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The slide uses a table to demonstrate negative relative performance across all timeframes.Elliott Management | Activist Presentation Deck | 39 slides · Elliott Management
Activist deck Activist investor Beat · ProblemLoop · Logic Chain1 hit
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The table highlights consistent underperformance across all time periods compared to the selected peer group.Elliott Management | Activist Presentation Deck | 39 slides · Elliott Management
Activist deck Activist investor Beat · ProblemLoop · Logic Chain1 hit
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The chart uses a bracket to visually emphasize the performance gap between BHP and the other two entities.Elliott Management | Activist Presentation Deck | 39 slides · Elliott Management
Activist deck Activist investor Beat · ProblemLoop · Logic Chain1 hit
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Elliott Management | Activist Presentation Deck | 39 slidesElliott Management | Activist Presentation Deck | 39 slides · Elliott Management
Activist deck Activist investor Beat · ProblemLoop · Logic Chain1 hit
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Includes a quote from Paul Gait (Bernstein) and highlights specific financial losses ($23B and $8B).Elliott Management | Activist Presentation Deck | 39 slides · Elliott Management
Activist deck Activist investor Beat · AgitateLoop · Aha Moment1 hit
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Uses a waterfall-style chart to illustrate the accumulation of investment and subsequent erosion of value.Elliott Management | Activist Presentation Deck | 39 slides · Elliott Management
Activist deck Activist investor Beat · AgitateLoop · Aha Moment1 hit
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Uses a combination of a bar/line chart for historical capex and a single-bar comparison for total exploration spend vs. current valuation.Elliott Management | Activist Presentation Deck | 39 slides · Elliott Management
Activist deck Activist investor Beat · AgitateLoop · Aha Moment1 hit
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Uses a 'death by a thousand cuts' metaphor to describe management's divestment strategy.Elliott Management | Activist Presentation Deck | 39 slides · Elliott Management
Activist deck Activist investor Beat · AgitateLoop · Aha Moment1 hit
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Uses a screenshot of a company slide to highlight a specific claim, then refutes it with a line chart.Elliott Management | Activist Presentation Deck | 39 slides · Elliott Management
Activist deck Activist investor Beat · AgitateLoop · Aha Moment1 hit
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Uses a rhetorical question to frame the data as a contradiction.Elliott Management | Activist Presentation Deck | 39 slides · Elliott Management
Activist deck Activist investor Beat · AgitateLoop · Aha Moment1 hit
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Uses a CEO quote to set up a contradiction with market performance data.Elliott Management | Activist Presentation Deck | 39 slides · Elliott Management
Activist deck Activist investor Beat · AgitateLoop · Aha Moment1 hit
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Uses a CEO quote to contrast with the activist's proposed strategy (ceo-quote-contradiction).Elliott Management | Activist Presentation Deck | 39 slides · Elliott Management
Activist deck Activist investor Beat · SolutionLoop · Before After1 hit
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This slide serves as a 'credibility transfer' by citing support from other large shareholders.Elliott Management | Activist Presentation Deck | 39 slides · Elliott Management
Activist deck Activist investor Beat · SolutionLoop · Before After1 hit
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Elliott Management | Activist Presentation Deck | 39 slidesElliott Management | Activist Presentation Deck | 39 slides · Elliott Management
Activist deck Activist investor Beat · SolutionLoop · Before After1 hit
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Elliott Management | Activist Presentation Deck | 39 slidesElliott Management | Activist Presentation Deck | 39 slides · Elliott Management
Activist deck Activist investor Beat · SolutionLoop · Before After1 hit
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Elliott Management | Activist Presentation Deck | 39 slidesElliott Management | Activist Presentation Deck | 39 slides · Elliott Management
Activist deck Activist investor Beat · SolutionLoop · Before After1 hit
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The slide uses a combination bar and line chart to demonstrate financial health while increasing cash returns.Elliott Management | Activist Presentation Deck | 39 slides · Elliott Management
Activist deck Activist investor Beat · SolutionLoop · Before After1 hit
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Uses a line chart with annotated 'X' markers to highlight historical buyback points at high valuation multiples.Elliott Management | Activist Presentation Deck | 39 slides · Elliott Management
Activist deck Activist investor Beat · SolutionLoop · Before After1 hit
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Elliott Management | Activist Presentation Deck | 39 slidesElliott Management | Activist Presentation Deck | 39 slides · Elliott Management
Activist deck Activist investor Beat · SolutionLoop · Before After1 hit
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Uses a stacked bar chart to visually separate 'not costs' from 'actual costs'.Elliott Management | Activist Presentation Deck | 39 slides · Elliott Management
Activist deck Activist investor Beat · SolutionLoop · Before After1 hit
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The slide uses a comparative bar chart to imply aggressive tax planning by BHP relative to a peer.Elliott Management | Activist Presentation Deck | 39 slides · Elliott Management
Activist deck Activist investor Beat · SolutionLoop · Before After1 hit
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Uses a collage of news headlines to build a narrative of hypocrisy.Elliott Management | Activist Presentation Deck | 39 slides · Elliott Management
Activist deck Activist investor Beat · SolutionLoop · Before After1 hit
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Uses a quote from a former Shell director to validate the argument for unification.Elliott Management | Activist Presentation Deck | 39 slides · Elliott Management
Activist deck Activist investor Beat · SolutionLoop · Before After1 hit
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Elliott Management | Activist Presentation Deck | 39 slidesElliott Management | Activist Presentation Deck | 39 slides · Elliott Management
Activist deck Activist investor Beat · SolutionLoop · Before After1 hit
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The chart shows the share price performance of Brambles (BIL/Ltd and BIP/Plc) relative to the ASX200 before and after their unification announcement.Elliott Management | Activist Presentation Deck | 39 slides · Elliott Management
Activist deck Activist investor Beat · SolutionLoop · Before After1 hit
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Uses a combination of a stacked bar chart and a comparison table to demonstrate the financial impact of the proposed unification on franking credits.Elliott Management | Activist Presentation Deck | 39 slides · Elliott Management
Activist deck Activist investor Beat · Action1 hit
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The slide uses a comparative bar chart to illustrate the opportunity cost of the current DSM structure.Elliott Management | Activist Presentation Deck | 39 slides · Elliott Management
Activist deck Activist investor Beat · Action1 hit
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Elliott Management | Activist Presentation Deck | 39 slidesElliott Management | Activist Presentation Deck | 39 slides · Elliott Management
Activist deck Activist investor Beat · Action1 hit
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The slide serves as the final summary of an activist investor presentation, outlining specific demands for the board.Elliott Management | Activist Presentation Deck | 39 slides · Elliott Management
Activist deck Activist investor Beat · Action1 hit
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OpenAI | Product Presentation Deck | 20 slidesOpenAI | Product Presentation Deck | 20 slides · OpenAI
Conference presentation Investor relations Beat · ProblemLoop · Cost Of Inaction1 hit