slides · global inventory
Comparison Frame
Framework collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 6,294
Current window 2,881-2,910
Pages 210
Rows per page 30
Framework
2,881-2,910 of 6,294
12
The slide uses a dual-axis comparison: historical commodity price charts (bottom) and peer production mix bar charts (top).Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Expose ContradictionLoop · Pattern Hunter1 hit
16
The slide uses negative percentages in parentheses to denote underperformance relative to peers.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 1 hit
20
The slide uses a CEO quote to frame the portfolio as a strength, which the activist then reframes as a weakness (over-diversification).Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 1 hit
25
The slide uses a contrast-pairs approach to highlight Hess's poor capital allocation relative to peers.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 1 hit
26
The slide uses two bar charts to show absolute value creation and relative value creation as a percentage of market cap, with Hess highlighted in green.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 1 hit
27
The slide uses a combination of a table for peer comparison and a bar chart for Hess's historical performance.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 1 hit
45
The slide uses a bar chart to compare Hess vs Peer Average tenure and a table to detail individual director attributes.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 1 hit
60
The slide uses negative percentages to highlight the magnitude of underperformance.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 1 hit
86
Uses a comparison frame to highlight the gap between constructive proposals and reactive management.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 1 hit
89
The slide uses a red dashed box to highlight specific incumbent directors and their potential conflicts of interest (e.g., 'Lead Independent Director AND Joint Executor of Hess Estate').Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 1 hit
98
The chart shows how NPV changes with capital cost fluctuations for two asset types.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 1 hit
99
Uses a comparison table to show valuation discrepancies and a Venn-style diagram to show analyst coverage overlap.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 1 hit
104
The slide uses a table to highlight that Hess has lower leverage and better yield metrics than peers, framing management's narrative as a contradiction.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 1 hit
109
The slide uses a peer group of 10 companies to validate credit rating stability.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 1 hit
20
The slide uses a waterfall-style chart to illustrate sensitivity, contrasting the high volatility of resource plays against the relative stability of offshore assets.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Mece Breakdown1 hit
21
Uses a matrix to compare valuation metrics and a Venn diagram to show analyst coverage overlap.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Mece Breakdown1 hit
22
Uses a comparison frame to show that the new director has the same problematic conflict as the former director.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
24
Uses a 'before-after' style comparison of completion designs to highlight cost inefficiencies.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
25
Uses a 'Reality' column to frame the data as a rebuttal to the CEO's quote.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
39
The slide uses a green border to highlight the Shareholder Nominees column, visually framing them as the preferred choice.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The StruggleLoop · Cost Of Inaction1 hit
40
The slide uses a green box to visually emphasize the shareholder nominees column.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The StruggleLoop · Cost Of Inaction1 hit
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 Inaction1 hit
53
The slide uses a 'like-for-like' argument to preemptively dismiss comparisons with other operators like Continental, Oasis, and Kodiak.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The StruggleLoop · Cost Of Inaction1 hit
05
The slide uses a 'villain' framing by highlighting consistent underperformance across all benchmarks.Juniper Networks (JNPR) · Elliott Management
Activist deck Activist investor Beat · Problem1 hit
06
The slide uses bar charts to visualize total return including dividends, emphasizing Juniper's consistently lower performance compared to benchmarks.Juniper Networks (JNPR) · Elliott Management
Activist deck Activist investor Beat · Problem1 hit
12
The slide uses two bar charts to benchmark Juniper against a set of peers, highlighting a specific 'Peer Avg' and calculating potential savings.Juniper Networks (JNPR) · Elliott Management
Activist deck Activist investor Beat · SolutionLoop · Golden Circle1 hit
13
The slide uses a Glassdoor report to frame Juniper's high compensation as a sign of inefficiency rather than a competitive advantage.Juniper Networks (JNPR) · Elliott Management
Activist deck Activist investor Beat · SolutionLoop · Golden Circle1 hit
16
Includes a pro-forma cash flow analysis to justify the dividend payment.Juniper Networks (JNPR) · Elliott Management
Activist deck Activist investor Beat · SolutionLoop · Golden Circle1 hit
17
The slide uses a bar chart for peer comparison and a line chart for historical trend analysis to justify a capital allocation argument.Juniper Networks (JNPR) · Elliott Management
Activist deck Activist investor Beat · SolutionLoop · Golden Circle1 hit
23
The slide uses a structured table to contrast Juniper's acquisition history with the subsequent market performance and competitor success.Juniper Networks (JNPR) · Elliott Management
Activist deck Activist investor 1 hit