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This slide is a text-heavy narrative page from a presentation, likely by David Einhorn (Greenlight Capital), discussing the short position on Lehman Brothers.Lehman Brothers (LEH) · David Einhorn
Conference presentation Activist investor Beat · ProblemLoop · Cost Of Inaction4 hits
04
This appears to be a continuation page of a longer list of nominees.Phillips 66 (PSX) · Elliott Investment Management
Press release Activist investor Beat · Evidence4 hits
335
Arconic Inc. (ARNC)Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 4 hits
02
This is page 2 of a shareholder letter, likely from Elliott Investment Management.Southwest Airlines (LUV) · John Pike
Shareholder letter Activist investor Beat · Problem & Complication4 hits
03
This is page 3 of a shareholder letter, continuing a list of questions and concluding with a formal demand for answers.Unizo Holdings Company (3258.T) · Elliott Advisors
Shareholder letter Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction4 hits
39
Page 39 of a regulatory filing (likely Schedule 13D/A).Huntsman Corporation (HUN) · Jeffrey C. Smith
Regulatory filing Activist investor 4 hits
41
Page 41 of a Schedule 13D/A filing.Huntsman Corporation (HUN) · Jeffrey C. Smith
Regulatory filing Activist investor 4 hits
43
Page 43 of a regulatory filing document.Huntsman Corporation (HUN) · Jeffrey C. Smith
Regulatory filing Activist investor 4 hits
56
Standard legal signature block for Starboard Value and Opportunity Master Fund Ltd.Huntsman Corporation (HUN) · Jeffrey C. Smith
Regulatory filing Activist investor 4 hits
58
Huntsman Corporation (HUN)Huntsman Corporation (HUN) · Jeffrey C. Smith
Regulatory filing Activist investor 4 hits
05
This is a text-heavy page from a shareholder letter, likely an activist investor campaign document.LivePerson, Inc. (LPSN) · Peter Feld
Shareholder letter Activist investor Loop · The Reveal4 hits
08
The slide uses external validation (employee sentiment) to build a case for leadership change.Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor 4 hits
68
This is the final page of an activist investor letter, including a signature block and a boilerplate 'About' section.Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor 4 hits
78
This is a standard activist investor press release/disclosure page.Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor 4 hits
17
This is a standard regulatory filing disclosure page.Southwest Airlines (LUV) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Deeper Layer4 hits
09
The slide uses a dialogue format to expose a contradiction between Allied's claims and SEC regulatory stance.Allied Capital (ALD) · David Einhorn
Research note Activist investor 4 hits
17
This is a page from a research note/investor letter by Greenlight Capital regarding Allied Capital.Allied Capital (ALD) · David Einhorn
Research note Activist investor 4 hits
25
The slide uses a narrative structure to expose a potential contradiction between the auditor's previous assurances and the company's explanation for their absence in 2001.Allied Capital (ALD) · David Einhorn
Research note Activist investor 4 hits
26
The slide uses a direct investigation of AICPA audit guides to debunk a specific claim made by Allied's CEO and Merrill Lynch.Allied Capital (ALD) · David Einhorn
Research note Activist investor 4 hits
07
This is a continuation page of a nominee bio section, starting mid-sentence for the first nominee.Southwest Airlines (LUV) · John Pike and Bobby Xu
Shareholder letter Activist investor 4 hits
08
This is a continuation page of a longer list of nominee bios.Southwest Airlines (LUV) · John Pike and Bobby Xu
Shareholder letter Activist investor 4 hits
198
The slide uses a 'Problem vs. Solution' structure to advocate for a back-to-basics operational strategy.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
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) · Jeffrey C. Smith
Activist deck Activist investor 4 hits
207
Uses a before-after framing (Lost vs Solution) to structure the argument.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 4 hits
212
The slide uses a 'before-after' framing implicitly by contrasting 'Inefficient advertising spending' with a 'Solution' list.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 4 hits
01
Slide 1
This is the first page of a shareholder letter. It establishes the activist's thesis regarding the company's valuation discount and historical failure to meet financial targets.Huntsman Corporation (HUN) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Situation & Context4 hits
05
Huntsman Corporation (HUN)Huntsman Corporation (HUN) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · SolutionLoop · Quick Win Big Bet4 hits
05
This is a text-heavy page from a shareholder letter, likely an activist investor campaign document.LivePerson, Inc. (LPSN) · Peter Feld
Shareholder letter Activist investor 4 hits
01
Slide 1
This is the first page of a shareholder letter from Starboard Value.News Corporation (NWSA) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · AttentionLoop · Golden Circle4 hits
03
Final page of a shareholder letter; text-only with bold lead paragraph, body argument, signature block, and a numbered footnote.News Corporation (NWSA) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · ActionLoop · Golden Circle4 hits