slides · global inventory
Expose Contradiction
Slide function collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 14,162
Current window 11,911-11,940
Pages 473
Rows per page 30
Slide function
11,911-11,940 of 14,162
27
Uses a combination of a table of quotes and a visual timeline to contrast predictions vs reality.BMC Software (BMC) · Elliott Management
Activist deck Activist investor Beat · Expose Contradiction1 hit
29
Uses a chronological sequence of quotes to demonstrate management's denial and subsequent admission of failure regarding SaaS.BMC Software (BMC) · Elliott Management
Activist deck Activist investor Beat · Expose Contradiction1 hit
31
Uses a comparison of revenue growth composition and operating margins to highlight poor performance.BMC Software (BMC) · Elliott Management
Activist deck Activist investor Beat · Expose Contradiction1 hit
35
The chart uses a bridge-like structure to isolate 'Implied Organic Growth' as a small residual value.BMC Software (BMC) · Elliott Management
Activist deck Activist investor Loop · Cost Of Inaction1 hit
12
The slide uses a combination of bar charts and a detailed table to build a case against the current board composition.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
13
Uses ISS quote and historical voting data to build a case for board accountability.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
14
The chart highlights Hess (HES) as an outlier with high compensation and negative 5-year total return.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Agitate (Make it worse)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 contrast-pairs framework to highlight the gap between management's vision and market perception.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Mece Breakdown1 hit
34
Uses a contrast-pairs framework to highlight management incompetence.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
35
The slide uses a 'villain' framing for ZaZa Energy and highlights specific financial losses to demonstrate management incompetence.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
41
Uses a series of quotes to establish a pattern of broken promises, followed by a bar chart to provide empirical evidence of the contradiction.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
42
Uses direct quotes from executives to contrast stated intent with subsequent actions.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
06
Uses a combination of a stock price line chart and a performance table to highlight management's failure to deliver value.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The Monster1 hit
07
Uses a 'X' icon to visually reinforce the failure of accountability.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The Monster1 hit
08
Uses a timeline-based framework to highlight the gap between management promises and actual financial results.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The Monster1 hit
09
Uses a three-column structure to systematically debunk management claims.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The Monster1 hit
10
The slide uses a 'villain' framing by questioning John Hess's personal voting behavior against his own board's recommendation.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
12
Uses a contrast-pairs framework to highlight the difference between the two groups of nominees.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
17
The slide uses a list of bullet points to systematically dismantle the credibility of the board's recent communications.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
18
Uses a line chart with a trend line to highlight the discrepancy between management's narrative and historical performance.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
19
Uses a timeline framework to contrast management quotes against their own shifting definitions of the restructuring timeline.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
20
Uses a before-and-after framing to highlight management inconsistency.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
21
Uses a contrast-pairs framework to highlight the conflict between management's narrative and the activist's critique.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 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
23
Uses a combination of charts and callouts to highlight poor performance metrics (stock price, well costs, exploration value) and lack of board independence.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
26
Uses a contrast-pair structure to highlight poor capital allocation by Hess compared to industry peers.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit