Contents
1. Trian / Blackwells Capital vs Disney
2. Sarissa Capital - Alkermes
3. Icahn Enterprises - Illumina
4. Sarissa Capital - Amarin
5. Blackwells Capital - Peloton
6. Engine No. 1 - Exxon Mobile
7. Legion Partners - Bed Bath & Beyond
8. ValueAct Capital - 7-Eleven
9. Third Point Management - Sony
10. Third Point Management - Nestle
11. Icahn Enterprises - Xerox
12. Elliott Management - BHP
13. SpringOwl - Yahoo
14. Third Point Management - Sotheby's
15. Starboard Value - AOL
16. Trian Partners - Danone
17. Third Point Management - Yahoo
Below is a list of noteworthy presentations from activist investors and hedge funds. We will update it on a regular basis. To access all activist decks please click here.
1. Trian / Blackwells Capital vs Disney
2023
Blackwells Capital joins the fray with teaser deck
Full Blackwells atack on Disney's board (as well as Trian)
In March 2024, ValueAct Capital issued a deck in support of current Disney board
Blackwells responded to ValueAct accusing them of benefiting from the current Disney management
Disney's reponse to activist atacks
Slides targeting Trian arguments specifically
Trian's repsonse to Disney's response
Disney gets personal
2. Sarissa Capital - Alkermes
2023
3. Icahn Enterprises - Illumina
2023
4. Sarissa Capital - Amarin
2023
5. Blackwells Capital - Peloton
2022
6. Engine No. 1 - Exxon Mobile
2021
7. Legion Partners - Bed Bath & Beyond
2019
8. ValueAct Capital - 7-Eleven
2022
9. Third Point Management - Sony
2019
10. Third Point Management - Nestle
2018
11. Icahn Enterprises - Xerox
2018
12. Elliott Management - BHP
2017
13. SpringOwl - Yahoo
2015
14. Third Point Management - Sotheby's
2014
15. Starboard Value - AOL
2012
16. Trian Partners - Danone
2012
17. Third Point Management - Yahoo
2011
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