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Matching slides 96,741
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12,421-12,450 of 96,741
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The slide uses negative percentages in parentheses to denote underperformance relative to peers.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 2 hits
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 2 hits
19
Uses a 'villain critique' approach to frame the company's diversification as a strategic failure.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Mece Breakdown2 hits
22
Uses a contrast-pairs framework to highlight the gap between management's vision and market perception.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Mece Breakdown2 hits
42
Uses direct quotes from executives to contrast stated intent with subsequent actions.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Solution (Provide relief)2 hits
05
The slide uses a classic activist investor structure: market performance, management critique, board accountability, and a proposed path to value.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The Call2 hits
08
Uses a timeline-based framework to highlight the gap between management promises and actual financial results.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The Monster2 hits
10
The slide uses a 'villain' framing by questioning John Hess's personal voting behavior against his own board's recommendation.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction2 hits
23
Uses a combination of charts and callouts to highlight poor performance metrics (stock price, well costs, exploration value) and lack of board independence.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction2 hits
26
Uses a contrast-pair structure to highlight poor capital allocation by Hess compared to industry peers.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction2 hits
27
Uses bar charts to contrast Hess's performance metrics against peers.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction2 hits
28
The slide uses two bar charts to visualize financial losses and frames the lack of disclosure as a governance issue.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction2 hits
38
The slide uses a 'villain' framing by highlighting specific director names and their high compensation despite negative returns.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The StruggleLoop · Cost Of Inaction2 hits
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 Inaction2 hits
43
Uses a red dashed box to highlight a conflict of interest regarding the Lead Independent Director.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The StruggleLoop · Cost Of Inaction2 hits
46
Hess Corporation (HES)Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The StruggleLoop · Cost Of Inaction2 hits
50
The slide uses a peer benchmark table to argue that Hess management's concerns about funding are unfounded.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The StruggleLoop · Cost Of Inaction2 hits
53
The slide uses a 'like-for-like' argument to preemptively dismiss comparisons with other operators like Continental, Oasis, and Kodiak.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The StruggleLoop · Cost Of Inaction2 hits
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 Inaction2 hits
60
Uses a rhetorical question structure to undermine management's stated strategy.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The VictoryLoop · Cost Of Inaction2 hits
63
Uses a 'before-after' style contradiction framework to highlight management's shifting narrative.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The VictoryLoop · Cost Of Inaction2 hits
05
The slide uses a 'villain' framing by highlighting consistent underperformance across all benchmarks.Juniper Networks (JNPR) · Elliott Management
Activist deck Activist investor Beat · Problem2 hits
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 · Agitate2 hits
11
Includes a sensitivity table mapping 2014E Run-Rate Opex Decrease against 2015E P/E multiples to show stock price appreciation.Juniper Networks (JNPR) · Elliott Management
Activist deck Activist investor Beat · SolutionLoop · Golden Circle2 hits
12
The slide uses two bar charts to benchmark Juniper against a set of peers, highlighting a specific 'Peer Avg' and calculating potential savings.Juniper Networks (JNPR) · Elliott Management
Activist deck Activist investor Beat · SolutionLoop · Golden Circle2 hits
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 Circle2 hits
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 Circle2 hits
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 2 hits
24
The slide uses a 'before-after' framing logic to argue for strategic refocusing.Juniper Networks (JNPR) · Elliott Management
Activist deck Activist investor 2 hits
25
Uses a precedent to argue for similar actions at Juniper.Juniper Networks (JNPR) · Elliott Management
Activist deck Activist investor 2 hits