Matching slides 9,820
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4,321-4,350 of 9,820

filter-aware
12
The slide uses red bars to highlight the target company (American Capital) against grey bars for market benchmarks.American Capital, Ltd. (ACAS) · Elliott
Activist deck Activist investor Beat · AgitateLoop · Iceberg1 hit
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
13
The slide uses a combination of a bar chart for acreage and an area/line chart for stock performance to argue that Hess is undervalued relative to its assets.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Expose ContradictionLoop · Pattern Hunter1 hit
14
The slide highlights peer group manipulation (churn) to mask poor performance.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
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
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
139
The slide uses pie charts to show percentage of nominees with specific experience and bar charts for director counts.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · SolutionLoop · Golden Circle1 hit
153
The slide uses a table to justify the selection of peer companies for benchmarking purposes.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 1 hit
154
The table compares performance as of two specific dates: 11/28/12 and 1/25/13.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 1 hit
155
The slide uses a 'cherry-picking' narrative to frame the company's peer selection process as manipulative yet ineffective.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 1 hit
156
The slide argues that Large Cap Independents are the most appropriate peer group for Hess based on market cap and E&P revenue metrics.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 1 hit
157
The slide uses a combination of a table for production mix and an area chart for commodity price trends to argue for Hess's relative insulation from gas price volatility.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 1 hit
158
The slide uses a table to argue that Hess's integration profile is more aligned with independent peers than the integrated supermajors.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 1 hit
160
The slide uses a structured table to justify the selection of peer groups for valuation or operational comparison.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 1 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
07
The chart highlights a 69.4% underperformance gap between the NASDAQ and Riverbed.Riverbed Technology, Inc. (RVBD) · Elliott
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Benchmark Gap1 hit
11
Includes detailed footnotes regarding methodology and data sources.Riverbed Technology, Inc. (RVBD) · Elliott
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Benchmark Gap1 hit
12
The slide highlights that Riverbed's valuation at $21/share is premium relative to the peer median.Riverbed Technology, Inc. (RVBD) · Elliott
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Benchmark Gap1 hit
13
The slide uses a red dashed box to highlight the TEV/EBITDA multiples for comparison.Riverbed Technology, Inc. (RVBD) · Elliott
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
14
The table highlights that the Elliott offer's premiums (42.9%, 45.2%, 40.9%, 37.6%) are consistently higher than the median premiums of the selected peer transactions.Riverbed Technology, Inc. (RVBD) · Elliott
Activist deck Activist investor Beat · Solution (Provide relief)1 hit