slides · global inventory
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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 78,129
Current window 16,351-16,380
Pages 2,605
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16,351-16,380 of 78,129
03
The slide uses a combination of a line chart for historical NTM P/E and a waterfall-style bar chart to show the shift in valuation premiums/discounts over time.Cognizant Technology Solutions (CTSH) · Jesse Cohn
Shareholder letter Activist investor Beat · Problem (Identify pain)2 hits
05
The slide argues that Cognizant's management is intentionally keeping margins low, contrary to industry trends.Cognizant Technology Solutions (CTSH) · Jesse Cohn
Shareholder letter Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction2 hits
08
The slide highlights Cognizant's lack of dividends and high cash accumulation relative to peers.Cognizant Technology Solutions (CTSH) · Jesse Cohn
Shareholder letter Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction2 hits
10
Uses analyst quotes to build a case for capital return (dividends/buybacks) as a remedy for slowing growth.Cognizant Technology Solutions (CTSH) · Jesse Cohn
Shareholder letter Activist investor Beat · Solution (Provide relief)Loop · Hypothesis Test2 hits
16
The slide uses a red bar to highlight ACAS' position at the bottom of the peer group in both charts.American Capital, Ltd. (ACAS) · Elliott
Activist deck Activist investor Beat · AgitateLoop · Iceberg2 hits
23
The slide uses a red bar to highlight ACAS's position relative to peers.American Capital, Ltd. (ACAS) · Elliott
Activist deck Activist investor Beat · AgitateLoop · Iceberg2 hits
07
The slide uses a line chart for ROE trends and a grouped bar chart for BPS CAGR to illustrate the performance gap.Bank of East Asia, Limited (0023.HK) · Elliott
Activist deck Activist investor Beat · AgitateLoop · Mece Breakdown2 hits
08
Uses a combination of a stacked bar chart for dilution breakdown and a grouped bar chart for performance comparison.Bank of East Asia, Limited (0023.HK) · Elliott
Activist deck Activist investor Beat · AgitateLoop · Mece Breakdown2 hits
18
The slide uses a combination of bar charts and a check-mark matrix to demonstrate competitive advantage.Bank of East Asia, Limited (0023.HK) · Elliott
Activist deck Activist investor Beat · SolutionLoop · Before After2 hits
06
The slide compares Elliott's valuation estimates against Wall St. NAV averages for specific asset classes.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 2 hits
13
The slide uses a combination of a bar chart for acreage and an area/line chart for stock performance to argue that Hess is undervalued relative to its assets.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Expose ContradictionLoop · Pattern Hunter2 hits
25
The slide uses a contrast-pairs approach to highlight Hess's poor capital allocation relative to peers.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 2 hits
26
The slide uses two bar charts to show absolute value creation and relative value creation as a percentage of market cap, with Hess highlighted in green.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 2 hits
31
Uses a combination of bar charts and comparison tables to demonstrate cost inefficiency.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 2 hits
55
The slide uses a rhetorical question '0 for Hess ?!?' to highlight the lack of transparency.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 2 hits
58
The slide uses a line chart to show a stock price trough and a bar chart to show the delta between reported and actual returns including dividends.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 2 hits
60
The slide uses negative percentages to highlight the magnitude of underperformance.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 2 hits
67
The slide uses a dual-chart approach to contrast capital allocation (spending) with shareholder returns.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 2 hits
70
Uses bar charts and a comparison table to highlight cost inefficiencies.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 2 hits
92
The slide uses dashed boxes to highlight the recent 'change' in behavior compared to the previous decade of stagnation.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 2 hits
139
The slide uses pie charts to show percentage of nominees with specific experience and bar charts for director counts.Hess Corporation (HES) · 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
17
The slide uses a bar chart for peer comparison and a line chart for historical trend analysis to justify a capital allocation argument.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
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
04
Includes a stacked bar chart for revenue and a bar chart for growth rates.Riverbed Technology, Inc. (RVBD) · Elliott
Activist deck Activist investor 2 hits
07
Samsung Electronics Co., Ltd. (005930.KS)Samsung Electronics Co., Ltd. (005930.KS) · Elliott Management
Activist deck Activist investor Loop · Logic Chain2 hits
08
Includes a line chart for market share and a bar chart for operating margins with an added trend arrow.Samsung Electronics Co., Ltd. (005930.KS) · Elliott Management
Activist deck Activist investor Loop · Logic Chain2 hits
09
Samsung Electronics Co., Ltd. (005930.KS)Samsung Electronics Co., Ltd. (005930.KS) · Elliott Management
Activist deck Activist investor Loop · Logic Chain2 hits
23
The slide uses a waterfall-style arrow to illustrate the reduction of net cash to peer levels.Samsung Electronics Co., Ltd. (005930.KS) · Elliott Management
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Logic Chain2 hits