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Matching slides 118,471
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35,431-35,460 of 118,471
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This slide serves as a retrospective case study of a successful activist investment.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Action2 hits
01
This is the title page of an SEC filing presentation.BMC Software (BMC) · Elliott Management
Activist deck Activist investor 2 hits
04
This is a blank cover page with minimal metadata.BMC Software (BMC) · Elliott Management
Activist deck Activist investor 2 hits
05
BMC Software (BMC)BMC Software (BMC) · Elliott Management
Activist deck Activist investor 2 hits
06
This slide is effectively empty, containing only header and footer metadata.BMC Software (BMC) · Elliott Management
Activist deck Activist investor 2 hits
07
This is a classic activist 'opening hook' slide, establishing the investor's stake and the core grievance.BMC Software (BMC) · Elliott Management
Activist deck Activist investor 2 hits
16
The slide is mostly empty, serving as a placeholder or appendix page.BMC Software (BMC) · Elliott Management
Activist deck Activist investor 2 hits
22
The slide contains only header and footer metadata.BMC Software (BMC) · Elliott Management
Activist deck Activist investor Beat · Problem Statement2 hits
01
Hess Corporation (HES)Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 2 hits
05
The slide is oriented vertically (portrait).Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 2 hits
39
Uses a before-after framing to expose management inconsistency.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 2 hits
01
Hess Corporation (HES)Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Problem (Identify pain)2 hits
13
Uses ISS quote and historical voting data to build a case for board accountability.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Agitate (Make it worse)2 hits
31
The slide uses authority-citation to build credibility for the nominees.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Solution (Provide relief)2 hits
34
Uses a contrast-pairs framework to highlight management incompetence.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Solution (Provide relief)2 hits
37
The slide uses quotes to establish credibility for the nominees by highlighting their past successes in cost management and operational execution.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Solution (Provide relief)2 hits
01
Hess Corporation (HES)Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The Call2 hits
20
Uses a before-and-after framing to highlight management inconsistency.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction2 hits
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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 Inaction2 hits
41
Uses a contrast-pairs framework to highlight the difference between management's 'rubber stamp' narrative and the activist's 'independent' narrative.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The StruggleLoop · Cost Of Inaction2 hits
53
The slide uses a 'like-for-like' argument to preemptively dismiss comparisons with other operators like Continental, Oasis, and Kodiak.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The StruggleLoop · Cost Of Inaction2 hits
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Uses a combination of a bar chart for valuation ranges and a table for transaction premiums to demonstrate undervaluation.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The StruggleLoop · Cost Of Inaction2 hits
11
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 Inaction2 hits
36
The slide uses a 'problem-solution' structure to critique current compensation metrics.Iron Mountain Incorporated (IRM) · Elliott
Activist deck Activist investor Beat · Solution & Approach2 hits
03
The slide serves as an introductory executive summary for an activist investor presentation.Juniper Networks (JNPR) · Elliott Management
Activist deck Activist investor Beat · Problem2 hits
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 Circle2 hits
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 Circle2 hits
33
The slide uses a balance sheet visualization to illustrate the high leverage (40:1 ratio implied by $100 assets vs $2.5 equity).Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor 2 hits
53
The slide uses a pull-quote to establish authority for the argument that insurance regulatory frameworks are more appropriate for GSEs.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Solution & Approach2 hits
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Fannie Mae & Freddie Mac (FNMA / FMCC)Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Solution & Approach2 hits