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slides · global inventory

Callout

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

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Matching slides 96,741
Current window 79,501-79,530
Pages 3,225
Rows per page 30
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18 30 60

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79,501-79,530 of 96,741

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09
This slide serves as a credentialing page for the activist investor (Elliott) and summarizes their due diligence process.BMC Software (BMC) · Elliott Management
Activist deck Activist investor 1 hit
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
14
This slide serves as a footnote or reference page for a previous slide in the deck.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
18
This slide appears to be a placeholder or a page containing only a footnote disclosure.BMC Software (BMC) · Elliott Management
Activist deck Activist investor 1 hit
21
This is a classic activist investor 'case for change' slide.BMC Software (BMC) · Elliott Management
Activist deck Activist investor Beat · Problem Statement1 hit
23
Uses a chronological list of quotes to highlight management's failure to deliver on stated strategic goals.BMC Software (BMC) · Elliott Management
Activist deck Activist investor Beat · Expose Contradiction1 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
26
The slide uses a visual comparison of two bar charts to contrast BMC and CA performance, with a vertical text label 'Management's Failed Projections'.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
34
This appears to be a footnote or reference slide from a larger deck.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
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
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
42
This slide contains only a footnote/disclosure text.BMC Software (BMC) · Elliott Management
Activist deck Activist investor 1 hit
43
The slide uses a grid of director bios to argue that the current board is stale and lacks specific industry-relevant experience.BMC Software (BMC) · Elliott Management
Activist deck Activist investor 1 hit
47
This is a classic activist investor 'thesis' slide, outlining the 'why' (unlocked value) and the 'how' (new board members + strategic review).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
51
The slide uses a bulleted list to build a case for the company's value proposition to potential strategic acquirers.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
55
The slide uses a list of PE firms and their portfolio companies to demonstrate market activity and interest in the software sector.BMC Software (BMC) · Elliott Management
Activist deck Activist investor 1 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