Matching slides 3,962
Current window 541-570
Pages 133
Rows per page 30
Slide function: Propose Solutionclear collectionreset all

Slide function

541-570 of 3,962

filter-aware
11
The slide uses a hierarchical list structure to detail specific actions taken under each strategic pillar.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · SolutionLoop · Logic Chain1 hit
18
The slide details the transition of HHH into a holding company managed by Pershing Square leadership.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · SolutionLoop · Before After1 hit
11
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Need1 hit
56
The slide uses a callout box at the bottom to emphasize the potential valuation of the taxpayer asset.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Action1 hit
34
American Capital, Ltd. (ACAS)American Capital, Ltd. (ACAS) · Elliott
Activist deck Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
47
This is a classic activist investor 'thesis' slide, outlining the 'why' (unlocked value) and the 'how' (new board members + strategic review).BMC Software (BMC) · Elliott Management
Activist deck Activist investor Beat · Thesis Headline1 hit
61
Uses a waterfall-bridge chart to visualize margin expansion.BMC Software (BMC) · Elliott Management
Activist deck Activist investor Beat · Propose Solution1 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
08
Uses a causal chain/logic flow structure to justify activist demands.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
15
Uses a before-after-bridge framework to show the transformation of business units into independent entities with associated TEV valuations.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 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
19
Iron Mountain Incorporated (IRM)Iron Mountain Incorporated (IRM) · Elliott
Activist deck Activist investor Beat · Solution & Approach1 hit
23
Includes a stacked bar chart representing the $5.47 opportunity and a table detailing mid and high-case savings.Iron Mountain Incorporated (IRM) · Elliott
Activist deck Activist investor Beat · Solution & Approach1 hit
31
Iron Mountain Incorporated (IRM)Iron Mountain Incorporated (IRM) · Elliott
Activist deck Activist investor Beat · Solution & Approach1 hit
36
The slide uses a 'problem-solution' structure to critique current compensation metrics.Iron Mountain Incorporated (IRM) · Elliott
Activist deck Activist investor Beat · Solution & Approach1 hit
44
Includes a red arrow annotation indicating the upward trend in costs.Iron Mountain Incorporated (IRM) · Elliott
Activist deck Activist investor Loop · Before After1 hit
11
Includes a sensitivity table mapping 2014E Run-Rate Opex Decrease against 2015E P/E multiples to show stock price appreciation.Juniper Networks (JNPR) · Elliott Management
Activist deck Activist investor Beat · SolutionLoop · Golden Circle1 hit
14
Includes detailed footnotes regarding financing assumptions and valuation methodology.Juniper Networks (JNPR) · Elliott Management
Activist deck Activist investor Beat · SolutionLoop · Golden Circle1 hit
15
The slide uses checkmarks to highlight specific recommended actions (Open Market Repurchases, Recurring Dividend, Consistent Buybacks).Juniper Networks (JNPR) · Elliott Management
Activist deck Activist investor Beat · SolutionLoop · Golden Circle1 hit
05
This slide outlines the core activist thesis for Samsung Electronics, focusing on structural and capital allocation changes.Samsung Electronics Co., Ltd. (005930.KS) · Elliott Management
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Logic Chain1 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
24
Samsung Electronics Co., Ltd. (005930.KS)Samsung Electronics Co., Ltd. (005930.KS) · Elliott Management
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Logic Chain1 hit
25
Samsung Electronics Co., Ltd. (005930.KS)Samsung Electronics Co., Ltd. (005930.KS) · Elliott Management
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Logic Chain1 hit
82
Includes specific details on non-cumulative dividend terms and conversion assumptions for IPO modeling.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Solution & Approach1 hit
84
The slide uses a clear, bulleted list to justify a specific sequencing strategy for privatization.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor 1 hit
04
Includes a footnote regarding the unaffected price date.Howard Hughes Holdings Inc. (HHH) · William Ackman
Activist deck Activist investor Beat · Situation & Context1 hit
34
Howard Hughes Holdings Inc. (HHH)Howard Hughes Holdings Inc. (HHH) · William Ackman
Activist deck Activist investor 1 hit