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Slide 1
This is a formal shareholder letter/correspondence document.athenahealth, Inc. (ATHN) · Jesse Cohn
Shareholder letter Activist investor Beat · Situation & ContextLoop · Cost Of Inaction1 hit
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Slide 1
This is the first page of a formal activist investor letter.athenahealth, Inc. (ATHN) · Jesse Cohn
Shareholder letter Activist investor 1 hit
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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
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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
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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
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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
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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
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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
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
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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 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
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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
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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
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This is a text-heavy slide serving as a formal letter introduction.Phillips 66 (PSX) · John Pike
Activist deck Activist investor 1 hit
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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
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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
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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
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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
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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
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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
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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
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This is a formal legal/corporate correspondence document.Mitek Systems, Inc. (MITK) · Jesse Cohn
Shareholder letter Activist investor Beat · Closing Ask1 hit
01
Slide 1
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
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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