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slides · global inventory

Source Note

Component collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 110,355
Current window 50,041-50,070
Pages 3,679
Rows per page 30
Component: Source Noteclear collectionreset all
18 30 60

Component

50,041-50,070 of 110,355

filter-aware
36
The slide is essentially blank except for a header, a footnote, and page numbering.BMC Software (BMC) · Elliott Management
Activist deck Activist investor 1 hit
37
Uses a comparison of 'As Reported' vs 'Normalized' margins to expose a performance gap.BMC Software (BMC) · Elliott Management
Activist deck Activist investor 1 hit
38
This appears to be a footnote or disclosure page from a larger presentation, likely an activist investor deck.BMC Software (BMC) · Elliott Management
Activist deck Activist investor 1 hit
39
The slide uses a 'villain critique' framing by highlighting the company's small size and poor growth relative to larger, more successful competitors.BMC Software (BMC) · Elliott Management
Activist deck Activist investor 1 hit
40
The slide contains only header and footer metadata, no content.BMC Software (BMC) · Elliott Management
Activist deck Activist investor 1 hit
41
The slide uses a central diagram to position BMC between traditional infrastructure software and next-gen SaaS players.BMC Software (BMC) · Elliott Management
Activist deck Activist investor 1 hit
44
The slide contains only header/footer metadata and no content.BMC Software (BMC) · Elliott Management
Activist deck Activist investor 1 hit
45
BMC Software (BMC)BMC Software (BMC) · Elliott Management
Activist deck Activist investor 1 hit
46
The slide contains only header and footer information typical of a SEC filing exhibit.BMC Software (BMC) · Elliott Management
Activist deck Activist investor 1 hit
48
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 · Thesis Headline1 hit
49
The slide uses a structured table format to compare the four nominees against a set of desired strategic competencies.BMC Software (BMC) · Elliott Management
Activist deck Activist investor 1 hit
50
The slide contains only header and footer information.BMC Software (BMC) · Elliott Management
Activist deck Activist investor 1 hit
53
The slide uses conservative assumptions, excluding synergies and assuming specific debt/cash funding structures.BMC Software (BMC) · Elliott Management
Activist deck Activist investor 1 hit
54
This appears to be a sparse appendix page containing a single numbered footnote.BMC Software (BMC) · Elliott Management
Activist deck Activist investor 1 hit
56
The slide contains only header/footer information typical of a formal deck.BMC Software (BMC) · Elliott Management
Activist deck Activist investor 1 hit
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 1 hit
59
The table is split into three columns, with the final column including a highlighted row for BMC Software.BMC Software (BMC) · Elliott Management
Activist deck Activist investor 1 hit
61
Uses a waterfall-bridge chart to visualize margin expansion.BMC Software (BMC) · Elliott Management
Activist deck Activist investor Beat · Propose Solution1 hit
62
This appears to be a single footnote from a larger slide deck, likely page 30 of the original document.BMC Software (BMC) · Elliott Management
Activist deck Activist investor Beat · Propose Solution1 hit
65
The slide uses a consistent 2011A vs 2016E format with CAGR annotations for each segment.BMC Software (BMC) · Elliott Management
Activist deck Activist investor 1 hit
66
This is a sparse appendix slide containing only a footnote reference.BMC Software (BMC) · Elliott Management
Activist deck Activist investor 1 hit
68
This slide contains only header and footer information, typical of a blank page in a deck.BMC Software (BMC) · Elliott Management
Activist deck Activist investor 1 hit
01
Slide 1
Hess Corporation (HES)Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
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 Circle1 hit
05
Uses a 'preempt_rebuttal' strategy by quoting the CEO's own words about long-term performance and then immediately refuting it with data.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
06
The slide uses a 2x2 layout of charts to frame the argument that Hess is undervalued given its operational strengths.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
07
The slide presents a sum-of-the-parts valuation analysis.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
08
Uses a causal chain/logic flow structure to justify activist demands.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
09
The chart bridges the current share price to a pro forma value through three strategic actions.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
12
The slide uses a combination of bar charts and a detailed table to build a case against the current board composition.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit