slides · global inventory
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Matching slides 118,471
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Pages 3,950
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8,611-8,640 of 118,471
01
This is the first page of a formal shareholder letter.Dye & Durham Limited (DND) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Situation & Context4 hits
06
This is a formal legal notice/letter from an activist investor.Keisei Electric Railway Co., Ltd. (9009.T) · James Smith
Shareholder letter Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction4 hits
05
This is a page from an activist investor letter (Bluebell Capital Partners) attacking BlackRock's leadership.BlackRock (BLK) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Beat · Critique of the Status QuoLoop · Cost Of Inaction4 hits
03
The slide uses a 'proponent argument' followed by 'Bluebell Capital Partners response' structure throughout.BlackRock (BLK) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor 4 hits
04
The slide uses a table to contrast performance metrics to support a legal/governance argument regarding a 'Material Adverse Change' (MAC) clause.Parkland Corporation (PKI) · Arnaud Ajdler
Shareholder letter Activist investor Beat · The MonsterLoop · The Reveal4 hits
05
This is a text-heavy shareholder letter page. It includes a specific call to action regarding board composition and a mention of a C$200 million investment.Parkland Corporation (PKI) · Arnaud Ajdler
Shareholder letter Activist investor Beat · The Victory4 hits
02
This is a text-heavy slide from an activist investor presentation (likely Engine Capital or similar) outlining a thesis for value creation.Parkland Corporation (PKI) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction4 hits
03
The slide uses a mix of CEO quotes, survey data, and market metrics to argue for a structural shift in housing preferences.D.R. Horton and Invitation Homes (DHI/INVH) · Jonathan Litt
Research note Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction4 hits
02
This is a press release from Land and Buildings Investment Management, LLC.MGM Resorts International (MGM) · Jonathan Litt
Press release Activist investor Beat · SolutionLoop · Cost Of Inaction4 hits
04
This is the final page of a shareholder letter, containing a sign-off from Jonathan Litt and mandatory legal disclosures.Apartment Investment and Management Company (AIV) · Jonathan Litt
Shareholder letter Activist investor Beat · Solution (Provide relief)4 hits
03
This is a press release text document.Taubman Centers, Inc. (TCO) · Jonathan Litt
Press release Activist investor Beat · DesireLoop · Golden Circle4 hits
04
The slide combines qualitative market analysis with a line chart showing regional job growth trends.Multiple REIT subsectors (urban office, retail, business hotels, movie theaters) · Jonathan Litt
Research note Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction4 hits
04
This is a page from an activist investor letter (likely Simpson/Parkland). It uses strong, accusatory language ('banana republic', 'playing tricks').Parkland Corporation (PKI) · Arnaud Ajdler
Shareholder letter Activist investor Loop · Cost Of Inaction4 hits
06
This is the final page of a shareholder letter, including a call to action and signatures.Parkland Corporation (PKI) · Arnaud Ajdler
Shareholder letter Activist investor 4 hits
01
The slide uses a table to quantify insider buying and then uses that data to challenge the Board's stated confidence in the company's future.Parkland Corporation (PKI) · Arnaud Ajdler
Shareholder letter Activist investor Beat · AttentionLoop · Pattern Hunter4 hits
08
Kao Corporation (4452.JP)Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 4 hits
09
The central diagram is a 2x2 matrix representing the four segments, though it functions more as a visual anchor for the surrounding text.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 4 hits
64
The slide uses a comparison to Olaplex and Milbon to justify a revenue growth target for Oribe.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 4 hits
22
The slide critiques Kao's internal projections for Latin America (3.4% of revenue) against the high growth potential of the region.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Agitate (Make it worse)4 hits
56
The chart illustrates the gap between Kao's internal revenue forecast and the potential growth if they matched market rates.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Jobs To Be Done4 hits
02
This is page 2 of a 3-page shareholder letter.Nintendo Co., Ltd. (7974) · Seth Fischer
Shareholder letter Activist investor Beat · Need4 hits
03
This is the third page of a three-page letter.Nintendo Co., Ltd. (7974.T) · Seth Fischer
Shareholder letter Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction4 hits
01
The slide serves as a formal press release cover page.Digital Garage Inc. (4819 JT) · Seth Fischer
Press release Activist investor Beat · SetupLoop · Why Now4 hits
01
The slide serves as a press release summary outlining activist investor demands for Hokuetsu Corporation (3865).Hokuetsu Corporation (3865) · Oasis Management
Press release Activist investor Beat · Attention4 hits
23
The slide serves as a strategic argument against a specific M&A transaction (NewMed) and for an alternative capital allocation strategy.Capricorn Energy PLC (CNE) · Palliser
Activist deck Activist investor 4 hits
01
This is the first page of a formal shareholder letter.Glencore Plc (GLEN) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor 4 hits
02
This is a page from a shareholder letter. It uses a narrative structure to frame the board's current actions as a validation of the author's previous demands.Glencore Plc (GLEN) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor 4 hits
05
This is a page from a shareholder letter by Bluebell Capital Partners criticizing a proposed transaction.Glencore Plc (GLEN) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Beat · Critique of Glencore Plc's offer4 hits
08
This is the final page of a formal activist investor letter.Glencore Plc (GLEN) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Beat · Closing ask4 hits
14
The slide uses a structural diagram to explain the legal and operational separation of the two entities.Rio Tinto (RIO) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)4 hits