Matching slides 6,329
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Pages 211
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Beat

2,281-2,310 of 6,329

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Slide 1
American Capital, Ltd. (ACAS)American Capital, Ltd. (ACAS) · Elliott
Activist deck Activist investor Beat · Attention1 hit
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American Capital, Ltd. (ACAS)American Capital, Ltd. (ACAS) · Elliott
Activist deck Activist investor Beat · Attention1 hit
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American Capital, Ltd. (ACAS)American Capital, Ltd. (ACAS) · Elliott
Activist deck Activist investor Beat · Attention1 hit
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American Capital, Ltd. (ACAS)American Capital, Ltd. (ACAS) · Elliott
Activist deck Activist investor Beat · Attention1 hit
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The slide uses a combination of qualitative accusations of value destruction and a quantitative table showing negative relative returns over 8 years.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · The Monster1 hit
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Uses a callout box to highlight shareholder support and another to summarize the proposed solution for unification.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · The Monster1 hit
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Uses a waterfall-style chart to illustrate value destruction from initial investment to current valuation.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · The Monster1 hit
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Uses a contrast-pairs framework to highlight the conflict between management's narrative and the activist's critique.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
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Uses a comparison frame to show that the new director has the same problematic conflict as the former director.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
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Uses a combination of charts and callouts to highlight poor performance metrics (stock price, well costs, exploration value) and lack of board independence.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
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Uses a 'before-after' style comparison of completion designs to highlight cost inefficiencies.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
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Uses a 'Reality' column to frame the data as a rebuttal to the CEO's quote.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
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Uses a contrast-pair structure to highlight poor capital allocation by Hess compared to industry peers.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
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Uses bar charts to contrast Hess's performance metrics against peers.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
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The slide uses two bar charts to visualize financial losses and frames the lack of disclosure as a governance issue.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
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Uses a waterfall-style logic on a bar chart to show the impact of management performance on stock price targets.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
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The slide uses a series of leading questions to frame the company's actions as deliberate obfuscation.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
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Uses a series of 'before-after' style quote-vs-performance pairings to highlight management failure.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
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The slide uses a contrast-heavy structure to imply that current management's value is derived from legacy assets rather than their own strategic acquisitions.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
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Slide 1
This is a formal activist investor letter.Southwest Airlines (LUV) · John Pike and Bobby Xu
Shareholder letter Activist investor Beat · Attention1 hit
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Slide 1
This appears to be a landing page or cover slide for an activist investor campaign.Southwest Airlines (LUV) · Elliott Investment Management
Regulatory filing Activist investor Beat · Hook1 hit
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Slide 1
This is a screenshot of a webpage, not a slide deck page.Southwest Airlines (LUV) · Elliott Investment Management
Press release Activist investor Beat · Attention1 hit
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The slide uses a combination of a summary table and three time-series line charts to visualize the performance gap.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
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The slide uses color-coded annotations (green for positive market reaction, red for negative) to contrast management's claims with market performance.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
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The slide uses a specific time window (May 15, 2014 – July 27, 2014) to isolate the market reaction to the Red Lobster sale.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
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Uses a 'past behavior' argument to discredit the incumbent board nominees.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
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Uses red arrows to indicate negative trends (downward for performance, upward for turnover).Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
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Uses a classic 'Problem vs. Solution' framing common in activist investor decks.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
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The chart uses a 'fully-leased' adjustment to normalize for real estate ownership differences.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
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The slide uses a 'villain_critique' approach by linking poor operational metrics directly to management's strategic failures (fire sale of Red Lobster, inability to turn around Olive Garden).Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit