slides · global inventory
Expose Contradiction
Slide function collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 14,162
Current window 2,041-2,070
Pages 473
Rows per page 30
Slide function
2,041-2,070 of 14,162
01
This is the first page of a formal shareholder letter.Dye & Durham Limited (DND) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Situation & Context1 hit
02
Uses a CEO quote to contrast with the bar chart data, demonstrating a failure to meet stated goals.Dye & Durham Limited (DND) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
02
This is page 2 of a shareholder letter. It uses a narrative structure to frame the Board as unresponsive and out of touch.Parkland Corporation (PKI) · Arnaud Ajdler
Shareholder letter Activist investor Beat · The MonsterLoop · The Reveal1 hit
03
The slide uses a table to contrast Parkland's performance against peers over 1, 3, 5, and 10-year periods to undermine the Board's narrative.Parkland Corporation (PKI) · Arnaud Ajdler
Shareholder letter Activist investor Beat · The MonsterLoop · The Reveal1 hit
04
The slide uses a table to contrast performance metrics to support a legal/governance argument regarding a 'Material Adverse Change' (MAC) clause.Parkland Corporation (PKI) · Arnaud Ajdler
Shareholder letter Activist investor Beat · The MonsterLoop · The Reveal1 hit
11
The slide uses a 'before-after' comparison of financial models to expose management's lack of credibility.Houghton Mifflin Harcourt (HMHC) · Engine Capital
Activist deck Activist investor Beat · The Struggle (Flawed Sales Process)Loop · The Reveal1 hit
12
The slide uses a combination of a direct quote from a regulatory filing and a numbered list of analytical critiques.Houghton Mifflin Harcourt (HMHC) · Engine Capital
Activist deck Activist investor Beat · The Struggle (Flawed Sales Process)Loop · The Reveal1 hit
18
Uses a contrast-pairs framework to dismantle the company's premium argument.Houghton Mifflin Harcourt (HMHC) · Engine Capital
Activist deck Activist investor Beat · The Victory (Superior Plan)1 hit
19
Uses a two-part structure to juxtapose corporate narrative against activist critique.Houghton Mifflin Harcourt (HMHC) · Engine Capital
Activist deck Activist investor Beat · The Victory (Superior Plan)1 hit
20
Uses a direct comparison format to dismantle the target's narrative.Houghton Mifflin Harcourt (HMHC) · Engine Capital
Activist deck Activist investor Beat · The Victory (Superior Plan)1 hit
29
The slide uses a 'ceo-quote-contradiction' pattern to contrast past failure with current optimism.Six Flags Entertainment Corp. (SIX) · Land & Buildings
Activist deck Activist investor 1 hit
07
The slide uses a 'Hidden Dividend Income' table and a 'Tax Advantage' comparison table to expose the discrepancy between the stated salary and actual economic benefits.Welltower Inc. (WELL) · Jonathan Litt
Research note Activist investor Beat · AgitateLoop · Iceberg1 hit
08
Uses aggressive, critical tone to frame management actions as manipulative.Welltower Inc. (WELL) · Jonathan Litt
Research note Activist investor Beat · AgitateLoop · Iceberg1 hit
15
Uses Alexandria as a cautionary precedent for Welltower's current strategy.Welltower Inc. (WELL) · Jonathan Litt
Research note Activist investor 1 hit
16
Includes a table of top 10 shareholders to illustrate the passive nature of the investor base.Welltower Inc. (WELL) · Jonathan Litt
Research note Activist investor 1 hit
02
This is a page from an activist shareholder letter (Simpson/Engine vs Parkland).Parkland Corporation (PKI) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Agitate (Make it worse)1 hit
04
This is a page from an activist investor letter (likely Simpson/Parkland). It uses strong, accusatory language ('banana republic', 'playing tricks').Parkland Corporation (PKI) · Arnaud Ajdler
Shareholder letter Activist investor Loop · Cost Of Inaction1 hit
03
This is a page from a shareholder letter, specifically page 3.Parkland Corporation (PKI) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Evidence & ProofLoop · The Reveal1 hit
01
The slide uses a table to quantify insider buying and then uses that data to challenge the Board's stated confidence in the company's future.Parkland Corporation (PKI) · Arnaud Ajdler
Shareholder letter Activist investor Beat · AttentionLoop · Pattern Hunter1 hit
02
Uses a bar chart to compare historical performance against recent performance and mid-term targets to refute management's narrative.Smiths Group plc (SMIN) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
02
This is a standard activist investor press release disclosure page.Lyft (LYFT) · Engine Capital LP
Press release Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
03
The slide uses a 'rejected' stamp motif to highlight the board's repeated refusal of premium offers.UniFirst Corporation (UNF) · Arnaud Ajdler
Shareholder letter Activist investor Beat · EvidenceLoop · Pattern Hunter1 hit
02
The slide uses a combination of bar charts to show forecast vs reality and a table to show relative shareholder returns.Avantor, Inc. (AVTR) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
05
The slide uses a 'before-after' or 'contradiction' framing to undermine management credibility.Avantor, Inc. (AVTR) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
06
The slide uses a combination of narrative critique and quantitative tables to highlight operational underperformance and M&A value destruction.Avantor, Inc. (AVTR) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
07
Includes an org-chart style diagram showing executive departures and a footnote regarding a $8 million payment.Avantor, Inc. (AVTR) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
03
The slide highlights a potential conflict of interest or lack of accountability by showing the specific committee members responsible for compensation at underperforming firms.US REIT sector (15 underperforming large-cap REITs) · Land and Buildings
Research note Activist investor Beat · Solution (Provide relief)Loop · Benchmark Gap1 hit
10
Uses a series of rhetorical questions to frame the board's actions as contradictory and untrustworthy.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The Board's failuresLoop · Aha Moment1 hit
12
Uses a 'Management Says One Thing... But Then Does Another' framing to highlight hypocrisy.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The Board's failuresLoop · Aha Moment1 hit
15
Uses a media clipping from The Globe and Mail to substantiate claims of a 'ransom' payment.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The Board's failuresLoop · Aha Moment1 hit