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Activist Defense
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06
The slide uses a high-contrast red callout box to highlight the core investment thesis.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller Loop · Aha Moment1 hit
06
This slide is a classic activist defense rebuttal targeting an opponent's valuation model.Agrium (AGU) · Agrium
Regulatory filing Activist investor Beat · Agitate1 hit
01
This is an activist investor letter. It highlights specific financial targets (>1,000 bps margin improvement, 80% OR, $300M divestiture proceeds).Ancora Forward Air Letter February 2021 · ancora-forward-air-letter-february-2021
Document Independent analyst 1 hit
16
This appears to be an activist investor proposal slide.Ancora Forward Air Letter February 2021 · ancora-forward-air-letter-february-2021
Document Independent analyst Beat · Solution1 hit
09
Activist investor presentation slide (Elliott Management) advocating for a strategic review and separation of HDD and Flash businesses.Elliott Management Western Digital Letter May 2022 · elliott-management-western-digital-letter-may-2022
Document Independent analyst Beat · Evidence & ProofLoop · Benchmark Gap1 hit
03
The slide serves as a firm introduction and credibility builder.Ritchie Bros. Auctioneers (RBA) · Ancora
Activist deck Activist investor Beat · Setup1 hit
10
The chart shows four lines: Top tier, Median, Activist targets, and Bottom tier from 2009 to 2014.EY How fit is your capital allocation strategy · ey-how-fit-is-your-capital-allocation-strategy
Consulting deck Strategy consulting Beat · Evidence & Proof1 hit
30
Includes specific callouts for value destruction relative to S&P 500 for two directors.Hestia Pitney Bowes Presentation April 2023 · hestia-pitney-bowes-presentation-april-2023
Activist deck Activist investor Beat · Agitate1 hit
16
The slide uses a list-based structure to contrast the activist's constructive proposals against the company's defensive actions (poison pill, rejection).Icahn Southwest Gas Presentation November 2021 · icahn-southwest-gas-presentation-november-2021
Activist deck Activist investor Beat · Solution1 hit
02
Land Buildings Hilton Grand Vacations Presentation May 2021Land Buildings Hilton Grand Vacations Presentation May 2021 · land-buildings-hilton-grand-vacations-presentation-may-2021
Activist deck Activist investor Beat · Closing Ask1 hit
03
Uses a two-column layout: left side lists qualitative governance/strategic concerns, right side provides quantitative valuation evidence.Land Buildings Hilton Grand Vacations Presentation May 2021 · land-buildings-hilton-grand-vacations-presentation-may-2021
Activist deck Activist investor Beat · Problem StatementLoop · Cost Of Inaction1 hit
07
Legion Genesco Presentation June 2021Legion Genesco Presentation June 2021 · legion-genesco-presentation-june-2021
Activist deck Activist investor 1 hit
09
Uses a three-column structure to frame the activist thesis.Legion Genesco Presentation June 2021 · legion-genesco-presentation-june-2021
Activist deck Activist investor Beat · Problem1 hit
95
The table highlights significant underperformance of the board relative to benchmarks, with negative percentages indicating value destruction.Legion Genesco Presentation June 2021 · legion-genesco-presentation-june-2021
Activist deck Activist investor 1 hit
106
The slide uses a timeline to highlight the company's stalling and eventual refusal, contrasting their stated confidence in incumbents with their refusal to allow a fair election process.Legion Genesco Presentation June 2021 · legion-genesco-presentation-june-2021
Activist deck Activist investor 1 hit
05
This is a high-level thesis slide for an activist campaign, focusing on board composition and governance failure.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor 1 hit
26
The table uses checkmarks to visually demonstrate the skill gap between incumbents and nominees.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Board's Shortcomings1 hit
38
The table highlights significant underperformance (negative percentages in parentheses) for long-tenured directors.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Struggle for Change1 hit
101
Section 4 divider/summary slide.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor 1 hit
09
This is a letter-style slide from an activist investor group (Macellum/Ancora) proposing board changes and operational improvements.Macellum Big Lots Letter March 2020 · macellum-big-lots-letter-march-2020
Document Independent analyst Loop · Cost Of Inaction1 hit
02
The slide contains a table of financial performance data followed by three paragraphs of text detailing an activist investor's grievances and strategic recommendations.Macellum Christopher Banks Letter April 2015 · macellum-christopher-banks-letter-april-2015
Document Independent analyst Loop · Benchmark Gap1 hit
01
Includes a call to action to vote the white proxy card.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor 1 hit
07
The slide establishes the activist's credibility by highlighting past successful campaigns at Big Lots, Bed Bath & Beyond, and Citi Trends.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor Beat · Problem Identification1 hit
18
Uses exclamation mark icons as bullet points to emphasize urgency.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor Beat · Agitation1 hit
01
This is an activist investor letter.Macellum Letter to Christopher Banks Jun 2015 · macellum-letter-to-christopher-banks-jun-2015
Document Independent analyst 1 hit
13
Outlines a phased approach to activist engagement, starting with a friendly 13D and escalating if necessary.Macellum Perry Ellis Presentation April 2014 · macellum-perry-ellis-presentation-april-2014
Activist deck Activist investor 1 hit
18
The slide uses a table to contrast capital expenditure with declining profitability metrics.Macellum Spartan Nash Presentation May 2022 · macellum-spartan-nash-presentation-may-2022
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
06
The slide uses a list-based argument structure to justify the need for new board members.Office Depot, Inc. (ODP) · Starboard Value
Activist deck Activist investor Beat · The Monster1 hit
05
Page 5 of an activist shareholder letter. Focuses on governance failure and lack of consequences for management.Autodesk, Inc. (ADSK) · Jeffrey Smith
Shareholder letter Activist investor Beat · Critique of Current StrategyLoop · Cost Of Inaction1 hit
05
This slide serves as a corporate profile and track record summary for an activist investor.Elanco Animal Health (ELAN) · Ancora
Activist deck Activist investor 1 hit