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3,031-3,060 of 6,430

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Darden Restaurants, Inc. (DRI)Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
118
Includes a callout box highlighting Brinker's success with menu simplification.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Loop · Mece Breakdown1 hit
189
The slide uses a 'call to action' style to advocate for returning to previous management practices.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
204
Darden Restaurants, Inc. (DRI)Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
214
Includes screenshots of TGI Fridays mobile app as a precedent for the proposed technology.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
251
Darden Restaurants, Inc. (DRI)Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
06
Page 6 of a shareholder letter/proposal document.athenahealth, Inc. (ATHN) · Jesse Cohn
Shareholder letter Activist investor Beat · Solution (Provide relief)1 hit
02
This is page 2 of a shareholder letter, focusing on credibility and context-setting.Commvault Systems, Inc. (CVLT) · Jesse Cohn and Jason Genrich
Shareholder letter Activist investor Beat · Situation & Context1 hit
01
Slide 1
This is the first page of a shareholder letter. It establishes the investor's stake, acknowledges the company's historical strengths, and introduces the core thesis of underperformance due to a deviation from free cash flow per share growth.Texas Instruments (TXN) · Jesse Cohn
Shareholder letter Activist investor Beat · Situation & Context1 hit
09
The slide highlights the 'modulating' investment strategy using the RFAB 1 construction as a case study.Texas Instruments (TXN) · Jesse Cohn
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Cost Of Inaction1 hit
45
The slide uses a diagnostic table format to contrast current failures with proposed strategic improvements.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Impact & Next Steps1 hit
01
Slide 1
This is the first page of a shareholder letter from Starboard Value to Monotype Imaging.Monotype Imaging Holdings Inc. (TYPE) · Jeffrey C. Smith and Clifford Press
Shareholder letter Activist investor Beat · Hook1 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
05
The slide uses a bar chart to show pre- vs post-engagement TSR and a list-based case study table for specific energy investments.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
06
Includes a mix of historical narrative, segment-level financial performance, and operational charts.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
80
Includes a direct quote from the nominee regarding the need for an operating review.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
126
The slide uses a series of case studies to establish credibility and counter potential arguments against the activist's proposed strategy.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
151
This is a screenshot of a webpage, not a traditional slide deck page.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
19
The slide uses a 'villain' framing to contrast executive pay with shareholder losses.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor 1 hit
10
This appears to be a web page or digital document for an activist campaign.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · DesireLoop · Pattern Hunter1 hit
05
This is a screenshot of a LinkedIn-style promoted post.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Agitate (Make it worse)1 hit
03
This is a screenshot of a social media post (likely X/Twitter) used as a regulatory communication tool by an activist investor.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
21
The slide uses a 'problem-solution' structure, contrasting poor historical returns with a proposed strategic plan.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Closing askLoop · Cost Of Inaction1 hit
07
Page 7 of a shareholder letter. The text explicitly advises shareholders not to tender their shares.Toyota Industries Corporation (6201) · Aaron Tai & Gordon Singer
Shareholder letter Activist investor 1 hit
02
This is a formal letter from an activist investor (Elliott) to a company board.QEP Resources, Inc. (QEP) · John Pike and Andrew Taylor
Shareholder letter Activist investor Beat · InterestLoop · Logic Chain1 hit
02
Includes footnotes regarding historical data and performance disclaimers.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
21
Tessera Technologies Inc. (TSRA)Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor 1 hit
57
Tessera Technologies Inc. (TSRA)Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor 1 hit
79
Tessera Technologies Inc. (TSRA)Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor 1 hit
01
Slide 1
This is the opening page of an activist investor letter.Mellanox Technologies, Ltd. (MLNX) · Peter A. Feld
Shareholder letter Activist investor Beat · Attention1 hit