Matching slides 110,355
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50,161-50,190 of 110,355

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06
The slide compares Elliott's valuation estimates against Wall St. NAV averages for specific asset classes.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 1 hit
11
Uses a combination of a table for performance metrics and a line chart for relative stock performance to expose the CEO's narrative shift.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Expose ContradictionLoop · Pattern Hunter1 hit
13
The slide uses a combination of a bar chart for acreage and an area/line chart for stock performance to argue that Hess is undervalued relative to its assets.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Expose ContradictionLoop · Pattern Hunter1 hit
14
The slide highlights peer group manipulation (churn) to mask poor performance.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Expose ContradictionLoop · Pattern Hunter1 hit
16
The slide uses negative percentages in parentheses to denote underperformance relative to peers.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 1 hit
17
The slide uses a 'why' question to frame the performance gap as a management failure.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 1 hit
19
Uses a combination of a geographic map and a business unit diagram to illustrate lack of focus.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 1 hit
20
The slide uses a CEO quote to frame the portfolio as a strength, which the activist then reframes as a weakness (over-diversification).Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 1 hit
21
Uses a contrast-pairs framework to highlight the gap between internal management rhetoric and external market perception.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 1 hit
24
The slide uses a vertical layout to emphasize the high percentage of capital reinvestment.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 1 hit
25
The slide uses a contrast-pairs approach to highlight Hess's poor capital allocation relative to peers.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 1 hit
26
The slide uses two bar charts to show absolute value creation and relative value creation as a percentage of market cap, with Hess highlighted in green.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 1 hit
27
The slide uses a combination of a table for peer comparison and a bar chart for Hess's historical performance.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 1 hit
28
The slide uses a rhetorical question 'WHY?' to frame the contradiction between core E&P business and speculative trading.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 1 hit
30
The slide uses a visual contrast between the location of Hess (NYC) and the cluster of peer companies in the central/southern US to argue that Hess leadership is disconnected from its operational reality.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 1 hit
31
Uses a combination of bar charts and comparison tables to demonstrate cost inefficiency.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 1 hit
32
The chart illustrates the negative impact of incremental well costs on Net Asset Value (NAV).Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 1 hit
33
Uses a quote from a Continental Resources executive to contrast with Hess's performance.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 1 hit
34
The slide uses a quote from Greg Hill (Hess) to contrast with the active pilot programs of the listed peers.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 1 hit
35
The slide uses a combination of narrative bullet points and a financial table to illustrate a failure in capital allocation.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 1 hit
37
Uses a timeline-based framework to highlight the failure of repeated strategic pivots.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 1 hit
38
Uses a Q&A format mapped against a timeline to highlight management inconsistency.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 1 hit
39
Uses a before-after framing to expose management inconsistency.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 1 hit
40
Uses a 'before-after' structure to contrast management rhetoric with actual portfolio expansion.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 1 hit
41
The slide uses a series of quotes from John Hess and others to highlight a gap between stated strategy and actual financial performance.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 1 hit
42
The slide uses a bar chart to show negative relative performance alongside quotes from the CEO to highlight a gap between rhetoric and results.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 1 hit
44
The slide uses a list-based format to highlight specific governance issues.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 1 hit
45
The slide uses a bar chart to compare Hess vs Peer Average tenure and a table to detail individual director attributes.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 1 hit
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 1 hit
27
Uses a 'Plan vs. Actual vs. Proposed' structure to highlight management failure.Juniper Networks (JNPR) · Elliott Management
Activist deck Activist investor Beat · Action1 hit