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Matching slides 18,554
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11,491-11,520 of 18,554
01
This is a standard activist investor press release structure.Parkland Corporation (PKI) · Engine Capital
Press release Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
02
This is a page from an activist investor presentation (Engine Capital) criticizing Parkland Corporation.Parkland Corporation (PKI) · Engine Capital
Press release Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
01
This is the first page of a shareholder letter. It establishes the investor's identity, their thesis on undervaluation, and their intent to push for structural change.Smiths Group plc (SMIN) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Situation & Context1 hit
02
Uses a bar chart to compare historical performance against recent performance and mid-term targets to refute management's narrative.Smiths Group plc (SMIN) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
03
This is a classic Muddy Waters short-seller research note slide, focusing on operational discrepancies and financial inconsistencies.Orient Paper Inc. (ONP) · Muddy Waters
Research note Short seller Beat · EvidenceLoop · Iceberg1 hit
04
This is a narrative-heavy slide serving as a direct response to specific allegations made by a third party (Pearson).Orient Paper Inc. (ONP) · Carson Block and Sean Regan
Shareholder letter Short seller Beat · Problem & Complication1 hit
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The slide uses a Q&A format to highlight red flags in a potential investment.Orient Paper Inc. (ONP) · Carson Block and Sean Regan
Shareholder letter Short seller Beat · Evidence & Proof1 hit
08
The text uses investigative due diligence to challenge the validity of ONP's reported customer revenue.Orient Paper Inc. (ONP) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
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The slide uses a forensic accounting approach to expose potential fraud by comparing historical claimed values against current market quotes.Orient Paper Inc. (ONP) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
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This is a page from a Muddy Waters short-seller research report.Orient Paper Inc. (ONP) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
01
This is a press release/open letter document formatted as a page in a deck.UniFirst Corporation (UNF) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Hook1 hit
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This is page 2 of a shareholder letter. It focuses on fiduciary duty, conflicts of interest (Michael Patrick), and lack of strategic direction.UniFirst Corporation (UNF) · Arnaud Ajdler
Shareholder letter Activist investor Beat · ComplicationLoop · Pattern Hunter1 hit
03
Includes two bar charts comparing EV/NTM EBITDA and Price/NTM FCF against a peer group.Avantor, Inc. (AVTR) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
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Includes an org-chart style diagram showing executive departures and a footnote regarding a $8 million payment.Avantor, Inc. (AVTR) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
08
The slide uses a line chart to correlate specific activist milestones with share price movements.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The Board's failures1 hit
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Uses a timeline-style flow to illustrate a narrative of board mismanagement and defensive tactics.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The struggle for change1 hit
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The slide uses visual evidence (screenshots of legal letters) to support the claim of board entrenchment.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The struggle for change1 hit
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The slide uses a news clipping and a direct quote from counsel to frame the board's actions as self-serving entrenchment rather than genuine operational necessity.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The struggle for change1 hit
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Uses a news clipping as a primary source of evidence to frame the board's actions as a 'sideshow' and 'broken culture'.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The struggle for change1 hit
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Dye & Durham Limited (DND)Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The struggle for change1 hit
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Dye & Durham Limited (DND)Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The struggle for change1 hit
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Uses a classic 'He said / She said' or 'Claim vs. Fact' structure to discredit the board.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The struggle for change1 hit
64
Uses news clippings and logos to build a narrative of reputational damage and market erosion.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor 1 hit
65
The slide uses external validation (news, Reddit, Facebook) to frame the company as predatory.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor 1 hit
81
The slide uses a press clipping from The Globe and Mail to validate the claim of board obstructionism.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor 1 hit
83
Uses a timeline on the left and a callout box on the right to contrast board behavior with shareholder demands.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor 1 hit
85
The slide highlights a contradiction between the CEO's claim of not owning common shares and the existence of Plantro as a large shareholder.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor 1 hit
01
This is a formal press release/letter document.Upwork Inc. (UPWK) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Problem & Complication1 hit
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This is page 5 of a shareholder letter, likely from an activist investor.Upwork Inc. (UPWK) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Solution & ApproachLoop · So What Cascade1 hit
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This is a continuation of a shareholder letter, focusing on governance and compensation reform.Upwork Inc. (UPWK) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Solution & ApproachLoop · So What Cascade1 hit