slides · global inventory
Title
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 303,780
Current window 27,511-27,540
Pages 10,126
Rows per page 30
Component
27,511-27,540 of 303,780
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Dye & Durham Limited (DND)Dye & Durham Limited (DND) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Cost Of Inaction2 hits
09
The slide uses a 'name and shame' approach to advocate for voting against compensation committees due to persistent underperformance.Multiple REITs (21 underperformers) · Land and Buildings
Research note Activist investor Beat · Agitate (Make it worse)Loop · Benchmark Gap2 hits
02
The slide uses a 'skin in the game' argument to critique the current board's alignment with shareholders.C&C Group plc (CCR) · Arnaud Ajdler
Press release Activist investor Beat · The MonsterLoop · Cost Of Inaction2 hits
03
This is a text-heavy press release page formatted as a letter from Arnaud Ajdler.C&C Group plc (CCR) · Arnaud Ajdler
Press release Activist investor 2 hits
04
Standard press release footer format.C&C Group plc (CCR) · Arnaud Ajdler
Press release Activist investor Beat · The Victory2 hits
02
Standard press release boilerplate/contact page.Dye & Durham Limited (DND) · Arnaud Ajdler
Press release Activist investor Beat · Action2 hits
05
This is a standard boilerplate disclosure slide found at the end of a press release.Dye & Durham Limited (DND) · Engine Capital LP
Press release Activist investor Loop · Expert Witness2 hits
01
The slide uses a comparison table to highlight significant underperformance against market indices.Dye & Durham Limited (DND) · Arnaud Ajdler
Shareholder letter Activist investor Beat · ComplicationLoop · Cost Of Inaction2 hits
03
Dye & Durham Limited (DND)Dye & Durham Limited (DND) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Evidence2 hits
01
This is a standard corporate press release document.Dye & Durham Limited (DND) · Engine Capital
Press release Activist investor Beat · The CallLoop · Cost Of Inaction2 hits
02
Page 2 of a press release document.Dye & Durham Limited (DND) · Engine Capital
Press release Activist investor Beat · The Struggle2 hits
02
This is page 2 of a shareholder letter. It uses a narrative structure to frame the Board as unresponsive and out of touch.Parkland Corporation (PKI) · Arnaud Ajdler
Shareholder letter Activist investor Beat · The MonsterLoop · The Reveal2 hits
01
Includes a specific valuation target of $45 per share.Parkland Corporation (PKI) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Problem & Complication2 hits
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Includes a logo grid of companies where Engine Capital has negotiated board representation.Houghton Mifflin Harcourt (HMHC) · Engine Capital
Activist deck Activist investor Beat · The Monster (Undervaluation)2 hits
05
The slide uses a four-quadrant layout to summarize the investment thesis.Houghton Mifflin Harcourt (HMHC) · Engine Capital
Activist deck Activist investor Beat · The Monster (Undervaluation)2 hits
11
The slide uses a 'before-after' comparison of financial models to expose management's lack of credibility.Houghton Mifflin Harcourt (HMHC) · Engine Capital
Activist deck Activist investor Beat · The Struggle (Flawed Sales Process)Loop · The Reveal2 hits
37
The slide serves as a concluding summary for an activist investor presentation.Six Flags Entertainment Corp. (SIX) · Land & Buildings
Activist deck Activist investor Loop · Before After2 hits
06
The slide uses a 'villain critique' framing to argue that Mitra's compensation is excessive compared to historical precedents like David Simon's rejected 2011 award.Welltower Inc. (WELL) · Jonathan Litt
Research note Activist investor Beat · Agitate2 hits
08
Uses aggressive, critical tone to frame management actions as manipulative.Welltower Inc. (WELL) · Jonathan Litt
Research note Activist investor Beat · AgitateLoop · Iceberg2 hits
10
The slide highlights a conflict of interest and lack of oversight regarding executive compensation.Welltower Inc. (WELL) · Jonathan Litt
Research note Activist investor Beat · Agitate2 hits
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Highlights the misalignment between CEO compensation and shareholder interests regarding performance-based termination.Welltower Inc. (WELL) · Jonathan Litt
Research note Activist investor 2 hits
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Includes a table of top 10 shareholders to illustrate the passive nature of the investor base.Welltower Inc. (WELL) · Jonathan Litt
Research note Activist investor 2 hits
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Includes specific disclosure of short/long positions in WELL, VTR, and AHR.Welltower Inc. (WELL) · Jonathan Litt
Research note Activist investor 2 hits
04
This is a page from an activist investor letter (likely Simpson/Parkland). It uses strong, accusatory language ('banana republic', 'playing tricks').Parkland Corporation (PKI) · Arnaud Ajdler
Shareholder letter Activist investor Loop · Cost Of Inaction2 hits
05
The slide uses historical M&A data to justify the thesis that a sale would unlock value through synergies.Parkland Corporation (PKI) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction2 hits
02
This is page 2 of a shareholder letter, focusing on specific grievances and demands for the Board.Parkland Corporation (PKI) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · The Reveal2 hits
05
Includes a peer comparison table, an EV bridge calculation, and a list of peer companies by division.Smiths Group plc (SMIN) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Solution & Approach2 hits
02
The table highlights a disconnect between poor shareholder returns and high executive compensation.US REIT sector (15 underperforming large-cap REITs) · Land and Buildings
Research note Activist investor Beat · Agitate (Make it worse)Loop · Benchmark Gap2 hits
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This is a page from an activist investor letter (likely Engine Capital) proposing operational changes to Upwork.Upwork Inc. (UPWK) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Solution & ApproachLoop · So What Cascade2 hits
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Upwork Inc. (UPWK)Upwork Inc. (UPWK) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Action2 hits