slides · global inventory
Table
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 60,568
Current window 27,661-27,690
Pages 2,019
Rows per page 30
Component
27,661-27,690 of 60,568
11
The slide uses a 'villain' framing by highlighting consistent underperformance across all benchmarks.BMC Software (BMC) · Elliott Management
Activist deck Activist investor Loop · Logic Chain1 hit
27
Uses a combination of a table of quotes and a visual timeline to contrast predictions vs reality.BMC Software (BMC) · Elliott Management
Activist deck Activist investor Beat · Expose Contradiction1 hit
33
The slide uses a table to list 27 acquisitions, showing deal value, LTM revenues, and revenue multiples to support the argument of poor capital allocation.BMC Software (BMC) · Elliott Management
Activist deck Activist investor Loop · Cost Of Inaction1 hit
49
The slide uses a structured table format to compare the four nominees against a set of desired strategic competencies.BMC Software (BMC) · Elliott Management
Activist deck Activist investor 1 hit
53
The slide uses conservative assumptions, excluding synergies and assuming specific debt/cash funding structures.BMC Software (BMC) · Elliott Management
Activist deck Activist investor 1 hit
55
The slide uses a list of PE firms and their portfolio companies to demonstrate market activity and interest in the software sector.BMC Software (BMC) · Elliott Management
Activist deck Activist investor 1 hit
59
The table is split into three columns, with the final column including a highlighted row for BMC Software.BMC Software (BMC) · Elliott Management
Activist deck Activist investor 1 hit
05
Uses a 'preempt_rebuttal' strategy by quoting the CEO's own words about long-term performance and then immediately refuting it with data.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
07
The slide presents a sum-of-the-parts valuation analysis.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
12
The slide uses a combination of bar charts and a detailed table to build a case against the current board composition.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
21
Uses a matrix to compare valuation metrics and a Venn diagram to show analyst coverage overlap.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Mece Breakdown1 hit
35
The slide uses a 'villain' framing for ZaZa Energy and highlights specific financial losses to demonstrate management incompetence.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
06
Uses a combination of a stock price line chart and a performance table to highlight management's failure to deliver value.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The Monster1 hit
07
Uses a 'X' icon to visually reinforce the failure of accountability.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The Monster1 hit
08
Uses a timeline-based framework to highlight the gap between management promises and actual financial results.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The Monster1 hit
09
Uses a three-column structure to systematically debunk management claims.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The Monster1 hit
13
The slide uses a structured layout to map specific nominee experience against 'Experience Hess Needs'.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
24
Uses a 'before-after' style comparison of completion designs to highlight cost inefficiencies.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
25
Uses a 'Reality' column to frame the data as a rebuttal to the CEO's quote.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
26
Uses a contrast-pair structure to highlight poor capital allocation by Hess compared to industry peers.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
32
The slide uses a contrast-heavy structure to imply that current management's value is derived from legacy assets rather than their own strategic acquisitions.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
36
The slide uses a structured layout to map specific nominee backgrounds to 'Experience Hess Needs'.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The StruggleLoop · Cost Of Inaction1 hit
37
The slide uses a table to link board members to negative returns and lack of relevant experience, framing them as 'failures'.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The StruggleLoop · Cost Of Inaction1 hit
38
The slide uses a 'villain' framing by highlighting specific director names and their high compensation despite negative returns.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The StruggleLoop · Cost Of Inaction1 hit
39
The slide uses a green border to highlight the Shareholder Nominees column, visually framing them as the preferred choice.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The StruggleLoop · Cost Of Inaction1 hit
25
The slide uses a 'Mid' and 'High' scenario to calculate valuation appreciation per share based on G&A savings.Iron Mountain Incorporated (IRM) · Elliott
Activist deck Activist investor Beat · Solution & Approach1 hit
26
The slide uses a stacked bar visual to represent the $3.72 opportunity and provides a supporting table for the valuation buildup.Iron Mountain Incorporated (IRM) · Elliott
Activist deck Activist investor Beat · Solution & Approach1 hit
32
The table shows sensitivity of per-share value to REIT cap rates and EBITDA multiples.Iron Mountain Incorporated (IRM) · Elliott
Activist deck Activist investor Beat · Solution & Approach1 hit
33
The table uses a scenario-based approach to demonstrate the valuation uplift of different strategic initiatives.Iron Mountain Incorporated (IRM) · Elliott
Activist deck Activist investor Beat · Solution & Approach1 hit
46
The slide uses pie charts to visualize the split between REIT and TRS segments for both revenue and OIBDA.Iron Mountain Incorporated (IRM) · Elliott
Activist deck Activist investor 1 hit