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Matching slides 118,471
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18,271-18,300 of 118,471
11
This is a text-heavy slide from an activist investor letter detailing the methodology and initial operational targets.Cognizant Technology Solutions (CTSH) · Jesse Cohn
Shareholder letter Activist investor Beat · Solution (Provide relief)Loop · Hypothesis Test3 hits
12
This is page 12 of a shareholder letter, likely from an activist investor (Elliott Management).Cognizant Technology Solutions (CTSH) · Jesse Cohn
Shareholder letter Activist investor Beat · Solution (Provide relief)Loop · Hypothesis Test3 hits
14
This is page 14 of a shareholder letter, likely from an activist investor (Elliott Management) targeting Cognizant.Cognizant Technology Solutions (CTSH) · Jesse Cohn
Shareholder letter Activist investor Beat · Solution (Provide relief)Loop · Hypothesis Test3 hits
15
Includes detailed footnotes regarding dividend yields, share repurchases, and EPS rounding.Cognizant Technology Solutions (CTSH) · Jesse Cohn
Shareholder letter Activist investor Beat · Solution (Provide relief)Loop · Hypothesis Test3 hits
01
Crown Castle International Corp. (CCI)Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor 3 hits
37
Uses a waterfall-style bridge to isolate the implied value of the fiber segment by subtracting tower valuations from total enterprise value.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · Agitate3 hits
03
This slide establishes the activist's credibility and thesis.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 3 hits
45
The slide uses a list of bullet points to systematically debunk specific assumptions made in Arconic's investor presentation.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Expose Contradiction3 hits
245
The slide uses a mix of qualitative proxy advisor quotes and quantitative performance metrics to build a case for overboarding.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 3 hits
02
Bank of East Asia, Limited (0023.HK)Bank of East Asia, Limited (0023.HK) · Elliott
Activist deck Activist investor 3 hits
38
The slide uses a 'before-after' logic implicitly by showing the removal of the DLC and Dividend Share Mechanism.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Impact & Next Steps3 hits
70
The slide contains only header and footer information, indicating it is a blank page in the original document.BMC Software (BMC) · Elliott Management
Activist deck Activist investor 3 hits
72
The slide contains only header and footer metadata.BMC Software (BMC) · Elliott Management
Activist deck Activist investor 3 hits
95
Uses a before/after framing to highlight management inconsistency.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 3 hits
145
Hess Corporation (HES)Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 3 hits
48
Hess Corporation (HES)Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 3 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 Inaction3 hits
71
Hess Corporation (HES)Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The Victory3 hits
04
This slide serves as a credibility-building appendix, highlighting past success to validate the current proposal for Hyundai.Hyundai Motor Group · Elliott
Activist deck Activist investor Beat · Problem (Identify pain)3 hits
18
Uses a three-part logical flow: business mix, headline valuation, and implied refining valuation.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor Beat · Agitate3 hits
03
Page 3 of a shareholder letter.Southwest Airlines (LUV) · John Pike
Shareholder letter Activist investor Beat · Impact & Next Steps3 hits
04
The slide uses external validation (employee quotes) to undermine the credibility of the current management team.Southwest Airlines (LUV) · John Pike and Bobby Xu
Shareholder letter Activist investor Beat · Solution & Approach3 hits
05
This is a page from an activist investor letter (Elliott Management) outlining a plan for board and CEO transition.Southwest Airlines (LUV) · John Pike and Bobby Xu
Shareholder letter Activist investor Beat · Solution & ApproachLoop · Mece Breakdown3 hits
01
This is the first page of a formal shareholder letter.Unizo Holdings Company (3258.T) · Elliott Advisors
Shareholder letter Activist investor Beat · Problem (Identify pain)3 hits
25
The slide uses a quote from MSCI ESG Research to frame the critique of corporate governance.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Solution3 hits
02
This is page 1 of an activist investor letter/deck.Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor 3 hits
03
This is a text-heavy page serving as an introduction/executive summary for an activist investor presentation.Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor 3 hits
04
Page 3 of a document, includes signatures and specific financial targets.Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor 3 hits
09
This is a text-heavy slide outlining specific activist demands.Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor 3 hits
66
This is a text-heavy slide from an activist investor letter/deck.Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor 3 hits