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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 7,851
Current window 2,551-2,580
Pages 262
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Component
2,551-2,580 of 7,851
27
The slide uses a checkmark system to validate investment criteria for four companies: United Technologies, Lowe's, Starbucks, and Hilton.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Action1 hit
77
The slide uses color-coding to represent different business units (Small Business, Major Accounts, National Accounts, International) across margin tiers.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
10
Uses callouts to highlight specific quotes from the CEO that the author intends to contradict.Herbalife, Ltd. (HLF) · William Ackman
Conference presentation Activist investor Beat · Evidence & ProofLoop · Logic Chain1 hit
16
Includes a call to action for a board meeting and a signature from Jesse Cohn.Cognizant Technology Solutions (CTSH) · Jesse Cohn
Shareholder letter Activist investor 1 hit
65
Crown Castle International Corp. (CCI)Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor 1 hit
25
Arconic Inc. (ARNC)Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit
70
The slide uses a combination of a line chart for guidance and bar charts for EBITDA, with callout quotes from the CEO to demonstrate the contradiction between management's optimistic rhetoric and the declining financial performance.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
158
Uses a vertical line with bullet points to structure the argument.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
179
The slide uses a 'But the truth is...' transition at the bottom to lead into the next slide.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
223
The slide uses a word cloud as a visual metaphor for 'rhetoric' or 'noise' coming from the CEO.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
03
Hess Corporation (HES)Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 1 hit
51
The slide uses a visual mapping of director names to their dual roles as independent directors and estate executors to imply a lack of independence.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 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
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 Inaction1 hit
43
Contains only the Elliott logo and page number.Hyundai Motor Group · Elliott
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
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 1 hit
03
Page 3 of a shareholder letter.Southwest Airlines (LUV) · John Pike
Shareholder letter Activist investor Beat · Impact & Next Steps1 hit
36
The slide uses a specific case study (SOCFIN/Hubert Fabri) to frame Bolloré's governance and ethical failures.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Solution1 hit
04
Page 3 of a document, includes signatures and specific financial targets.Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor 1 hit
39
The slide uses a simplified balance sheet representation to show how high leverage (40x) generates ROE from a small net interest spread.Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Evidence & ProofLoop · Cost Of Inaction1 hit
03
The slide serves as a transition or context-setting page referencing a past investment thesis.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor Beat · Problem1 hit
11
Uses a three-column layout to present key pillars of competitive advantage.The Goodyear Tire & Rubber Company (GT) · Elliott
Activist deck Activist investor 1 hit
103
The slide uses a specific company document to illustrate a broader point about VAT pass-through requirements.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
231
The slide uses a direct excerpt from a legal ruling to establish a pattern of predatory recruitment.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor 1 hit
286
The slide uses a mapping technique to link summary points on the left to specific excerpts from the company's 'Sales & Marketing Plan and Business Rules' manual on the right.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor 1 hit
315
The slide uses a legal precedent to preemptively rebut the argument that a mere policy is sufficient for legal compliance.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor 1 hit
321
The slide uses a specific internal presentation from 2010 to highlight the high cost of entry/maintenance for distributors.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor 1 hit
33
Howard Hughes Holdings Inc. (HHH)Howard Hughes Holdings Inc. (HHH) · William Ackman
Activist deck Activist investor 1 hit
44
The slide uses a green callout box to highlight the core strategic question.Howard Hughes Holdings Inc. (HHH) · William Ackman
Activist deck Activist investor 1 hit
45
Howard Hughes Holdings Inc. (HHH)Howard Hughes Holdings Inc. (HHH) · William Ackman
Activist deck Activist investor 1 hit