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Slide 1
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
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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
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Uses analyst quotes to frame management's strategy as outdated compared to market expectations.Cognizant Technology Solutions (CTSH) · Jesse Cohn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
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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
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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
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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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Slide 1
Includes Elliott Management branding.Hyundai Motor Group · Elliott
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
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Hyundai Motor GroupHyundai Motor Group · Elliott
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
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Hyundai Motor GroupHyundai Motor Group · Elliott
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
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This slide serves as a credibility-building appendix, highlighting past success to validate the current proposal for Hyundai.Hyundai Motor Group · Elliott
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
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Hyundai Motor GroupHyundai Motor Group · Elliott
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
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The slide uses a table-based framework to compare proposed changes across three entities: Mobis, HMC, and Kia.Hyundai Motor Group · Elliott
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
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Slide number 2 in the deck.Hyundai Motor Group · Elliott
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
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The slide uses a line chart to show market share trends and a list of metrics to highlight key performance achievements.Hyundai Motor Group · Elliott
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
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The slide categorizes markets into Domestic, Largest, and Growth, providing OEM ranking, market share, and growth projections for each.Hyundai Motor Group · Elliott
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
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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
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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
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Telecom Italia SpA (TIM) (TIT.MI)Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
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The slide uses a waterfall chart to visualize the negative performance gap between TIM and market benchmarks.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
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The slide uses a chronological list format to establish credibility and a track record of activism.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
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Telecom Italia SpA (TIM) (TIT.MI)Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
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The slide uses a high-contrast abstract image of fiber optics, likely symbolizing connectivity or infrastructure.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
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The slide uses a contrast-pairs framework to juxtapose TIM's performance with Vivendi's influence.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
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The slide frames the upcoming shareholder vote as a choice between Vivendi's control and Elliott's independent nominees.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · ProblemLoop · Logic Chain1 hit
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The slide uses a comparison table to show the composition of two competing slates (Elliott vs. Vivendi) based on voting outcomes.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · ProblemLoop · Logic Chain1 hit
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The slide uses a table format to contrast two slates of nominees, highlighting independence concerns for Vivendi candidates.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · ProblemLoop · Logic Chain1 hit
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The slide uses a narrative structure to frame the current board as the 'hero' and Vivendi as the 'villain'.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Problem1 hit
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The slide uses historical voting data to validate the activist's current position.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Problem1 hit