slides · global inventory
Activist Defense
Tool collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 101
Current window 31-60
Pages 4
Rows per page 30
Tool
31-60 of 101
28
The slide highlights specific board and management changes at ADP, Chipotle, Lowe's, and United Technologies.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Action1 hit
04
The slide uses a precedent table to establish credibility by showing past successful short campaigns.Porch Group Inc (PRCH) · Ben Axler
Activist deck Short seller 1 hit
08
The slide uses a vertical process flow (red arrows) to connect three distinct pillars of the short thesis: management integrity, business model viability, and accounting/financial health.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 1 hit
09
Uses a vertical red arrow process flow to connect specific criticisms to detailed descriptions.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 1 hit
05
The slide uses a dense, text-heavy format typical of activist short reports to establish the core investment thesis.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
03
The slide uses a table to establish credibility by showing a history of successful activist campaigns resulting in CEO departures.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · Setup & Stakes1 hit
06
The slide uses a strong, accusatory tone typical of activist short-seller reports.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
07
The slide uses a narrative structure to frame the market context and then pivot to a critique of a specific competitor's product.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
08
The slide uses a yellow background to highlight critical negative findings.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
09
The slide uses a narrative structure to build a case for 'channel stuffing' and 'low confidence' in the business.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
10
This slide serves as a continuation of the executive summary, focusing on financial skepticism and valuation disconnect.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
106
Automatic Data Processing (ADP) (ADP)Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
23
Uses a visual flow from left (engagement method) to right (desired outcome).Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Solution & ApproachLoop · Golden Circle1 hit
49
The slide uses a structured table format to compare the four nominees against a set of desired strategic competencies.BMC Software (BMC) · Elliott Management
Activist deck Activist investor 1 hit
123
Hess Corporation (HES)Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · SolutionLoop · Golden Circle1 hit
05
This is a text-heavy shareholder letter page. It includes a specific call to action regarding board composition and a mention of a C$200 million investment.Parkland Corporation (PKI) · Arnaud Ajdler
Shareholder letter Activist investor Beat · The Victory1 hit
01
This is a text-heavy press release document.Taubman Centers, Inc. (TCO) · Jonathan Litt
Press release Activist investor Beat · HookLoop · Cost Of Inaction1 hit
01
This is a text-based news clipping, not a standard presentation slide.Alpine Electronics (6816) · Bloomberg
Other Activist investor Beat · Problem1 hit
02
This is a text-heavy press release page detailing an activist investor's case against a company's management.Kao Corporation (4452 JT) · Seth Fischer
Press release Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
04
Page 4 of a shareholder letter; focuses on capital allocation and strategic direction.Smiths Group plc (SMIN) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Iceberg1 hit
09
The slide provides historical context for Bolloré's reputation as a corporate raider, citing specific financial maneuvers and board conflicts.Bolloré SA (BOL FP) · Carson C Block
Research note Short seller 1 hit
02
The slide serves as both a formal disclosure and an executive summary of the short thesis.IQE plc (IQE) · Carson Block
Research note Short seller 1 hit
05
The text discusses Amazon as a blueprint for digital models, the company's strategic response to digital transformation, and a brief mention of an activist short seller attack by Muddy Waters.Stroer SE & Co. KGaA (SAX) · Muddy Waters Capital
Other Short seller Beat · Situation & Context1 hit
06
This is a transcript page from a general meeting, not a standard presentation slide.Stroer SE & Co. KGaA (SAX) · Muddy Waters Capital
Other Short seller Beat · Situation & Context1 hit
07
This is a transcript page from a general meeting, not a standard presentation slide.Stroer SE & Co. KGaA (SAX) · Muddy Waters Capital
Other Short seller Beat · Situation & Context1 hit
08
This is a text-heavy transcript page from a corporate meeting.Stroer SE & Co. KGaA (SAX) · Muddy Waters Capital
Other Short seller Beat · Situation & Context1 hit
09
This is a text-heavy transcript page from a corporate meeting.Stroer SE & Co. KGaA (SAX) · Muddy Waters Capital
Other Short seller Beat · Situation & Context1 hit
02
This is a text-heavy press release or investor letter slide outlining a corporate restructuring proposal.Digital Garage Inc. (4819 JT) · Seth Fischer
Press release Activist investor Beat · Problem (Identify pain)Loop · Why Now1 hit
06
Includes a call to action for shareholders to visit a specific URL for more information.Capricorn Energy PLC (CNE) · James Smith
Shareholder letter Activist investor Beat · ActionLoop · Voice Of Customer1 hit
45
The Procter & Gamble Company (PG)The Procter & Gamble Company (PG) · William Ackman
Conference presentation Activist investor Beat · Impact & Next Steps1 hit