slides · global inventory
Title
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 303,780
Current window 29,371-29,400
Pages 10,126
Rows per page 30
Component
29,371-29,400 of 303,780
15
The slide uses red dashed lines and callouts to link specific negative company announcements to stock price drops.BMC Software (BMC) · Elliott Management
Activist deck Activist investor 2 hits
31
Uses a comparison of revenue growth composition and operating margins to highlight poor performance.BMC Software (BMC) · Elliott Management
Activist deck Activist investor Beat · Expose Contradiction2 hits
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 Inaction2 hits
39
The slide uses a 'villain critique' framing by highlighting the company's small size and poor growth relative to larger, more successful competitors.BMC Software (BMC) · Elliott Management
Activist deck Activist investor 2 hits
47
This is a classic activist investor 'thesis' slide, outlining the 'why' (unlocked value) and the 'how' (new board members + strategic review).BMC Software (BMC) · Elliott Management
Activist deck Activist investor Beat · Thesis Headline2 hits
57
The slide uses two side-by-side sensitivity tables to demonstrate the impact of debt-funded share repurchases on EPS.BMC Software (BMC) · Elliott Management
Activist deck Activist investor 2 hits
63
This is an activist investor slide from Elliott Management targeting BMC Software.BMC Software (BMC) · Elliott Management
Activist deck Activist investor 2 hits
69
The slide uses a grid layout to categorize external validation of the activist's thesis.BMC Software (BMC) · Elliott Management
Activist deck Activist investor 2 hits
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)2 hits
14
The chart highlights Hess (HES) as an outlier with high compensation and negative 5-year total return.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Agitate (Make it worse)2 hits
23
The slide uses a waterfall-style additive logic to show cumulative stock price appreciation.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Agitate (Make it worse)2 hits
43
The slide uses a two-column layout to categorize analyst concerns into 'Capital Allocation / Discipline' and 'Exploration'.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Solution (Provide relief)2 hits
47
The slide uses a combination of a performance table and a nominee bio table to justify the need for board change.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Action2 hits
15
Uses a before-after-bridge framework to show the transformation of business units into independent entities with associated TEV valuations.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction2 hits
18
Uses a line chart with a trend line to highlight the discrepancy between management's narrative and historical performance.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction2 hits
19
Uses a timeline framework to contrast management quotes against their own shifting definitions of the restructuring timeline.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction2 hits
23
Uses a combination of charts and callouts to highlight poor performance metrics (stock price, well costs, exploration value) and lack of board independence.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction2 hits
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 Inaction2 hits
48
Uses a before-after framing to contrast the current conglomerate structure with the proposed focused entities.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The StruggleLoop · Cost Of Inaction2 hits
50
The slide uses a peer benchmark table to argue that Hess management's concerns about funding are unfounded.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The StruggleLoop · Cost Of Inaction2 hits
51
Includes specific footnotes detailing assumptions for production, capex, and midstream valuation.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The StruggleLoop · Cost Of Inaction2 hits
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 Inaction2 hits
56
The slide uses a waterfall chart to quantify the negative impact of management decisions on Hess's Net Asset Value.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The StruggleLoop · Cost Of Inaction2 hits
57
Uses a before-after framing to contrast the current 'opaque' structure with the proposed 'accountable' structure.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The StruggleLoop · Cost Of Inaction2 hits
62
Uses a 'before-after' or 'transformation' flow to show the transition from a conglomerate to focused entities.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The VictoryLoop · Cost Of Inaction2 hits
64
The slide uses a precedent to argue for the value of spinning off midstream assets.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The VictoryLoop · Cost Of Inaction2 hits
70
The slide uses a table to show negative performance percentages across multiple time horizons and a second table to detail the credentials of five board nominees.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The VictoryLoop · Cost Of Inaction2 hits
04
Includes a logo grid of past tech investments and a summary of diligence activities.Juniper Networks (JNPR) · Elliott Management
Activist deck Activist investor Beat · Problem2 hits
05
The slide uses a 'villain' framing by highlighting consistent underperformance across all benchmarks.Juniper Networks (JNPR) · Elliott Management
Activist deck Activist investor Beat · Problem2 hits
09
The slide uses external analyst consensus to build credibility for the activist's demand for capital allocation reform.Juniper Networks (JNPR) · Elliott Management
Activist deck Activist investor Beat · Agitate2 hits