slides · global inventory
Consultants Gambit
Arc collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 39,432
Current window 28,471-28,500
Pages 1,315
Rows per page 30
Arc
28,471-28,500 of 39,432
32
The slide uses external analyst quotes to build credibility for the activist's argument regarding capital allocation.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Evidence & Proof1 hit
33
BHP Billiton (BHP)BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Impact & Next Steps1 hit
34
Page 34 of an activist investor deck.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Impact & Next Steps1 hit
35
The slide uses a waterfall-bridge structure to demonstrate value creation from DLC Unification, Demerger, Buybacks, and Franking Credits.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Impact & Next Steps1 hit
36
BHP Billiton (BHP)BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Impact & Next Steps1 hit
37
Includes a diagram illustrating the flow of dividends and the blockage of franking credits.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Impact & Next Steps1 hit
38
The slide uses a 'before-after' logic implicitly by showing the removal of the DLC and Dividend Share Mechanism.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Impact & Next Steps1 hit
39
Includes detailed footnotes regarding tax assumptions and methodology.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Impact & Next Steps1 hit
01
This is the first page of a shareholder letter from Elliott Investment Management to Southwest Airlines.Southwest Airlines (LUV) · John Pike
Shareholder letter Activist investor Beat · Situation & Context1 hit
02
This is page 2 of a shareholder letter, likely from Elliott Investment Management.Southwest Airlines (LUV) · John Pike
Shareholder letter Activist investor Beat · Problem & Complication1 hit
03
Page 3 of a shareholder letter.Southwest Airlines (LUV) · John Pike
Shareholder letter Activist investor Beat · Impact & Next Steps1 hit
01
This is the first page of a shareholder letter.Southwest Airlines (LUV) · John Pike and Bobby Xu
Shareholder letter Activist investor Beat · Problem & Complication1 hit
02
This is page 2 of a shareholder letter from Elliott Investment Management.Southwest Airlines (LUV) · John Pike and Bobby Xu
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
03
The slide uses authority-citation to build a case for leadership change by aggregating negative sentiment from key stakeholders.Southwest Airlines (LUV) · John Pike and Bobby Xu
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
04
The slide uses external validation (employee quotes) to undermine the credibility of the current management team.Southwest Airlines (LUV) · John Pike and Bobby Xu
Shareholder letter Activist investor Beat · Solution & Approach1 hit
05
This is a page from an activist investor letter (Elliott Management) outlining a plan for board and CEO transition.Southwest Airlines (LUV) · John Pike and Bobby Xu
Shareholder letter Activist investor Beat · Solution & ApproachLoop · Mece Breakdown1 hit
06
This is the final page of a shareholder letter, including signatures.Southwest Airlines (LUV) · John Pike and Bobby Xu
Shareholder letter Activist investor Beat · Action1 hit
01
Phillips 66 (PSX)Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Situation & Context1 hit
02
Includes a QR code and a list of historical precedent companies.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Situation & Context1 hit
03
Standard legal disclaimer for proxy solicitation filings.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Situation & Context1 hit
04
The slide uses a precedent to argue for the efficacy of Elliott's activist strategy.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Situation & ContextLoop · Tale Two Worlds1 hit
05
Standard legal disclaimer for proxy solicitation filings.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Situation & ContextLoop · Tale Two Worlds1 hit
06
Phillips 66 (PSX)Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Problem & ComplicationLoop · Tale Two Worlds1 hit
07
This is a screenshot of a social media post (X/Twitter) from an activist campaign.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Problem & ComplicationLoop · Tale Two Worlds1 hit
08
Phillips 66 (PSX)Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Problem & ComplicationLoop · Tale Two Worlds1 hit
09
This appears to be a collage of various slide layouts or assets from an activist investor presentation (Elliott Investment Management).Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Problem & ComplicationLoop · Tale Two Worlds1 hit
10
Phillips 66 (PSX)Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Problem & ComplicationLoop · Tale Two Worlds1 hit
11
This is a screenshot of a campaign website homepage.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Evidence & ProofLoop · Tale Two Worlds1 hit
12
The slide is divided into two sections: a grid of nominee headshots with professional backgrounds, and a 'Materials' section with links to regulatory filings/letters.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Evidence & ProofLoop · Tale Two Worlds1 hit
13
Standard SEC proxy solicitation disclosure page.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Evidence & ProofLoop · Tale Two Worlds1 hit