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Matching slides 110,539
Current window 901-930
Pages 3,685
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901-930 of 110,539
213
Uses a before/after framing (problem vs solution) and a callout for precedent.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 8 hits
15
Uses a 'call-out' box to frame the contradiction between corporate claims and forensic findings.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Pattern Hunter8 hits
03
This is a research note slide highlighting critical risks regarding customer concentration and declining game performance.Skillz, Inc. (SKLZ) · Wolfpack Research
Research note Short seller Beat · Villain Critique8 hits
02
This is a page from a short-seller research report (likely Wolfpack Research on EHang).EHang Holdings, Ltd. (EH) · Wolfpack Research
Research note Short seller Beat · Expose Contradiction8 hits
01
The slide uses a 'villain' framing by highlighting management inconsistencies, competitive threats, and operational failures.Caesarstone Ltd. (CSTE) · 57_Viceroy_Research
Research note Short seller 8 hits
13
The slide uses a side-by-side comparison format to detail the grievances against each director.McDonald's Corporation (MCD) · Carl C. Icahn
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Aha Moment8 hits
03
This is a regulatory petition document page. It outlines specific allegations of off-label use ('back to base') and device failure, followed by a formal list of requested regulatory actions.TransMedics (TMDX) · Kir Kahlon
Regulatory filing Short seller Beat · ComplicationLoop · Cost Of Inaction8 hits
15
Uses a grid of 'X' icons to visually signal negative performance indicators.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · AgitationLoop · Logic Chain8 hits
20
Uses a chronological grid to highlight repeated failures and contradictions in governance.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · AgitationLoop · Logic Chain8 hits
50
Marathon Petroleum Corporation (MPC)Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · Solution8 hits
22
This slide serves as a narrative bridge between the initial investment thesis and the current activist campaign.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor Loop · David Goliath8 hits
106
Uses strong, emotive language ('Astonishingly and unfortunately', 'reasons we cannot begin to understand') to frame the Board's decision as a failure of governance.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 8 hits
03
The slide serves as a firm introduction and credibility builder.Ritchie Bros. Auctioneers (RBA) · Ancora
Activist deck Activist investor Beat · Setup8 hits
16
The slide uses a grid layout with icons for each point.Exclusive: Prohibition Holdings $4 million Series B pitch deck · Prohibition Holdings
Pitch deck Strategy consulting 8 hits
01
This is a short-seller research note (Grizzly Research).HelloFresh SE (HFG) · Grizzly Research
Research note Short seller Beat · The Monster8 hits
220
The slide uses a Q&A format to expose technical failures and potential misrepresentation of product origins (Urashima/Isteq).Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 8 hits
51
The slide uses a list format to summarize the core demands (separation, cost cutting, buybacks, governance).The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Three Horizons8 hits
06
This slide functions as a forensic accounting critique, highlighting discrepancies between reported ROIC/IRR and actual outcomes, and questioning the motivations behind bailouts and subsequent capital raises.Burford Capital (BUR) · Carson Block
Research note Short seller Beat · Agitate (Make it worse)Loop · The Reveal8 hits
10
This slide outlines a bearish thesis on BXMT, focusing on credit risk, liquidity, and under-provisioning.Blackstone Mortgage Trust, Inc. (BXMT) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction8 hits
07
The slide serves as a foundational reference for understanding the legal/financial arguments presented in the broader research note.Manulife Financial Corporation (MFC) · Carson C. Block
Research note Short seller Beat · Evidence & ProofLoop · The Reveal8 hits
02
The slide functions as a critique of management's evasiveness and potential fraud indicators, referencing other known fraud cases (LFT, CCME).Sino-Forest Corporation (TRE) · Muddy Waters
Research note Short seller Beat · Agitate (Make it worse)8 hits
15
Uses a 2-column list format with 'X' icons to emphasize negative performance indicators.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction8 hits
20
Uses a 2x4 grid to detail 8 specific failures in the succession process.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction8 hits
01
This is a classic Muddy Waters short-thesis research note.RINO International Corp. (RINO) · Carson C. Block
Research note Short seller Beat · The Monster8 hits
14
Uses a two-column layout to frame the Board's arguments as false and the Slate's plan as fact-based.Norfolk Southern Corporation (NSC) · Frederick D. DiSanto and James Chadwick
Shareholder letter Activist investor Beat · ActionLoop · Before After8 hits
24
Uses Hudson's Bay as a comparative precedent for real estate monetization.Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Impact & Next StepsLoop · Before After8 hits
22
N/AN/A · 10X EBITDA
Other Short seller 8 hits
57
Part of a technical guide series; page 57.N/A · 10X EBITDA
Other Short seller 8 hits
68
This appears to be a page from a technical interview preparation guide for private equity.N/A · 10X EBITDA
Other Short seller 8 hits
08
State Street Corporation (STT)State Street Corporation (STT) · Trian Partners
Activist deck Activist investor 8 hits