Matching slides 42,035
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62
Slide 62 from an activist investor deck (likely Pershing Square).Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Action1 hit
64
Includes a callout box at the bottom summarizing the investment thesis.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Action1 hit
65
The slide uses a structured list format to present four key pillars of the investment thesis.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Action1 hit
67
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Action1 hit
69
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Action1 hit
72
This is a classic activist investor thesis slide summarizing the investment case for Hertz.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Action1 hit
75
The slide uses a before-after structure to contrast the successful turnaround period (2016-2024) with recent management changes and performance struggles.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Action1 hit
77
This slide serves as a retrospective case study of a successful activist investment.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Action1 hit
79
Slide 79 of an activist investor deck, detailing post-mortem analysis of exited positions.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Action1 hit
14
This is page 14 of a shareholder letter, likely from an activist investor (Elliott Management) targeting Cognizant.Cognizant Technology Solutions (CTSH) · Jesse Cohn
Shareholder letter Activist investor Beat · Solution (Provide relief)Loop · Hypothesis Test1 hit
06
The slide uses a numbered list to structure the core arguments against the current management proposal.American Capital, Ltd. (ACAS) · Elliott
Activist deck Activist investor Beat · Need1 hit
07
The slide uses a table-like structure to categorize the different pillars of their due diligence process.American Capital, Ltd. (ACAS) · Elliott
Activist deck Activist investor Beat · Need1 hit
09
Slide 8 of an activist investor deck.American Capital, Ltd. (ACAS) · Elliott
Activist deck Activist investor Beat · Need1 hit
23
Bank of East Asia, Limited (0023.HK)Bank of East Asia, Limited (0023.HK) · Elliott
Activist deck Activist investor Beat · SolutionLoop · Before After1 hit
118
Hess Corporation (HES)Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · SolutionLoop · Golden Circle1 hit
119
Hess Corporation (HES)Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · SolutionLoop · Golden Circle1 hit
122
The slide references Anadarko, likely a legacy slide from a previous company or context.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · SolutionLoop · Golden Circle1 hit
123
Hess Corporation (HES)Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · SolutionLoop · Golden Circle1 hit
126
Hess Corporation (HES)Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · SolutionLoop · Golden Circle1 hit
130
The quote emphasizes evaluating assets based on core strengths and potential value to others.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · SolutionLoop · Golden Circle1 hit
131
Hess Corporation (HES)Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · SolutionLoop · Golden Circle1 hit
135
Hess Corporation (HES)Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · SolutionLoop · Golden Circle1 hit
04
Includes specific references to W.D. Von Gonten study and specific financial loss estimates.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Golden Circle1 hit
05
The slide uses a classic activist investor structure: market performance, management critique, board accountability, and a proposed path to value.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The Call1 hit
34
Hess Corporation (HES)Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The StruggleLoop · Cost Of Inaction1 hit
03
Iron Mountain Incorporated (IRM)Iron Mountain Incorporated (IRM) · Elliott
Activist deck Activist investor Beat · Situation & Context1 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
07
Samsung Electronics Co., Ltd. (005930.KS)Samsung Electronics Co., Ltd. (005930.KS) · Elliott Management
Activist deck Activist investor Loop · Logic Chain1 hit
08
Includes a line chart for market share and a bar chart for operating margins with an added trend arrow.Samsung Electronics Co., Ltd. (005930.KS) · Elliott Management
Activist deck Activist investor Loop · Logic Chain1 hit
09
Samsung Electronics Co., Ltd. (005930.KS)Samsung Electronics Co., Ltd. (005930.KS) · Elliott Management
Activist deck Activist investor Loop · Logic Chain1 hit