Best publicly-available presentation
There have been so many of these presentations over the years. Just off the top of my head, Ackman vs. HLF. Einhorn vs. Green Mountain. Einhorn vs. St. Joe. Peltz vs. GE. Peltz vs. Pepsi. Recently Elliott vs. AT&T. Not all were activist and not all were short. Which ones have been the best, in your view? Presumably ones that actually worked out as the fund predicted or argued for. Einhorn/St. Joe, Starboard/Darden, Peltz and PG. I'm trying to find some of the best ones to understand how they thought it through and maybe even how they presented it.
This website has some good ones, looks like it's been 3 years since the last update.
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