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 27,541-27,570
Pages 10,126
Rows per page 30
Component
27,541-27,570 of 303,780
04
Page 4 of a shareholder letter/proxy solicitation document.UniFirst Corporation (UNF) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Impact & Next Steps2 hits
02
This is a standard activist investor press release disclosure page.Lyft (LYFT) · Engine Capital LP
Press release Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction2 hits
03
The slide uses a 'rejected' stamp motif to highlight the board's repeated refusal of premium offers.UniFirst Corporation (UNF) · Arnaud Ajdler
Shareholder letter Activist investor Beat · EvidenceLoop · Pattern Hunter2 hits
05
This is the final page of a shareholder letter.UniFirst Corporation (UNF) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Closing Ask2 hits
02
The slide uses a combination of bar charts to show forecast vs reality and a table to show relative shareholder returns.Avantor, Inc. (AVTR) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter2 hits
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 Hunter2 hits
06
The slide uses a combination of narrative critique and quantitative tables to highlight operational underperformance and M&A value destruction.Avantor, Inc. (AVTR) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter2 hits
07
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 Hunter2 hits
09
This is a page from an activist investor letter (likely Elliott or similar) detailing strategic recommendations.Avantor, Inc. (AVTR) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Solution & Approach2 hits
10
Page 10 of a shareholder letter; continues a list of demands.Avantor, Inc. (AVTR) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Solution & Approach2 hits
11
Includes a valuation table and a footnote detailing forecast assumptions.Avantor, Inc. (AVTR) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction2 hits
04
Dye & Durham Limited (DND)Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The Board's failures2 hits
05
The slide highlights both the firm's general strategy and specific case studies of successful activism.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The Board's failures2 hits
17
The slide uses a callout box to point out that activity has slowed since the activist investor (Engine Capital) became involved.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The Board's failures2 hits
26
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 change2 hits
33
Uses headshots and text descriptions of board turnover to argue against the efficacy of current leadership.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The struggle for change2 hits
39
Dye & Durham Limited (DND)Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The struggle for change2 hits
40
Dye & Durham Limited (DND)Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The struggle for change2 hits
48
Dye & Durham Limited (DND)Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The path to victoryLoop · Before After2 hits
55
Dye & Durham Limited (DND)Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The path to victory2 hits
57
The slide uses a combination of a timeline/list of personnel and qualitative testimonials to build a narrative of poor leadership.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The path to victory2 hits
61
The slide uses a bar-in-bar style to show FCF (dashed red box) relative to Adj. EBITDA (grey bar).Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor 2 hits
63
The slide uses a negative bar for 2023 growth to emphasize the decline.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor 2 hits
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 2 hits
67
Uses a 'before-after' style layout to contrast public marketing claims with internal reality.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor 2 hits
70
The slide highlights the URL 'dyedurham.co.uk' and circles specific product modules to prove the lack of integration.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor 2 hits
71
Dye & Durham Limited (DND)Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor 2 hits
72
Uses a combination of quantitative data (bar chart) and qualitative evidence (quotes) to build a case against management's capital allocation.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor 2 hits
78
Dye & Durham Limited (DND)Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor 2 hits
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 2 hits