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Matching slides 25,056
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11,161-11,190 of 25,056
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This is the cover letter of an activist investor presentation.Cognizant Technology Solutions (CTSH) · Jesse Cohn
Shareholder letter Activist investor Beat · Problem (Identify pain)1 hit
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The slide uses a table to highlight Cognizant's stock underperformance relative to various indices and peer groups over 1-5 year periods.Cognizant Technology Solutions (CTSH) · Jesse Cohn
Shareholder letter Activist investor Beat · Problem (Identify pain)1 hit
03
The slide uses a combination of a line chart for historical NTM P/E and a waterfall-style bar chart to show the shift in valuation premiums/discounts over time.Cognizant Technology Solutions (CTSH) · Jesse Cohn
Shareholder letter Activist investor Beat · Problem (Identify pain)1 hit
04
Uses analyst quotes to frame management's strategy as outdated compared to market expectations.Cognizant Technology Solutions (CTSH) · Jesse Cohn
Shareholder letter Activist investor Beat · Problem (Identify pain)1 hit
05
The slide uses a simple bulleted list to establish the activist's core arguments.American Capital, Ltd. (ACAS) · Elliott
Activist deck Activist investor Beat · Need1 hit
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The slide uses a numbered list to structure the core arguments against the current management proposal.American Capital, Ltd. (ACAS) · Elliott
Activist deck Activist investor Beat · Need1 hit
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The slide uses a table-like structure to categorize the different pillars of their due diligence process.American Capital, Ltd. (ACAS) · Elliott
Activist deck Activist investor Beat · Need1 hit
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American Capital, Ltd. (ACAS)American Capital, Ltd. (ACAS) · Elliott
Activist deck Activist investor Beat · Need1 hit
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Slide 8 of an activist investor deck.American Capital, Ltd. (ACAS) · Elliott
Activist deck Activist investor Beat · Need1 hit
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American Capital, Ltd. (ACAS)American Capital, Ltd. (ACAS) · Elliott
Activist deck Activist investor Beat · Need1 hit
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Uses a bracket to link symptoms and causes to a central thesis of fixability.American Capital, Ltd. (ACAS) · Elliott
Activist deck Activist investor Beat · ProblemLoop · Aha Moment1 hit
03
The slide uses a list-based argument structure to build a case for management failure.Bank of East Asia, Limited (0023.HK) · Elliott
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
04
The slide frames the current situation as a 'cumulative damage' to shareholders and proposes a specific strategic exit (auction) as the solution.Bank of East Asia, Limited (0023.HK) · Elliott
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
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BHP Billiton (BHP)BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Situation & Context1 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
01
Hess Corporation (HES)Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The Call1 hit
02
Hess Corporation (HES)Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The Call1 hit
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The quote is used to establish a standard for business success and accountability.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The Call1 hit
04
Hess Corporation (HES)Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The Call1 hit
05
The slide uses a classic activist investor structure: market performance, management critique, board accountability, and a proposed path to value.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The Call1 hit
03
The slide serves as an introductory executive summary for an activist investor presentation.Juniper Networks (JNPR) · Elliott Management
Activist deck Activist investor Beat · Problem1 hit
04
Includes a logo grid of past tech investments and a summary of diligence activities.Juniper Networks (JNPR) · Elliott Management
Activist deck Activist investor Beat · Problem1 hit
05
The slide uses a 'villain' framing by highlighting consistent underperformance across all benchmarks.Juniper Networks (JNPR) · Elliott Management
Activist deck Activist investor Beat · Problem1 hit
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The slide uses bar charts to visualize total return including dividends, emphasizing Juniper's consistently lower performance compared to benchmarks.Juniper Networks (JNPR) · Elliott Management
Activist deck Activist investor Beat · Problem1 hit
06
This is a classic activist investor 'case for change' slide, highlighting market headwinds, poor capital allocation, and operational underperformance.Riverbed Technology, Inc. (RVBD) · Elliott
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
04
Samsung Electronics Co., Ltd. (005930.KS)Samsung Electronics Co., Ltd. (005930.KS) · Elliott Management
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Logic Chain1 hit
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This slide outlines the core activist thesis for Samsung Electronics, focusing on structural and capital allocation changes.Samsung Electronics Co., Ltd. (005930.KS) · Elliott Management
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Logic Chain1 hit