Elliott · activist-deck
Telecom Italia SpA (TIM) (TIT.MI)
40 pages · 3 arc beats · 0 loops
Telecom Italia SpA (TIM) (TIT.MI)
Elliott · 2019-03 arc beats above · slides in the middle · loops below · scroll → 0 LOOPS
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Deck intelligence map
3 coverage by narrative range · generated from this deck JSON
Narrative range 35 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Problem 5 slides 100% 5/5 slides 100% 5/5 slides · 44 hits — 0/5 slides
80% 4/5 slides · 6 hits 100% 5/5 slides 100% 5/5 slides — 0/5 slides
Agitate 11 slides 100% 11/11 slides 100% 11/11 slides · 84 hits — 0/11 slides
27.3% 3/11 slides 90.9% 10/11 slides 100% 11/11 slides — 0/11 slides
Solution 19 slides 100% 19/19 slides 100% 19/19 slides · 121 hits — 0/19 slides
— 0/19 slides
84.2% 16/19 slides 100% 19/19 slides — 0/19 slides
Slide inventory
40 every slide · same image gating as the playbook
05
The slide uses a narrative structure to frame the current board as the 'hero' and Vivendi as the 'villain'.frame_situation
Open slide detailBeat · Problem
06
The slide uses historical voting data to validate the activist's current position.cite_precedent
Open slide detailBeat · Problem
07
Uses a before/after framing to justify a board action.expose_contradiction
Open slide detailBeat · Problem
08
The slide uses a timeline-like callout structure on the bottom left to anchor the quotes to specific events (13 days after 2018 AGM and threats leading to Marchname_villain
Open slide detailBeat · Problem
09
The chart highlights a -54% drop during the Vivendi control period.expose_contradiction
Open slide detailBeat · Problem
10
Uses a two-column layout to categorize criticisms into 'Not Aligned' and 'Unsupportable'.name_villain
Open slide detailBeat · Agitate
11
Uses a green/red contrast to frame the choice between stability and value destruction.compare_peers
Open slide detailBeat · Agitate
13
The slide uses a combination of organizational structure and external quotes to frame the CEO's actions as self-serving.name_villain
Open slide detailBeat · Agitate
14
Uses an org chart to highlight TIM's position and a list of divested logos to establish the pattern of divestment.expose_contradiction
Open slide detailBeat · Agitate
15
Uses a two-column layout to contrast strategic asset value vs. profit extraction motives.expose_contradiction
Open slide detailBeat · Agitate
16
The slide uses a bar chart to illustrate a ~6x incentive discrepancy, framing Bolloré's actions as a governance risk.expose_contradiction
Open slide detailBeat · Agitate
17
The slide uses a combination of qualitative arguments and quantitative impact metrics to frame Vivendi's actions as value-destructive.expose_contradiction
Open slide detailBeat · Agitate
18
Includes a timeline-style diagram showing Genish's career path between Vivendi, GVT, Vivo, and TIM.name_villain
Open slide detailBeat · Agitate
19
Uses a line chart with annotated callouts to map specific events to share price movements.expose_contradiction
Open slide detailBeat · Agitate
20
The slide uses a 'quote-rebuttal' structure to frame Vivendi's arguments as spurious or contradictory.expose_contradiction
Open slide detailBeat · Agitate
21
Uses a 3-column comparison table to contrast 'Value creation ideas', 'Today' (TIM's status), 'Vivendi's Presentation' (claims), and 'In Reality' (contradictionsexpose_contradiction
Open slide detailBeat · Solution
22
The slide uses a table to systematically discredit the proposed slate by linking nominees to Bolloré's business interests and past regulatory issues.introduce_nominees
Open slide detailBeat · Solution
23
The chart uses a purple line to represent the stock performance, ending with a red callout bubble indicating the -54% figure.expose_contradiction
Open slide detailBeat · Solution
25
The slide uses a quote from MSCI ESG Research to frame the critique of corporate governance.name_villain
Open slide detailBeat · Solution
26
Uses a table to contrast governance issues with negative track record points.name_villain
Open slide detailBeat · Solution
27
The slide uses a dual-area chart to contrast the improvement in TIM's governance against the decline in Vivendi's shareholder rights.expose_contradiction
Open slide detailBeat · Solution
28
The slide uses a matrix to visualize board interlocks and family control.expose_contradiction
Open slide detailBeat · Solution
29
The slide uses quotes to frame the company as a 'family fiefdom' rather than a standard public corporation.expose_contradiction
Open slide detailBeat · Solution
30
The slide uses a combination of historical context, media quotes, and visual data (bar chart and line chart) to build a case against the board's governance.expose_contradiction
Open slide detailBeat · Solution
31
Uses external media and analyst quotes to frame the governance issue as an exploitation of minority interests.expose_contradiction
Open slide detailBeat · Solution
32
The slide uses a three-column layout to present specific governance failures at Bolloré, Vivendi, Havas, and TIM.name_villain
Open slide detailBeat · Solution
33
Includes a complex organizational chart diagram from a Muddy Waters report.expose_contradiction
Open slide detailBeat · Solution
34
The slide uses a list-based structure to detail specific legal and regulatory failures.expose_contradiction
Open slide detailBeat · Solution
35
Uses news clippings as evidence of legal indictments.expose_contradiction
Open slide detailBeat · Solution
36
The slide uses a specific case study (SOCFIN/Hubert Fabri) to frame Bolloré's governance and ethical failures.name_villain
Open slide detailBeat · Solution
37
The slide uses a list-based structure to document specific instances of alleged corporate misconduct.expose_contradiction
Open slide detailBeat · Solution
39
Uses a green/red color coding to frame the choice as a binary good vs. bad decision.compare_peers
Open slide detailBeat · Solution