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 29,881-29,910
Pages 10,126
Rows per page 30
Component
29,881-29,910 of 303,780
01
The slide uses a network graph to visualize the connection between ad titles, landing pages, and related entities, contrasting them with 'legitimate advertisers'.Qutoutiao, Inc. (QTT) · 60_Wolfpack_Research
Research note Short seller 2 hits
01
This is the first page of a speech transcript/presentation deck.Lehman Brothers (LEH) · David Einhorn
Conference presentation Activist investor 2 hits
05
The slide uses a direct comparison of two official documents to point out a reporting discrepancy.Lehman Brothers (LEH) · David Einhorn
Conference presentation Activist investor Beat · AgitateLoop · Cost Of Inaction2 hits
03
Uses strong, accusatory language ('deceive', 'disingenuous', 'mislead', 'fooled') to frame the incumbent management as a villain.Huntsman Corporation (HUN) · 03_Starboard_Value
Activist deck Activist investor Beat · The Call2 hits
05
Uses a Venn diagram to visually demonstrate the lack of overlap between two peer groups.Huntsman Corporation (HUN) · 03_Starboard_Value
Activist deck Activist investor Beat · The Call2 hits
06
The slide uses a checkmark/cross matrix to visually expose the lack of consistency in peer benchmarking.Huntsman Corporation (HUN) · 03_Starboard_Value
Activist deck Activist investor Beat · The Monster2 hits
08
The slide uses a waterfall-style bridge to adjust the original target for divestitures, then compares the pro-forma target to the actual result.Huntsman Corporation (HUN) · 03_Starboard_Value
Activist deck Activist investor Beat · The Monster2 hits
10
Uses a waterfall-style logic to show how 'fictional' numbers are derived from actuals by removing business units.Huntsman Corporation (HUN) · 03_Starboard_Value
Activist deck Activist investor Beat · The Monster2 hits
01
Includes two comparative line charts showing Huntsman vs S&P 500 performance before and after activist involvement.Huntsman Corporation (HUN) · Jeffrey C. Smith
Shareholder letter Activist investor 2 hits
05
The slide uses a 'before-after' style comparison of targets vs actuals to frame the company's failure to deliver.Huntsman Corporation (HUN) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Problem (Identify pain)Loop · Zoom In2 hits
11
The slide uses a 'villain' framing to discredit specific board members.Huntsman Corporation (HUN) · Jeffrey C. Smith
Shareholder letter Activist investor 2 hits
12
The chart uses a red background and aggressive annotations to frame the underperformance as a failure of management strategy.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction2 hits
01
Document-style cover (research note), text-only, no charts or tables. Includes a substantial disclaimer/disclosure block at the bottom.Allied Capital (ALD) · David Einhorn
Research note Activist investor 2 hits
02
This is a classic 'short thesis' document, specifically highlighting accounting irregularities and valuation discrepancies.Allied Capital (ALD) · David Einhorn
Research note Activist investor 2 hits
18
This is a page from a research note/investor letter. It uses a narrative structure to build a case against Allied Capital's accounting.Allied Capital (ALD) · David Einhorn
Research note Activist investor 2 hits
24
This is a page from a research note by Greenlight Capital regarding Allied Capital.Allied Capital (ALD) · David Einhorn
Research note Activist investor 2 hits
64
Uses a lettered list (A, B, C) to structure the rebuttal points.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Loop · Aha Moment2 hits
73
The slide uses a quote from a competitor (Huntsman) to validate the nominee's performance.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Nominee BioLoop · Aha Moment2 hits
79
Huntsman Corporation (HUN)Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Nominee BioLoop · Aha Moment2 hits
81
The slide uses a 'before-after' framing to establish the nominee's track record of value creation.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Nominee BioLoop · Aha Moment2 hits
87
The slide uses quotes to establish a baseline for peer comparison, likely to contrast with current management behavior or valuation.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Loop · Aha Moment2 hits
88
Huntsman Corporation (HUN)Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Loop · Aha Moment2 hits
01
Icahn Enterprises L.P. (self) (IEP)Icahn Enterprises L.P. (self) (IEP) · Icahn Enterprises
Activist deck Activist investor Beat · Situation & Context2 hits
01
The slide uses a contrarian investment thesis, framing the high short interest as a signal for a potential price rebound.Snap Inc. (SNAP) · Citron Research
Research note Short seller Beat · Situation & Context2 hits
02
The slide uses a Bloomberg terminal screenshot to illustrate the valuation gap.Snap Inc. (SNAP) · Citron Research
Research note Short seller Beat · Problem & ComplicationLoop · Pattern Hunter2 hits
05
Citron Research report on Snapchat.Snap Inc. (SNAP) · Citron Research
Research note Short seller Loop · Golden Circle2 hits
06
Citron Research note dated 05/31/2018.Snap Inc. (SNAP) · Citron Research
Research note Short seller 2 hits
02
The slide uses a dual-axis line chart for performance and a bar chart for valuation multiples to argue that Match is undervalued.Match Group, Inc. (MTCH) · Jeffrey Smith
Shareholder letter Activist investor Beat · Situation & ContextLoop · Pattern Hunter2 hits
05
This is a page from a short-seller research report (Citron Research) targeting Valeant Pharmaceuticals.Valeant Pharmaceuticals International (VRX) · Citron Research
Research note Short seller Beat · Expose Contradiction2 hits
07
Uses a historical precedent (Arthrocare) to frame the current Valeant investigation.Valeant Pharmaceuticals International (VRX) · Citron Research
Research note Short seller Beat · Expose ContradictionLoop · The Reveal2 hits