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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 18,554
Current window 10,471-10,500
Pages 619
Rows per page 30
Component
10,471-10,500 of 18,554
03
The slide uses a list of analyst quotes to frame the 'existential debate' and a table to quantify the impact of specific corporate missteps.Alexion Pharmaceuticals, Inc. (ALXN) · Elliott
Shareholder letter Activist investor Beat · Problem1 hit
04
Uses analyst quotes to highlight the gap between management's stated discipline and the market's perception of defensive, value-destroying M&A.Alexion Pharmaceuticals, Inc. (ALXN) · Elliott
Shareholder letter Activist investor Beat · Agitate1 hit
05
The slide uses external analyst quotes to build a case against management's M&A strategy.Alexion Pharmaceuticals, Inc. (ALXN) · Elliott
Shareholder letter Activist investor Beat · Agitate1 hit
06
This is a text-heavy page from a shareholder letter, likely part of a larger argument regarding management performance.Alexion Pharmaceuticals, Inc. (ALXN) · Elliott
Shareholder letter Activist investor 1 hit
08
The slide emphasizes TI's long-term performance and consistent focus on free cash flow per share as the primary metric for shareholder value.Texas Instruments (TXN) · Jesse Cohn
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Cost Of Inaction1 hit
09
The slide highlights the 'modulating' investment strategy using the RFAB 1 construction as a case study.Texas Instruments (TXN) · Jesse Cohn
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Cost Of Inaction1 hit
10
The slide uses a historical precedent to justify a capital allocation philosophy.Texas Instruments (TXN) · Jesse Cohn
Shareholder letter Activist investor Beat · Solution & ApproachLoop · Cost Of Inaction1 hit
11
This is a page from a shareholder letter advocating for a change in capital allocation strategy.Texas Instruments (TXN) · Jesse Cohn
Shareholder letter Activist investor Beat · Solution & ApproachLoop · Cost Of Inaction1 hit
22
Uses a table for the timeline and a bar chart for the valuation increase.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor 1 hit
38
Uses quotes from 'Former Automotive OES Executive' to support the thesis of unfavorable pricing power.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor Beat · Solution1 hit
45
Uses a problem-solution framework to highlight governance and transparency failures.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor Beat · Solution1 hit
48
The slide uses a waterfall-bridge style visualization to demonstrate the accounting adjustment.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor 1 hit
13
The slide uses a combination of financial data (ROIC comparison) and news citations to build a case for governance failure.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Problem & Complication1 hit
14
Shows 100% dependency on Toyota for major product lines.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Problem & Complication1 hit
19
The slide uses a two-column layout to categorize feedback from investors vs. sell-side/other stakeholders.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Problem & Complication1 hit
45
The slide uses a diagnostic table format to contrast current failures with proposed strategic improvements.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Impact & Next Steps1 hit
48
Uses a waterfall-bridge framework to illustrate the adjustment of financial assets and liabilities.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Impact & Next Steps1 hit
04
The slide uses quantitative evidence (NAV per share, stock price increases) to argue that the current offer price is insufficient.Toyota Industries Corporation (6201) · Aaron Tai & Gordon Singer
Shareholder letter Activist investor Beat · Expose Contradiction1 hit
05
The slide uses specific financial figures (18,600 JPY, 18,800 JPY, 1,005 JPY increase, 7.5% stock rise) to build a case of undervaluation.Toyota Industries Corporation (6201) · Aaron Tai & Gordon Singer
Shareholder letter Activist investor Beat · Expose Contradiction1 hit
03
This is a text-heavy page from a shareholder letter, likely part of an activist campaign.Mitek Systems, Inc. (MITK) · Jesse Cohn
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Anchor1 hit
01
This is the first page of a press release document.PepsiCo (PEP) · Marc Steinberg and Jesse Cohn
Press release Activist investor Beat · Situation & ContextLoop · Cost Of Inaction1 hit
02
Includes footnotes regarding data sources and historical context.DSP Group, Inc. (DSPG) · Starboard Value
Activist deck Activist investor 1 hit
13
Uses a comparison between actual DSP performance and hypothetical SiTel margins to illustrate the opportunity cost of R&D spending.DSP Group, Inc. (DSPG) · Starboard Value
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
18
The chart on the right uses a 'goal post' metaphor to visualize the shifting target dates for revenue.DSP Group, Inc. (DSPG) · Starboard Value
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
19
The slide uses a classic activist investor 'strategic critique' structure, highlighting a specific management decision and providing three distinct reasons for skepticism.DSP Group, Inc. (DSPG) · Starboard Value
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
02
Includes footnotes regarding data sources and historical performance context.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor 1 hit
12
Uses a 'Commitment vs. Reality' structure to highlight management credibility issues.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor Beat · Expose Contradiction1 hit
15
Uses a bar chart to visualize historical and projected losses, and a text block to highlight contradictory management statements.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor Beat · Expose Contradiction1 hit
17
The slide uses a direct quote (the resignation letter) to substantiate the claim of board dysfunction.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor 1 hit
66
Uses rhetorical questioning to highlight potential cronyism.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor 1 hit