Corpus coverage

319,975 slides

319,974 are described (100%), so the treemap can explain the corpus instead of just counting files.

Total slides
319,975
Described
319,974
Pending
1

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Slide collection

312,913-312,930 of 319,975

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08
Includes waterfall charts for EV evolution, a line chart for forward P/E, and a bar chart for P/E premium/discount.Elliott Management Western Digital Letter May 2022 · elliott-management-western-digital-letter-may-2022
Document Independent analyst Beat · Evidence & ProofLoop · Benchmark Gap1 hit
09
Activist investor presentation slide (Elliott Management) advocating for a strategic review and separation of HDD and Flash businesses.Elliott Management Western Digital Letter May 2022 · elliott-management-western-digital-letter-may-2022
Document Independent analyst Beat · Evidence & ProofLoop · Benchmark Gap1 hit
10
Includes analyst quotes supporting the SOTP valuation approach.Elliott Management Western Digital Letter May 2022 · elliott-management-western-digital-letter-may-2022
Document Independent analyst Beat · Evidence & Proof1 hit
11
Includes a waterfall-style bridge for Western Digital EV and a bar chart for historical M&A multiples.Elliott Management Western Digital Letter May 2022 · elliott-management-western-digital-letter-may-2022
Document Independent analyst Beat · Impact & Next StepsLoop · Quick Win Big Bet1 hit
12
This is a text-heavy slide presenting an activist investor's (Elliott) proposal for corporate restructuring and capital allocation.Elliott Management Western Digital Letter May 2022 · elliott-management-western-digital-letter-may-2022
Document Independent analyst Beat · Impact & Next StepsLoop · Quick Win Big Bet1 hit
13
Includes two waterfall charts illustrating valuation components.Elliott Management Western Digital Letter May 2022 · elliott-management-western-digital-letter-may-2022
Document Independent analyst Beat · Impact & Next StepsLoop · Quick Win Big Bet1 hit
01
Slide 1
Includes logos for Eminence Capital, Vista Equity Partners, and Pluralsight, plus a 'JUST SAY NO!' badge.Eminence Pluralsight Presentation February 2021 · eminence-pluralsight-presentation-february-2021
Activist deck Activist investor Beat · Problem1 hit
02
Eminence Pluralsight Presentation February 2021Eminence Pluralsight Presentation February 2021 · eminence-pluralsight-presentation-february-2021
Activist deck Activist investor Beat · Problem1 hit
03
The slide uses a structured list format to outline the investment rationale.Eminence Pluralsight Presentation February 2021 · eminence-pluralsight-presentation-february-2021
Activist deck Activist investor Beat · Problem1 hit
04
Eminence Pluralsight Presentation February 2021Eminence Pluralsight Presentation February 2021 · eminence-pluralsight-presentation-february-2021
Activist deck Activist investor Beat · Problem1 hit
05
The slide uses a narrative approach to valuation, contrasting the current offer with peer-based and transaction-based benchmarks.Eminence Pluralsight Presentation February 2021 · eminence-pluralsight-presentation-february-2021
Activist deck Activist investor Beat · Agitate1 hit
06
Uses a historical stock price chart to visually demonstrate the lack of shareholder value creation.Eminence Pluralsight Presentation February 2021 · eminence-pluralsight-presentation-february-2021
Activist deck Activist investor Beat · Agitate1 hit
07
The slide uses a regression line to show the correlation between growth and valuation, with Pluralsight circled as an outlier below the trend line.Eminence Pluralsight Presentation February 2021 · eminence-pluralsight-presentation-february-2021
Activist deck Activist investor Beat · AgitateLoop · Benchmark Gap1 hit
08
The slide uses a peer group of SaaS companies with similar growth profiles to justify a higher valuation for Pluralsight.Eminence Pluralsight Presentation February 2021 · eminence-pluralsight-presentation-february-2021
Activist deck Activist investor Beat · AgitateLoop · Benchmark Gap1 hit
09
Uses annotations to highlight 'Sales force execution issues' and 'COVID impact' as temporary headwinds.Eminence Pluralsight Presentation February 2021 · eminence-pluralsight-presentation-february-2021
Activist deck Activist investor Beat · AgitateLoop · Benchmark Gap1 hit
10
The slide uses a 'precedent transaction' analysis to argue that the current offer is below market norms.Eminence Pluralsight Presentation February 2021 · eminence-pluralsight-presentation-february-2021
Activist deck Activist investor Beat · AgitateLoop · Benchmark Gap1 hit
11
Uses rhetorical questions to challenge the Board's decision-making process.Eminence Pluralsight Presentation February 2021 · eminence-pluralsight-presentation-february-2021
Activist deck Activist investor Beat · Agitate1 hit
12
The slide uses a series of rhetorical questions to challenge the integrity of the company's M&A process.Eminence Pluralsight Presentation February 2021 · eminence-pluralsight-presentation-february-2021
Activist deck Activist investor Beat · Agitate1 hit