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State Demand
Slide function collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 376
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Pages 7
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Slide function
1-60 of 376
01
This is a formal shareholder letter/correspondence document.athenahealth, Inc. (ATHN) · Jesse Cohn
Shareholder letter Activist investor Beat · Situation & ContextLoop · Cost Of Inaction1 hit
01
This is the first page of a formal activist investor letter.athenahealth, Inc. (ATHN) · Jesse Cohn
Shareholder letter Activist investor 1 hit
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
03
This is the final page of a shareholder letter from Elliott Management to Marathon Petroleum.Marathon Petroleum Corporation (MPC) · Quentin Koffey
Shareholder letter Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
11
This appears to be the first item in a list of demands.Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · Agitation1 hit
50
Marathon Petroleum Corporation (MPC)Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · Solution1 hit
32
The slide uses a clear call-to-action structure to direct shareholder behavior.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor Beat · Solution1 hit
07
This is a text-heavy page from a shareholder letter, likely part of an activist campaign.Toyota Industries Corporation (6201) · Aaron Tai and Gordon Singer
Shareholder letter Activist investor Beat · The StruggleLoop · Cost Of Inaction1 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
15
The slide uses a numbered list to justify the necessity of the meeting, focusing on governance and strategic concerns.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
16
The slide uses a combination of bullet points and a concluding call-to-action statement to frame the Special Meeting as a governance check.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
105
The slide explicitly criticizes management's December 2013/March 2014 plan as unacceptable and reactive.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 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
07
This is a shareholder letter page advocating for corporate governance reform (de-staggering the board) and soliciting votes for a proxy contest.Phillips 66 (PSX) · 02_Elliott_Management
Shareholder letter Activist investor Beat · Closing Ask1 hit
03
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
04
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
05
This appears to be a transcript or metadata sheet for a digital advertisement campaign.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor 1 hit
04
Activist investor campaign material targeting Phillips 66 shareholders.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · InterestLoop · Quick Win Big Bet1 hit
09
This is a screenshot of a social media post/campaign graphic by Streamline 66 (Elliott Investment Management).Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Action1 hit
03
This is a text-heavy slide serving as a formal letter introduction.Phillips 66 (PSX) · John Pike
Activist deck Activist investor 1 hit
05
This is a text-heavy slide formatted as a formal letter from John Pike and Mike Tomkins.Phillips 66 (PSX) · John Pike
Activist deck Activist investor 1 hit
08
This appears to be a collection of campaign assets or mockups for proxy materials.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Closing Ask1 hit
09
This appears to be a collection of campaign assets or social media tiles for an activist investor campaign.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Closing Ask1 hit
10
The slide is presented in two color variations (dark and light mode).Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Closing Ask1 hit
11
The slide uses aggressive, confrontational language typical of activist investor proxy fights.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Closing Ask1 hit
12
Includes a visual representation of the GOLD proxy card and voting instructions.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · DesireLoop · Golden Circle1 hit
10
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 · Closing askLoop · Cost Of Inaction1 hit
02
This is a screenshot of a social media post (X/Twitter) used as a regulatory-filing exhibit.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · InterestLoop · Cost Of Inaction1 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
05
This is a formal legal/corporate correspondence document.Mitek Systems, Inc. (MITK) · Jesse Cohn
Shareholder letter Activist investor Beat · Closing Ask1 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
01
This is the first page of an activist investor letter.QEP Resources, Inc. (QEP) · John Pike and Andrew Taylor
Shareholder letter Activist investor Beat · AttentionLoop · Logic Chain1 hit
76
Includes detailed footnotes explaining the derivation of the $150M loss estimate and ad fill rates.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Beat · Propose SolutionLoop · Cost Of Inaction1 hit
22
The slide uses a bulleted list to build a causal argument for board intervention.DSP Group, Inc. (DSPG) · Starboard Value
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
50
The slide uses a structured list format to provide tactical legal/licensing advice for specific company disputes.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 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