Corpus coverage

319,975 slides

319,974 are described (100%), so the treemap can explain the corpus instead of just counting files.

Total slides
319,975
Described
319,974
Pending
1

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Slide collection

137,401-137,460 of 319,975

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01
Slide 1
American Capital, Ltd. (ACAS)American Capital, Ltd. (ACAS) · Elliott
Activist deck Activist investor Beat · Attention1 hit
02
American Capital, Ltd. (ACAS)American Capital, Ltd. (ACAS) · Elliott
Activist deck Activist investor Beat · Attention1 hit
03
American Capital, Ltd. (ACAS)American Capital, Ltd. (ACAS) · Elliott
Activist deck Activist investor Beat · Attention1 hit
04
American Capital, Ltd. (ACAS)American Capital, Ltd. (ACAS) · Elliott
Activist deck Activist investor Beat · Attention1 hit
05
The slide uses a simple bulleted list to establish the activist's core arguments.American Capital, Ltd. (ACAS) · Elliott
Activist deck Activist investor Beat · Need1 hit
06
The slide uses a numbered list to structure the core arguments against the current management proposal.American Capital, Ltd. (ACAS) · Elliott
Activist deck Activist investor Beat · Need1 hit
07
The slide uses a table-like structure to categorize the different pillars of their due diligence process.American Capital, Ltd. (ACAS) · Elliott
Activist deck Activist investor Beat · Need1 hit
08
American Capital, Ltd. (ACAS)American Capital, Ltd. (ACAS) · Elliott
Activist deck Activist investor Beat · Need1 hit
09
Slide 8 of an activist investor deck.American Capital, Ltd. (ACAS) · Elliott
Activist deck Activist investor Beat · Need1 hit
10
American Capital, Ltd. (ACAS)American Capital, Ltd. (ACAS) · Elliott
Activist deck Activist investor Beat · Need1 hit
11
Uses a bracket to link symptoms and causes to a central thesis of fixability.American Capital, Ltd. (ACAS) · Elliott
Activist deck Activist investor Beat · ProblemLoop · Aha Moment1 hit
12
The slide uses red bars to highlight the target company (American Capital) against grey bars for market benchmarks.American Capital, Ltd. (ACAS) · Elliott
Activist deck Activist investor Beat · AgitateLoop · Iceberg1 hit
13
The chart uses a split-axis approach to separate the 'Peak to Trough' and 'Recovery' phases of the financial crisis.American Capital, Ltd. (ACAS) · Elliott
Activist deck Activist investor Beat · AgitateLoop · Iceberg1 hit
14
The chart uses a vertical callout to highlight the 44% difference between the median performance of peers and ACAS.American Capital, Ltd. (ACAS) · Elliott
Activist deck Activist investor Beat · AgitateLoop · Iceberg1 hit
15
The chart uses a box-plot style visualization to show the range of Price to NAV ratios for BDCs, highlighting ACAS in red.American Capital, Ltd. (ACAS) · Elliott
Activist deck Activist investor Beat · AgitateLoop · Iceberg1 hit
16
The slide uses a red bar to highlight ACAS' position at the bottom of the peer group in both charts.American Capital, Ltd. (ACAS) · Elliott
Activist deck Activist investor Beat · AgitateLoop · Iceberg1 hit
17
American Capital, Ltd. (ACAS)American Capital, Ltd. (ACAS) · Elliott
Activist deck Activist investor Beat · AgitateLoop · Iceberg1 hit
18
Uses a bar chart to contrast the valuation of the target company against industry peers.American Capital, Ltd. (ACAS) · Elliott
Activist deck Activist investor Beat · AgitateLoop · Iceberg1 hit
19
Uses a stacked bar chart to contrast actual investment activity against a small share repurchase amount, highlighting the opportunity cost.American Capital, Ltd. (ACAS) · Elliott
Activist deck Activist investor Beat · AgitateLoop · Iceberg1 hit
20
Uses a table to expose the lack of investment experience across the board, framing it as a root cause of poor oversight.American Capital, Ltd. (ACAS) · Elliott
Activist deck Activist investor Beat · AgitateLoop · Iceberg1 hit
21
Uses a timeline of letter grades (D/F) to visualize poor performance over time.American Capital, Ltd. (ACAS) · Elliott
Activist deck Activist investor Beat · AgitateLoop · Iceberg1 hit
22
The slide uses two distinct quote boxes to build a case for voting against board nominees due to poor compensation governance.American Capital, Ltd. (ACAS) · Elliott
Activist deck Activist investor Beat · AgitateLoop · Iceberg1 hit
23
The slide uses a red bar to highlight ACAS's position relative to peers.American Capital, Ltd. (ACAS) · Elliott
Activist deck Activist investor Beat · AgitateLoop · Iceberg1 hit
24
The slide highlights a significant performance gap in overhead efficiency, quantifying the difference between the subject company and its peers.American Capital, Ltd. (ACAS) · Elliott
Activist deck Activist investor Beat · AgitateLoop · Iceberg1 hit
25
American Capital, Ltd. (ACAS)American Capital, Ltd. (ACAS) · Elliott
Activist deck Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
141
The slide uses a direct quote from a Hess letter to set up a rebuttal.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · SolutionLoop · Golden Circle1 hit
142
Uses a contrast-pairs framework to highlight the difference between the two sets of nominees.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · SolutionLoop · Golden Circle1 hit
143
Includes a supporting quote from ISS Proxy Advisory Services.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · SolutionLoop · Golden Circle1 hit
144
Hess Corporation (HES)Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · SolutionLoop · Golden Circle1 hit
145
Hess Corporation (HES)Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 1 hit
146
Hess Corporation (HES)Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 1 hit
147
The slide uses a list-based critique to dismantle the 'pay for performance' claim of the nominee's compensation plan.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 1 hit
148
This slide uses a simple 'If-Then' logical structure to explain a compensation mechanism.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 1 hit
149
Hess Corporation (HES)Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 1 hit
150
Hess Corporation (HES)Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 1 hit
151
The slide uses a quote from David H. Batchelder to validate the compensation structure.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 1 hit
152
Hess Corporation (HES)Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 1 hit
153
The slide uses a table to justify the selection of peer companies for benchmarking purposes.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 1 hit
154
The table compares performance as of two specific dates: 11/28/12 and 1/25/13.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 1 hit
155
The slide uses a 'cherry-picking' narrative to frame the company's peer selection process as manipulative yet ineffective.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 1 hit
156
The slide argues that Large Cap Independents are the most appropriate peer group for Hess based on market cap and E&P revenue metrics.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 1 hit
157
The slide uses a combination of a table for production mix and an area chart for commodity price trends to argue for Hess's relative insulation from gas price volatility.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 1 hit
158
The slide uses a table to argue that Hess's integration profile is more aligned with independent peers than the integrated supermajors.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 1 hit
159
The slide uses a combination of qualitative analyst quotes and a quantitative stock performance chart to justify excluding peers.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 1 hit
160
The slide uses a structured table to justify the selection of peer groups for valuation or operational comparison.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 1 hit
161
Hess Corporation (HES)Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 1 hit
01
Slide 1
Includes Elliott and Moelis & Company branding.Riverbed Technology, Inc. (RVBD) · Elliott
Activist deck Activist investor 1 hit
02
Riverbed Technology, Inc. (RVBD)Riverbed Technology, Inc. (RVBD) · Elliott
Activist deck Activist investor 1 hit
03
The slide uses a structured table format to present deal terms, including valuation multiples and premiums.Riverbed Technology, Inc. (RVBD) · Elliott
Activist deck Activist investor Loop · The Reveal1 hit
04
Includes a stacked bar chart for revenue and a bar chart for growth rates.Riverbed Technology, Inc. (RVBD) · Elliott
Activist deck Activist investor 1 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
06
This is a classic activist investor 'case for change' slide, highlighting market headwinds, poor capital allocation, and operational underperformance.Riverbed Technology, Inc. (RVBD) · Elliott
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
07
The chart highlights a 69.4% underperformance gap between the NASDAQ and Riverbed.Riverbed Technology, Inc. (RVBD) · Elliott
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Benchmark Gap1 hit
08
The slide uses a combination of a line chart for share price and a bar chart for volume, with callouts pointing to specific dates of negative news.Riverbed Technology, Inc. (RVBD) · Elliott
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Benchmark Gap1 hit
09
The slide uses a vertical arrow on the left to indicate that the listed analyst reports address Elliott's offer.Riverbed Technology, Inc. (RVBD) · Elliott
Activist deck Activist investor Loop · Benchmark Gap1 hit
10
The 22% premium is highlighted with a red dashed circle.Riverbed Technology, Inc. (RVBD) · Elliott
Activist deck Activist investor Loop · Benchmark Gap1 hit
11
Includes detailed footnotes regarding methodology and data sources.Riverbed Technology, Inc. (RVBD) · Elliott
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Benchmark Gap1 hit
12
The slide highlights that Riverbed's valuation at $21/share is premium relative to the peer median.Riverbed Technology, Inc. (RVBD) · Elliott
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Benchmark Gap1 hit
13
The slide uses a red dashed box to highlight the TEV/EBITDA multiples for comparison.Riverbed Technology, Inc. (RVBD) · Elliott
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
14
The table highlights that the Elliott offer's premiums (42.9%, 45.2%, 40.9%, 37.6%) are consistently higher than the median premiums of the selected peer transactions.Riverbed Technology, Inc. (RVBD) · Elliott
Activist deck Activist investor Beat · Solution (Provide relief)1 hit