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Matching slides 41,117
Current window 19,591-19,620
Pages 1,371
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19,591-19,620 of 41,117
83
Page number 83 indicates this is the final appendix slide.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Action1 hit
84
Standard legal disclaimer page for an activist investor deck.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Action1 hit
13
The slide highlights BMC's consistent underperformance relative to benchmarks and peers, using data from Capital IQ.BMC Software (BMC) · Elliott Management
Activist deck Activist investor Loop · Logic Chain1 hit
18
This slide appears to be a placeholder or a page containing only a footnote disclosure.BMC Software (BMC) · Elliott Management
Activist deck Activist investor 1 hit
24
The slide contains only header and footer information.BMC Software (BMC) · Elliott Management
Activist deck Activist investor Beat · Expose Contradiction1 hit
52
The slide contains only header/footer metadata.BMC Software (BMC) · Elliott Management
Activist deck Activist investor 1 hit
60
The slide is essentially blank except for a footnote and header/footer information.BMC Software (BMC) · Elliott Management
Activist deck Activist investor 1 hit
64
The slide contains only header and footer information.BMC Software (BMC) · Elliott Management
Activist deck Activist investor 1 hit
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 1 hit
72
The slide contains only header and footer metadata.BMC Software (BMC) · Elliott Management
Activist deck Activist investor 1 hit
12
The slide uses a dual-axis comparison: historical commodity price charts (bottom) and peer production mix bar charts (top).Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Expose ContradictionLoop · Pattern Hunter1 hit
15
The slide highlights the cherry-picking of peers by Hess in their own materials.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Expose ContradictionLoop · Pattern Hunter1 hit
47
Uses a table to show negative performance percentages across various peer groups and timeframes.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 1 hit
52
The slide uses three distinct charts to highlight poor governance and performance metrics.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 1 hit
53
Uses a bar chart to show voting percentages over time (2007, 2008, 2012) to illustrate the failure to reach the 80% threshold.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 1 hit
80
The slide uses a series of pull-quotes to build a narrative of chronic underperformance and management failure over time.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Cite PrecedentLoop · The Reveal1 hit
81
The slide uses a series of negative analyst quotes to establish a pattern of historical underperformance.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Cite PrecedentLoop · The Reveal1 hit
83
The slide uses historical analyst commentary to establish a long-term pattern of underperformance.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Cite PrecedentLoop · The Reveal1 hit
02
Hess Corporation (HES)Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
26
The chart shows a bridge from $49.85 to $126.24 via three distinct value-add steps.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
14
The slide uses a structured layout to map specific business segments to their respective valuation ranges and supporting market data.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
52
Includes detailed tax calculation table for Bakken 2013-2017 and qualitative analysis of Bakken vs Utica tax shields.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The StruggleLoop · Cost Of Inaction1 hit
59
Includes a call to action for the board to divest assets to unlock value.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The StruggleLoop · Cost Of Inaction1 hit
02
Iron Mountain Incorporated (IRM)Iron Mountain Incorporated (IRM) · Elliott
Activist deck Activist investor 1 hit
07
The slide uses a clear visual hierarchy to emphasize the dominance of the NOAM Physical segment.Iron Mountain Incorporated (IRM) · Elliott
Activist deck Activist investor 1 hit
21
The slide uses a waterfall-style bridge to illustrate value creation.Iron Mountain Incorporated (IRM) · Elliott
Activist deck Activist investor Beat · Solution & Approach1 hit
02
Juniper Networks (JNPR)Juniper Networks (JNPR) · Elliott Management
Activist deck Activist investor 1 hit
19
Includes detailed footnotes regarding assumptions for ASR and Opex reduction.Juniper Networks (JNPR) · Elliott Management
Activist deck Activist investor Beat · SolutionLoop · Golden Circle1 hit
20
Includes detailed footnotes explaining assumptions for cost savings, tax, debt, and share repurchases.Juniper Networks (JNPR) · Elliott Management
Activist deck Activist investor Beat · SolutionLoop · Golden Circle1 hit
05
Includes a pie chart of market share and two bar charts showing revenue and growth rates.Riverbed Technology, Inc. (RVBD) · Elliott
Activist deck Activist investor 1 hit