slides · global inventory
Title
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 303,834
Current window 2,941-2,970
Pages 10,128
Rows per page 30
Component
2,941-2,970 of 303,834
36
Uses strong, accusatory language to frame the Board's actions as a breach of fiduciary duty.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction3 hits
59
This is a classic activist closing slide summarizing the thesis and providing a clear call to action.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 3 hits
227
Includes a specific reference to Life Time Fitness REIT conversion as a precedent.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 3 hits
10
This is page 10 of a shareholder letter, focusing on management change and operational improvement.Commvault Systems, Inc. (CVLT) · Jesse Cohn and Jason Genrich
Shareholder letter Activist investor Beat · Solution & Approach3 hits
01
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
11
Page number 11 at the bottom.Sumitomo Realty & Development Co., Ltd. (8830) · Aaron Tai
Shareholder letter Activist investor 3 hits
02
Includes a callout circle on the line chart highlighting the divergence in opex/bbl.Phillips 66 (PSX) · John Pike and Mike Tomkins
Shareholder letter Activist investor Beat · Complication3 hits
49
Includes a detailed tax calculation table for specific holdings (Toyota, Toyota Tsusho, Denso, Aisin) and a quote from Travis Lundy regarding potential undervaluation.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Impact & Next Steps3 hits
09
Monotype Imaging Holdings Inc. (TYPE)Monotype Imaging Holdings Inc. (TYPE) · Jeffrey C. Smith and Clifford Press
Shareholder letter Activist investor 3 hits
70
Includes a red handwritten-style arrow pointing from the Jefferies quote to a red-dashed callout box criticizing GCP's late entry into the DIY/smaller-scale projects market.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet3 hits
92
Uses analyst quotes to frame the problem of geographic overextension.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · SolutionLoop · Pareto Focus3 hits
77
The slide uses a callout box to highlight the KKR deal terms and lists specific financial terms to support the argument of poor capital allocation.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction3 hits
14
The slide uses a valuation bridge to demonstrate the value leakage of keeping real estate assets within an operating company (OpCo) versus separating them into a REIT structure.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain3 hits
10
The slide uses a narrative structure to establish the 'villain' (the Board's resistance) and the 'hero's' (Elliott's) failed attempts at collaboration.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Problem (Identify pain)3 hits
92
This is a section divider slide for an activist investor presentation targeting Phillips 66.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 3 hits
93
Uses a classic 'Claim vs Reality' structure to systematically dismantle management's narrative.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 3 hits
02
Includes a performance chart comparing Andeavor to XLE and a personal letter from Gregory Goff.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Attention3 hits
22
This is a screenshot of a webpage for an activist campaign.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Closing AskLoop · Cost Of Inaction3 hits
23
The slide uses a 'before-after' style narrative to show the failure of management to act on investor feedback.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Closing AskLoop · Cost Of Inaction3 hits
34
This appears to be a landing page or summary slide from an activist campaign website.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 3 hits
33
The slide uses a visual mapping of product categories to illustrate the company's market positioning.Multiple (Wix, Salesforce, Splunk, Vertiv) (WIX / CRM / SPLK / VRT) · Starboard Value
Conference presentation Activist investor Beat · SolutionLoop · Before After3 hits
01
AOL, Inc. (AOL)AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor 3 hits
01
DSP Group, Inc. (DSPG)DSP Group, Inc. (DSPG) · Starboard Value
Activist deck Activist investor 3 hits
01
Office Depot, Inc. (ODP)Office Depot, Inc. (ODP) · Starboard Value
Activist deck Activist investor Beat · The Call3 hits
03
Letter-format page (running prose with embedded charts) rather than a traditional slide. Synergy targets cited: $250M raised to $325M with FY2017 impact promise. EBITDA misses: FY16 14%, FY17 15%, FY18 13%.AECOM (ACM) · Peter A. Feld
Shareholder letter Activist investor 3 hits
06
This is a continuation page of a longer list of nominee bios.Newell Brands Inc. (NWL) · Jeffrey C. Smith
Shareholder letter Activist investor 3 hits
07
Page number 7 at the bottom.Newell Brands Inc. (NWL) · Jeffrey C. Smith
Shareholder letter Activist investor 3 hits
05
Page 5 of a shareholder letter, focusing on director qualifications.Newell Brands Inc. (NWL) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Expert Witness3 hits
06
Page number 6 at the bottom.Newell Brands Inc. (NWL) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Expert Witness3 hits
07
Page number 7 at the bottom.Newell Brands Inc. (NWL) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Impact & Next Steps3 hits