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The slide serves as a direct voting instruction for a specific proxy item.BlackRock (BLK) · Giuseppe Bivona and Marco Taricco
Activist deck Activist investor Beat · The Problem - Lack of Independence1 hit
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Canadian Pacific Railway (CP)Canadian Pacific Railway (CP) · William Ackman
Activist deck Activist investor Beat · The Monster1 hit
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The slide uses a high-contrast visual callout to emphasize the specific action required (voting the GOLD card).McDonald's Corporation (MCD) · Carl C. Icahn
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
04
The slide uses a call-to-action at the bottom to direct shareholders to vote the BLUE proxy card.Darden Restaurants, Inc. (DRI) · Darden
Regulatory filing Activist investor Beat · Situation & Context1 hit
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This is a classic activist investor proxy solicitation slide.Dell Technologies (Class V / DVMT tracking stock) (DVMT) · Carl C. Icahn
Activist deck Activist investor Beat · Solution1 hit
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Telecom Italia SpA (TIM) (TIT.MI)Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
04
Page 3 of a document, includes signatures and specific financial targets.Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor 1 hit
02
Includes a QR code and a list of historical precedent companies.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Situation & Context1 hit
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This is a screenshot of a social media post (X/Twitter) from an activist campaign.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Problem & ComplicationLoop · Tale Two Worlds1 hit
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The slide uses a high-contrast black background with yellow text, typical of Elliott Management activist presentations.The Goodyear Tire & Rubber Company (GT) · Elliott
Activist deck Activist investor Beat · Solution1 hit
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This slide is part of an activist investor campaign (Oasis) against Kao Corporation.Kao Corporation (4452 JT) · Seth Fischer
Press release Activist investor Beat · Solution (Provide relief)1 hit
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Slide 1
This is an activist investor letter (proxy solicitation) targeting specific board members.National Health Investors, Inc. (NHI) · Jonathan Litt
Shareholder letter Activist investor Loop · Voice Of Customer1 hit
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This is a classic activist investor 'vote no' campaign slide.National Health Investors, Inc. (NHI) · Jonathan Litt
Shareholder letter Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
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The slide serves as a summary of the activist's thesis and a warning to the board.Taubman Centers, Inc. (TCO) · Land and Buildings
Activist deck Activist investor Beat · Closing Ask1 hit
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This is a formal letter/closing slide from an activist investor presentation.Welltower Inc. (WELL) · Jonathan Litt
Research note Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
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Slide 1
This is a classic activist investor letter, framing the current management as failing and proposing a specific alternative leadership team.Norfolk Southern Corporation (NSC) · Frederick D. DiSanto
Shareholder letter Activist investor Beat · Attention1 hit
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Includes multiple footnotes citing financial reports and news articles.Norfolk Southern Corporation (NSC) · Frederick D. DiSanto
Shareholder letter Activist investor Beat · Attention1 hit
118
Features headshots of the five proposed board nominees.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Closing Ask1 hit
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Kao Corporation (4452.JP)Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Closing Ask1 hit
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Press release format, includes disclaimer and contact info.Hokuetsu Corporation (3865) · Oasis Management
Press release Activist investor Beat · Need1 hit
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This is a formal letter from an activist investor (Palliser) to a Board of Directors.Capricorn Energy PLC (CNE) · James Smith
Shareholder letter Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
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Capricorn Energy PLC (CNE)Capricorn Energy PLC (CNE) · James Smith
Shareholder letter Activist investor Beat · DesireLoop · Aha Moment1 hit
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Includes a call to action for shareholders to visit a specific URL for more information.Capricorn Energy PLC (CNE) · James Smith
Shareholder letter Activist investor Beat · ActionLoop · Voice Of Customer1 hit
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This is the final page of a shareholder letter from Elliott Management to Commvault.Commvault Systems, Inc. (CVLT) · Jesse Cohn
Shareholder letter Activist investor Beat · Solution (Provide relief)Loop · Logic Chain1 hit
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SandRidge Energy (SD)SandRidge Energy (SD) · Carl C. Icahn
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Quick Win Big Bet1 hit
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 Inaction1 hit
04
This is a formal closing letter from an activist investor campaign.Norfolk Southern Corporation (NSC) · Frederick D. DiSanto and James Chadwick
Shareholder letter Activist investor Beat · DesireLoop · Before After1 hit
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Darden Restaurants, Inc. (DRI)Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
59
This is a classic activist closing slide summarizing the thesis and providing a clear call to action.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Struggle1 hit
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Xerox Corporation (XRX)Xerox Corporation (XRX) · Carl C. Icahn
Activist deck Activist investor Beat · Closing Ask1 hit