slides · global inventory
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Matching slides 118,471
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Pages 3,950
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8,461-8,490 of 118,471
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This is a text-heavy slide from a shareholder letter, likely part of a proxy contest.Depomed, Inc. (DEPO) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Problem & Complication4 hits
01
This is a formal shareholder letter, not a slide deck page, but it functions as the executive summary/thesis statement for the activist campaign.Perrigo Company plc (PRGO) · Jeffrey C. Smith
Shareholder letter Activist investor 4 hits
07
This is the final page of a shareholder letter, signed by Jeffrey C. Smith.Perrigo Company plc (PRGO) · Jeffrey C. Smith
Shareholder letter Activist investor 4 hits
05
The slide uses a quote from the CEO to highlight a perceived contradiction in management's transparency.Autodesk, Inc. (ADSK) · Jeffrey Smith
Shareholder letter Activist investor Beat · SatisfactionLoop · Cost Of Inaction4 hits
01
This is the first page of an activist investor letter.Autodesk, Inc. (ADSK) · Jeffrey Smith
Shareholder letter Activist investor 4 hits
21
The slide appears to be a continuation of a larger document, starting mid-sentence with educational credentials of a previous nominee, followed by full bios for Feld and Young, and concluding with Item 6 disclosure.BILL Holdings, Inc. (BILL) · Jeffrey C. Smith
Regulatory filing Activist investor 4 hits
26
The slide uses a New Yorker-style cartoon to illustrate the irony of banks rejecting deposits due to regulatory capital requirements.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · EvidenceLoop · The Reveal4 hits
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Uses a child playing with a toy plane as a metaphor for the business model.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · EvidenceLoop · The Reveal4 hits
05
Uses visual metaphors of a treasure chest and Noah's Ark to illustrate corporate cash management strategies.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor 4 hits
06
The chart uses bubble size to represent buyback intensity relative to cash, overlaying it on P/E and price trends.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor 4 hits
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Uses a visual metaphor of a frustrated character standing next to a large stack of boxes (inventory) and a box of cash to illustrate capital inefficiency.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction4 hits
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The slide uses a color-coded bar chart to contrast companies that return capital (green) against those that hoard cash (grey).Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction4 hits
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The slide explicitly clarifies that the repatriation scenario is for illustrative purposes and not a recommendation.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor 4 hits
25
The slide uses a pro forma analysis to argue for capital allocation changes at Apple.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor 4 hits
30
The slide uses a visual metaphor ('slide to unlock') to signal that the following content will reveal a new financial instrument.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Loop · Golden Circle4 hits
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This is part of the Greenlight Capital proposal to Apple regarding iPrefs.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · SolutionLoop · Golden Circle4 hits
27
The slide uses two line charts to contrast Morgan Stanley's aggressive growth projections against industry averages and inflation-adjusted trends.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)Loop · The Reveal4 hits
19
The slide illustrates 'evergreening' strategies in pharmaceutical product lifecycles.Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · Desire4 hits
03
This slide is a transcript-style page from a presentation, likely David Einhorn's speech on Allied Capital.Lehman Brothers (LEH) · David Einhorn
Conference presentation Activist investor 4 hits
04
This slide is part of a larger document (likely David Einhorn's presentation on Lehman Brothers). It uses a quote from Warren Buffett to frame the situation.Lehman Brothers (LEH) · David Einhorn
Conference presentation Activist investor 4 hits
01
This is a transcript-style slide detailing a post-mortem of an investment decision.US/Japan Sovereign Debt & Fiat Currencies (Macro) · David Einhorn
Conference presentation Activist investor 4 hits
07
The slide argues for operational improvements and capital allocation changes at Autodesk based on peer valuation benchmarks.Autodesk, Inc. (ADSK) · Jeffrey Smith
Shareholder letter Activist investor Beat · The StruggleLoop · Cost Of Inaction4 hits
04
The text explicitly references a 'flywheel' concept and advocates for a specific SG&A target of 70-75% of gross profit.CarMax Inc. (KMX) · Jeffrey Smith
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction4 hits
06
This is a formal letter from an activist investor to a newly appointed CEO.CarMax Inc. (KMX) · Jeffrey Smith
Shareholder letter Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction4 hits
05
This is the final page of a shareholder letter, including signature and footnotes.Riot Platforms, Inc. (RIOT) · Peter A. Feld
Shareholder letter Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction4 hits
03
The slide highlights a discrepancy between the Chairman's public statement and the company's reported actions.Yahoo! Inc. (YHOO) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Golden Circle4 hits
01
This is the first page of an activist investor letter.Yahoo! Inc. (YHOO) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Situation & Context4 hits
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This is the final page of a shareholder letter, including a signature and page number.Yahoo! Inc. (YHOO) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Impact & Next Steps4 hits
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This is a text-heavy page from a shareholder letter, likely from an activist investor (Starboard Value).Yahoo! Inc. (YHOO) · Jeffrey C. Smith
Shareholder letter Activist investor 4 hits
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This is the final page of a shareholder letter.Yahoo! Inc. (YHOO) · Jeffrey C. Smith
Shareholder letter Activist investor 4 hits