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Matching slides 1,231
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541-570 of 1,231
37
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
120
The slide uses red boxes to highlight specific consensus figures that the author deems unrealistic.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
05
The slide uses a numbered list with red flag icons to emphasize critical risks.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller 1 hit
27
The slide uses a grid layout to contrast different competitors' statements, highlighting the threat of increased competition.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
06
The slide uses a strong, accusatory tone typical of activist short reports.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Beat · Problem (Identify pain)1 hit
23
The slide uses color-coded callouts to emphasize negative margin trends.Axon Enterprise (formerly TASER) (AAXN) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
15
Uses a 'villain' framing (Blue Origin/SpaceX) to highlight the company's failure to compete.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
20
The text highlights specific time-saving metrics (10-15 mins vs 3 mins) and workflow advantages (multiple remappings).Acutus Medical Inc. (AFIB) · Kerrisdale Capital
Research note Short seller 1 hit
105
The slide uses bold text within quotes to emphasize key criticisms.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
141
Uses a simple binary framework (Rational vs Emotional) to analyze a brand.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
48
Includes a testimonial from Emil J. Brolick.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · Climax1 hit
30
The slide uses a combination of a line chart for cost trends and a table for consumption changes to build a case for strategic pivot.McDonald's Corporation (MCD) · Carl C. Icahn
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
08
Uses the 'bond market vs equity bears' argument to preempt short-seller thesis.Credit Acceptance Corporation (CACC) · Citron Research
Research note Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
03
The slide uses strong, accusatory language to frame the directors as responsible for the company's poor performance.Forward Air Corporation (FWRD) · Ancora
Activist deck Activist investor 1 hit
03
The slide functions as a summary/conclusion page for a Citron Research report, including a financial snapshot and mandatory legal disclosures.Vishay Precision Group (VPG) · Citron Research
Research note Short seller Beat · EvidenceLoop · Cost Of Inaction1 hit
23
Contains detailed footnotes (40-45) supporting claims about securitization, risk retention, and accounting standards (ASC 810).SoFi Technologies (SOFI) · Muddy Waters
Research note Short seller 1 hit
26
This is a transcript page from a corporate meeting document.Stroer SE & Co. KGaA (SAX) · Muddy Waters Capital
Other Short seller Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
32
This is a page from a transcript document, not a standard presentation slide.Stroer SE & Co. KGaA (SAX) · Muddy Waters Capital
Other Short seller Beat · Evidence & ProofLoop · Cost Of Inaction1 hit
38
This is a text-heavy transcript page from a general meeting document.Stroer SE & Co. KGaA (SAX) · Muddy Waters Capital
Other Short seller Beat · Evidence & ProofLoop · Cost Of Inaction1 hit
22
The slide uses a rhetorical question to highlight the discrepancy between the company's claimed scale and its physical office environment.Sino-Forest Corporation (TRE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
88
The slide uses a provocative image of an elderly Japanese person with soap foam to emphasize the 'accessible luxury' and 'humanity' aspect of the brand.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
01
This is a formal shareholder letter from Oasis Management to Satoru Iwata of Nintendo.Nintendo Co., Ltd. (7974.T) · Seth Fischer
Shareholder letter Activist investor Beat · Situation & Context1 hit
70
The slide uses a funnel-like progression (223 -> 32 -> 5) to demonstrate the thoroughness of the search process.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
04
The slide includes a screenshot of the Peloton UI and bullet points summarizing the company's value proposition.Peloton Interactive (PTON) · David Einhorn
Conference presentation Activist investor Beat · Humble Origins1 hit
27
The slide uses a 'Peloton-style' UI overlay to frame a cartoon, likely used as a humorous transition or icebreaker.Peloton Interactive (PTON) · David Einhorn
Conference presentation Activist investor Beat · Ultimate Achievement1 hit
18
The slide uses a logo grid to establish credibility and historical success.SandRidge Energy (SD) · Carl C. Icahn
Activist deck Activist investor 1 hit
05
The slide highlights both the firm's general strategy and specific case studies of successful activism.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The Board's failures1 hit
30
The slide uses a mix of rhetorical questioning and industry data to challenge current board composition.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · The Struggle1 hit
04
This is a formal activist letter serving as the cover/introductory page of a presentation deck.Solventum Corporation (SOLV) · Trian Fund Management
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
17
Viacom (VIAB)Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit