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The slide justifies a specific financial instrument strategy (derivatives) as a way to maintain exposure while freeing up capital and avoiding 13-F disclosure.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · ProductLoop · Mece Breakdown1 hit
08
The slide highlights PSH's performance relative to benchmarks and notes the narrowing discount to NAV.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Need1 hit
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
22
The slide uses a background graphic of upward-pointing arrows to visually reinforce the 'support' and 'value creation' theme.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 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
272
Arconic Inc. (ARNC)Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
296
The slide uses a numbered list format (point 4) to outline a strategic shift.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
22
The chart uses color coding to group shareholders into categories (Independent, Current Sellers, and others).Bank of East Asia, Limited (0023.HK) · Elliott
Activist deck Activist investor Beat · SolutionLoop · Before After1 hit
120
The slide uses a vertical list format to highlight individual nominees and their value propositions.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · SolutionLoop · Golden Circle1 hit
144
Hess Corporation (HES)Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · SolutionLoop · Golden Circle1 hit
05
Hyundai Motor GroupHyundai Motor Group · Elliott
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
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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
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
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Samsung Electronics Co., Ltd. (005930.KS)Samsung Electronics Co., Ltd. (005930.KS) · Elliott Management
Activist deck Activist investor Loop · Logic Chain1 hit
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Samsung Electronics Co., Ltd. (005930.KS)Samsung Electronics Co., Ltd. (005930.KS) · Elliott Management
Activist deck Activist investor Loop · Logic Chain1 hit
04
This is a standard firm profile slide often found in activist investor decks.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor 1 hit
03
This is a text-heavy page serving as an introduction/executive summary for an activist investor presentation.Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor 1 hit
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This is a standard 'About Us' slide for an activist investor deck, establishing credibility and scale.Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor 1 hit
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The slide uses a 'staircase' or 'progressive disclosure' layout to present the three pillars of the activist campaign.Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor Loop · Logic Chain1 hit
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The slide uses a yellow border to highlight the quote, with specific emphasis underlined in the text.Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor 1 hit
64
This is a press release document serving as the cover/summary for an activist campaign.Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor 1 hit
75
This is a text-heavy slide outlining the rationale for board reconstitution.Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor 1 hit
05
This is a screenshot of a digital platform, not a traditional slide.Southwest Airlines (LUV) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Surface Observation1 hit
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This is a landing page for a campaign website, not a traditional slide deck page.Southwest Airlines (LUV) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Resolution1 hit
05
The slide establishes credibility by detailing the depth of research and external expert engagement.The Goodyear Tire & Rubber Company (GT) · Elliott
Activist deck Activist investor 1 hit
31
The slide uses a mix of bullet points and nested sub-bullets to detail specific Pershing Square vehicles (PSH, PSTH, SPARC).Howard Hughes Holdings Inc. (HHH) · William Ackman
Activist deck Activist investor 1 hit
03
Includes a bar chart comparing TSR performance before and after Elliott's involvement.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
03
Sampo Oyj (SAMPO)Sampo Oyj (SAMPO) · Elliott
Activist deck Activist investor 1 hit
14
The slide uses a causal chain logic (Concentration + Distribution Resistance = Low COR) to justify the thesis.Sampo Oyj (SAMPO) · Elliott
Activist deck Activist investor 1 hit
04
This is a standard firm profile slide used in activist investor decks to establish credibility.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor 1 hit