Matching slides 26,550
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12,181-12,210 of 26,550

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The slide uses a waterfall-like logic to bridge 2017 estimates to pro-forma figures.Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · Solution1 hit
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Marathon Petroleum Corporation (MPC)Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · Solution1 hit
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Includes a callout box critiquing Marathon's stated profitability metrics.Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · Solution1 hit
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Uses red/blue color coding to distinguish Marathon (red) from peers (blue) and indicate retail ownership status.Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · Solution1 hit
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The slide uses a comparison frame to argue that Marathon is not operating more efficiently than its peers regarding inventory management.Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · Solution1 hit
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The chart highlights Speedway in red to distinguish it from the blue-colored peer group.Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · Solution1 hit
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Marathon Petroleum Corporation (MPC)Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · Solution1 hit
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Uses a stacked bar chart to contrast purchase multiples vs. fully synergized multiples against the valuation benchmarks of Speedway and Marathon.Marathon Petroleum Corporation (MPC) · Elliott Management
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Includes a specific EBITDA opportunity calculation based on closing 50% of the margin delta.Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · Solution1 hit
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Includes two expert quotes supporting the thesis that third-party operators increase utilization.Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · Solution1 hit
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The slide uses expert quotes to frame the problem of current low utilization and provides a financial impact estimate at the bottom.Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · Solution1 hit
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Marathon Petroleum Corporation (MPC)Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · Solution1 hit
42
Uses a classic 'Management vs. Activist' rebuttal framework.Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · Solution1 hit
43
The slide uses a 'before-after' style comparison to argue against corporate integration, framing it as a cost to shareholders.Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · Solution1 hit
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Uses a before-after comparison to show value creation through corporate separation.Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · Solution1 hit
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Includes a comparative table of refinery utilization and EBITDA per barrel, plus a case study of the Valero/CST spin-off.Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · Solution1 hit
46
Includes a small inset table at the top right referencing a previous slide's argument.Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · Solution1 hit
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Includes a small inset image of a table from a previous slide (Elliott Perspectives on Management Commentary) to highlight the specific point being rebutted.Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · Solution1 hit
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Includes a thumbnail of a previous slide (likely a table) in the top right corner.Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · Solution1 hit
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Marathon Petroleum Corporation (MPC)Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · Solution1 hit
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Marathon Petroleum Corporation (MPC)Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · Solution1 hit
02
The slide uses a strong visual callout to emphasize the primary recommendation.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor Beat · Problem Identification1 hit
03
Slide 3 of the deck.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor Beat · Problem Identification1 hit
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The slide uses a grid layout to list six categories of professional advisors engaged by the activist.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor Beat · Problem Identification1 hit
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The slide uses a waterfall-style bridge to compare the TOB price against book value and NAV.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor Beat · Problem Identification1 hit
06
The slide uses a process diagram for the timeline and an area chart for the value increase.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor Beat · Agitation1 hit
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The slide uses a red-background callout box to emphasize the negative impact of the deal.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor Beat · Agitation1 hit
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The slide uses a structured grid to categorize business units and their respective financial contributions.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor Beat · Agitation1 hit
09
Includes a stacked bar chart showing market share by OEM from CY19-CY24 and a list of key competitive advantages.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor Beat · Agitation1 hit
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The slide uses a custom 2x2-style bubble chart to segment the competitive landscape.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor Beat · Agitation1 hit