slides · global inventory
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Matching slides 13,809
Current window 11,911-11,940
Pages 461
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11,911-11,940 of 13,809
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Multiple (BILL Holdings, Tripadvisor, Fluor Corporation)Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Problem & Complication1 hit
203
Includes detailed footnotes regarding credit rating agency comments and cross-guarantees.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
26
The slide uses a table structure to map strategic initiatives to past achievements and future goals.Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor Beat · Impact & Next Steps1 hit
06
The Bank of New York Mellon (BK)The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
33
The chart highlights a clear upward trend in the expense-to-revenue ratio, supporting the activist thesis of operational inefficiency.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
140
Uses a central logo as a pivot point between two strategic pillars.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
12
Uses a classic activist 'failure' narrative structure to build a case for board change.Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
183
Uses a before-after framing to attribute value creation to board changes.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
01
Forward Air Corporation (FWRD)Forward Air Corporation (FWRD) · Ancora
Activist deck Activist investor Beat · Hook1 hit
09
The slide uses a 'FALSE' watermark over the left-hand table to dismiss the opponent's claims.Taubman Centers, Inc. (TCO) · Jonathan Litt
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
116
The St. Joe Company (JOE)The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
95
The slide uses a railroad imagery background, likely referencing the specific industry of the target company.Norfolk Southern Corporation (NSC) · Move NSC Forward
Activist deck Activist investor Beat · Solution1 hit
03
This is a research note page from a short-seller report on Huishan Dairy.China Huishan Dairy Holdings (6863 HK) · Carson C. Block
Research note Short seller Beat · The Monster1 hit
35
Blackstone Mortgage Trust, Inc. (BXMT)Blackstone Mortgage Trust, Inc. (BXMT) · Muddy Waters Research
Activist deck Short seller 1 hit
05
The slide uses a critical tone to argue that EHTH is pulling forward future revenue to inflate growth metrics, contradicting management's public statements.eHealth Inc. (EHTH) · Carson Block
Research note Short seller Beat · Further exposing contradictions1 hit
07
Includes two tables: one showing BETOS product spending 2011-2017, and one showing per-patient spending calculations.Inogen, Inc. (INGN) · Carson Block
Research note Short seller 1 hit
06
The slide uses a highly critical, investigative tone, referencing Enron as a precedent for accounting-driven asset purchasing.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Monster1 hit
78
Uses quotes from Jefferies and a former Kao executive to validate the thesis of SKU bloat.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
12
Nintendo Co., Ltd. (7974.T)Nintendo Co., Ltd. (7974.T) · Seth Fischer
Conference presentation Activist investor Beat · Solution & ApproachLoop · Golden Circle1 hit
19
Includes a preemptive defense regarding Unwired Planet stock performance.Rovi Corporation (ROVI) · Engaged Capital
Activist deck Activist investor 1 hit
20
Includes stock performance charts and bulleted lists of accomplishments for each company.Rovi Corporation (ROVI) · Engaged Capital
Activist deck Activist investor 1 hit
01
Samsung C&T Corporation (028260 KS)Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor 1 hit
31
The slide uses a thesis-style headline to attribute margin growth to operational improvements.Sotheby's (BID) · Marcato Capital Management
Conference presentation Activist investor Beat · Financials1 hit
04
This is a classic activist investor 'thesis' slide, combining a critique of management/board with a forward-looking financial target.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor 1 hit
01
The chart shows Riot (black line) significantly underperforming peers (WULF, CORZ, HUT, CIFR) since Jan 2024.Riot Platforms, Inc. (RIOT) · Peter A. Feld
Shareholder letter Activist investor Beat · Situation & ContextLoop · Benchmark Gap1 hit
02
The slide uses a narrative structure to frame the company's power assets as a scarce, high-value commodity in the current AI infrastructure market.Riot Platforms, Inc. (RIOT) · Peter A. Feld
Shareholder letter Activist investor Beat · Solution & ApproachLoop · Why Now1 hit
03
Includes footnotes detailing assumptions for capacity, revenue, and valuation multiples.Riot Platforms, Inc. (RIOT) · Peter A. Feld
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Waterfall Value1 hit
04
Includes footnotes 10, 11, and 12.Riot Platforms, Inc. (RIOT) · Peter A. Feld
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Waterfall Value1 hit
05
This is the final page of a shareholder letter, including signature and footnotes.Riot Platforms, Inc. (RIOT) · Peter A. Feld
Shareholder letter Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
47
General Electric (GE)General Electric (GE) · Trian Partners
Activist deck Activist investor Beat · Solution1 hit