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Matching slides 118,471
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Pages 3,950
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35,461-35,490 of 118,471
02
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)2 hits
05
The slide argues that Cognizant's management is intentionally keeping margins low, contrary to industry trends.Cognizant Technology Solutions (CTSH) · Jesse Cohn
Shareholder letter Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction2 hits
06
Uses a combination of a combo chart (bar/line) and a direct quote to highlight the gap between management's stated goals and actual performance.Cognizant Technology Solutions (CTSH) · Jesse Cohn
Shareholder letter Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction2 hits
07
Includes a quote from J.P. Morgan to support the thesis on capital allocation.Cognizant Technology Solutions (CTSH) · Jesse Cohn
Shareholder letter Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction2 hits
08
The slide highlights Cognizant's lack of dividends and high cash accumulation relative to peers.Cognizant Technology Solutions (CTSH) · Jesse Cohn
Shareholder letter Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction2 hits
09
The slide uses a comparison table followed by a narrative argument to frame Cognizant as 'shareholder-unfriendly' due to its capital allocation strategy.Cognizant Technology Solutions (CTSH) · Jesse Cohn
Shareholder letter Activist investor Beat · Solution (Provide relief)Loop · Hypothesis Test2 hits
13
This is a page from an activist investor letter (Elliott Management) proposing a 'Value-Enhancement Plan' for Cognizant.Cognizant Technology Solutions (CTSH) · Jesse Cohn
Shareholder letter Activist investor Beat · Solution (Provide relief)Loop · Hypothesis Test2 hits
16
Includes a call to action for a board meeting and a signature from Jesse Cohn.Cognizant Technology Solutions (CTSH) · Jesse Cohn
Shareholder letter Activist investor 2 hits
02
American Capital, Ltd. (ACAS)American Capital, Ltd. (ACAS) · Elliott
Activist deck Activist investor Beat · Attention2 hits
11
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 Moment2 hits
01
Arconic Inc. (ARNC)Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 2 hits
06
Uses a before-after framing to contrast current failures with proposed future state.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Problem Statement2 hits
94
Uses a quote-based contradiction framework to highlight management's misleading statements.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 2 hits
107
Uses a bar chart to show how excluding Warrick allowed management to hit a higher EBITDA target.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 2 hits
189
The slide uses a comparison of 2016 vs 2019 revenue/EBITDA to calculate incremental margins, aiming to debunk management's claims of operational efficiency.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 2 hits
259
The slide uses a scatter plot to visualize the 'pay-for-performance' disconnect, specifically calling out Alcoa's outlier status.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 2 hits
328
Uses a direct quote from Arconic's letter to employees as the target of the contradiction.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 2 hits
04
The slide uses a waterfall-bridge structure to show the transition from current enterprise value to total potential value.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Situation & Context2 hits
34
Page 34 of an activist investor deck.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Impact & Next Steps2 hits
03
BHP Billiton (BHP)BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · The Call2 hits
15
Uses strong, emotive language ('death by a thousand cuts', 'wholly unfounded', 'value destruction') to frame management as the antagonist.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Loop · The Reveal2 hits
16
Uses a waterfall-style chart to illustrate capital loss.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Loop · The Reveal2 hits
40
Uses a 'before-after' structure to contrast management rhetoric with actual portfolio expansion.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 2 hits
48
Uses quotes from ISS and Glass Lewis to build a case against the board's compensation committee.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 2 hits
63
The slide uses a rhetorical question-and-answer format to dismantle the company's stated strategy.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 2 hits
90
Uses a before-after framing to expose a contradiction in corporate governance claims.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 2 hits
94
Uses a before/after framing to highlight management's change in position.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 2 hits
96
Uses quotes to frame the company's narrative as a scare tactic.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 2 hits
156
The slide argues that Large Cap Independents are the most appropriate peer group for Hess based on market cap and E&P revenue metrics.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 2 hits
29
The diagram shows the Lee Family and other investors' stakes in the new entities, and the relationship between the Holdco and its subsidiaries.Samsung Electronics Co., Ltd. (005930.KS) · Elliott Management
Activist deck Activist investor 2 hits