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Activist Defense
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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
This is a formal shareholder activist letter.Airbus SE (AIR) · Christopher Hohn
Shareholder letter Activist investor 1 hit
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This is a continuation of a list (starts at item 4).Airbus SE (AIR) · Christopher Hohn
Shareholder letter Activist investor 1 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
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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
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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
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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
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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
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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
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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
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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
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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
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Automatic Data Processing (ADP) (ADP)Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
01
This is a formal shareholder letter from Elliott Advisors to Alexion Pharmaceuticals, dated May 12, 2020.Alexion Pharmaceuticals, Inc. (ALXN) · Elliott
Shareholder letter Activist investor 1 hit
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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
06
The slide uses a bulleted list to outline the activist thesis, citing specific performance metrics and the proposed solution of an Independent Slate.Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor 1 hit
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Deckers Outdoor Corporation (DECK)Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
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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
01
This is the first page of a shareholder letter, serving as an executive summary of the activist campaign.Phillips 66 (PSX) · Elliott Investment Management
Shareholder letter Activist investor Beat · Problem1 hit
125
The slide uses a grid of headshots to demonstrate the successful outcome of an activist campaign.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Next Steps1 hit
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The slide serves as a historical precedent for Starboard's activist success.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Next Steps1 hit
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Transcript format, likely from an investor call or analyst interview.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · TestimonialLoop · Voice Of Customer1 hit
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Transcript of an interview between Bri Scholtz and Stacy Nieuwoudt.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · TestimonialLoop · Voice Of Customer1 hit
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This is a screenshot of a social media post (likely X/Twitter).Phillips 66 (PSX) · 02_Elliott_Management
Other Activist investor Beat · What Is1 hit
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This is a screenshot of a social media post from an activist campaign (Streamline 66).Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Complication1 hit
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This is an email/web-based shareholder communication from an activist investor.Phillips 66 (PSX) · 02_Elliott_Management
Shareholder letter Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
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This slide acts as a landing page or hub for activist campaign materials and nominee profiles.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Interest1 hit
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This is a screenshot of a tweet/post from the 'Streamline 66' account.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Problem1 hit
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This is a screenshot of a social media post (Twitter/X) used as a regulatory filing exhibit.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
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This is a screenshot of a campaign website (Streamline 66) used in a proxy fight.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
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This appears to be a web page or digital document rather than a traditional slide deck page, but it functions as a summary of an activist campaign.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
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This is a web-based nominee profile page from a proxy solicitation campaign.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
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This is a screenshot of a campaign website (Streamline 66) rather than a traditional slide deck page.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Impact & Next Steps1 hit
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This is a screenshot of a campaign website, not a traditional slide deck page, but it functions as a cover/introductory page for the campaign materials.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · InterestLoop · Cost Of Inaction1 hit
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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
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FirstGroup plc (FGP)FirstGroup plc (FGP) · Sandell Asset Management
Activist deck Activist investor 1 hit
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This is a text-based news clipping, not a standard presentation slide.Alpine Electronics (6816) · Bloomberg
Other Activist investor Beat · Problem1 hit
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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
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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
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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
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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
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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
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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
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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
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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
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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
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Uses a simple additive framework to illustrate value creation.GoDaddy, News Corp, Fortrea · Starboard Value
Conference presentation Activist investor Beat · Solution & ApproachLoop · Golden Circle1 hit
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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
04
This is a formal shareholder letter/annex document.Capricorn Energy PLC (CNE) · James Smith
Shareholder letter Activist investor Beat · ActionLoop · Voice Of Customer1 hit
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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
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The Procter & Gamble Company (PG)The Procter & Gamble Company (PG) · William Ackman
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
05
This is a classic activist investor 'case for change' slide.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
03
This is a standard activist investor closing letter and legal disclaimer page.Mellanox Technologies, Ltd. (MLNX) · Peter A. Feld
Shareholder letter Activist investor Beat · DesireLoop · Cost Of Inaction1 hit
03
Page 3 of a shareholder letter; discusses proxy contest strategy and nominee qualifications.Newell Brands Inc. (NWL) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Expert Witness1 hit
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Uses a screenshot of a press release as evidence of the 'window dressing' claim.Elanco Animal Health (ELAN) · Ancora
Activist deck Activist investor Loop · Cost Of Inaction1 hit
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Lazard Ltd (LAZ)Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor Beat · Solution1 hit
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Part of a series of 'Dogma' vs 'Our Reply' slides.What the Customer Really Wants · Roland Berger
Consulting deck Strategy consulting Beat · Solution & Approach1 hit