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Consultants Gambit Problem Complication
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3,901-3,930 of 5,737
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BHP Billiton (BHP)BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Situation & Context1 hit
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The slide uses a 2x2 grid layout to categorize assets, with callout boxes highlighting key competitive advantages for each segment.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Problem & Complication1 hit
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The slide uses the South32 demerger as a precedent to advocate for the demerger of BHP's US petroleum business.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Problem & Complication1 hit
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The slide uses a 'Comparable Portfolio' benchmark to highlight consistent underperformance across multiple timeframes.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Problem & Complication1 hit
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The slide uses four distinct time-series charts to frame the underperformance relative to specific corporate events (Rio bid, S32 demerger).BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Problem & Complication1 hit
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The slide highlights a 20.4% / US$19.0bn upside potential based on the valuation gap.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Problem & Complication1 hit
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BHP Billiton (BHP)BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Problem & Complication1 hit
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The slide uses a contrast structure: identifying three specific problems followed by three corresponding solutions.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Problem & Complication1 hit
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The slide uses a combination of a line chart for growth trends and a stacked bar chart for capital allocation to argue that the business is running out of growth opportunities.Iron Mountain Incorporated (IRM) · Elliott
Activist deck Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
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Iron Mountain Incorporated (IRM)Iron Mountain Incorporated (IRM) · Elliott
Activist deck Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
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Uses a rhetorical question structure to frame the investment as irrational.Iron Mountain Incorporated (IRM) · Elliott
Activist deck Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
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Uses a before-after framing to contrast high investment with poor financial performance.Iron Mountain Incorporated (IRM) · Elliott
Activist deck Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
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The slide uses bar charts to visually demonstrate the performance disparity between the two geographic segments.Iron Mountain Incorporated (IRM) · Elliott
Activist deck Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
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Iron Mountain Incorporated (IRM)Iron Mountain Incorporated (IRM) · Elliott
Activist deck Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
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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
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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
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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
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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
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Phillips 66 (PSX)Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Problem & ComplicationLoop · Tale Two Worlds1 hit
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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
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Phillips 66 (PSX)Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Problem & ComplicationLoop · Tale Two Worlds1 hit
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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
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Phillips 66 (PSX)Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Problem & ComplicationLoop · Tale Two Worlds1 hit
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Standard regulatory disclosure page for a proxy contest.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Problem & Complication1 hit
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The chart uses a broken axis (indicated by the tilde symbol) to accommodate the extreme negative values in 2009.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
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The slide uses a stacked bar chart to contrast massive losses against a small capital requirement bar.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
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The chart uses a split-axis style to contrast a negative loss figure with a positive capital requirement figure.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
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The slide highlights the high risk of subprime/Alt-A loans relative to their portfolio size.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
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Howard Hughes Holdings Inc. (HHH)Howard Hughes Holdings Inc. (HHH) · William Ackman
Activist deck Activist investor Beat · Problem & Complication1 hit
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Howard Hughes Holdings Inc. (HHH)Howard Hughes Holdings Inc. (HHH) · William Ackman
Activist deck Activist investor Beat · Problem & Complication1 hit