slides · global inventory
Callout
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 96,741
Current window 12,451-12,480
Pages 3,225
Rows per page 30
Component
12,451-12,480 of 96,741
01
This is the cover letter of an activist investor presentation.Cognizant Technology Solutions (CTSH) · Jesse Cohn
Shareholder letter Activist investor Beat · Problem (Identify pain)2 hits
06
The slide uses a numbered list to structure the core arguments against the current management proposal.American Capital, Ltd. (ACAS) · Elliott
Activist deck Activist investor Beat · Need2 hits
08
American Capital, Ltd. (ACAS)American Capital, Ltd. (ACAS) · Elliott
Activist deck Activist investor Beat · Need2 hits
24
The slide highlights a significant performance gap in overhead efficiency, quantifying the difference between the subject company and its peers.American Capital, Ltd. (ACAS) · Elliott
Activist deck Activist investor Beat · AgitateLoop · Iceberg2 hits
06
Uses a before-after framing to contrast current failures with proposed future state.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Problem Statement2 hits
14
The slide uses a list of 'X' marked points to systematically dismantle the current CEO's management style.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Expose Contradiction2 hits
15
Uses a quote-based attack strategy to undermine leadership credibility.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Expose Contradiction2 hits
21
Uses a contrast-pairs framework to highlight the gap between internal management rhetoric and external market perception.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 2 hits
24
The slide uses a vertical layout to emphasize the high percentage of capital reinvestment.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 2 hits
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 2 hits
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 2 hits
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 2 hits
33
Uses a quote from a Continental Resources executive to contrast with Hess's performance.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 2 hits
40
Uses a 'before-after' structure to contrast management rhetoric with actual portfolio expansion.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 2 hits
42
The slide uses a bar chart to show negative relative performance alongside quotes from the CEO to highlight a gap between rhetoric and results.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 2 hits
59
The slide uses a 'villain' framing to discredit management's performance claims.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 2 hits
62
The slide uses a 'Deny' prefix for each point to frame the company's leadership as avoidant and defensive.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 2 hits
64
The slide uses a 'Deny' prefix for each point to emphasize the activist's narrative of management's willful ignorance.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 2 hits
89
The slide uses a red dashed box to highlight specific incumbent directors and their potential conflicts of interest (e.g., 'Lead Independent Director AND Joint Executor of Hess Estate').Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 2 hits
93
The slide uses a before/after framing to expose a contradiction in the CEO's narrative regarding the timeline and origin of the company's strategic transformation.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 2 hits
97
The slide uses a 'before-after' framework to argue for corporate restructuring (spinoffs/divestitures).Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 2 hits
102
The slide uses a vertical layout with two distinct callout boxes to contrast the board's reaction with the lack of engagement.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 2 hits
104
The slide uses a table to highlight that Hess has lower leverage and better yield metrics than peers, framing management's narrative as a contradiction.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 2 hits
140
Uses a direct quote from a Hess letter to highlight a perceived contradiction.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · SolutionLoop · Golden Circle2 hits
141
The slide uses a direct quote from a Hess letter to set up a rebuttal.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · SolutionLoop · Golden Circle2 hits
156
The slide argues that Large Cap Independents are the most appropriate peer group for Hess based on market cap and E&P revenue metrics.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 2 hits
157
The slide uses a combination of a table for production mix and an area chart for commodity price trends to argue for Hess's relative insulation from gas price volatility.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 2 hits
11
The chart uses a weighted peer basket based on Samsung's 2015 operating profit contribution.Samsung Electronics Co., Ltd. (005930.KS) · Elliott Management
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Logic Chain2 hits
12
The chart uses a weighted peer basket to demonstrate a valuation gap for Samsung Electronics.Samsung Electronics Co., Ltd. (005930.KS) · Elliott Management
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Logic Chain2 hits
13
The chart uses a red line to represent the 'Peers' basket and a red arrow to annotate a 68% discount vs. peers.Samsung Electronics Co., Ltd. (005930.KS) · Elliott Management
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Logic Chain2 hits