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Preempt Rebuttal
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Matching slides 1,189
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Slide function
841-870 of 1,189
71
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor 1 hit
64
Uses a numbered list to frame the argument for why 2013 is the correct starting point for performance evaluation.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
104
Uses a visual comparison to draw a parallel between a historical corporate failure and the current target company's situation.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
181
The slide uses a quote to preemptively address and dismiss concerns about market share erosion.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
301
The slide uses a table-like structure to present acquisition targets and their strategic rationale.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
310
Uses a vertical timeline-style connector to group objections and rebuttals.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
317
Uses a vertical timeline-style connector to group the objections.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
320
Uses a vertical timeline-style connector to group the objections.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
325
Uses a vertical timeline-style connector to group objections.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
331
Uses testimonials and external reports to frame management's potential Q1 success as artificial.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
17
The slide uses a structured 'preempt_rebuttal' framework to address investor concerns regarding the BHP unification.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Solution & Approach1 hit
91
The slide is designed to frame the company's actions as proactive rather than reactive to activist pressure.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 1 hit
105
Includes a table of Bakken Standalone financials (2013-2017) and a waterfall chart showing Bakken Free Cash Flow and Sources of Cash.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 1 hit
148
This slide uses a simple 'If-Then' logical structure to explain a compensation mechanism.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 1 hit
16
Hyundai Motor GroupHyundai Motor Group · Elliott
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Before After1 hit
26
The slide uses a table to quantify potential EBITDA impacts of a corporate separation, countering management's claims of integration benefits.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor Beat · Solution1 hit
37
Uses a table to categorize access models and a map/chart combo to illustrate a successful third-party contracting strategy.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor Beat · Solution1 hit
09
The slide uses a vertical arrow on the left to indicate that the listed analyst reports address Elliott's offer.Riverbed Technology, Inc. (RVBD) · Elliott
Activist deck Activist investor Loop · Benchmark Gap1 hit
34
Uses a 'preempt_rebuttal' structure to address a specific counter-argument against the activist's proposal.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
57
The slide uses a financial model to demonstrate the impact of capital requirements on mortgage pricing and capital efficiency.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Solution & Approach1 hit
68
Fannie Mae & Freddie Mac (FNMA / FMCC)Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Solution & Approach1 hit
70
Uses a stacked bar chart to compare historical losses against the proposed capital buffer.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Solution & Approach1 hit
91
The slide uses a green callout box to highlight a specific investor concern/objection.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor 1 hit
98
Fannie Mae & Freddie Mac (FNMA / FMCC)Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor 1 hit
12
The slide uses a funnel-like narrative to show the lack of interest from 284 investors down to zero formal offers.Howard Hughes Holdings Inc. (HHH) · William Ackman
Activist deck Activist investor Beat · Evidence & Proof1 hit
35
Addresses a potential critique regarding compensation structure.Howard Hughes Holdings Inc. (HHH) · William Ackman
Activist deck Activist investor 1 hit
43
The slide uses a table to break down fee attribution by shareholder group, highlighting that only 52% of fees are truly incremental.Howard Hughes Holdings Inc. (HHH) · William Ackman
Activist deck Activist investor 1 hit
48
The slide uses a contrast-based argument to invalidate a common valuation metric.Howard Hughes Holdings Inc. (HHH) · William Ackman
Activist deck Activist investor 1 hit
50
The slide uses a 'preempt_rebuttal' structure to argue that the company has no viable alternatives if the activist's proposal is rejected.Howard Hughes Holdings Inc. (HHH) · William Ackman
Activist deck Activist investor 1 hit
05
The slide uses a structured argument format to systematically dismantle the bear case regarding AVs.Uber Technologies (UBER) · Pershing Square
Activist deck Activist investor Beat · Action1 hit