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4,381-4,410 of 13,742

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The slide uses a numbered list format to present two key pillars of their plan: Board composition and CEO selection.TIM S.p.A. (Telecom Italia) (TIT) · Bluebell Capital Partners
Activist deck Activist investor Beat · Situation & Context1 hit
03
This is the second of two slides outlining the activist's plan.TIM S.p.A. (Telecom Italia) (TIT) · Bluebell Capital Partners
Activist deck Activist investor Beat · Situation & Context1 hit
06
TIM S.p.A. (Telecom Italia) (TIT)TIM S.p.A. (Telecom Italia) (TIT) · Bluebell Capital Partners
Activist deck Activist investor Beat · Solution & Approach1 hit
09
The slide uses a structured list format to categorize failures into governance, stewardship, and greenwashing risk.BlackRock (BLK) · Giuseppe Bivona & Marco Taricco
Activist deck Activist investor Beat · Problem1 hit
10
Uses a two-column comparison structure to contrast industry support for the proposal against BlackRock's specific counter-arguments.BlackRock (BLK) · Giuseppe Bivona & Marco Taricco
Activist deck Activist investor Beat · Agitate1 hit
43
The slide uses a grid of six boxes, each representing a specific ESG initiative, categorized by theme (Social Impact, Product & Lifecycle Impacts, Governance, Human Capital).McDonald's Corporation (MCD) · Carl C. Icahn
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Golden Circle1 hit
24
The slide uses a hybrid approach of a map and two descriptive boxes to explain the sales structure.China MediaExpress Holdings (CCME) · Carson C. Block
Research note Short seller 1 hit
04
This is an activist investor presentation slide (Ancora vs Edgewater).Edgewater Technology, Inc. (EDGW) · Jim Chadwick
Conference presentation Activist investor Beat · Problem (Identify pain)1 hit
09
Uses contrast-pairs to highlight the superiority of the activist's nominees over the incumbent board.Edgewater Technology, Inc. (EDGW) · Jim Chadwick
Conference presentation Activist investor Beat · Problem (Identify pain)1 hit
12
Ritchie Bros. Auctioneers (RBA)Ritchie Bros. Auctioneers (RBA) · Ancora
Activist deck Activist investor Beat · Evidence1 hit
15
Ritchie Bros. Auctioneers (RBA)Ritchie Bros. Auctioneers (RBA) · Ancora
Activist deck Activist investor Beat · Evidence1 hit
30
Six Flags Entertainment Corp. (SIX)Six Flags Entertainment Corp. (SIX) · Land & Buildings
Activist deck Activist investor 1 hit
15
The slide uses a hierarchical bulleted list to categorize value creation strategies.ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
133
The slide uses a structured layout to define the 'how' and 'what' of the proposed operational transformation.Norfolk Southern Corporation (NSC) · Move NSC Forward
Activist deck Activist investor Beat · Solution1 hit
09
This is a text-heavy research note page detailing grievances against AMT management.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · Preempt RebuttalLoop · Cost Of Inaction1 hit
73
This is a text-heavy research note page with extensive footnotes referencing specific economic data points for India, Brazil, and Colombia.American Tower (AMT) · Carson C. Block
Research note Short seller 1 hit
03
This is a research note page from Muddy Waters Capital.Olam International (OLAM) · Muddy Waters
Research note Short seller Beat · ActionLoop · Cost Of Inaction1 hit
25
The text highlights potential circular revenue streams and lack of transparency in insider transactions.Stroer SE & Co. KGaA (SAX) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
27
The slide outlines specific adjustments to management guidance for various segments (CRM, Heart Failure, AF, Cardiovascular, Neuromodulation) and financial metrics (Margins, SG&A, R&D, Capex) to reflect a stress-test scenario.St. Jude Medical (STJ) · Carson C. Block
Research note Short seller Loop · Cost Of Inaction1 hit
66
Kao Corporation (4452.JP)Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
09
This is a page from a shareholder letter (activist investor campaign).Commvault Systems, Inc. (CVLT) · Jesse Cohn
Shareholder letter Activist investor Beat · Agitate (Make it worse)Loop · Logic Chain1 hit
02
The chart compares the growth of $100 invested in public vs private real estate from 2001 to 2020.N/A (asset-class advocacy) · Land and Buildings
Research note Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
03
TCI portfolio companiesTCI portfolio companies · 20_TCI_Fund
Activist deck Activist investor Beat · DesireLoop · Cost Of Inaction1 hit
04
TCI portfolio companiesTCI portfolio companies · 20_TCI_Fund
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
05
TCI portfolio companiesTCI portfolio companies · 20_TCI_Fund
Activist deck Activist investor Beat · DesireLoop · Cost Of Inaction1 hit
06
TCI portfolio companiesTCI portfolio companies · 20_TCI_Fund
Activist deck Activist investor 1 hit
42
Dye & Durham Limited (DND)Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The path to victory1 hit
103
Dye & Durham Limited (DND)Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor 1 hit
06
The slide uses strong, negative framing ('worst', 'failed', 'disgruntled') to build a case against the CEO.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor Beat · Problem1 hit
83
This is part of a multi-step activist proposal by SpringOwl Asset Management.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor Loop · Quick Win Big Bet1 hit