slides · global inventory
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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
116,161-116,220 of 319,975
01
This is the first page of an activist investor letter. It establishes the antagonist (the trustees) and the proposed solution (board expansion and sale).UniFirst Corporation (UNF) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Situation & Context1 hit
02
This is page 2 of a shareholder letter. It focuses on the narrative of decline, the failure of the current board, and the tactical criticism of the upcoming virtual-only annual meeting.UniFirst Corporation (UNF) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Situation & Context1 hit
03
This page contains the conclusion of a shareholder letter and the mandatory disclosure regarding proxy participants.UniFirst Corporation (UNF) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Evidence & Proof1 hit
04
Page 4 of a shareholder letter/proxy solicitation document.UniFirst Corporation (UNF) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Impact & Next Steps1 hit
05
This appears to be the final page of a presentation deck.UniFirst Corporation (UNF) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Impact & Next Steps1 hit
01
Press release format.Dye & Durham Limited (DND) · Arnaud Ajdler
Press release Activist investor Beat · AttentionLoop · Aha Moment1 hit
02
Standard press release boilerplate/contact page.Dye & Durham Limited (DND) · Arnaud Ajdler
Press release Activist investor Beat · Action1 hit
01
The document is a formal letter from an activist investor to a company board.Dye & Durham Limited (DND) · Arnaud Ajdler
Press release Activist investor Beat · AttentionLoop · Cost Of Inaction1 hit
02
This is the final page of a press release document.Dye & Durham Limited (DND) · Arnaud Ajdler
Press release Activist investor Beat · DesireLoop · Cost Of Inaction1 hit
01
The document lists five candidates despite the title claiming six nominations.Dye & Durham Limited (DND) · Engine Capital LP
Press release Activist investor 1 hit
02
Dye & Durham Limited (DND)Dye & Durham Limited (DND) · Engine Capital LP
Press release Activist investor Loop · Expert Witness1 hit
03
Page 3 of a press release document.Dye & Durham Limited (DND) · Engine Capital LP
Press release Activist investor Loop · Expert Witness1 hit
04
Page 4 of a press release document.Dye & Durham Limited (DND) · Engine Capital LP
Press release Activist investor Loop · Expert Witness1 hit
05
This is a standard boilerplate disclosure slide found at the end of a press release.Dye & Durham Limited (DND) · Engine Capital LP
Press release Activist investor Loop · Expert Witness1 hit
01
The text includes a specific demand list for operational and financial improvements.Dye & Durham Limited (DND) · Engine Capital
Press release Activist investor Beat · Attention1 hit
02
Contains standard legal disclaimer, company boilerplate, and contact details.Dye & Durham Limited (DND) · Engine Capital
Press release Activist investor 1 hit
01
Press release format; includes footnotes regarding historical AGM dates and TSX regulations.Dye & Durham Limited (DND) · Engine Capital
Press release Activist investor Beat · AttentionLoop · Why Now1 hit
02
Page 2 of a press release document.Dye & Durham Limited (DND) · Engine Capital
Press release Activist investor Beat · Action1 hit
02
This is a page from a shareholder letter by Engine Capital.Dye & Durham Limited (DND) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
03
Dye & Durham Limited (DND)Dye & Durham Limited (DND) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Evidence1 hit
01
This is a standard corporate press release document.Dye & Durham Limited (DND) · Engine Capital
Press release Activist investor Beat · The CallLoop · Cost Of Inaction1 hit
02
Page 2 of a press release document.Dye & Durham Limited (DND) · Engine Capital
Press release Activist investor Beat · The Struggle1 hit
03
Page 3 of a press release document.Dye & Durham Limited (DND) · Engine Capital
Press release Activist investor 1 hit
01
This is a standard activist investor press release structure.Parkland Corporation (PKI) · Engine Capital
Press release Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
02
This is a page from an activist investor presentation (Engine Capital) criticizing Parkland Corporation.Parkland Corporation (PKI) · Engine Capital
Press release Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
03
Parkland Corporation (PKI)Parkland Corporation (PKI) · Engine Capital
Press release Activist investor Beat · Setup1 hit
01
This is the first page of a shareholder letter. It establishes the investor's identity, their thesis on undervaluation, and their intent to push for structural change.Smiths Group plc (SMIN) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Situation & Context1 hit
02
Uses a bar chart to compare historical performance against recent performance and mid-term targets to refute management's narrative.Smiths Group plc (SMIN) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
03
The slide argues that operational improvements are insufficient to close the valuation gap, advocating for structural changes (breakups) instead.Smiths Group plc (SMIN) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Iceberg1 hit
04
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
05
Includes a peer comparison table, an EV bridge calculation, and a list of peer companies by division.Smiths Group plc (SMIN) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Solution & Approach1 hit
06
Includes a line chart showing the valuation discount of UK equities relative to the US over time.Smiths Group plc (SMIN) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Solution & Approach1 hit
07
This is the final page of a shareholder letter, including signatures.Smiths Group plc (SMIN) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
01
Lyft (LYFT)Lyft (LYFT) · Arnaud Ajdler
Press release Activist investor Beat · Situation & Context1 hit
01
This is a text-heavy press release document formatted as a single page.Lyft (LYFT) · Engine Capital LP
Press release Activist investor Beat · Situation & ContextLoop · Cost Of Inaction1 hit
02
This is a standard activist investor press release disclosure page.Lyft (LYFT) · Engine Capital LP
Press release Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
01
This is a press release/open letter document formatted as a page in a deck.UniFirst Corporation (UNF) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Hook1 hit
02
This is page 2 of a shareholder letter. It focuses on fiduciary duty, conflicts of interest (Michael Patrick), and lack of strategic direction.UniFirst Corporation (UNF) · Arnaud Ajdler
Shareholder letter Activist investor Beat · ComplicationLoop · Pattern Hunter1 hit
03
The slide uses a 'rejected' stamp motif to highlight the board's repeated refusal of premium offers.UniFirst Corporation (UNF) · Arnaud Ajdler
Shareholder letter Activist investor Beat · EvidenceLoop · Pattern Hunter1 hit
04
The slide uses a combination of a performance table and two line charts to contrast performance under the previous CEO versus the current CEO.UniFirst Corporation (UNF) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Preempt RebuttalLoop · Cost Of Inaction1 hit
05
This is the final page of a shareholder letter.UniFirst Corporation (UNF) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Closing Ask1 hit
01
This is a formal activist investor letter, serving as the cover page of a presentation deck.Avantor, Inc. (AVTR) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Situation & Context1 hit
02
The slide uses a combination of bar charts to show forecast vs reality and a table to show relative shareholder returns.Avantor, Inc. (AVTR) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
03
Includes two bar charts comparing EV/NTM EBITDA and Price/NTM FCF against a peer group.Avantor, Inc. (AVTR) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
04
Includes a quote from a former leader and a table comparing growth rates and market share shifts.Avantor, Inc. (AVTR) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
05
The slide uses a 'before-after' or 'contradiction' framing to undermine management credibility.Avantor, Inc. (AVTR) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
06
The slide uses a combination of narrative critique and quantitative tables to highlight operational underperformance and M&A value destruction.Avantor, Inc. (AVTR) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
07
Includes an org-chart style diagram showing executive departures and a footnote regarding a $8 million payment.Avantor, Inc. (AVTR) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
08
Includes a comparative table of YTD Organic Growth vs. peers.Avantor, Inc. (AVTR) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Solution & Approach1 hit
09
This is a page from an activist investor letter (likely Elliott or similar) detailing strategic recommendations.Avantor, Inc. (AVTR) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Solution & Approach1 hit
10
Page 10 of a shareholder letter; continues a list of demands.Avantor, Inc. (AVTR) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Solution & Approach1 hit
11
Includes a valuation table and a footnote detailing forecast assumptions.Avantor, Inc. (AVTR) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
12
Avantor, Inc. (AVTR)Avantor, Inc. (AVTR) · Arnaud Ajdler
Shareholder letter Activist investor 1 hit
01
This is a formal press release/letter document.Upwork Inc. (UPWK) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Problem & Complication1 hit
02
The slide uses a combination of a performance table and qualitative narrative to argue for management failure.Upwork Inc. (UPWK) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
03
This is a page from an activist investor letter (likely Engine Capital) criticizing the current CEO and Board.Upwork Inc. (UPWK) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
04
This is a page from an activist investor letter (likely Engine Capital) proposing operational changes to Upwork.Upwork Inc. (UPWK) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Solution & ApproachLoop · So What Cascade1 hit
05
This is page 5 of a shareholder letter, likely from an activist investor.Upwork Inc. (UPWK) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Solution & ApproachLoop · So What Cascade1 hit
06
This is a continuation of a shareholder letter, focusing on governance and compensation reform.Upwork Inc. (UPWK) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Solution & ApproachLoop · So What Cascade1 hit
07
Upwork Inc. (UPWK)Upwork Inc. (UPWK) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Action1 hit