slides · global inventory
Source Note
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 110,355
Current window 50,011-50,040
Pages 3,679
Rows per page 30
Component
50,011-50,040 of 110,355
05
BMC Software (BMC)BMC Software (BMC) · Elliott Management
Activist deck Activist investor 1 hit
06
This slide is effectively empty, containing only header and footer metadata.BMC Software (BMC) · Elliott Management
Activist deck Activist investor 1 hit
08
The slide is entirely empty of content other than page numbering and document identifiers.BMC Software (BMC) · Elliott Management
Activist deck Activist investor 1 hit
10
The slide contains only header/footer information (date, title, page number, and source URL).BMC Software (BMC) · Elliott Management
Activist deck Activist investor 1 hit
11
The slide uses a 'villain' framing by highlighting consistent underperformance across all benchmarks.BMC Software (BMC) · Elliott Management
Activist deck Activist investor Loop · Logic Chain1 hit
15
The slide uses red dashed lines and callouts to link specific negative company announcements to stock price drops.BMC Software (BMC) · Elliott Management
Activist deck Activist investor 1 hit
16
The slide is mostly empty, serving as a placeholder or appendix page.BMC Software (BMC) · Elliott Management
Activist deck Activist investor 1 hit
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 1 hit
25
Uses CEO quotes to highlight the gap between management's stated strategy and actual financial performance.BMC Software (BMC) · Elliott Management
Activist deck Activist investor Beat · Expose Contradiction1 hit
26
The slide uses a visual comparison of two bar charts to contrast BMC and CA performance, with a vertical text label 'Management's Failed Projections'.BMC Software (BMC) · Elliott Management
Activist deck Activist investor Beat · Expose Contradiction1 hit
28
The slide contains only header and footer information, indicating it is a blank page in the original document.BMC Software (BMC) · Elliott Management
Activist deck Activist investor Beat · Expose Contradiction1 hit
30
The slide contains only header/footer information and is otherwise empty.BMC Software (BMC) · Elliott Management
Activist deck Activist investor Beat · Expose Contradiction1 hit
31
Uses a comparison of revenue growth composition and operating margins to highlight poor performance.BMC Software (BMC) · Elliott Management
Activist deck Activist investor Beat · Expose Contradiction1 hit
33
The slide uses a table to list 27 acquisitions, showing deal value, LTM revenues, and revenue multiples to support the argument of poor capital allocation.BMC Software (BMC) · Elliott Management
Activist deck Activist investor Loop · Cost Of Inaction1 hit
34
This appears to be a footnote or reference slide from a larger deck.BMC Software (BMC) · Elliott Management
Activist deck Activist investor Loop · Cost Of Inaction1 hit
35
The chart uses a bridge-like structure to isolate 'Implied Organic Growth' as a small residual value.BMC Software (BMC) · Elliott Management
Activist deck Activist investor Loop · Cost Of Inaction1 hit
26
The slide uses a stacked bar visual to represent the $3.72 opportunity and provides a supporting table for the valuation buildup.Iron Mountain Incorporated (IRM) · Elliott
Activist deck Activist investor Beat · Solution & Approach1 hit
28
The chart uses a stacked bar approach to show additive value components.Iron Mountain Incorporated (IRM) · Elliott
Activist deck Activist investor Beat · Solution & Approach1 hit
29
The chart uses a waterfall-bridge style to illustrate the components of potential value uplift.Iron Mountain Incorporated (IRM) · Elliott
Activist deck Activist investor Beat · Solution & Approach1 hit
32
The table shows sensitivity of per-share value to REIT cap rates and EBITDA multiples.Iron Mountain Incorporated (IRM) · Elliott
Activist deck Activist investor Beat · Solution & Approach1 hit
33
The table uses a scenario-based approach to demonstrate the valuation uplift of different strategic initiatives.Iron Mountain Incorporated (IRM) · Elliott
Activist deck Activist investor Beat · Solution & Approach1 hit
34
The table highlights specific share price outcomes corresponding to different operational and structural scenarios.Iron Mountain Incorporated (IRM) · Elliott
Activist deck Activist investor Beat · Solution & Approach1 hit
36
The slide uses a 'problem-solution' structure to critique current compensation metrics.Iron Mountain Incorporated (IRM) · Elliott
Activist deck Activist investor Beat · Solution & Approach1 hit
39
Iron Mountain Incorporated (IRM)Iron Mountain Incorporated (IRM) · Elliott
Activist deck Activist investor 1 hit
42
The chart shows a downward trend in Capex as a % of revenue across three segments (International, Digital, NA) from 2006 to 2014.Iron Mountain Incorporated (IRM) · Elliott
Activist deck Activist investor Loop · Before After1 hit
43
The slide uses a red arrow to emphasize the upward trend in costs.Iron Mountain Incorporated (IRM) · Elliott
Activist deck Activist investor Loop · Before After1 hit
44
Includes a red arrow annotation indicating the upward trend in costs.Iron Mountain Incorporated (IRM) · Elliott
Activist deck Activist investor Loop · Before After1 hit
46
The slide uses pie charts to visualize the split between REIT and TRS segments for both revenue and OIBDA.Iron Mountain Incorporated (IRM) · Elliott
Activist deck Activist investor 1 hit
47
The slide uses a 3-year forward earnings yield to account for the slower earnings growth profile of REITs due to long-term leases.Iron Mountain Incorporated (IRM) · Elliott
Activist deck Activist investor 1 hit
48
The slide includes a formula for Market Value based on AFFO and AFFO Yield.Iron Mountain Incorporated (IRM) · Elliott
Activist deck Activist investor 1 hit