Matching slides 2,176
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Framework: Authority Citationclear collectionreset all

Framework

1,321-1,350 of 2,176

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The slide uses a grid layout to categorize external validation of the activist's thesis.BMC Software (BMC) · Elliott Management
Activist deck Activist investor 1 hit
77
The slide uses a series of pull-quotes to build a narrative of institutional distrust in the company.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Cite PrecedentLoop · The Reveal1 hit
78
The slide uses a series of pull-quotes from various financial institutions to build a narrative of persistent management failure.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Cite PrecedentLoop · The Reveal1 hit
81
The slide uses a series of negative analyst quotes to establish a pattern of historical underperformance.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Cite PrecedentLoop · The Reveal1 hit
17
The quote emphasizes that the board is the CEO's boss, not their friend, and should prioritize shareholder interests.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
30
The slide uses external analyst validation to support the activist's thesis.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
31
The slide uses authority-citation to build credibility for the nominees.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
36
The slide uses external validation (analyst reports) to frame management as the primary cause of valuation discount.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
37
The slide uses quotes to establish credibility for the nominees by highlighting their past successes in cost management and operational execution.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
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)1 hit
03
The quote is used to establish a standard for business success and accountability.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The Call1 hit
16
The chart shows a dual-axis plot of stock price and trading volume for IRM.Iron Mountain Incorporated (IRM) · Elliott
Activist deck Activist investor 1 hit
08
The slide uses external validation (analyst quotes) to build credibility for the activist's proposed strategy.Juniper Networks (JNPR) · Elliott Management
Activist deck Activist investor Beat · Agitate1 hit
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 · Agitate1 hit
10
The slide uses red text to highlight specific criticisms regarding lack of focus, underperformance, and the need for restructuring.Juniper Networks (JNPR) · Elliott Management
Activist deck Activist investor Beat · Agitate1 hit
71
The slide uses a pull-quote to provide external validation for the activist's thesis regarding GSE conservatorship exit.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Solution & Approach1 hit
76
Fannie Mae & Freddie Mac (FNMA/FMCC)Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Solution & Approach1 hit
100
Uses quotes from Thomas P. Vartanian's amicus brief to support the thesis.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor 1 hit
101
The slide uses a direct quote from a legal/policy expert to support a legal argument regarding the scope of government claims in conservatorship.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor 1 hit
102
The slide uses a press release to establish credibility and a quote to support the thesis that GSE exit is a viable, historical goal.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor 1 hit
34
The slide uses an authority citation to frame the villain (Fannie/Freddie) as exploitative.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor 1 hit
35
The slide uses a high-profile authority figure to validate the activist's critique of the target entities' business models.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor 1 hit
53
The slide uses a pull-quote to establish authority for the argument that insurance regulatory frameworks are more appropriate for GSEs.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Solution & Approach1 hit
56
Fannie Mae & Freddie Mac (FNMA / FMCC)Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Solution & Approach1 hit
61
The slide uses a direct analyst quote to validate the activist's proposed capital requirement.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Solution & Approach1 hit
71
The slide uses a direct quote from a ratings agency to preempt concerns about credit rating downgrades upon exiting conservatorship.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Solution & Approach1 hit
76
The slide uses a quote to validate the thesis that the government has been made whole on its investment.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Solution & Approach1 hit
100
The slide uses quotes from a legal brief to establish a precedent/argument against the government's actions.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor 1 hit
101
Fannie Mae & Freddie Mac (FNMA / FMCC)Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor 1 hit
102
The slide uses a quote from a former Treasury official to support the thesis that GSEs are preparing for exit from conservatorship.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor 1 hit