Matching slides 10,645
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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
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
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
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
44
The quote is used to establish the nominee's track record and philosophy regarding capital allocation.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
46
Hess Corporation (HES)Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Action1 hit
03
The quote is used to establish a standard for business success and accountability.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The Call1 hit
18
Uses a line chart with a trend line to highlight the discrepancy between management's narrative and historical performance.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
24
Uses a 'before-after' style comparison of completion designs to highlight cost inefficiencies.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
25
Uses a 'Reality' column to frame the data as a rebuttal to the CEO's quote.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
31
Uses a series of 'before-after' style quote-vs-performance pairings to highlight management failure.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
42
Uses a 'None' callout to emphasize the lack of specific qualifications for the nominee.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The StruggleLoop · Cost Of Inaction1 hit
47
The slide uses a quote to establish credibility or set a standard for performance expectations.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The StruggleLoop · Cost Of Inaction1 hit
54
Uses a combination of a bar chart showing NPV impact and a table showing production growth percentages to frame Hess as an underperformer.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The StruggleLoop · Cost Of Inaction1 hit
55
Uses a contrast-pairs framework to highlight the gap between competitors and the target company.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The StruggleLoop · Cost Of Inaction1 hit
58
Uses a combination of a bar chart for valuation ranges and a table for transaction premiums to demonstrate undervaluation.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The StruggleLoop · Cost Of Inaction1 hit
64
The slide uses a precedent to argue for the value of spinning off midstream assets.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The VictoryLoop · Cost Of Inaction1 hit
16
The chart shows a dual-axis plot of stock price and trading volume for IRM.Iron Mountain Incorporated (IRM) · Elliott
Activist deck Activist investor 1 hit
18
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
08
The slide uses external validation (analyst quotes) to build credibility for the activist's proposed strategy.Juniper Networks (JNPR) · Elliott Management
Activist deck Activist investor Beat · Agitate1 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
47
The slide uses a visual of a letter to establish authority and historical context for the activist's argument.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Solution & Approach1 hit
53
The slide uses a pull-quote to establish authority for the argument that insurance regulatory frameworks are more appropriate for GSEs.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Solution & Approach1 hit
56
Fannie Mae & Freddie Mac (FNMA / FMCC)Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Solution & Approach1 hit
61
The slide uses a direct analyst quote to validate the activist's proposed capital requirement.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Solution & Approach1 hit
71
The slide uses a direct quote from a ratings agency to preempt concerns about credit rating downgrades upon exiting conservatorship.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Solution & Approach1 hit
76
The slide uses a quote to validate the thesis that the government has been made whole on its investment.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Solution & Approach1 hit
101
Fannie Mae & Freddie Mac (FNMA / FMCC)Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor 1 hit
102
The slide uses a quote from a former Treasury official to support the thesis that GSEs are preparing for exit from conservatorship.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor 1 hit
104
The slide uses a quote from 'The Art of the Deal' to establish a thematic tone for the activist deck.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor 1 hit