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slides · global inventory

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Global slide inventory for the active corpus filters, with each row opening the slide detail view.

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Corpus coverage

319,975 slides

319,974 are described (100%), so the treemap can explain the corpus instead of just counting files.

Total slides
319,975
Described
319,974
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1

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Slide type

Showing 319,974 described slides — 100.0% of 319,975 rendered pages

+Context & problem43,76713.7% · 6,592 docs+Data & charts72,62022.7% · 8,666 docs+Meta & navigation45,93614.4% · 9,739 docs+Recommend & act67,04121.0% · 9,324 docs+Cases & evidence31,2569.8% · 6,067 docs+Frameworks2,1230.7% · 1,232 docs+Appendix35,68211.2% · 6,614 docs+Other21,5496.7% · 5,566 docs

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Slide collection

139,561-139,620 of 319,975

filter-aware
01
Slide 1
This is the first page of a formal letter.BP plc (BP) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor 1 hit
02
This is a page from a shareholder letter by Bluebell Capital Partners criticizing BP's management.BP plc (BP) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Beat · Expose Contradiction1 hit
03
This is a page from a shareholder letter by Bluebell Capital Partners, using a numbered list format to highlight management failures.BP plc (BP) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Beat · Expose Contradiction1 hit
04
This is a page from an activist investor letter (Bluebell Capital Partners) critiquing BP's governance and financial credibility.BP plc (BP) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Beat · Expose Contradiction1 hit
05
The slide uses a bar chart to show peer performance and a line chart to show consensus stability to undermine management's stated reasons for the downgrade.BP plc (BP) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Loop · Zoom In1 hit
06
The slide uses a quote-based critique to frame BP's management as opaque and failing to meet targets.BP plc (BP) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Beat · Villain Critique1 hit
07
The slide uses comparative bar charts to highlight BP's underperformance relative to industry peers.BP plc (BP) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Beat · Villain CritiqueLoop · David Goliath1 hit
08
The slide uses comparative performance data to justify a call for leadership change (Chairman and Lead Independent Director).BP plc (BP) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Beat · Villain Critique1 hit
09
Includes signatures of Giuseppe Bivona and Marco Taricco, and contact information.BP plc (BP) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Beat · Closing Ask1 hit
01
Slide 1
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 1 hit
10
The slide uses a 'fraud-exposure' framework to highlight discrepancies between public filings and private credit reports.Qutoutiao, Inc. (QTT) · 60_Wolfpack_Research
Research note Short seller 1 hit
21
The slide uses a network graph to visualize the concentration of ad traffic, highlighting the 'abnormal' nature of QTT's ecosystem compared to a control group.Qutoutiao, Inc. (QTT) · 60_Wolfpack_Research
Research note Short seller 1 hit
01
Slide 1
This is the first page of a 10-page research note.BlackBerry (BBRY) · 52_Citron_Research
Research note Short seller Beat · HookLoop · Aha Moment1 hit
03
The slide uses partner quotes to validate the company's market position.BlackBerry (BBRY) · 52_Citron_Research
Research note Short seller Loop · Aha Moment1 hit
05
The slide uses a quote and data points to argue that BlackBerry QNX is a market leader with a significant moat due to its existing install base.BlackBerry (BBRY) · 52_Citron_Research
Research note Short seller Beat · EvidenceLoop · Aha Moment1 hit
08
Includes a diagram of the Blackberry IoT platform ecosystem.BlackBerry (BBRY) · 52_Citron_Research
Research note Short seller Beat · SetupLoop · Aha Moment1 hit
09
Includes a link to a Financial Post article and references specific analyst predictions.BlackBerry (BBRY) · 52_Citron_Research
Research note Short seller Beat · ResolutionLoop · Aha Moment1 hit
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) · 14_Icahn
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
11
The slide uses a 'weight' metaphor to illustrate the drag of governance and operational issues on valuation.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
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 Inaction1 hit
16
The slide uses a combination of a line chart for refining opex and a bar chart for midstream growth to highlight operational failures.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
18
Phillips 66 (PSX)Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
50
Uses a 'before-after' style contradiction to highlight management failure.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
24
Icahn Enterprises L.P. (self) (IEP)Icahn Enterprises L.P. (self) (IEP) · Icahn Enterprises
Activist deck Activist investor Beat · Impact & Next Steps1 hit
25
Icahn Enterprises L.P. (self) (IEP)Icahn Enterprises L.P. (self) (IEP) · Icahn Enterprises
Activist deck Activist investor Beat · Impact & Next Steps1 hit
26
Financial data shows consistent losses in EBITDA and Net Income over the period.Icahn Enterprises L.P. (self) (IEP) · Icahn Enterprises
Activist deck Activist investor Beat · Impact & Next Steps1 hit
27
Icahn Enterprises L.P. (self) (IEP)Icahn Enterprises L.P. (self) (IEP) · Icahn Enterprises
Activist deck Activist investor Beat · Impact & Next Steps1 hit
28
The slide details the acquisition of Ferrous Resources by IEP.Icahn Enterprises L.P. (self) (IEP) · Icahn Enterprises
Activist deck Activist investor Beat · Impact & Next Steps1 hit
29
Icahn Enterprises L.P. (self) (IEP)Icahn Enterprises L.P. (self) (IEP) · Icahn Enterprises
Activist deck Activist investor Beat · Impact & Next Steps1 hit
30
Icahn Enterprises L.P. (self) (IEP)Icahn Enterprises L.P. (self) (IEP) · Icahn Enterprises
Activist deck Activist investor Beat · Impact & Next Steps1 hit
31
The slide presents two sets of data: Adjusted EBITDA and Equity, each with a corresponding bar chart and detailed data table.Icahn Enterprises L.P. (self) (IEP) · Icahn Enterprises
Activist deck Activist investor Beat · Impact & Next Steps1 hit
32
Data presented in millions of dollars.Icahn Enterprises L.P. (self) (IEP) · Icahn Enterprises
Activist deck Activist investor Beat · Impact & Next Steps1 hit
33
The table displays assets, liabilities, and equity across 11 segments plus a consolidated column.Icahn Enterprises L.P. (self) (IEP) · Icahn Enterprises
Activist deck Activist investor Beat · Impact & Next Steps1 hit
34
The table provides a breakdown of valuation components for IEP, showing a decline in Indicative Net Asset Value from $10.1B to $7.9B over the period.Icahn Enterprises L.P. (self) (IEP) · Icahn Enterprises
Activist deck Activist investor Beat · Impact & Next Steps1 hit
35
Icahn Enterprises L.P. (self) (IEP)Icahn Enterprises L.P. (self) (IEP) · Icahn Enterprises
Activist deck Activist investor Beat · Impact & Next Steps1 hit
36
The table provides two main sections: Adjusted EBITDA and Adjusted EBITDA attributable to IEP, with line items for net income, interest, taxes, D&A, and various adjustments.Icahn Enterprises L.P. (self) (IEP) · Icahn Enterprises
Activist deck Activist investor Beat · Impact & Next Steps1 hit
37
The table provides two main sections: Adjusted EBITDA before non-controlling interests and Adjusted EBITDA attributable to Icahn Enterprises (IEP).Icahn Enterprises L.P. (self) (IEP) · Icahn Enterprises
Activist deck Activist investor Beat · Impact & Next Steps1 hit
38
The table is split into two main sections: 'Adjusted EBITDA' and 'Adjusted EBITDA attributable to IEP'.Icahn Enterprises L.P. (self) (IEP) · Icahn Enterprises
Activist deck Activist investor Beat · Impact & Next Steps1 hit
39
The table is split into two main sections: 'Adjusted EBITDA' and 'Adjusted EBITDA attributable to IEP'.Icahn Enterprises L.P. (self) (IEP) · Icahn Enterprises
Activist deck Activist investor Beat · Impact & Next Steps1 hit
40
This is a standard financial disclosure table showing the bridge from Net Income to Adjusted EBITDA for various segments.Icahn Enterprises L.P. (self) (IEP) · Icahn Enterprises
Activist deck Activist investor Beat · Impact & Next Steps1 hit
41
The slide contains two primary tables: one for 'Adjusted EBITDA' and one for 'Adjusted EBITDA attributable to IEP'.Icahn Enterprises L.P. (self) (IEP) · Icahn Enterprises
Activist deck Activist investor Beat · Impact & Next Steps1 hit
42
Icahn Enterprises L.P. (self) (IEP)Icahn Enterprises L.P. (self) (IEP) · Icahn Enterprises
Activist deck Activist investor Beat · Impact & Next Steps1 hit
01
Slide 1
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 & Context1 hit
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 Hunter1 hit
03
The slide uses a 'mosaic' argument to justify a bullish outlook on SNAP despite historical underperformance.Snap Inc. (SNAP) · Citron Research
Research note Short seller Beat · Evidence & ProofLoop · Pattern Hunter1 hit
04
Includes a Statista chart sourced from Piper Jaffray.Snap Inc. (SNAP) · Citron Research
Research note Short seller Beat · Evidence & ProofLoop · Golden Circle1 hit
05
Citron Research report on Snapchat.Snap Inc. (SNAP) · Citron Research
Research note Short seller Loop · Golden Circle1 hit
06
Citron Research note dated 05/31/2018.Snap Inc. (SNAP) · Citron Research
Research note Short seller 1 hit
07
Snap Inc. (SNAP)Snap Inc. (SNAP) · Citron Research
Research note Short seller Beat · Action1 hit
01
Slide 1
This is a formal letter of correspondence acting as a shareholder communication.Wirecard AG (WDI) · Sir Chris Hohn
Shareholder letter Activist investor Beat · Situation & Context1 hit
02
This is a page from a shareholder letter by TCI Fund Management regarding Wirecard.Wirecard AG (WDI) · Sir Chris Hohn
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
03
Contains signatures of Sir Chris Hohn and Max Schroeder.Wirecard AG (WDI) · Sir Chris Hohn
Shareholder letter Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
01
Slide 1
This is a classic short-seller research note designed to frame a company as a fraud (Enron comparison).Valeant Pharmaceuticals International (VRX) · Citron Research
Research note Short seller Beat · Hook1 hit
02
Image file at /tmp/legacy-images/839c06ad1c27/slides/002.jpg was not present on disk; could not inspect content.Valeant Pharmaceuticals International (VRX) · Citron Research
Research note Short seller 1 hit
03
This is a page from a Citron Research short report on Valeant Pharmaceuticals.Valeant Pharmaceuticals International (VRX) · Citron Research
Research note Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
04
Includes red annotations circling phone numbers and drawing a connection between two contact blocks.Valeant Pharmaceuticals International (VRX) · Citron Research
Research note Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
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 Contradiction1 hit
06
The slide uses a 'vs.' structure to draw parallels between Enron and Valeant, implying a pattern of behavior.Valeant Pharmaceuticals International (VRX) · Citron Research
Research note Short seller Beat · Expose Contradiction1 hit
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 Reveal1 hit
08
The slide uses a historical analogy (Enron/Lay/Skilling) to frame the current Valeant situation as a deception.Valeant Pharmaceuticals International (VRX) · Citron Research
Research note Short seller 1 hit