slides · global inventory
Metric
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 79,264
Current window 73,441-73,470
Pages 2,643
Rows per page 30
Component
73,441-73,470 of 79,264
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
13
The slide highlights BMC's consistent underperformance relative to benchmarks and peers, using data from Capital IQ.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
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
27
Uses a combination of a table of quotes and a visual timeline to contrast predictions vs reality.BMC Software (BMC) · Elliott Management
Activist deck Activist investor Beat · Expose Contradiction1 hit
29
Uses a chronological sequence of quotes to demonstrate management's denial and subsequent admission of failure regarding SaaS.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
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
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
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
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
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
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
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
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
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
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