan's multiple.Magellan Health, Inc. (MGLN) · Peter A. Feld
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Pre Mortem4 hits
01
This is the cover page of an activist investor letter.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Hook4 hits
08
This is a page from an activist investor letter (likely Starboard Value) criticizing Darden Restaurants' board.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Shareholder letter Activist investor 4 hits
12
Includes a quote from Glass Lewis regarding Darden's poor shareholder engagement.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Villain Critique4 hits
01
Letterhead format from Elliott Advisors (UK) Limited.Toyota Industries Corporation (6201) · Aaron Tai & Gordon Singer
Shareholder letter Activist investor 4 hits
06
This appears to be the final page of a formal legal or corporate letter.Mitek Systems, Inc. (MITK) · Jesse Cohn
Shareholder letter Activist investor Beat · Closing Ask4 hits
24
The slide uses a contrast-based argument, highlighting the nominees' past successes to emphasize the board's failure to utilize them.DSP Group, Inc. (DSPG) · Starboard Value
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction4 hits
45
The slide uses a structured 'Scenario-Steps-Result' format for each experience entry.DSP Group, Inc. (DSPG) · Starboard Value
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet4 hits
08
Office Depot, Inc. (ODP)Office Depot, Inc. (ODP) · Starboard Value
Activist deck Activist investor Beat · The Monster4 hits
02
The slide uses a waterfall chart to show acquisition history, with a callout box detailing URS's own acquisition history.AECOM (ACM) · Peter A. Feld
Shareholder letter Activist investor 4 hits
06
The chart highlights the 'patent cliff' risk, specifically focusing on the concentration of revenue loss in 2026.Bristol-Myers Squibb Company (BMY) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · The StruggleLoop · The Reveal4 hits
05
This is a text-heavy shareholder letter page advocating for strategic divestiture and operational changes.Dollar Tree, Inc. (DLTR) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Solution & Approach4 hits
07
The slide uses a quote from a Q3 earnings call to preemptively rebut management's concerns about supply chain capabilities.Dollar Tree, Inc. (DLTR) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Solution & ApproachLoop · Cost Of Inaction4 hits
08
The slide uses a comparative analysis of Dollarama's historical performance to justify a valuation upside for Dollar Tree.Dollar Tree, Inc. (DLTR) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Cost Of Inaction4 hits
01
This is a formal activist investor letter.Mellanox Technologies, Ltd. (MLNX) · Peter A. Feld
Shareholder letter Activist investor Beat · Situation & Context4 hits
04
The slide uses peer benchmarking to expose the company's historical underperformance and lack of credibility in meeting future targets.Mellanox Technologies, Ltd. (MLNX) · Peter A. Feld
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Benchmark Gap4 hits