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Elliott Management · activist-deck

Elliott Management | Activist Presentation Deck | 39 slides

39 pages · 4 arc beats · 3 loops

Activist-Deck Download JSON
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Elliott Management | Activist Presentation Deck | 39 slides

Elliott Management · 2017-05
arc beats above · slides in the middle · loops below · scroll → 3 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 2
— No image bound to this slide. Wire up imgproxy to display the rendered slide JPEG.
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Deck intelligence map

4
coverage by narrative range · generated from this deck JSON
Narrative range 34 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Problem 9 slides 100% 9/9 slides 100% 9/9 slides · 37 hits
— 0/9 slides
55.6% 5/9 slides 66.7% 6/9 slides 100% 9/9 slides 100% 9/9 slides Agitate 7 slides 100% 7/7 slides 100% 7/7 slides · 42 hits
— 0/7 slides
14.3% 1/7 slides 71.4% 5/7 slides 100% 7/7 slides 100% 7/7 slides Solution 14 slides 100% 14/14 slides 100% 14/14 slides · 63 hits
— 0/14 slides
50% 7/14 slides · 9 hits 71.4% 10/14 slides · 12 hits 100% 14/14 slides 100% 14/14 slides Action 4 slides 100% 4/4 slides 100% 4/4 slides · 20 hits
— 0/4 slides
50% 2/4 slides · 3 hits 25% 1/4 slides 100% 4/4 slides
— 0/4 slides

Slide inventory

39
every slide · same image gating as the playbook
01
Slide 1
front_matter
Open slide detail
02
other
Open slide detail
03
The slide uses a bulleted list to break down the $46bn total into three specific components.quantify_opportunity
Open slide detail
04
front_matter
Open slide detail
05
front_matter
Open slide detail
06
The table shows consistent negative relative performance across almost all time periods and peer groups.compare_peers
Open slide detailBeat · ProblemLoop · Logic Chain
07
expose_contradiction
Open slide detailBeat · ProblemLoop · Logic Chain
08
Uses a waterfall chart to illustrate value destruction from initial investment to current valuation.state_demand
Open slide detailBeat · ProblemLoop · Logic Chain
09
The slide uses a two-column layout to contrast the two main strategic pillars, followed by a concluding call to action for management.propose_solution
Open slide detailBeat · ProblemLoop · Logic Chain
10
transition
Open slide detailBeat · ProblemLoop · Logic Chain
11
The slide uses a table to demonstrate negative relative performance across all timeframes.compare_peers
Open slide detailBeat · ProblemLoop · Logic Chain
12
The table highlights consistent underperformance across all time periods compared to the selected peer group.compare_peers
Open slide detailBeat · ProblemLoop · Logic Chain
13
The chart uses a bracket to visually emphasize the performance gap between BHP and the other two entities.compare_peers
Open slide detailBeat · ProblemLoop · Logic Chain
14
transition
Open slide detailBeat · ProblemLoop · Logic Chain
15
Includes a quote from Paul Gait (Bernstein) and highlights specific financial losses ($23B and $8B).diagnose_problem
Open slide detailBeat · AgitateLoop · Aha Moment
16
Uses a waterfall-style chart to illustrate the accumulation of investment and subsequent erosion of value.name_villain
Open slide detailBeat · AgitateLoop · Aha Moment
17
Uses a combination of a bar/line chart for historical capex and a single-bar comparison for total exploration spend vs. current valuation.expose_contradiction
Open slide detailBeat · AgitateLoop · Aha Moment
18
Uses a 'death by a thousand cuts' metaphor to describe management's divestment strategy.expose_contradiction
Open slide detailBeat · AgitateLoop · Aha Moment
19
Uses a screenshot of a company slide to highlight a specific claim, then refutes it with a line chart.expose_contradiction
Open slide detailBeat · AgitateLoop · Aha Moment
20
Uses a rhetorical question to frame the data as a contradiction.expose_contradiction
Open slide detailBeat · AgitateLoop · Aha Moment
21
Uses a CEO quote to set up a contradiction with market performance data.expose_contradiction
Open slide detailBeat · AgitateLoop · Aha Moment
22
Uses a CEO quote to contrast with the activist's proposed strategy (ceo-quote-contradiction).propose_solution
Open slide detailBeat · SolutionLoop · Before After
23
This slide serves as a 'credibility transfer' by citing support from other large shareholders.establish_context
Open slide detailBeat · SolutionLoop · Before After
24
transition
Open slide detailBeat · SolutionLoop · Before After
25
state_demand
Open slide detailBeat · SolutionLoop · Before After
26
summarize
Open slide detailBeat · SolutionLoop · Before After
27
The slide uses a combination bar and line chart to demonstrate financial health while increasing cash returns.preempt_rebuttal
Open slide detailBeat · SolutionLoop · Before After
28
Uses a line chart with annotated 'X' markers to highlight historical buyback points at high valuation multiples.expose_contradiction
Open slide detailBeat · SolutionLoop · Before After
29
transition
Open slide detailBeat · SolutionLoop · Before After
30
Uses a stacked bar chart to visually separate 'not costs' from 'actual costs'.preempt_rebuttal
Open slide detailBeat · SolutionLoop · Before After
31
The slide uses a comparative bar chart to imply aggressive tax planning by BHP relative to a peer.expose_contradiction
Open slide detailBeat · SolutionLoop · Before After
32
Uses a collage of news headlines to build a narrative of hypocrisy.expose_contradiction
Open slide detailBeat · SolutionLoop · Before After
33
Uses a quote from a former Shell director to validate the argument for unification.summarize
Open slide detailBeat · SolutionLoop · Before After
34
propose_solution
Open slide detailBeat · SolutionLoop · Before After
35
The chart shows the share price performance of Brambles (BIL/Ltd and BIP/Plc) relative to the ASX200 before and after their unification announcement.preempt_rebuttal
Open slide detailBeat · SolutionLoop · Before After
36
Uses a combination of a stacked bar chart and a comparison table to demonstrate the financial impact of the proposed unification on franking credits.preempt_rebuttal
Open slide detailBeat · Action
37
The slide uses a comparative bar chart to illustrate the opportunity cost of the current DSM structure.expose_contradiction
Open slide detailBeat · Action
38
transition
Open slide detailBeat · Action
39
The slide serves as the final summary of an activist investor presentation, outlining specific demands for the board.closing_ask
Open slide detailBeat · Action