slides · global inventory
State Demand
Slide function collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 376
Current window 31-60
Pages 13
Rows per page 30
Slide function
31-60 of 376
82
The slide uses a series of rhetorical questions to challenge the Board's governance.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
87
Includes a watermark 'WWW.TUXEBITDA.COM' in the center.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
07
This is the final page of a shareholder letter, signed by Jeffrey C. Smith.Perrigo Company plc (PRGO) · Jeffrey C. Smith
Shareholder letter Activist investor 1 hit
26
The slide outlines a clear 4-point plan for activist intervention.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
28
This is a formal legal document (Section 220 demand) on Starboard Value letterhead.Box, Inc. (BOX) · Jeffrey C. Smith
Regulatory filing Activist investor 1 hit
33
This is a legal disclosure slide outlining the 'proper purpose' for a Section 220 demand.Box, Inc. (BOX) · Jeffrey C. Smith
Regulatory filing Activist investor 1 hit
34
This is a page from a legal demand letter (Section 220 demand).Box, Inc. (BOX) · Jeffrey C. Smith
Regulatory filing Activist investor 1 hit
36
Includes legal footnotes defining 'Board Material' and 'Senior Management Materials' based on Delaware case law.Box, Inc. (BOX) · Jeffrey C. Smith
Regulatory filing Activist investor 1 hit
37
This is page 10 of a legal document, likely a Section 220 demand letter.Box, Inc. (BOX) · Jeffrey C. Smith
Regulatory filing Activist investor 1 hit
08
This is a closing letter from an activist investor deck.Autodesk, Inc. (ADSK) · Jeffrey Smith
Shareholder letter Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
106
The slide uses bolded, underlined text to emphasize key negative points about management and the proposed transaction.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
02
This is page 2 of a shareholder letter, continuing a list of demands.The Walt Disney Company (DIS) · Daniel S. Loeb
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
01
This is the first page of a shareholder letter.The Walt Disney Company (DIS) · Daniel S. Loeb
Shareholder letter Activist investor Beat · Situation & Context1 hit
05
The slide uses the digital music market as a historical precedent for the shift to streaming, which Third Point uses to justify their demand for Disney to pivot away from traditional theater models.The Walt Disney Company (DIS) · Daniel S. Loeb
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Mece Breakdown1 hit
72
This is a classic activist investor slide calling for board intervention in capital allocation.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
82
The slide uses a series of rhetorical questions to expose a lack of governance.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor 1 hit
87
Autodesk, Inc. (ADSK)Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · The Victory1 hit
06
This is the final page of a shareholder letter, signed by Jeffrey Smith.Autodesk, Inc. (ADSK) · Jeffrey Smith
Shareholder letter Activist investor Beat · Call to ActionLoop · Cost Of Inaction1 hit
03
This is a text-heavy shareholder letter page.Lamb Weston Holdings, Inc. (LW) · Jeffrey Smith
Shareholder letter Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
04
This is a page from a shareholder letter, likely from Starboard Value to Yahoo.Yahoo! Inc. (YHOO) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Impact & Next StepsLoop · Golden Circle1 hit
04
This is the final page of a shareholder letter, including a signature and page number.Yahoo! Inc. (YHOO) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Impact & Next Steps1 hit
06
This is a page from an activist investor letter (likely Third Point) outlining specific capital allocation and portfolio demands.Nestlé S.A. (NESN) · Third Point
Shareholder letter Activist investor Beat · Development1 hit
05
E.I. du Pont de Nemours and Company (DuPont) (DD)E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · Problem1 hit
34
E.I. du Pont de Nemours and Company (DuPont) (DD)E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Loop · Cost Of Inaction1 hit
21
E.I. du Pont de Nemours and Company (DuPont) (DD)E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · The Call to ActionLoop · The Reveal1 hit
09
The slide uses a numbered list format (5-8) to continue a previous list of initiatives.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor Beat · Expose Contradiction1 hit
24
State Street Corporation (STT)State Street Corporation (STT) · Trian Partners
Activist deck Activist investor 1 hit
30
Includes specific quantitative estimates for excess capital per share and annual capital generation.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor 1 hit
31
Uses a precedent-based argument (Heinz) to justify a specific demand for State Street.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor 1 hit
33
Page number 32 included at the bottom.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor 1 hit