slides · global inventory
List
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 110,471
Current window 35,851-35,880
Pages 3,683
Rows per page 30
Component
35,851-35,880 of 110,471
61
Slide 61 from an activist investor deck, likely Pershing Square.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor 2 hits
65
The slide uses a combination of bulleted lists and callout boxes to present a political and financial argument for GSE privatization.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor 2 hits
75
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor 2 hits
13
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor 2 hits
56
The slide uses a callout box at the bottom to emphasize the potential valuation of the taxpayer asset.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Action2 hits
62
Slide 62 from an activist investor deck (likely Pershing Square).Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Action2 hits
64
Includes a callout box at the bottom summarizing the investment thesis.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Action2 hits
75
The slide uses a before-after structure to contrast the successful turnaround period (2016-2024) with recent management changes and performance struggles.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Action2 hits
85
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Action2 hits
09
This slide serves as a credentialing page for the activist investor (Elliott) and summarizes their due diligence process.BMC Software (BMC) · Elliott Management
Activist deck Activist investor 2 hits
17
The slide uses a dual-panel structure to contrast the underperforming ESM segment with the stable, high-margin MSM segment.BMC Software (BMC) · Elliott Management
Activist deck Activist investor 2 hits
57
The slide uses two side-by-side sensitivity tables to demonstrate the impact of debt-funded share repurchases on EPS.BMC Software (BMC) · Elliott Management
Activist deck Activist investor 2 hits
63
This is an activist investor slide from Elliott Management targeting BMC Software.BMC Software (BMC) · Elliott Management
Activist deck Activist investor 2 hits
53
Uses a bar chart to show voting percentages over time (2007, 2008, 2012) to illustrate the failure to reach the 80% threshold.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
04
Includes specific references to W.D. Von Gonten study and specific financial loss estimates.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Golden Circle2 hits
19
Uses a 'villain critique' approach to frame the company's diversification as a strategic failure.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Mece Breakdown2 hits
20
The slide uses a waterfall-style chart to illustrate sensitivity, contrasting the high volatility of resource plays against the relative stability of offshore assets.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Mece Breakdown2 hits
35
The slide uses a 'villain' framing for ZaZa Energy and highlights specific financial losses to demonstrate management incompetence.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Solution (Provide relief)2 hits
38
The slide uses a 'villain' framing by highlighting specific director names and their high compensation despite negative returns.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The StruggleLoop · Cost Of Inaction2 hits
44
Uses a bar chart to show consistent shareholder support for de-staggering over time, contrasted with the board's failure to implement it due to high voting thresholds.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The StruggleLoop · Cost Of Inaction2 hits
52
Includes detailed tax calculation table for Bakken 2013-2017 and qualitative analysis of Bakken vs Utica tax shields.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The StruggleLoop · Cost Of Inaction2 hits
58
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
60
Uses a rhetorical question structure to undermine management's stated strategy.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The VictoryLoop · Cost Of Inaction2 hits
68
The slide uses a series of leading questions to frame management's actions as evasive and non-transparent.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The VictoryLoop · 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
08
The slide uses external validation (analyst quotes) to build credibility for the activist's proposed strategy.Juniper Networks (JNPR) · Elliott Management
Activist deck Activist investor Beat · Agitate2 hits
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 Circle2 hits
21
Uses a combination of historical narrative, executive quotes, and performance data to build a case for strategic change.Juniper Networks (JNPR) · Elliott Management
Activist deck Activist investor 2 hits
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 · Action2 hits