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slides · global inventory

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

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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

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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

139,441-139,500 of 319,975

filter-aware
01
Slide 1
This is the first page of a speech transcript/presentation deck.Lehman Brothers (LEH) · David Einhorn
Conference presentation Activist investor 1 hit
02
This slide uses rhetorical questions and hypothetical scenarios to highlight perceived double standards in SEC enforcement.Lehman Brothers (LEH) · David Einhorn
Conference presentation Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
03
This is a text-heavy slide from a presentation by David Einhorn (Greenlight Capital) regarding Allied Capital.Lehman Brothers (LEH) · David Einhorn
Conference presentation Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
04
This slide is a text-heavy narrative page from a presentation, likely by David Einhorn (Greenlight Capital), discussing the short position on Lehman Brothers.Lehman Brothers (LEH) · David Einhorn
Conference presentation Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
05
The slide uses a direct comparison of two official documents to point out a reporting discrepancy.Lehman Brothers (LEH) · David Einhorn
Conference presentation Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
06
This is a text-heavy slide presenting a forensic accounting critique of Lehman Brothers' financial reporting.Lehman Brothers (LEH) · David Einhorn
Conference presentation Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
07
The slide uses a table to expose a contradiction in financial reporting, specifically questioning the valuation of Level 3 assets.Lehman Brothers (LEH) · David Einhorn
Conference presentation Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
08
This slide is a text-heavy narrative page from a report or presentation, likely detailing investigative findings regarding financial reporting discrepancies.Lehman Brothers (LEH) · David Einhorn
Conference presentation Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
09
This slide appears to be part of a larger investigative presentation or report regarding Lehman Brothers' financial health prior to its collapse.Lehman Brothers (LEH) · David Einhorn
Conference presentation Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
01
Slide 1
This is the first page of a shareholder letter; the text cuts off at the bottom.LivePerson, Inc. (LPSN) · Peter Feld
Shareholder letter Activist investor 1 hit
02
The slide uses negative testimonials to frame the CEO as incompetent and distracted.LivePerson, Inc. (LPSN) · Peter Feld
Shareholder letter Activist investor Beat · The MonsterLoop · The Reveal1 hit
03
The slide uses a grid of headshots to visualize the high churn rate of CFOs, Heads of Technology, and Heads of Sales.LivePerson, Inc. (LPSN) · Peter Feld
Shareholder letter Activist investor Beat · The StruggleLoop · The Reveal1 hit
04
Uses Glassdoor reviews to contrast company claims with employee sentiment.LivePerson, Inc. (LPSN) · Peter Feld
Shareholder letter Activist investor Beat · The StruggleLoop · The Reveal1 hit
05
This is a text-heavy page from a shareholder letter, likely an activist investor campaign document.LivePerson, Inc. (LPSN) · Peter Feld
Shareholder letter Activist investor Loop · The Reveal1 hit
06
This is the final page of a shareholder letter, serving as a sign-off.LivePerson, Inc. (LPSN) · Peter Feld
Shareholder letter Activist investor Beat · The Victory1 hit
01
Slide 1
Document-style cover (research note), text-only, no charts or tables. Includes a substantial disclaimer/disclosure block at the bottom.Allied Capital (ALD) · David Einhorn
Research note Activist investor 1 hit
02
This is a classic 'short thesis' document, specifically highlighting accounting irregularities and valuation discrepancies.Allied Capital (ALD) · David Einhorn
Research note Activist investor 1 hit
65
This is a classic activist 'expose contradiction' slide, framing the target's narrative as misleading by providing a counter-example of successful engagement.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Loop · Aha Moment1 hit
66
The slide uses a timeline to demonstrate the constructive nature of the activist campaign, culminating in a 41% outperformance of the S&P 500.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Loop · Aha Moment1 hit
67
Huntsman Corporation (HUN)Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Loop · Aha Moment1 hit
68
Huntsman Corporation (HUN)Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Nominee BioLoop · Aha Moment1 hit
69
Uses third-party validation to build credibility for the activist's slate.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Nominee BioLoop · Aha Moment1 hit
70
The slide uses authority-citation to validate the quality of the nominees.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Nominee BioLoop · Aha Moment1 hit
71
Includes logos of companies where the nominee held leadership positions.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Nominee BioLoop · Aha Moment1 hit
72
The slide uses a checkmark matrix to demonstrate competency across four key areas for four different career roles.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Nominee BioLoop · Aha Moment1 hit
73
The slide uses a quote from a competitor (Huntsman) to validate the nominee's performance.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Nominee BioLoop · Aha Moment1 hit
74
Huntsman Corporation (HUN)Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Nominee BioLoop · Aha Moment1 hit
75
The slide uses a checkmark matrix to demonstrate alignment of candidate experience with specific strategic needs.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Nominee BioLoop · Aha Moment1 hit
76
The slide uses a checkmark matrix to demonstrate domain expertise relevance.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Nominee BioLoop · Aha Moment1 hit
77
The slide uses a checkmark matrix to demonstrate breadth of board committee service.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Nominee BioLoop · Aha Moment1 hit
78
Huntsman Corporation (HUN)Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Nominee BioLoop · Aha Moment1 hit
79
Huntsman Corporation (HUN)Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Nominee BioLoop · Aha Moment1 hit
80
The chart highlights a +92% return for VSM compared to +45% for the S&P 500 and +30 for the S&P Chemicals Index, resulting in a ~63% surplus.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Nominee BioLoop · Aha Moment1 hit
81
The slide uses a 'before-after' framing to establish the nominee's track record of value creation.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Nominee BioLoop · Aha Moment1 hit
82
Includes a grid of corporate logos associated with the nominee's career.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Nominee BioLoop · Aha Moment1 hit
83
Huntsman Corporation (HUN)Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Loop · Aha Moment1 hit
84
Image file not available at /tmp/legacy-images/40ee9cb99aa1/slides/084.jpg; cannot inspect contents.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Loop · Aha Moment1 hit
85
The table highlights the discrepancy between compensation benchmarking peers and performance benchmarking peers.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Loop · Aha Moment1 hit
86
The slide uses visual callouts (red arrows) to point to specific data points in the charts that support the thesis.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Loop · Aha Moment1 hit
87
The slide uses quotes to establish a baseline for peer comparison, likely to contrast with current management behavior or valuation.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Loop · Aha Moment1 hit
88
Huntsman Corporation (HUN)Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Loop · Aha Moment1 hit
89
The table highlights Dow, Eastman, and Celanese as the 'Primary Peers'.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Loop · Aha Moment1 hit
90
The slide uses a checkmark/cross matrix to highlight the lack of consistency in peer selection.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Loop · Aha Moment1 hit
01
Slide 1
This is the first page of a shareholder letter from Starboard Value to Autodesk.Autodesk, Inc. (ADSK) · Jeffrey Smith
Shareholder letter Activist investor Beat · Situation & Context1 hit
02
The slide uses analyst quotes to validate the activist's thesis and a line chart to demonstrate historical underperformance.Autodesk, Inc. (ADSK) · Jeffrey Smith
Shareholder letter Activist investor Beat · Evidence & Proof1 hit
03
The slide uses a combination of a peer benchmark chart and a 'missed targets' comparison table to build a case for operational inefficiency.Autodesk, Inc. (ADSK) · Jeffrey Smith
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Benchmark Gap1 hit
04
The slide argues that Autodesk's valuation discount is a result of poor performance and governance issues, specifically citing misleading billings practices.Autodesk, Inc. (ADSK) · Jeffrey Smith
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Benchmark Gap1 hit
01
Slide 1
This is the first page of a shareholder letter. It establishes the activist investor's position and the core grievances (poor execution, accountability, culture).LivePerson, Inc. (LPSN) · Peter Feld
Shareholder letter Activist investor 1 hit
02
The slide uses anonymous employee testimonials to build a case against the CEO's leadership and strategic focus.LivePerson, Inc. (LPSN) · Peter Feld
Shareholder letter Activist investor 1 hit
03
The slide uses a grid of headshots to visualize the high turnover rate in CFO, CTO, and Head of Sales roles.LivePerson, Inc. (LPSN) · Peter Feld
Shareholder letter Activist investor 1 hit
04
Uses Glassdoor reviews to frame board diversity as a root cause of cultural issues.LivePerson, Inc. (LPSN) · Peter Feld
Shareholder letter Activist investor 1 hit
05
This is a text-heavy page from a shareholder letter, likely an activist investor campaign document.LivePerson, Inc. (LPSN) · Peter Feld
Shareholder letter Activist investor 1 hit
06
This is the final page of a shareholder letter, serving as a sign-off.LivePerson, Inc. (LPSN) · Peter Feld
Shareholder letter Activist investor 1 hit
01
Slide 1
This is the first page of a shareholder letter from Starboard Value to Macy's executives.Macy's Inc. (M) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Situation & Context1 hit
02
This is a page from a shareholder letter, likely from an activist investor (Arkhouse/Brigade) to Macy's board.Macy's Inc. (M) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Solution & Approach1 hit
02
The slide uses a dual-axis line chart for performance and a bar chart for valuation multiples to argue that Match is undervalued.Match Group, Inc. (MTCH) · Jeffrey Smith
Shareholder letter Activist investor Beat · Situation & ContextLoop · Pattern Hunter1 hit
04
The slide uses a combination of bar chart (margins) and line chart (YoY growth) to highlight the lack of operating leverage.Match Group, Inc. (MTCH) · Jeffrey Smith
Shareholder letter Activist investor Beat · ComplicationLoop · Pattern Hunter1 hit
05
The slide argues for aggressive share repurchases based on the valuation gap shown in the chart.Match Group, Inc. (MTCH) · Jeffrey Smith
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Pattern Hunter1 hit
01
Slide 1
This is the first page of a shareholder letter from Starboard Value.News Corporation (NWSA) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · AttentionLoop · Golden Circle1 hit
03
Final page of a shareholder letter; text-only with bold lead paragraph, body argument, signature block, and a numbered footnote.News Corporation (NWSA) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · ActionLoop · Golden Circle1 hit