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Problem Agitate Solve Pas
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This slide uses a 'villain' framing technique to discredit the company's business model.Pershing Square Portfolio (multi-position annual update) · Pershing Square Capital Management
Activist deck Activist investor Beat · Action1 hit
42
Uses a 'buy the dip' investment thesis logic.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Satisfaction1 hit
33
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor 1 hit
65
Uses a red flag icon to signal risk/warning.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ResolutionLoop · Mece Breakdown1 hit
15
Uses a 'Then vs Now' structure to establish a pattern of behavior by the management team.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
40
This is a standard 'risks' slide in an activist short report, acknowledging potential counter-arguments to the long thesis.Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution (Provide relief)1 hit
08
The slide uses blue underlined text to indicate hyperlinks to source documents or data.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
38
The slide uses a quote to argue that CLEAR is redundant because it fails to address the baggage check labor cost problem that TSA Digital ID solves.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · Spruce Point presents its thesis and evidence1 hit
05
This is a research note from Kerrisdale Capital regarding Acutus Medical. It argues that past performance issues were temporary and are now resolved.Acutus Medical Inc. (AFIB) · Kerrisdale Capital
Research note Short seller 1 hit
29
This slide appears to be from a legal or regulatory presentation regarding the FTC vs. Herbalife case.Herbalife, Ltd. (HLF) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
22
This is a short-seller research report page focusing on business model critique.Ceres Power Holdings plc (CWR) · Grizzly Research
Research note Short seller Beat · Problem Statement1 hit
12
This is page 12 of a shareholder letter, likely from an activist investor (Elliott Management).Cognizant Technology Solutions (CTSH) · Jesse Cohn
Shareholder letter Activist investor Beat · Solution (Provide relief)Loop · Hypothesis Test1 hit
05
The slide uses a simple bulleted list to establish the activist's core arguments.American Capital, Ltd. (ACAS) · Elliott
Activist deck Activist investor Beat · Need1 hit
07
Uses a contrast-pairs framework to juxtapose management's failures against their self-serving narrative.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Problem Statement1 hit
43
The slide uses a red arrow to emphasize the upward trend in costs.Iron Mountain Incorporated (IRM) · Elliott
Activist deck Activist investor Loop · Before After1 hit
58
Fannie Mae & Freddie Mac (FNMA / FMCC)Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
13
Fannie Mae & Freddie Mac (FNMA/FMCC)Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor 1 hit
06
The slide is a raw text transcript of video/audio testimony.Herbalife, Ltd. (HLF) · 01_Pershing_Square
Other Activist investor Beat · The BridgeLoop · Confession1 hit
50
The slide builds a legal argument by analogy, citing the Total Energie case as a precedent for applying consumer protection law to corporate messaging.Accor SA (AC) · Grizzly Research
Research note Short seller Beat · Return with Elixir1 hit
174
This slide is part of an activist presentation critiquing Herbalife's business model.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor 1 hit
08
This is a research note from Pershing Square Capital Management regarding Herbalife. It uses legal precedents and specific examples to build a case for deceptive business practices.Herbalife, Ltd. (HLF) · Pershing Square Capital Management
Research note Activist investor Beat · Preempt Rebuttal1 hit
09
Uses a diagnostic structure to debunk potential explanations for stock performance.Valeant Pharmaceuticals International (VRX) · William Ackman
Conference presentation Activist investor Beat · Problem1 hit
36
J.C. Penney Company, Inc. (JCP)J.C. Penney Company, Inc. (JCP) · William Ackman
Conference presentation Activist investor Beat · Solution1 hit
38
The slide uses a narrative-heavy structure to debunk Aurora's operational and financial projections.Aurora Innovation, Inc. (AUR) · Kerrisdale Capital
Research note Short seller 1 hit
45
This is a transcript page from a corporate meeting document.Stroer SE & Co. KGaA (SAX) · Muddy Waters Capital
Other Short seller Beat · Evidence & Proof1 hit
79
Includes a screenshot of a LinkedIn job posting for a CMO role.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
04
This slide functions as a legal/regulatory petition argument, using evidence-based reasoning to refute the adequacy of current safety warnings.Soleno Therapeutics (SLNO) · Kir Kahlon
Regulatory filing Short seller Beat · Problem & Complication1 hit
199
Uses TURF analysis (Total Unduplicated Reach and Frequency) as a specific methodology for menu optimization.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
13
The slide uses heavy anecdotal evidence and expert quotes to build a case against the product's viability.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · The StruggleLoop · Aha Moment1 hit
04
This is a page from an activist investor letter (likely Engine Capital) proposing operational changes to Upwork.Upwork Inc. (UPWK) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Solution & ApproachLoop · So What Cascade1 hit