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Executive Summary
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This is a classic activist investor 'thesis' slide, summarizing the 'why', 'what', and 'how' of the campaign.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
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This is the first page of an activist investor open letter.Sumitomo Realty & Development Co., Ltd. (8830) · Aaron Tai
Shareholder letter Activist investor Beat · ProblemLoop · David Goliath1 hit
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This is a text-heavy page from a shareholder letter, likely part of an activist investor campaign.Sumitomo Realty & Development Co., Ltd. (8830) · Aaron Tai
Shareholder letter Activist investor Beat · ProblemLoop · David Goliath1 hit
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This is a formal shareholder letter serving as an executive summary for an accompanying presentation.Marathon Petroleum Corporation (MPC) · Quentin Koffey
Shareholder letter Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
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This is a formal shareholder letter serving as the cover/executive summary for a larger presentation.PepsiCo (PEP) · Marc Steinberg and Jesse Cohn
Shareholder letter Activist investor Beat · Situation & Context1 hit
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This is the first page of an activist investor letter. It establishes the 'villain' (poor operational execution) and the 'hero's journey' (the path to 75% upside).Phillips 66 (PSX) · John Pike and Mike Tomkins
Shareholder letter Activist investor Beat · Setup1 hit
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This is the first page of a shareholder letter. It establishes the investor's stake, acknowledges the company's historical strengths, and introduces the core thesis of underperformance due to a deviation from free cash flow per share growth.Texas Instruments (TXN) · Jesse Cohn
Shareholder letter Activist investor Beat · Situation & Context1 hit
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The slide uses a waterfall-style bridge to compare the TOB price against book value and NAV.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor Beat · Problem Identification1 hit
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This is a page from a shareholder letter, likely from an activist investor.Toyota Industries Corporation (6201) · Aaron Tai and Gordon Singer
Shareholder letter Activist investor 1 hit
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This is a text-heavy page from a shareholder letter, likely part of a larger argument against a tender offer.Toyota Industries Corporation (6201) · Aaron Tai and Gordon Singer
Shareholder letter Activist investor 1 hit
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This is the first page of a shareholder letter from Starboard Value to Monotype Imaging.Monotype Imaging Holdings Inc. (TYPE) · Jeffrey C. Smith and Clifford Press
Shareholder letter Activist investor Beat · Hook1 hit
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GCP Applied Technologies (GCP)GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor 1 hit
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Bristol-Myers Squibb Company (BMY)Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
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Box, Inc. (BOX)Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
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The letter establishes the activist investor's narrative regarding Box's underperformance and alleged governance failures.Box, Inc. (BOX) · Peter A. Feld
Shareholder letter Activist investor Beat · Situation & Context1 hit
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Includes a specific performance citation from 13D Monitor.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
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Includes trading data and FY 2014 results.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Situation & Context1 hit
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Page 7 of a shareholder letter. The text explicitly advises shareholders not to tender their shares.Toyota Industries Corporation (6201) · Aaron Tai & Gordon Singer
Shareholder letter Activist investor 1 hit
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This is a text-heavy press release document formatted as a formal letter.PepsiCo (PEP) · Marc Steinberg and Jesse Cohn
Press release Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
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Advance Auto Parts (AAP)Advance Auto Parts (AAP) · Starboard Value
Activist deck Activist investor 1 hit
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Includes footnotes regarding historical data and performance disclaimers.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
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The slide uses bolding to emphasize key strategic points and the $21 billion valuation figure.Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Situation & Context1 hit
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Includes a call-to-action box at the bottom summarizing the valuation target.Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Situation & Context1 hit
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This is a standard introductory slide for an activist investor deck, establishing credibility and alignment with shareholders.Office Depot, Inc. (ODP) · Starboard Value
Activist deck Activist investor Beat · The Call1 hit
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This is a page from a shareholder letter, likely from an activist investor (Starboard).Box, Inc. (BOX) · Peter A. Feld
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
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This is the first page of an activist investor letter.Corteva, Inc. (CTVA) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Situation & ContextLoop · Golden Circle1 hit
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This is a formal shareholder letter from Starboard Value to eBay management.eBay Inc. (EBAY) · Peter A. Feld
Shareholder letter Activist investor 1 hit
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This is a text-heavy page from a shareholder letter (Starboard Value).eBay Inc. (EBAY) · Peter A. Feld
Shareholder letter Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
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This is a formal activist investor letter serving as the cover page for a presentation deck.Newell Brands Inc. (NWL) · Jeffrey C. Smith
Shareholder letter Activist investor 1 hit
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This is a letter from an activist investor (Starboard Value) to Newell Brands shareholders.Newell Brands Inc. (NWL) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Situation & Context1 hit