slides · global inventory
Breakup Spinoff
Framework collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 329
Current window 181-210
Pages 11
Rows per page 30
Framework
181-210 of 329
31
Slide 30 of an activist deck, likely part of a thesis presentation.Pershing Square Portfolio (multiple positions) · Pershing Square
Activist deck Activist investor Beat · Rising Success1 hit
43
The slide uses a structured list format to highlight operational success, valuation gap, and corporate strategy.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Loop · Before After1 hit
47
The slide highlights operational strength, corporate restructuring (spin-off), and activist investor confidence.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor 1 hit
10
This is a classic activist investor 'problem statement' slide, framing the company's current state as a failure to reach potential.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
32
Page number 31.Corrections Corporation of America (CXW) · William Ackman
Conference presentation Activist investor Beat · Ultimate Achievement1 hit
03
This slide outlines a three-pillar activist proposal for BHP.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Situation & Context1 hit
07
The slide uses the South32 demerger as a precedent to advocate for the demerger of BHP's US petroleum business.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Problem & Complication1 hit
14
Includes a structural diagram comparing current vs. proposed state, a bar chart showing asset/profit splits, and a line chart showing historical price discounts.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Solution & Approach1 hit
20
BHP Billiton (BHP)BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Solution & Approach1 hit
97
The slide uses a 'before-after' framework to argue for corporate restructuring (spinoffs/divestitures).Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 1 hit
11
Hess Corporation (HES)Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
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)1 hit
24
The chart shows a bridge from current value ($49.85) to pro forma value ($126.24) through specific corporate actions.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
25
Includes a map of US oil/liquids plays and a valuation bridge for the proposed spinoff.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
27
Includes precedent transactions for midstream and downstream divestitures.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
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 Inaction1 hit
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 Inaction1 hit
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 Inaction1 hit
22
The slide details a specific financial engineering proposal to address treasury share value.Samsung Electronics Co., Ltd. (005930.KS) · Elliott Management
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Logic Chain1 hit
29
The diagram shows the Lee Family and other investors' stakes in the new entities, and the relationship between the Holdco and its subsidiaries.Samsung Electronics Co., Ltd. (005930.KS) · Elliott Management
Activist deck Activist investor 1 hit
06
The slide uses a structured list format to present three core pillars of the investment case.Fortune Brands Home & Security (FBHS) · William Ackman
Conference presentation Activist investor 1 hit
25
The slide uses a comparison frame to show the post-split structure of the company.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor Beat · SolutionLoop · Mece Breakdown1 hit
15
Target Corporation (TGT)Target Corporation (TGT) · William Ackman
Activist deck Activist investor 1 hit
18
Uses a before-after framework to illustrate a corporate restructuring/spin-off.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 1 hit
19
The slide uses a Q&A format to frame the solution.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 1 hit
21
Target Corporation (TGT)Target Corporation (TGT) · William Ackman
Activist deck Activist investor 1 hit
22
The slide uses a process flow diagram to illustrate a corporate restructuring/spin-off strategy.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 1 hit
23
The slide uses a process flow diagram to illustrate corporate restructuring steps.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 1 hit
55
Uses a waterfall-bridge style chart to illustrate value creation from $40 to $83.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 1 hit
77
The slide uses a stacked bar to illustrate that the $38 valuation is a conservative subset of the total $70 value.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 1 hit