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Matching slides 118,471
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85,021-85,050 of 118,471
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This is a page from a shareholder letter by Bluebell Capital Partners criticizing BP's management.BP plc (BP) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Beat · Expose Contradiction1 hit
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The slide uses partner quotes to validate the company's market position.BlackBerry (BBRY) · 52_Citron_Research
Research note Short seller Loop · Aha Moment1 hit
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The slide uses a direct comparison of two official documents to point out a reporting discrepancy.Lehman Brothers (LEH) · David Einhorn
Conference presentation Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
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This slide appears to be part of a larger investigative presentation or report regarding Lehman Brothers' financial health prior to its collapse.Lehman Brothers (LEH) · David Einhorn
Conference presentation Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
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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
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Phillips 66 (PSX)Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
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Uses a 'before-after' style contradiction to highlight management failure.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
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Document-style cover (research note), text-only, no charts or tables. Includes a substantial disclaimer/disclosure block at the bottom.Allied Capital (ALD) · David Einhorn
Research note Activist investor 1 hit
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Transcript of a regulatory or legal discussion regarding fair value accounting standards.Allied Capital (ALD) · David Einhorn
Research note Activist investor 1 hit
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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
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The table highlights the discrepancy between compensation benchmarking peers and performance benchmarking peers.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Loop · Aha Moment1 hit
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The slide uses visual callouts (red arrows) to point to specific data points in the charts that support the thesis.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Loop · Aha Moment1 hit
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Huntsman Corporation (HUN)Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Loop · Aha Moment1 hit
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The table highlights Dow, Eastman, and Celanese as the 'Primary Peers'.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Loop · Aha Moment1 hit
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Icahn Enterprises L.P. (self) (IEP)Icahn Enterprises L.P. (self) (IEP) · Icahn Enterprises
Activist deck Activist investor Beat · Situation & Context1 hit
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The table compares IEP against Berkshire, Leucadia, Loews, S&P 500, Dow Jones, and Russell 2000.Icahn Enterprises L.P. (self) (IEP) · Icahn Enterprises
Activist deck Activist investor Beat · Situation & ContextLoop · Logic Chain1 hit
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The slide provides a snapshot of the holding company's diversified portfolio and financial health.Icahn Enterprises L.P. (self) (IEP) · Icahn Enterprises
Activist deck Activist investor Beat · Evidence & Proof1 hit
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Icahn Enterprises L.P. (self) (IEP)Icahn Enterprises L.P. (self) (IEP) · Icahn Enterprises
Activist deck Activist investor Beat · Evidence & Proof1 hit
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The slide uses a process-flow style layout to describe the activist investment lifecycle.Icahn Enterprises L.P. (self) (IEP) · Icahn Enterprises
Activist deck Activist investor Beat · Evidence & Proof1 hit
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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
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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
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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
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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
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Icahn Enterprises L.P. (self) (IEP)Icahn Enterprises L.P. (self) (IEP) · Icahn Enterprises
Activist deck Activist investor Beat · Impact & Next Steps1 hit
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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
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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
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This is a formal letter of correspondence acting as a shareholder communication.Wirecard AG (WDI) · Sir Chris Hohn
Shareholder letter Activist investor Beat · Situation & Context1 hit
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Uses a before-after-bridge style visual to connect high revenue to low margins.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · AgitateLoop · Mece Breakdown1 hit
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Uses a dot-matrix visualization to contrast losing vs. winning trading days.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
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The slide uses a timeline of product launches and a bar chart of market share to illustrate the failure of P&G's management of the Gillette brand.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · The Reveal1 hit