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Matching slides 118,471
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16,441-16,470 of 118,471
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This is a formal shareholder letter from Elliott Advisors to Alexion Pharmaceuticals, dated May 12, 2020.Alexion Pharmaceuticals, Inc. (ALXN) · Elliott
Shareholder letter Activist investor 3 hits
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 · Problem3 hits
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The slide uses a scatter plot to demonstrate that Alexion is undervalued compared to its peers with similar growth profiles.Alexion Pharmaceuticals, Inc. (ALXN) · Elliott
Shareholder letter Activist investor 3 hits
09
This is a page from an activist investor letter (Elliott Management) to the Board of Alexion Pharmaceuticals.Alexion Pharmaceuticals, Inc. (ALXN) · Elliott
Shareholder letter Activist investor Beat · SolutionLoop · Cost Of Inaction3 hits
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This is the first page of an activist investor open letter.Sumitomo Realty & Development Co., Ltd. (8830) · Aaron Tai
Shareholder letter Activist investor Beat · ProblemLoop · David Goliath3 hits
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The slide advocates for corporate governance reform in the context of Japanese cross-shareholding practices.Sumitomo Realty & Development Co., Ltd. (8830) · Aaron Tai
Shareholder letter Activist investor Beat · AgitateLoop · Cost Of Inaction3 hits
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Page number 11 at the bottom.Sumitomo Realty & Development Co., Ltd. (8830) · Aaron Tai
Shareholder letter Activist investor 3 hits
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This is a formal shareholder letter serving as an executive summary for an accompanying presentation.Marathon Petroleum Corporation (MPC) · Quentin Koffey
Shareholder letter Activist investor Beat · ProblemLoop · Cost Of Inaction3 hits
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This is a formal shareholder letter serving as the cover/executive summary for a larger presentation.PepsiCo (PEP) · Marc Steinberg and Jesse Cohn
Shareholder letter Activist investor Beat · Situation & Context3 hits
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This is page 2 of a shareholder letter, likely from an activist investor (Trian Partners).PepsiCo (PEP) · Marc Steinberg and Jesse Cohn
Shareholder letter Activist investor Beat · Solution & ApproachLoop · Quick Win Big Bet3 hits
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This is page 3 of an activist investor letter from Elliott Management.PepsiCo (PEP) · Marc Steinberg and Jesse Cohn
Shareholder letter Activist investor Beat · Impact & Next StepsLoop · Quick Win Big Bet3 hits
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This is the first page of an activist investor letter. It establishes the 'villain' (poor operational execution) and the 'hero's journey' (the path to 75% upside).Phillips 66 (PSX) · John Pike and Mike Tomkins
Shareholder letter Activist investor Beat · Setup3 hits
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Page 13 of a shareholder letter/presentation.Texas Instruments (TXN) · Jesse Cohn
Shareholder letter Activist investor Beat · Impact & Next Steps3 hits
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Includes a comparison table of historical EBITDA for Red Lobster vs Darden to illustrate the credit-worthiness argument.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution3 hits
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This is a page from a shareholder letter, likely from an activist investor campaign against Darden Restaurants.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Expose Contradiction3 hits
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This is a page from a shareholder letter, likely an activist investor campaign against Darden Restaurants.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Expose Contradiction3 hits
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The slide uses a valuation table to expose the contradiction between management's claims and the actual transaction price.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Shareholder letter Activist investor 3 hits
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This is a text-heavy slide from a shareholder activist letter (likely Barington Capital or similar) criticizing Darden Restaurants' board.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Shareholder letter Activist investor 3 hits
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The slide uses external analyst quotes to validate the activist's thesis of value destruction.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Shareholder letter Activist investor 3 hits
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This is a page from a shareholder letter/activist investor document arguing against a TOB.Toyota Industries Corporation (6201) · Aaron Tai & Gordon Singer
Shareholder letter Activist investor Beat · Expose Contradiction3 hits
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The slide uses a 'villain critique' structure to frame the TOB as a breach of corporate governance standards.Toyota Industries Corporation (6201) · Aaron Tai & Gordon Singer
Shareholder letter Activist investor Beat · Villain Critique3 hits
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This is a closing statement from a shareholder letter, specifically an activist investor's call to action.Toyota Industries Corporation (6201) · Aaron Tai & Gordon Singer
Shareholder letter Activist investor Beat · Closing Ask3 hits
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This is a formal shareholder letter from an activist investor.Mitek Systems, Inc. (MITK) · Jesse Cohn
Shareholder letter Activist investor Beat · Situation & Context3 hits
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Page 4 of the document.Mitek Systems, Inc. (MITK) · Jesse Cohn
Shareholder letter Activist investor Beat · Closing Ask3 hits
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This is a text-heavy press release document formatted as a formal letter.PepsiCo (PEP) · Marc Steinberg and Jesse Cohn
Press release Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction3 hits
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This appears to be the final page of a press release or activist investor presentation.PepsiCo (PEP) · Marc Steinberg and Jesse Cohn
Press release Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction3 hits
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This is a classic activist investor 'case for change' slide.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor 3 hits
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AOL, Inc. (AOL)AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor 3 hits
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Uses a before-after style comparison to highlight management's failure to execute.DSP Group, Inc. (DSPG) · Starboard Value
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction3 hits
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Uses a 'FAILED' callout to emphasize the breach of stated policy.Office Depot, Inc. (ODP) · Starboard Value
Activist deck Activist investor Beat · The Monster3 hits