anlak storytelling
All kinds
Document kinds
Loading document kinds...

Primary corpus lens for browsing and insights. Selection lives in the URL.

All formats
Orientation
Loading formats...

Landscape, portrait, square, or unknown document geometry.

Unlock
slides · global inventory

All filtered slides

Global slide inventory for the active corpus filters, with each row opening the slide detail view.

Search Insights JSON Unlock
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

Slide type composition

dynamicclickable
Slide type

Showing 319,974 described slides — 100.0% of 319,975 rendered pages

+Context & problem43,76713.7% · 6,592 docs+Data & charts72,62022.7% · 8,666 docs+Meta & navigation45,93614.4% · 9,739 docs+Recommend & act67,04121.0% · 9,324 docs+Cases & evidence31,2569.8% · 6,067 docs+Frameworks2,1230.7% · 1,232 docs+Appendix35,68211.2% · 6,614 docs+Other21,5496.7% · 5,566 docs

Tile area is proportional to slide count. Click a category to open its subtype map.

all document kinds · all orientations
18 30 60

Slide collection

107,101-107,160 of 319,975

filter-aware
01
Slide 1
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
02
The slide uses a combination of a line chart for valuation erosion and bar charts for relative performance benchmarking.Alexion Pharmaceuticals, Inc. (ALXN) · Elliott
Shareholder letter Activist investor Beat · Problem1 hit
03
The slide uses a list of analyst quotes to frame the 'existential debate' and a table to quantify the impact of specific corporate missteps.Alexion Pharmaceuticals, Inc. (ALXN) · Elliott
Shareholder letter Activist investor Beat · Problem1 hit
04
Uses analyst quotes to highlight the gap between management's stated discipline and the market's perception of defensive, value-destroying M&A.Alexion Pharmaceuticals, Inc. (ALXN) · Elliott
Shareholder letter Activist investor Beat · Agitate1 hit
05
The slide uses external analyst quotes to build a case against management's M&A strategy.Alexion Pharmaceuticals, Inc. (ALXN) · Elliott
Shareholder letter Activist investor Beat · Agitate1 hit
06
This is a text-heavy page from a shareholder letter, likely part of a larger argument regarding management performance.Alexion Pharmaceuticals, Inc. (ALXN) · Elliott
Shareholder letter Activist investor 1 hit
07
The slide uses a scatter plot to demonstrate that Alexion is undervalued compared to its peers with similar growth profiles.Alexion Pharmaceuticals, Inc. (ALXN) · Elliott
Shareholder letter Activist investor 1 hit
08
This is a page from a shareholder letter, likely from Elliott Management, arguing for a sale of Alexion.Alexion Pharmaceuticals, Inc. (ALXN) · Elliott
Shareholder letter Activist investor Loop · Cost Of Inaction1 hit
09
This is a page from an activist investor letter (Elliott Management) to the Board of Alexion Pharmaceuticals.Alexion Pharmaceuticals, Inc. (ALXN) · Elliott
Shareholder letter Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
10
This is the final page of a formal activist investor letter.Alexion Pharmaceuticals, Inc. (ALXN) · Elliott
Shareholder letter Activist investor Beat · Solution1 hit
07
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
08
This is a closing statement from a shareholder letter, specifically an activist investor's call to action.Toyota Industries Corporation (6201) · Aaron Tai & Gordon Singer
Shareholder letter Activist investor Beat · Closing Ask1 hit
09
The chart uses a waterfall-bridge structure to reconcile business value and financial assets to arrive at an implied NAV per share.Toyota Industries Corporation (6201) · Aaron Tai & Gordon Singer
Shareholder letter Activist investor 1 hit
10
The chart uses a waterfall-bridge structure to reconcile business value and financial assets to arrive at an implied NAV per share vs the TOB offer price.Toyota Industries Corporation (6201) · Aaron Tai & Gordon Singer
Shareholder letter Activist investor 1 hit
11
The chart decomposes NAV into 'Listed stock holdings' and 'Business and other'.Toyota Industries Corporation (6201) · Aaron Tai & Gordon Singer
Shareholder letter Activist investor 1 hit
12
The slide argues that the book value understates the true value of Toyota Industries Corporation due to tax considerations and unrealized gains.Toyota Industries Corporation (6201) · Aaron Tai & Gordon Singer
Shareholder letter Activist investor 1 hit
13
The chart uses a waterfall-bridge structure to reconcile market capitalization to core business fair value.Toyota Industries Corporation (6201) · Aaron Tai & Gordon Singer
Shareholder letter Activist investor 1 hit
14
The slide uses a before-after comparison of calculation methodologies for 'Majority of Minority' voting thresholds.Toyota Industries Corporation (6201) · Aaron Tai & Gordon Singer
Shareholder letter Activist investor 1 hit
15
Toyota Industries Corporation (6201)Toyota Industries Corporation (6201) · Aaron Tai & Gordon Singer
Shareholder letter Activist investor 1 hit
16
Page 16 of a shareholder letter/presentation.Toyota Industries Corporation (6201) · Aaron Tai & Gordon Singer
Shareholder letter Activist investor 1 hit
17
Page 17 of a shareholder letter.Toyota Industries Corporation (6201) · Aaron Tai & Gordon Singer
Shareholder letter Activist investor 1 hit
01
Slide 1
This is the first page of a press release document.PepsiCo (PEP) · Marc Steinberg and Jesse Cohn
Press release Activist investor Beat · Situation & ContextLoop · Cost Of Inaction1 hit
02
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
03
This is a text-heavy press release slide summarizing the investment thesis.PepsiCo (PEP) · Marc Steinberg and Jesse Cohn
Press release Activist investor Beat · Solution & ApproachLoop · Cost Of Inaction1 hit
04
This appears to be the final page of a press release or activist investor presentation.PepsiCo (PEP) · Marc Steinberg and Jesse Cohn
Press release Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
05
This is a standard 'About Us' disclosure page often found at the end of an activist investor presentation.PepsiCo (PEP) · Marc Steinberg and Jesse Cohn
Press release Activist investor 1 hit
06
Standard press release boilerplate disclosure.PepsiCo (PEP) · Marc Steinberg and Jesse Cohn
Press release Activist investor 1 hit
01
Slide 1
This is the first page of an activist investor letter.QEP Resources, Inc. (QEP) · John Pike and Andrew Taylor
Shareholder letter Activist investor Beat · AttentionLoop · Logic Chain1 hit
02
This is a formal letter from an activist investor (Elliott) to a company board.QEP Resources, Inc. (QEP) · John Pike and Andrew Taylor
Shareholder letter Activist investor Beat · InterestLoop · Logic Chain1 hit
03
QEP Resources, Inc. (QEP)QEP Resources, Inc. (QEP) · John Pike and Andrew Taylor
Shareholder letter Activist investor Beat · ActionLoop · Logic Chain1 hit
01
Slide 1
Tessera Technologies Inc. (TSRA)Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor 1 hit
02
Includes footnotes regarding data sources and historical performance context.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor 1 hit
03
The slide uses a case study approach to establish credibility in IP-focused activism.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor 1 hit
04
This slide serves as the core 'villain critique' and 'problem statement' for the activist campaign.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor Beat · Problem Statement1 hit
05
The slide uses a comparative framing technique to establish the superiority of the activist's nominees over the incumbent board.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor Beat · Problem Statement1 hit
06
Uses a contrast-principle framework to position the activist's plan against management's.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor 1 hit
07
Tessera Technologies Inc. (TSRA)Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor 1 hit
08
Includes a table of summary returns and three line charts (5-year, 3-year, 1-year) highlighting the impact of a Starboard 13D filing.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
09
Uses red trend lines to emphasize negative performance trends.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
10
The slide uses two bar charts to contrast the loss-making DOC segment with the declining profitability of the IP segment.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
11
The slide uses two tables to isolate the poor performance of the DOC segment compared to the IP segment.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor Beat · Expose Contradiction1 hit
12
Uses a 'Commitment vs. Reality' structure to highlight management credibility issues.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor Beat · Expose Contradiction1 hit
13
Includes a bar chart showing revenue vs EBIT decline and a table comparing growth and EBITDA margins against peers.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor Beat · Expose Contradiction1 hit
14
Includes logos of Micron, Amkor, and Powertech as examples of failed license renewals.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor Beat · Expose Contradiction1 hit
15
Uses a bar chart to visualize historical and projected losses, and a text block to highlight contradictory management statements.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor Beat · Expose Contradiction1 hit
16
Uses specific examples of executive departures (Young, Chernicoff, Roohparvar) to build a case for board dysfunction.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor Beat · Expose Contradiction1 hit
17
The slide uses a direct quote (the resignation letter) to substantiate the claim of board dysfunction.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor 1 hit
18
The slide uses a 'villain' framing by focusing on the lack of independence and the consolidation of power under Richard Hill.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor 1 hit
19
Tessera Technologies Inc. (TSRA)Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor 1 hit
20
Tessera Technologies Inc. (TSRA)Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor 1 hit
21
Tessera Technologies Inc. (TSRA)Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor 1 hit
22
Tessera Technologies Inc. (TSRA)Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
23
The slide uses three charts to demonstrate market growth (revenue, litigation, and applications) to contrast with the company's performance.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
24
This slide uses a narrative structure to frame the company's current business model as a failure of strategy, setting up the activist's proposed pivot.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
25
Tessera Technologies Inc. (TSRA)Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
26
Highlights the discrepancy between patent distribution and revenue generation.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor Beat · Propose SolutionLoop · Mece Breakdown1 hit
27
The chart is an exploded pie chart showing the percentage distribution of patent coverage across various packaging technologies.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor Beat · Propose SolutionLoop · Mece Breakdown1 hit
28
The slide uses two bar charts to segment the patent portfolio by quality score and age.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor Beat · Propose SolutionLoop · Mece Breakdown1 hit
29
The slide uses a bar chart to show 2012 market size by device type and provides a narrative argument for why Tessera is underperforming in non-DRAM markets.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor Beat · Propose SolutionLoop · Mece Breakdown1 hit
30
The chart uses a 3D pie chart to contrast internal vs. acquired IP, with a specific callout for the 4% internal portion.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor Beat · Propose SolutionLoop · Mece Breakdown1 hit