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Beat collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 42,534
Current window 20,431-20,460
Pages 1,418
Rows per page 30
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20,431-20,460 of 42,534
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American Capital, Ltd. (ACAS)American Capital, Ltd. (ACAS) · Elliott
Activist deck Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
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Uses red 'X' icons to emphasize negative outcomes.American Capital, Ltd. (ACAS) · Elliott
Activist deck Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
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Uses TICC as a precedent case for the inability to monetize management contracts.American Capital, Ltd. (ACAS) · Elliott
Activist deck Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
28
Uses external research notes to validate the activist's thesis regarding valuation.American Capital, Ltd. (ACAS) · Elliott
Activist deck Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
39
The slide uses a 'villain' framing by highlighting Hess's poor performance relative to peers despite favorable market conditions.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
40
The slide uses a 'villain' framing by attributing value destruction directly to management's persistence in high-risk exploration.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
41
Uses a series of quotes to establish a pattern of broken promises, followed by a bar chart to provide empirical evidence of the contradiction.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
42
Uses direct quotes from executives to contrast stated intent with subsequent actions.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
43
The slide uses a two-column layout to categorize analyst concerns into 'Capital Allocation / Discipline' and 'Exploration'.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
44
The quote is used to establish the nominee's track record and philosophy regarding capital allocation.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
45
Hess Corporation (HES)Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
46
Hess Corporation (HES)Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Action1 hit
47
The slide uses a combination of a performance table and a nominee bio table to justify the need for board change.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Action1 hit
11
Includes a sensitivity table mapping 2014E Run-Rate Opex Decrease against 2015E P/E multiples to show stock price appreciation.Juniper Networks (JNPR) · Elliott Management
Activist deck Activist investor Beat · SolutionLoop · Golden Circle1 hit
12
The slide uses two bar charts to benchmark Juniper against a set of peers, highlighting a specific 'Peer Avg' and calculating potential savings.Juniper Networks (JNPR) · Elliott Management
Activist deck Activist investor Beat · SolutionLoop · Golden Circle1 hit
13
The slide uses a Glassdoor report to frame Juniper's high compensation as a sign of inefficiency rather than a competitive advantage.Juniper Networks (JNPR) · Elliott Management
Activist deck Activist investor Beat · SolutionLoop · Golden Circle1 hit
14
Includes detailed footnotes regarding financing assumptions and valuation methodology.Juniper Networks (JNPR) · Elliott Management
Activist deck Activist investor Beat · SolutionLoop · Golden Circle1 hit
15
The slide uses checkmarks to highlight specific recommended actions (Open Market Repurchases, Recurring Dividend, Consistent Buybacks).Juniper Networks (JNPR) · Elliott Management
Activist deck Activist investor Beat · SolutionLoop · Golden Circle1 hit
16
Includes a pro-forma cash flow analysis to justify the dividend payment.Juniper Networks (JNPR) · Elliott Management
Activist deck Activist investor Beat · SolutionLoop · Golden Circle1 hit
17
The slide uses a bar chart for peer comparison and a line chart for historical trend analysis to justify a capital allocation argument.Juniper Networks (JNPR) · Elliott Management
Activist deck Activist investor Beat · SolutionLoop · Golden Circle1 hit
18
The slide uses historical valuation multiples to argue for a share buyback.Juniper Networks (JNPR) · Elliott Management
Activist deck Activist investor Beat · SolutionLoop · Golden Circle1 hit
19
Includes detailed footnotes regarding assumptions for ASR and Opex reduction.Juniper Networks (JNPR) · Elliott Management
Activist deck Activist investor Beat · SolutionLoop · Golden Circle1 hit
20
Includes detailed footnotes explaining assumptions for cost savings, tax, debt, and share repurchases.Juniper Networks (JNPR) · Elliott Management
Activist deck Activist investor Beat · SolutionLoop · Golden Circle1 hit
26
The slide outlines specific messaging pillars: context, strategic review, operational efficiencies, and capital return.Juniper Networks (JNPR) · Elliott Management
Activist deck Activist investor Beat · Action1 hit
27
Uses a 'Plan vs. Actual vs. Proposed' structure to highlight management failure.Juniper Networks (JNPR) · Elliott Management
Activist deck Activist investor Beat · Action1 hit
28
The slide uses a bulleted list to summarize the activist's core demands and ends with a valuation target callout.Juniper Networks (JNPR) · Elliott Management
Activist deck Activist investor Beat · Action1 hit
11
Includes detailed footnotes regarding methodology and data sources.Riverbed Technology, Inc. (RVBD) · Elliott
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Benchmark Gap1 hit
12
The slide highlights that Riverbed's valuation at $21/share is premium relative to the peer median.Riverbed Technology, Inc. (RVBD) · Elliott
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Benchmark Gap1 hit
13
The slide uses a red dashed box to highlight the TEV/EBITDA multiples for comparison.Riverbed Technology, Inc. (RVBD) · Elliott
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
14
The table highlights that the Elliott offer's premiums (42.9%, 45.2%, 40.9%, 37.6%) are consistently higher than the median premiums of the selected peer transactions.Riverbed Technology, Inc. (RVBD) · Elliott
Activist deck Activist investor Beat · Solution (Provide relief)1 hit