Matching slides 96,741
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79,531-79,560 of 96,741

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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
58
This appears to be a blank slide containing only header/footer information and a specific financial footnote.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
62
This appears to be a single footnote from a larger slide deck, likely page 30 of the original document.BMC Software (BMC) · Elliott Management
Activist deck Activist investor Beat · Propose Solution1 hit
63
This is an activist investor slide from Elliott Management targeting BMC Software.BMC Software (BMC) · Elliott Management
Activist deck Activist investor 1 hit
71
BMC Software (BMC)BMC Software (BMC) · Elliott Management
Activist deck Activist investor 1 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
07
The slide presents a sum-of-the-parts valuation analysis.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
08
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
09
The chart bridges the current share price to a pro forma value through three strategic actions.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
11
Hess Corporation (HES)Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
12
The slide uses a combination of bar charts and a detailed table to build a case against the current board composition.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
13
Uses ISS quote and historical voting data to build a case for board accountability.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
14
The chart highlights Hess (HES) as an outlier with high compensation and negative 5-year total return.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
17
The quote emphasizes that the board is the CEO's boss, not their friend, and should prioritize shareholder interests.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
20
The slide uses a waterfall-style chart to illustrate sensitivity, contrasting the high volatility of resource plays against the relative stability of offshore assets.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Mece Breakdown1 hit
21
Uses a matrix to compare valuation metrics and a Venn diagram to show analyst coverage overlap.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Mece Breakdown1 hit
23
The slide uses a waterfall-style additive logic to show cumulative stock price appreciation.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
25
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
27
Includes precedent transactions for midstream and downstream divestitures.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
29
Includes a peer comparison table and a valuation buildup table showing potential share price upside.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
30
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
33
Uses a bridge chart to connect operational cost overruns to NAV destruction.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
34
Uses a contrast-pairs framework to highlight management incompetence.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
35
The slide uses a 'villain' framing for ZaZa Energy and highlights specific financial losses to demonstrate management incompetence.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
36
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
39
The slide uses a 'villain' framing by highlighting Hess's poor performance relative to peers despite favorable market conditions.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
40
The slide uses a 'villain' framing by attributing value destruction directly to management's persistence in high-risk exploration.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
41
Uses a series of quotes to establish a pattern of broken promises, followed by a bar chart to provide empirical evidence of the contradiction.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
43
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