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51 Voice Of Customer
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The slide uses red text to highlight key critical arguments within the quote.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller Loop · Voice Of Customer1 hit
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Uses a combination of company-specific highlights, expert testimonials, and direct quotes to undermine the target company's market position.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller Loop · Voice Of Customer1 hit
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Includes a quote from a Urodoc on SeekingAlpha and a summary of a cost-effectiveness study.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller Loop · Voice Of Customer1 hit
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Includes a direct quote from a urologist validating the superiority of laser-based HoLEP over waterjet-based ablation.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller Loop · Voice Of Customer1 hit
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This is a section divider slide used by Spruce Point Capital Management.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller Loop · Voice Of Customer1 hit
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The letter establishes TCI's investment philosophy regarding climate risk as a material financial factor.Alphabet (GOOGL) · Chris Hohn
Shareholder letter Activist investor Beat · AttentionLoop · Voice Of Customer1 hit
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This is a page from an activist investor letter (TCI) to Canadian Pacific.Canadian Pacific Railway (CP) · Chris Hohn
Shareholder letter Activist investor Beat · SolutionLoop · Voice Of Customer1 hit
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This is the final page of a shareholder letter, containing recommendations and signatures.Canadian Pacific Railway (CP) · Chris Hohn
Shareholder letter Activist investor Beat · SolutionLoop · Voice Of Customer1 hit
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The slide uses a comparative table to show the inverse relationship between Tesla Model 3 sales growth and the declining sales of traditional luxury sedans.Tesla, Inc. (TSLA) · Citron Research
Research note Short seller Beat · Evidence & ProofLoop · Cost Of Inaction1 hit
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The slide uses a table to show YoY decline in mass-market sedan sales for Toyota and Honda to support the thesis that Tesla is cannibalizing their market share.Tesla, Inc. (TSLA) · Citron Research
Research note Short seller Beat · Evidence & ProofLoop · Cost Of Inaction1 hit
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This is a formal legal/regulatory document (Citizen Petition) used as a short-seller report.TransMedics (TMDX) · Kir Kahlon
Regulatory filing Short seller Loop · Voice Of Customer1 hit
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This is a text-heavy page from a shareholder letter, focusing on the rationale for a board proxy contest.Newell Brands Inc. (NWL) · Jeffrey C. Smith
Shareholder letter Activist investor Loop · Voice Of Customer1 hit
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Transcript of an interview between Bri Scholtz and Stacy Nieuwoudt.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · TestimonialLoop · Voice Of Customer1 hit
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This is a screenshot of a tweet/post used as a campaign asset for a proxy contest.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · DesireLoop · Voice Of Customer1 hit
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This is a screenshot of a social media post (likely X/Twitter) used as a regulatory communication.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · ActionLoop · Voice Of Customer1 hit
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This is a screenshot of a website, not a traditional slide deck page, but it functions as a cover/landing page for the campaign.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Loop · Voice Of Customer1 hit
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The slide uses a series of pull-quotes from anonymous shareholders to build a case for leadership change.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · DesireLoop · Cost Of Inaction1 hit
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The document serves as a formal press release announcement.MGM Resorts International (MGM) · Jonathan Litt
Press release Activist investor Loop · Voice Of Customer1 hit
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This is a text-heavy press release slide outlining the investment thesis for Land and Buildings' activist campaign against MGM.MGM Resorts International (MGM) · Jonathan Litt
Press release Activist investor Loop · Voice Of Customer1 hit
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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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Includes a bar chart comparing REIT returns vs S&P 500 during four periods of sustained inflation.REIT sector (thematic) · Land and Buildings
Research note Activist investor Beat · Problem (Identify pain)Loop · Voice Of Customer1 hit
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This is a research note from Muddy Waters, LLC.Bolloré SA (BOL FP) · Carson C Block
Research note Short seller Beat · ProblemLoop · Voice Of Customer1 hit
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The slide uses a 'Breton Pulleys' metaphor to describe the circular ownership structure.Bolloré SA (BOL FP) · Carson C Block
Research note Short seller Beat · ProblemLoop · Voice Of Customer1 hit
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This is a formal shareholder letter/annex document.Capricorn Energy PLC (CNE) · James Smith
Shareholder letter Activist investor Beat · ActionLoop · Voice Of Customer1 hit
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The slide mentions six candidates in the intro text but only lists five bios.Capricorn Energy PLC (CNE) · James Smith
Shareholder letter Activist investor Beat · ActionLoop · Voice Of Customer1 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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Includes direct excerpts from CSRC inquiries translated into English.Playtika Holding Corp. (PLTK) · Grizzly Research
Research note Short seller Beat · Critique of villainLoop · Cost Of Inaction1 hit
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Page 2 of a shareholder letter.Mellanox Technologies, Ltd. (MLNX) · Peter A. Feld
Shareholder letter Activist investor Beat · InterestLoop · Voice Of Customer1 hit
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TCI portfolio companiesTCI portfolio companies · 20_TCI_Fund
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Voice Of Customer1 hit
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The slide uses a 'ripped paper' visual effect to frame the three testimonial blocks.H.J. Heinz Company (HNZ) · Trian Partners
Activist deck Activist investor Beat · Ultimate AchievementLoop · Voice Of Customer1 hit