slides · global inventory
05 The Reveal
Loop collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 1,002
Current window 871-900
Pages 34
Rows per page 30
Loop
871-900 of 1,002
15
Uses strong, emotive language ('death by a thousand cuts', 'wholly unfounded', 'value destruction') to frame management as the antagonist.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Loop · The Reveal1 hit
16
Uses a waterfall-style chart to illustrate capital loss.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Loop · The Reveal1 hit
17
Uses a combination of a bar chart for capex and a comparison of spend vs. valuation to highlight value destruction.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Loop · The Reveal1 hit
18
Uses a 'death by a thousand cuts' metaphor to describe management's divestment strategy.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Loop · The Reveal1 hit
19
The slide uses a red dashed box to highlight the specific claim being refuted (diversification benefits).BHP Billiton (BHP) · Elliott
Activist deck Activist investor Loop · The Reveal1 hit
20
Uses a rhetorical question as the primary action title to frame the contradiction.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Loop · The Reveal1 hit
21
Uses a CEO quote to set up a contradiction with market data.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Loop · The Reveal1 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
79
The slide uses a chronological list of negative analyst commentary to build a case for long-term underperformance.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Cite PrecedentLoop · The Reveal1 hit
80
The slide uses a series of pull-quotes to build a narrative of chronic underperformance and management failure over time.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
82
The slide uses a series of pull-quotes from various investment banks to establish a pattern of poor management judgment.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Cite PrecedentLoop · The Reveal1 hit
83
The slide uses historical analyst commentary to establish a long-term pattern of underperformance.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Cite PrecedentLoop · The Reveal1 hit
84
Hess Corporation (HES)Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Cite PrecedentLoop · The Reveal1 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
28
The chart uses a bridge format to show incremental value creation steps.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Solution (Provide relief)Loop · The Reveal1 hit
29
Includes a highlighted 'Illustrative Case' column.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Solution (Provide relief)Loop · The Reveal1 hit
30
The slide compares EPS and voting dilution across 2018-2020 projections.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Solution (Provide relief)Loop · The Reveal1 hit
31
Includes a historical reference to a 2017 CEO statement regarding the valuation range.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Solution (Provide relief)Loop · The Reveal1 hit
32
The slide uses a waterfall bridge to reconcile Equity Value to Enterprise Value and then subtracts specific assets to arrive at the Stub value.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Solution (Provide relief)Loop · The Reveal1 hit
33
The slide uses a 'Status-quo' to 'Separation' to 'Rerating' bridge to justify the €7bn value creation claim.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Solution (Provide relief)Loop · The Reveal1 hit
02
The slide uses negative testimonials to frame the CEO as incompetent and distracted.LivePerson, Inc. (LPSN) · Peter Feld
Shareholder letter Activist investor Beat · The MonsterLoop · The Reveal1 hit
03
The slide uses a grid of headshots to visualize the high churn rate of CFOs, Heads of Technology, and Heads of Sales.LivePerson, Inc. (LPSN) · Peter Feld
Shareholder letter Activist investor Beat · The StruggleLoop · The Reveal1 hit
04
Uses Glassdoor reviews to contrast company claims with employee sentiment.LivePerson, Inc. (LPSN) · Peter Feld
Shareholder letter Activist investor Beat · The StruggleLoop · The Reveal1 hit
05
This is a text-heavy page from a shareholder letter, likely an activist investor campaign document.LivePerson, Inc. (LPSN) · Peter Feld
Shareholder letter Activist investor Loop · The Reveal1 hit
44
The slide uses a timeline of product launches and a bar chart of market share to illustrate the failure of P&G's management of the Gillette brand.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · The Reveal1 hit
45
The Procter & Gamble Company (PG)The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · The Reveal1 hit
46
The Procter & Gamble Company (PG)The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · The Reveal1 hit
47
The Procter & Gamble Company (PG)The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · The Reveal1 hit