The following are selected presentations I have gone through and found interesting (from the public domain). Despite most of these being quite old, they are still good to develop better investment acumen and understand what some of the best activist investors look for and care about.
You can filter by Sector and Fund and can click on a company to dig in.
Huntsman Corporation
Huntsman Corporation
May 29, 2023
Industrials
Starboard Value
7-Eleven
7-Eleven
April 10, 2023
Consumer
ValueAct
Union Pacific
Union Pacific
February 22, 2023
Industrials
Soroban Capital
Wix, Salesforce, Splunk, Vertiv
Wix, Salesforce, Splunk, Vertiv
October 22, 2022
TMT
Starboard Value
Crown Castle
Crown Castle
July 11, 2020
TMT
Elliott Management
Sony
Sony
June 4, 2019
TMT
Third Point
Starbucks
Starbucks
October 9, 2018
Consumer
Pershing Square
Campbell Soup
Campbell Soup
October 1, 2018
Consumer
Third Point
Nestle
Nestle
July 1, 2018
Consumer
Third Point
Hyundai
Hyundai
April 29, 2018
Industrials
Elliott Management
TIM
TIM
April 29, 2018
TMT
Elliott Management
Deckers Outdoor
Deckers Outdoor
November 1, 2017
Consumer
Marcato
P&G
P&G
September 1, 2017
Consumer
Trian
ADP
ADP
August 1, 2017
TMT
Pershing Square
Buffalo Wild Wings
Buffalo Wild Wings
April 1, 2017
Consumer
Marcato
Arconic
Arconic
April 1, 2017
Industrials
Elliott Management
Macy’s
Macy’s
January 1, 2016
Consumer
Starboard Value
Viacom
Viacom
January 1, 2016
TMT
SpringOwl
Advanced Auto Parts
Advanced Auto Parts
September 1, 2015
Industrials
Starboard Value
Dupont
Dupont
April 1, 2015
Industrials
Trian
Darden
Darden
September 1, 2014
Consumer
Starboard Value
Sotheby’s
Sotheby’s
April 1, 2014
Consumer
Third Point
PepsiCo
PepsiCo
February 1, 2014
Consumer
Trian
Juniper Networks
Juniper Networks
January 1, 2014
TMT
Elliott Management
Office Depot
Office Depot
August 1, 2013
Consumer
Starboard Value
DSP Group
DSP Group
May 1, 2013
TMT
Starboard Value
Tessera
Tessera
April 1, 2013
TMT
Starboard Value
Herbalife
Herbalife
December 1, 2012
Consumer
Pershing Square
Lowe’s
Lowe’s
November 1, 2011
Consumer
Pershing Square
Fortune Brands
Fortune Brands
October 1, 2011
Consumer
Pershing Square