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271-300 of 986
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This is a shareholder letter from TCI Fund Management to Airbus.Airbus SE (AIR) · Christopher Hohn
Shareholder letter Activist investor 1 hit
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The slide uses a timeline-based layout to show the accumulation of shareholder pressure over time.Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
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The slide emphasizes execution as the primary driver for closing the valuation gap.TIM S.p.A. (Telecom Italia) (TIT) · Bluebell Capital Partners
Activist deck Activist investor Beat · Evidence & ProofLoop · Cost Of Inaction1 hit
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Highlights the misalignment between CEO compensation and shareholder interests regarding performance-based termination.Welltower Inc. (WELL) · Jonathan Litt
Research note Activist investor 1 hit
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This is a text-heavy research note page focusing on financial distress and management credibility.Asanko Gold Inc. (AKG) · Carson C. Block
Research note Short seller 1 hit
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This is a text-heavy research note page focusing on accounting irregularities and management transparency issues.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · Evidence & ProofLoop · Cost Of Inaction1 hit
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This is a classic activist short-seller research note (likely from a firm like Muddy Waters or similar). It focuses on fraud allegations, management ethics, and accounting irregularities.American Tower (AMT) · Carson C. Block
Research note Short seller 1 hit
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The slide discusses the impact of lease terminations and market rent resets on long-term revenue CAGR.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg1 hit
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Contains footnotes 66-71 referencing specific market data and news sources.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg1 hit
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Uses historical analogy to argue against the current investment thesis for AMT (American Tower).American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
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Includes historical narrative, a performance table, and a description of the CEO's investment philosophy.Bolloré SA (BOL FP) · Carson C Block
Research note Short seller 1 hit
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This is a short-seller research note page. The questions are designed to expose contradictions in the company's public narrative.Inogen, Inc. (INGN) · Carson C. Block
Research note Short seller Beat · Problem & ComplicationLoop · Anchor1 hit
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This is a page from a legal or research document (Page 25 of 26) containing numbered arguments and footnotes.Manulife Financial Corporation (MFC) · Carson C. Block
Research note Short seller Beat · Impact & Next Steps1 hit
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The slide uses a highly critical, investigative tone, referencing Enron as a precedent for accounting-driven asset purchasing.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Monster1 hit
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The slide uses a 'villain' narrative style, framing Olam as an 'emperor with no clothes' and justifying a short position.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Monster1 hit
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This is a text-heavy research note page from a short-seller report. It uses a 'villain_critique' approach to undermine management credibility.PeptiDream, Inc. (4587 JP) · Carson C. Block
Research note Short seller Beat · The Monster1 hit
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Uses a visual metaphor (dump truck vs. scooter vs. sports car) to represent different drug modalities, likely implying size or complexity differences.PeptiDream, Inc. (4587 JP) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
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This is a text-heavy research note page containing financial estimates and critical commentary on corporate governance.Stroer SE & Co. KGaA (SAX) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
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The slide uses a skeptical tone to highlight potential regulatory negligence and questionable share transfers.Stroer SE & Co. KGaA (SAX) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
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This page is a verbatim transcript of a shareholder's questions and comments during a general meeting.Stroer SE & Co. KGaA (SAX) · Muddy Waters Capital
Other Short seller Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
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Includes a table of corporate officers and a metaphorical image comparing a Bentley to a bus.Superb Summit International Group Limited (1228.HK) · Carson C. Block
Research note Short seller Beat · The Monster1 hit
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Uses a classic 'The Board's Defense' vs 'The Reality' table structure to frame the narrative.Norfolk Southern Corporation (NSC) · Frederick D. DiSanto
Shareholder letter Activist investor Beat · NeedLoop · Analogy1 hit
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The slide uses a green-tinted photographic background with a minimalist design, typical of an activist investor deck setting the stage for a growth-focused argument.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
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This is a classic short-seller research note summary, specifically from Muddy Waters Research.Orient Paper Inc. (ONP) · Carson C. Block
Research note Short seller 1 hit
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The slide uses forensic accounting logic to compare public filings (10-K) against internal PRC tax filings and independent vendor quotes to expose fraud.Orient Paper Inc. (ONP) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
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Uses a matrix-like structure to define the diagnostic process for capital allocation.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
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The Timken Company (TKR)The Timken Company (TKR) · CalSTRS
Activist deck Activist investor Beat · Problem1 hit
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The slide uses a green-bordered box to highlight the core proposal and its supporting arguments.Rio Tinto (RIO) · Palliser
Activist deck Activist investor 1 hit
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Viacom (VIAB)Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
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Viacom (VIAB)Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit