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Global slide inventory for the active corpus filters, with each row opening the slide detail view.
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 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
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Slide collection
107,941-108,000 of 319,975
01
This is a classic activist investor proxy solicitation letter.Newell Brands Inc. (NWL) · Jeffrey C. Smith
Shareholder letter Activist investor Loop · Cost Of Inaction1 hit
02
Includes a footnote referencing SharkRepellent.net data regarding board representation settlements.Newell Brands Inc. (NWL) · Jeffrey C. Smith
Shareholder letter Activist investor Loop · Cost Of Inaction1 hit
03
This is a text-heavy page from a shareholder letter, focusing on the rationale for a board proxy contest.Newell Brands Inc. (NWL) · Jeffrey C. Smith
Shareholder letter Activist investor Loop · Voice Of Customer1 hit
04
Uses a combination of a performance table and a line chart to illustrate operational and market failure.Newell Brands Inc. (NWL) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Problem (Identify pain)1 hit
05
The slide uses a quote from a former director to contradict the company's official narrative regarding his resignation.Newell Brands Inc. (NWL) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Agitate (Make it worse)1 hit
06
Page 6 of a shareholder letter, focusing on board nominee qualifications.Newell Brands Inc. (NWL) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Solution (Provide relief)1 hit
07
This is the final page of a document, containing a signature and closing remarks.Newell Brands Inc. (NWL) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Solution (Provide relief)1 hit
08
Newell Brands Inc. (NWL)Newell Brands Inc. (NWL) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Action1 hit
17
The table provides a granular record of executive stock activity, likely for regulatory compliance or transparency purposes.Mellanox Technologies, Ltd. (MLNX) · Peter A. Feld
Shareholder letter Activist investor 1 hit
01
This is the cover page of an activist investor letter.Magellan Health, Inc. (MGLN) · Peter A. Feld
Shareholder letter Activist investor Beat · Situation & ContextLoop · Pre Mortem1 hit
02
The slide uses a 'villain' narrative style, attributing poor performance to management's execution and acquisition strategy.Magellan Health, Inc. (MGLN) · Peter A. Feld
Shareholder letter Activist investor Beat · Situation & ContextLoop · Zoom In1 hit
03
Includes a waterfall-style chart comparing pre-acquisition EV + capital spent vs current EV, and a quote from the CEO to highlight failed strategic promises.Magellan Health, Inc. (MGLN) · Peter A. Feld
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Zoom In1 hit
04
Uses a combination of revenue/margin trends and EPS guidance waterfall charts to demonstrate management's lack of visibility and poor performance.Magellan Health, Inc. (MGLN) · Peter A. Feld
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Zoom In1 hit
05
The slide uses quotes from management to establish a baseline of intent, then uses a bar chart to demonstrate that the stated goals are insufficient compared to peers.Magellan Health, Inc. (MGLN) · Peter A. Feld
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Zoom In1 hit
06
Includes footnotes regarding data sources and calculation methodology for Magellan's multiple.Magellan Health, Inc. (MGLN) · Peter A. Feld
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Pre Mortem1 hit
07
This page serves as a transition to the detailed nominee biographies.Magellan Health, Inc. (MGLN) · Peter A. Feld
Shareholder letter Activist investor Beat · Solution & ApproachLoop · Pre Mortem1 hit
08
Page number 8 at the bottom.Magellan Health, Inc. (MGLN) · Peter A. Feld
Shareholder letter Activist investor Beat · Solution & ApproachLoop · Pre Mortem1 hit
09
Page 9 of a shareholder letter.Magellan Health, Inc. (MGLN) · Peter A. Feld
Shareholder letter Activist investor Beat · Solution & ApproachLoop · Pre Mortem1 hit
01
This is the first page of an activist investor presentation/letter.Bristol-Myers Squibb Company (BMY) · Jeffrey C. Smith
Shareholder letter Activist investor 1 hit
02
The slide uses quantitative underperformance data to justify an activist campaign against a merger.Bristol-Myers Squibb Company (BMY) · Jeffrey C. Smith
Shareholder letter Activist investor 1 hit
03
This is page 3 of a shareholder letter, likely from an activist investor (Starboard Value or similar) opposing the BMY-Celgene merger.Bristol-Myers Squibb Company (BMY) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · The Monster1 hit
04
The slide uses a line chart to illustrate the 'patent cliff' phenomenon, contrasting the steep decline of small molecules with the relative stability of biologics.Bristol-Myers Squibb Company (BMY) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · The Monster1 hit
05
The slide argues against the Bristol-Myers/Celgene merger by highlighting the risk of patent cliffs.Bristol-Myers Squibb Company (BMY) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · The MonsterLoop · The Reveal1 hit
06
The chart highlights the 'patent cliff' risk, specifically focusing on the concentration of revenue loss in 2026.Bristol-Myers Squibb Company (BMY) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · The StruggleLoop · The Reveal1 hit
07
The slide uses a bar chart to highlight the high revenue concentration of Revlimid compared to historical blockbuster drugs, and a range chart to show analyst uncertainty for Celgene's pipeline.Bristol-Myers Squibb Company (BMY) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · The StruggleLoop · The Reveal1 hit
08
Uses a stacked area chart to show revenue projections and pull-quotes to highlight management's past over-optimism.Bristol-Myers Squibb Company (BMY) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · The StruggleLoop · The Reveal1 hit
09
The slide uses a combination of a line chart to show financial decline and a timeline to show management's shifting narrative.Bristol-Myers Squibb Company (BMY) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · The StruggleLoop · The Reveal1 hit
10
This page is a text-heavy critique of a corporate acquisition, likely from an activist investor letter.Bristol-Myers Squibb Company (BMY) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · The StruggleLoop · The Reveal1 hit
11
The slide uses a timeline-annotated line chart to suggest a narrative of defensive M&A.Bristol-Myers Squibb Company (BMY) · Jeffrey C. Smith
Shareholder letter Activist investor 1 hit
12
The slide uses a bar chart to highlight BMY's high R&D investment relative to peers, framing it as a potential inefficiency or misallocation of capital.Bristol-Myers Squibb Company (BMY) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · The VictoryLoop · Cost Of Inaction1 hit
13
Uses a 'CEO Quote vs. Reality' structure to highlight management failure.Bristol-Myers Squibb Company (BMY) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · The VictoryLoop · Cost Of Inaction1 hit
01
The slide uses a timeline-based chart to correlate specific corporate announcements with negative financial performance metrics.Cars.com Inc. (CARS) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Situation & Context1 hit
02
This is a text-heavy shareholder letter page. It outlines three specific points of guidance for the Board regarding upcoming financial targets.Cars.com Inc. (CARS) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Problem & Complication1 hit
03
This is a formal shareholder letter from an activist investor.Cars.com Inc. (CARS) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Solution & Approach1 hit
01
This is the first page of an activist investor letter.Dollar Tree, Inc. (DLTR) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Situation & Context1 hit
02
The slide argues that the Family Dollar acquisition is a distraction and suggests strategic alternatives, including a potential sale.Dollar Tree, Inc. (DLTR) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Situation & Context1 hit
03
This is a text-heavy page from a shareholder letter, likely part of an activist investor campaign.Dollar Tree, Inc. (DLTR) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Problem & Complication1 hit
04
The slide uses a 'before-after' comparison of performance metrics followed by a 'valuation bridge' calculation to isolate the value of the underperforming asset.Dollar Tree, Inc. (DLTR) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Problem & Complication1 hit
05
This is a text-heavy shareholder letter page advocating for strategic divestiture and operational changes.Dollar Tree, Inc. (DLTR) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Solution & Approach1 hit
06
The slide uses a comparison table to highlight Dollar Tree's outlier status regarding pricing strategy, then provides a narrative argument for moving away from the $1.00 price point.Dollar Tree, Inc. (DLTR) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Solution & Approach1 hit
07
The slide uses a quote from a Q3 earnings call to preemptively rebut management's concerns about supply chain capabilities.Dollar Tree, Inc. (DLTR) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Solution & ApproachLoop · Cost Of Inaction1 hit
08
The slide uses a comparative analysis of Dollarama's historical performance to justify a valuation upside for Dollar Tree.Dollar Tree, Inc. (DLTR) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Cost Of Inaction1 hit
09
Includes a SOTP (sum-of-the-parts) reference in the final bullet point.Dollar Tree, Inc. (DLTR) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Cost Of Inaction1 hit
10
The slide uses external analyst sentiment to validate the activist's thesis regarding the destruction of value from the Family Dollar acquisition.Dollar Tree, Inc. (DLTR) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
11
Page 11 of a shareholder letter.Dollar Tree, Inc. (DLTR) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Impact & Next Steps1 hit
01
This is the opening page of an activist investor letter.Mellanox Technologies, Ltd. (MLNX) · Peter A. Feld
Shareholder letter Activist investor Beat · Attention1 hit
02
Page 2 of a shareholder letter.Mellanox Technologies, Ltd. (MLNX) · Peter A. Feld
Shareholder letter Activist investor Beat · InterestLoop · Voice Of Customer1 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
04
Page 4 of a proxy solicitation document.Mellanox Technologies, Ltd. (MLNX) · Peter A. Feld
Shareholder letter Activist investor Beat · DesireLoop · Cost Of Inaction1 hit
05
Page 5 of a document, likely a proxy statement or shareholder letter appendix.Mellanox Technologies, Ltd. (MLNX) · Peter A. Feld
Shareholder letter Activist investor Beat · Action1 hit
01
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
02
The slide combines a performance chart with a narrative argument regarding corporate governance and board composition.Newell Brands Inc. (NWL) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Analogy1 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
04
Includes a sign-off from Jeffrey C. Smith of Starboard Value LP.Newell Brands Inc. (NWL) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Expert Witness1 hit
05
Page 5 of a shareholder letter, focusing on director qualifications.Newell Brands Inc. (NWL) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Expert Witness1 hit
06
Page number 6 at the bottom.Newell Brands Inc. (NWL) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Expert Witness1 hit
07
Page number 7 at the bottom.Newell Brands Inc. (NWL) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Impact & Next Steps1 hit
08
Page 8 of a shareholder letter/proxy document.Newell Brands Inc. (NWL) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Impact & Next Steps1 hit
09
This is a standard legal disclosure page from a proxy statement or shareholder letter appendix.Newell Brands Inc. (NWL) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Impact & Next Steps1 hit
10
This appears to be a continuation of a table or list from a previous page, as it starts mid-sentence.Newell Brands Inc. (NWL) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Impact & Next Steps1 hit