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slides · global inventory

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

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Matching slides 79,264
Current window 73,531-73,560
Pages 2,643
Rows per page 30
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18 30 60

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73,531-73,560 of 79,264

filter-aware
05
The slide is oriented vertically (portrait).Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 1 hit
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
12
The slide uses a dual-axis comparison: historical commodity price charts (bottom) and peer production mix bar charts (top).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
15
The slide highlights the cherry-picking of peers by Hess in their own materials.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
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
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
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
13
The slide uses a Glassdoor report to frame Juniper's high compensation as a sign of inefficiency rather than a competitive advantage.Juniper Networks (JNPR) · Elliott Management
Activist deck Activist investor Beat · SolutionLoop · Golden Circle1 hit
14
Includes detailed footnotes regarding financing assumptions and valuation methodology.Juniper Networks (JNPR) · Elliott Management
Activist deck Activist investor Beat · SolutionLoop · Golden Circle1 hit
16
Includes a pro-forma cash flow analysis to justify the dividend payment.Juniper Networks (JNPR) · Elliott Management
Activist deck Activist investor Beat · SolutionLoop · Golden Circle1 hit
17
The slide uses a bar chart for peer comparison and a line chart for historical trend analysis to justify a capital allocation argument.Juniper Networks (JNPR) · Elliott Management
Activist deck Activist investor Beat · SolutionLoop · Golden Circle1 hit
18
The slide uses historical valuation multiples to argue for a share buyback.Juniper Networks (JNPR) · Elliott Management
Activist deck Activist investor Beat · SolutionLoop · Golden Circle1 hit
19
Includes detailed footnotes regarding assumptions for ASR and Opex reduction.Juniper Networks (JNPR) · Elliott Management
Activist deck Activist investor Beat · SolutionLoop · Golden Circle1 hit
20
Includes detailed footnotes explaining assumptions for cost savings, tax, debt, and share repurchases.Juniper Networks (JNPR) · Elliott Management
Activist deck Activist investor Beat · SolutionLoop · Golden Circle1 hit
21
Uses a combination of historical narrative, executive quotes, and performance data to build a case for strategic change.Juniper Networks (JNPR) · Elliott Management
Activist deck Activist investor 1 hit
22
The slide uses a 'villain critique' style to frame M&A as value-destructive.Juniper Networks (JNPR) · Elliott Management
Activist deck Activist investor 1 hit
24
The slide uses a 'before-after' framing logic to argue for strategic refocusing.Juniper Networks (JNPR) · Elliott Management
Activist deck Activist investor 1 hit
25
Uses a precedent to argue for similar actions at Juniper.Juniper Networks (JNPR) · Elliott Management
Activist deck Activist investor 1 hit
28
The slide uses a bulleted list to summarize the activist's core demands and ends with a valuation target callout.Juniper Networks (JNPR) · Elliott Management
Activist deck Activist investor Beat · Action1 hit