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This slide serves as an investment thesis summary for an activist investor (Pershing Square).Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Action1 hit
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The slide uses a structured list format to present the investment thesis.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Action1 hit
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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 · Action1 hit
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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 · Action1 hit
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This is the title page of an SEC filing presentation.BMC Software (BMC) · Elliott Management
Activist deck Activist investor 1 hit
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BMC Software (BMC)BMC Software (BMC) · Elliott Management
Activist deck Activist investor 1 hit
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Hess Corporation (HES)Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
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Hess Corporation (HES)Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
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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
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Hess Corporation (HES)Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
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Hess Corporation (HES)Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
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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 Breakdown1 hit
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Includes a map of US oil/liquids plays and a valuation bridge for the proposed spinoff.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
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The slide uses external analyst validation to support the activist's thesis.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
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Hess Corporation (HES)Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
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The slide uses external validation (analyst reports) to frame management as the primary cause of valuation discount.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
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Hess Corporation (HES)Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
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The slide uses a two-column layout to categorize analyst concerns into 'Capital Allocation / Discipline' and 'Exploration'.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
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Hess Corporation (HES)Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 1 hit
01
Hess Corporation (HES)Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The Call1 hit
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Hess Corporation (HES)Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The Call1 hit
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The slide uses a classic activist investor structure: market performance, management critique, board accountability, and a proposed path to value.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The Call1 hit
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Uses a 'X' icon to visually reinforce the failure of accountability.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The Monster1 hit
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Uses a three-column structure to systematically debunk management claims.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The Monster1 hit
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This slide uses a 'Before/After' framing to highlight management failures.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
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Uses a contrast-pairs framework to highlight the difference between the two groups of nominees.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
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The slide uses a structured layout to map specific nominee experience against 'Experience Hess Needs'.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
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The slide uses a list of bullet points to systematically dismantle the credibility of the board's recent communications.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
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Uses a contrast-pairs framework to highlight the conflict between management's narrative and the activist's critique.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
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Uses a highlight effect on the CEO quote to emphasize the 'growth at all costs' narrative.Iron Mountain Incorporated (IRM) · Elliott
Activist deck Activist investor 1 hit