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slides · global inventory

Problem Agitate Solution

Arc collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 26,550
Current window 17,491-17,520
Pages 885
Rows per page 30
Arc: Problem Agitate Solutionclear collectionreset all
18 30 60

Arc

17,491-17,520 of 26,550

filter-aware
27
Uses a combination of a table of quotes and a visual timeline to contrast predictions vs reality.BMC Software (BMC) · Elliott Management
Activist deck Activist investor Beat · Expose Contradiction1 hit
28
The slide contains only header and footer information, indicating it is a blank page in the original document.BMC Software (BMC) · Elliott Management
Activist deck Activist investor Beat · Expose Contradiction1 hit
29
Uses a chronological sequence of quotes to demonstrate management's denial and subsequent admission of failure regarding SaaS.BMC Software (BMC) · Elliott Management
Activist deck Activist investor Beat · Expose Contradiction1 hit
30
The slide contains only header/footer information and is otherwise empty.BMC Software (BMC) · Elliott Management
Activist deck Activist investor Beat · Expose Contradiction1 hit
31
Uses a comparison of revenue growth composition and operating margins to highlight poor performance.BMC Software (BMC) · Elliott Management
Activist deck Activist investor Beat · Expose Contradiction1 hit
47
This is a classic activist investor 'thesis' slide, outlining the 'why' (unlocked value) and the 'how' (new board members + strategic review).BMC Software (BMC) · Elliott Management
Activist deck Activist investor Beat · Thesis Headline1 hit
48
The slide contains only header and footer information, indicating it is a blank page in the original document.BMC Software (BMC) · Elliott Management
Activist deck Activist investor Beat · Thesis Headline1 hit
61
Uses a waterfall-bridge chart to visualize margin expansion.BMC Software (BMC) · Elliott Management
Activist deck Activist investor Beat · Propose Solution1 hit
62
This appears to be a single footnote from a larger slide deck, likely page 30 of the original document.BMC Software (BMC) · Elliott Management
Activist deck Activist investor Beat · Propose Solution1 hit
01
Slide 1
Hess Corporation (HES)Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
02
Hess Corporation (HES)Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
03
Hess Corporation (HES)Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Golden Circle1 hit
04
Includes specific references to W.D. Von Gonten study and specific financial loss estimates.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Golden Circle1 hit
05
Uses a 'preempt_rebuttal' strategy by quoting the CEO's own words about long-term performance and then immediately refuting it with data.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
06
The slide uses a 2x2 layout of charts to frame the argument that Hess is undervalued given its operational strengths.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
07
The slide presents a sum-of-the-parts valuation analysis.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
08
Uses a causal chain/logic flow structure to justify activist demands.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
09
The chart bridges the current share price to a pro forma value through three strategic actions.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
10
Hess Corporation (HES)Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
11
Hess Corporation (HES)Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
12
The slide uses a combination of bar charts and a detailed table to build a case against the current board composition.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
13
Uses ISS quote and historical voting data to build a case for board accountability.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
14
The chart highlights Hess (HES) as an outlier with high compensation and negative 5-year total return.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
15
The slide uses a two-part table structure to contrast incumbent board members with proposed shareholder nominees.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
16
Hess Corporation (HES)Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
17
The quote emphasizes that the board is the CEO's boss, not their friend, and should prioritize shareholder interests.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
18
Hess Corporation (HES)Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
19
Uses a 'villain critique' approach to frame the company's diversification as a strategic failure.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Mece Breakdown1 hit
20
The slide uses a waterfall-style chart to illustrate sensitivity, contrasting the high volatility of resource plays against the relative stability of offshore assets.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Mece Breakdown1 hit
21
Uses a matrix to compare valuation metrics and a Venn diagram to show analyst coverage overlap.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Mece Breakdown1 hit