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slides · global inventory

Antagonist Introduction

Framework collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 1,369
Current window 991-1,020
Pages 46
Rows per page 30
Framework: Antagonist Introductionclear collectionreset all
18 30 60

Framework

991-1,020 of 1,369

filter-aware
10
Uses analyst quotes to build a case for capital return (dividends/buybacks) as a remedy for slowing growth.Cognizant Technology Solutions (CTSH) · Jesse Cohn
Shareholder letter Activist investor Beat · Solution (Provide relief)Loop · Hypothesis Test1 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
10
Uses a faucet metaphor to illustrate capital 'leaking' or yielding poor returns.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Peer Benchmark1 hit
14
The slide uses a list of 'X' marked points to systematically dismantle the current CEO's management style.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit
21
Uses a classic 'us vs. them' contrast table to frame the incumbent board as the villain.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit
49
The slide uses a 'villain' narrative (Dr. Kleinfeld) to frame the company's performance data as manipulated.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit
117
The slide uses red dashed boxes to highlight and critique specific management claims, contrasting them with the activist's interpretation of the data.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
201
Uses a 'villain' framing to attack management's capital allocation decisions.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
208
Uses a quote from Dr. Klaus Kleinfeld to ironically frame the company's spending habits as contrary to the 'war' of ideas.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
215
Uses Glassdoor reviews as evidence of internal cultural issues.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
217
The slide uses a 'villain' framing to critique the CEO's hiring practices.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
220
Uses a quote from Jim Collins to provide academic/expert backing to the 'celebrity CEO' critique.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
245
The slide uses a mix of qualitative proxy advisor quotes and quantitative performance metrics to build a case for overboarding.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
08
Uses a combination of a stacked bar chart for dilution breakdown and a grouped bar chart for performance comparison.Bank of East Asia, Limited (0023.HK) · Elliott
Activist deck Activist investor Beat · AgitateLoop · Mece Breakdown1 hit
15
The slide uses a strong accusatory tone, framing the management team as 'entrenched' and the share placements as 'defensive' and 'dilutive'.Bank of East Asia, Limited (0023.HK) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
46
The slide uses a dark green callout box to emphasize the core thesis.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 1 hit
62
The slide uses a 'Deny' prefix for each point to frame the company's leadership as avoidant and defensive.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 1 hit
68
The slide uses a 'Deny' prefix for each point to frame the company's behavior as active avoidance.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 1 hit
71
The slide uses a repetitive 'Deny' prefix to frame the company's failures as a deliberate culture of avoidance.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 1 hit
72
Uses a comparison of two directors (Mullin and Brady) to show they share the same problematic conflict of interest.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 1 hit
75
The slide uses a repetitive 'Deny' prefix to frame the company's failures as a deliberate pattern of behavior.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 1 hit
40
The slide uses a 'villain' framing by attributing value destruction directly to management's persistence in high-risk exploration.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
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 · Action1 hit
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 Inaction1 hit
30
The slide uses a series of leading questions to frame the company's actions as deliberate obfuscation.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
43
Uses a red dashed box to highlight a conflict of interest regarding the Lead Independent Director.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The StruggleLoop · Cost Of Inaction1 hit
45
Hess Corporation (HES)Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The StruggleLoop · Cost Of Inaction1 hit
66
Uses a series of rhetorical questions to lead the audience to a negative conclusion about management's motives.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The VictoryLoop · Cost Of Inaction1 hit
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 Inaction1 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