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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.
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- 319,974
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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
116,101-116,160 of 319,975
01
This is the first page of a formal shareholder letter.Dye & Durham Limited (DND) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Situation & Context1 hit
02
Uses a CEO quote to contrast with the bar chart data, demonstrating a failure to meet stated goals.Dye & Durham Limited (DND) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
03
This is the final page of a letter from an activist investor (Arnaud Ajdler).Dye & Durham Limited (DND) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
04
Dye & Durham Limited (DND)Dye & Durham Limited (DND) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Cost Of Inaction1 hit
05
Page number 355 included in top right.Dye & Durham Limited (DND) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Solution & ApproachLoop · Cost Of Inaction1 hit
06
Page number 356 included in top right.Dye & Durham Limited (DND) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Solution & ApproachLoop · Cost Of Inaction1 hit
01
Includes a performance comparison table against FTSE 250 and Peer Group.C&C Group plc (CCR) · Arnaud Ajdler
Press release Activist investor Beat · The Call1 hit
02
The slide uses a 'skin in the game' argument to critique the current board's alignment with shareholders.C&C Group plc (CCR) · Arnaud Ajdler
Press release Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
03
This is a text-heavy press release page formatted as a letter from Arnaud Ajdler.C&C Group plc (CCR) · Arnaud Ajdler
Press release Activist investor 1 hit
04
Standard press release footer format.C&C Group plc (CCR) · Arnaud Ajdler
Press release Activist investor Beat · The Victory1 hit
01
The slide uses a comparison table to highlight significant underperformance against market indices.Dye & Durham Limited (DND) · Arnaud Ajdler
Shareholder letter Activist investor Beat · ComplicationLoop · Cost Of Inaction1 hit
01
This is the first page of a formal shareholder letter.Parkland Corporation (PKI) · Arnaud Ajdler
Shareholder letter Activist investor Beat · The Call1 hit
02
This is page 2 of a shareholder letter. It uses a narrative structure to frame the Board as unresponsive and out of touch.Parkland Corporation (PKI) · Arnaud Ajdler
Shareholder letter Activist investor Beat · The MonsterLoop · The Reveal1 hit
03
The slide uses a table to contrast Parkland's performance against peers over 1, 3, 5, and 10-year periods to undermine the Board's narrative.Parkland Corporation (PKI) · Arnaud Ajdler
Shareholder letter Activist investor Beat · The MonsterLoop · The Reveal1 hit
04
The slide uses a table to contrast performance metrics to support a legal/governance argument regarding a 'Material Adverse Change' (MAC) clause.Parkland Corporation (PKI) · Arnaud Ajdler
Shareholder letter Activist investor Beat · The MonsterLoop · The Reveal1 hit
05
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
Includes a specific valuation target of $45 per share.Parkland Corporation (PKI) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Problem & Complication1 hit
02
This is a text-heavy slide from an activist investor presentation (likely Engine Capital or similar) outlining a thesis for value creation.Parkland Corporation (PKI) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
03
This is a text-heavy slide from an activist investor letter proposing a corporate breakup (RemainCo vs SpinCo) and citing Marathon Petroleum as a precedent.Parkland Corporation (PKI) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Solution & ApproachLoop · Mece Breakdown1 hit
04
The slide uses specific examples of director tenure (21, 17, 12 years) and cumulative committee tenure (41 years) to build a case for board refreshment.Parkland Corporation (PKI) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Solution & ApproachLoop · Mece Breakdown1 hit
05
This is a text-heavy shareholder letter page outlining governance and strategic demands.Parkland Corporation (PKI) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Solution & ApproachLoop · Mece Breakdown1 hit
06
Parkland Corporation (PKI)Parkland Corporation (PKI) · Arnaud Ajdler
Shareholder letter Activist investor 1 hit
01
This is the first page of a press release document.Parkland Corporation (PKI) · Arnaud Ajdler
Press release Activist investor Beat · ComplicationLoop · Cost Of Inaction1 hit
02
This is a page from an activist investor press release/letter. It uses a narrative structure to build a case against current board governance.Parkland Corporation (PKI) · Arnaud Ajdler
Press release Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
03
Includes a footnote regarding TSR calculation methodology and peer group definitions.Parkland Corporation (PKI) · Arnaud Ajdler
Press release Activist investor Beat · ActionLoop · Golden Circle1 hit
18
Uses a contrast-pairs framework to dismantle the company's premium argument.Houghton Mifflin Harcourt (HMHC) · Engine Capital
Activist deck Activist investor Beat · The Victory (Superior Plan)1 hit
19
Uses a two-part structure to juxtapose corporate narrative against activist critique.Houghton Mifflin Harcourt (HMHC) · Engine Capital
Activist deck Activist investor Beat · The Victory (Superior Plan)1 hit
20
Uses a direct comparison format to dismantle the target's narrative.Houghton Mifflin Harcourt (HMHC) · Engine Capital
Activist deck Activist investor Beat · The Victory (Superior Plan)1 hit
21
The slide uses bullet points to synthesize financial arguments and strategic recommendations.Houghton Mifflin Harcourt (HMHC) · Engine Capital
Activist deck Activist investor Beat · The Victory (Superior Plan)1 hit
01
The slide uses a strong, accusatory tone typical of activist investor presentations (Land & Buildings).Welltower Inc. (WELL) · Jonathan Litt
Research note Activist investor Beat · Problem1 hit
02
The slide uses strong, adversarial language ('egregiously management-friendly', 'structural trap', 'staggering') to frame the investment thesis.Welltower Inc. (WELL) · Jonathan Litt
Research note Activist investor Beat · Problem1 hit
03
The slide uses a comparative framework to highlight excessive executive compensation.Welltower Inc. (WELL) · Jonathan Litt
Research note Activist investor Beat · Problem1 hit
04
The slide uses a 'villain' framing for the CEO's compensation structure and cites a historical precedent to argue against it.Welltower Inc. (WELL) · Jonathan Litt
Research note Activist investor Beat · Agitate1 hit
05
The slide uses a narrative case study approach to contrast executive compensation governance at SPG and Prologis before presenting a comparative table.Welltower Inc. (WELL) · Jonathan Litt
Research note Activist investor Beat · Agitate1 hit
06
The slide uses a 'villain critique' framing to argue that Mitra's compensation is excessive compared to historical precedents like David Simon's rejected 2011 award.Welltower Inc. (WELL) · Jonathan Litt
Research note Activist investor Beat · Agitate1 hit
07
The slide uses a 'Hidden Dividend Income' table and a 'Tax Advantage' comparison table to expose the discrepancy between the stated salary and actual economic benefits.Welltower Inc. (WELL) · Jonathan Litt
Research note Activist investor Beat · AgitateLoop · Iceberg1 hit
08
Uses aggressive, critical tone to frame management actions as manipulative.Welltower Inc. (WELL) · Jonathan Litt
Research note Activist investor Beat · AgitateLoop · Iceberg1 hit
09
The slide uses a critical tone to challenge the attribution of success to the current CEO, contrasting it with the previous CEO's legacy.Welltower Inc. (WELL) · Jonathan Litt
Research note Activist investor Beat · AgitateLoop · Iceberg1 hit
10
The slide highlights a conflict of interest and lack of oversight regarding executive compensation.Welltower Inc. (WELL) · Jonathan Litt
Research note Activist investor Beat · Agitate1 hit
11
The slide uses a table of director compensation followed by a narrative critique of the compensation committee's governance and decision-making process.Welltower Inc. (WELL) · Jonathan Litt
Research note Activist investor 1 hit
12
The slide uses a table to expose a perceived contradiction in Welltower's compensation strategy.Welltower Inc. (WELL) · Jonathan Litt
Research note Activist investor 1 hit
13
Highlights the misalignment between CEO compensation and shareholder interests regarding performance-based termination.Welltower Inc. (WELL) · Jonathan Litt
Research note Activist investor 1 hit
14
Includes a list of legal precedents followed by a case study table.Welltower Inc. (WELL) · Jonathan Litt
Research note Activist investor 1 hit
15
Uses Alexandria as a cautionary precedent for Welltower's current strategy.Welltower Inc. (WELL) · Jonathan Litt
Research note Activist investor 1 hit
16
Includes a table of top 10 shareholders to illustrate the passive nature of the investor base.Welltower Inc. (WELL) · Jonathan Litt
Research note Activist investor 1 hit
17
The slide uses a table to demonstrate the historical expansion of the premium to NAV, supporting a sell recommendation.Welltower Inc. (WELL) · Jonathan Litt
Research note Activist investor Loop · Cost Of Inaction1 hit
18
Includes a quote from Charlie Munger regarding incentives.Welltower Inc. (WELL) · Jonathan Litt
Research note Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
19
This is a formal letter/closing slide from an activist investor presentation.Welltower Inc. (WELL) · Jonathan Litt
Research note Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
20
Includes specific disclosure of short/long positions in WELL, VTR, and AHR.Welltower Inc. (WELL) · Jonathan Litt
Research note Activist investor 1 hit
01
This is the first page of a shareholder letter from Engine Capital LP to the Board of Parkland Corporation.Parkland Corporation (PKI) · Arnaud Ajdler
Shareholder letter Activist investor 1 hit
02
This is a page from an activist shareholder letter (Simpson/Engine vs Parkland).Parkland Corporation (PKI) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Agitate (Make it worse)1 hit
03
The slide argues that Parkland's SG&A growth outpaces its GP growth, unlike its peers, suggesting a $275M cost opportunity.Parkland Corporation (PKI) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
04
This is a page from an activist investor letter (likely Simpson/Parkland). It uses strong, accusatory language ('banana republic', 'playing tricks').Parkland Corporation (PKI) · Arnaud Ajdler
Shareholder letter Activist investor Loop · Cost Of Inaction1 hit
05
The slide uses historical M&A data to justify the thesis that a sale would unlock value through synergies.Parkland Corporation (PKI) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
06
This is the final page of a shareholder letter, including a call to action and signatures.Parkland Corporation (PKI) · Arnaud Ajdler
Shareholder letter Activist investor 1 hit
01
This is the first page of a formal shareholder letter.Parkland Corporation (PKI) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Situation & Context1 hit
02
This is page 2 of a shareholder letter, focusing on specific grievances and demands for the Board.Parkland Corporation (PKI) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · The Reveal1 hit
03
This is a page from a shareholder letter, specifically page 3.Parkland Corporation (PKI) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Evidence & ProofLoop · The Reveal1 hit
01
The slide uses a table to quantify insider buying and then uses that data to challenge the Board's stated confidence in the company's future.Parkland Corporation (PKI) · Arnaud Ajdler
Shareholder letter Activist investor Beat · AttentionLoop · Pattern Hunter1 hit
02
This is the second page of a shareholder letter from Engine Capital to Parkland.Parkland Corporation (PKI) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Interest1 hit