anlak storytelling
All kinds
Document kinds
Loading document kinds...

Primary corpus lens for browsing and insights. Selection lives in the URL.

All formats
Orientation
Loading formats...

Landscape, portrait, square, or unknown document geometry.

Unlock
slides · global inventory

Development

Beat collection for the active corpus filters, with each row opening the slide detail view.

Search Insights JSON Unlock
Matching slides 11,188
Current window 6,991-7,020
Pages 373
Rows per page 30
Beat: Developmentclear collectionreset all
18 30 60

Beat

6,991-7,020 of 11,188

filter-aware
11
Crown Castle International Corp. (CCI)Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · AgitateLoop · Before After1 hit
12
The slide uses the 'BBE' (Best Business Ever) acronym to frame the investment thesis.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · AgitateLoop · Before After1 hit
13
The slide uses a combination of stacked bar charts and a dot plot to argue for the superiority of Crown Castle's asset base.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · AgitateLoop · Before After1 hit
14
The slide uses a purple overlay on a photo of a cell tower to emphasize the quote.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · AgitateLoop · Before After1 hit
15
Includes a quote from MoffettNathanson and data comparing the 'Big Three' tower companies to the S&P 500.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · AgitateLoop · Before After1 hit
16
The chart shows the consolidation and growth of the 'Big Three' tower companies (Crown Castle, American Tower, SBA) from 2006 to 2019.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · AgitateLoop · Before After1 hit
17
The slide uses two bar charts to show annual and cumulative cash generation metrics.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · AgitateLoop · Before After1 hit
18
The slide uses donut charts to show the shift in revenue mix for three major tower companies.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · AgitateLoop · Before After1 hit
19
Uses a waterfall-style logic to show cumulative investment vs EBITDA growth yield.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
20
The slide uses a quote to highlight a strategic pivot or contradiction regarding the company's business focus.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
17
Uses a combination of bar charts and analyst quotes to build a case against management's narrative.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
18
Uses a three-part logical flow: business mix, headline valuation, and implied refining valuation.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
19
Uses Elliott Management's historical engagement as a marker for valuation shifts.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
20
Includes analyst quotes from Goldman Sachs and Morgan Stanley to support the thesis.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
02
This is a continuation of a list of questions (starts at item 2, sub-item 2).Unizo Holdings Company (3258.T) · Elliott Advisors
Shareholder letter Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
17
Uses a numbered list format to highlight specific performance failures.The Goodyear Tire & Rubber Company (GT) · Elliott
Activist deck Activist investor Beat · Problem1 hit
18
The slide includes a critique of Goodyear's peer group selection methodology, suggesting manipulation by removing high-performing peers and adding low-performing ones.The Goodyear Tire & Rubber Company (GT) · Elliott
Activist deck Activist investor Beat · Problem1 hit
19
Uses a combination of bar charts and a waterfall-style gap chart to illustrate underperformance.The Goodyear Tire & Rubber Company (GT) · Elliott
Activist deck Activist investor Beat · Problem1 hit
20
The slide uses a combination of a horizontal bar chart for margin/SG&A changes and a line chart for indexed advertising costs to highlight operational inefficiency.The Goodyear Tire & Rubber Company (GT) · Elliott
Activist deck Activist investor Beat · Problem1 hit
21
The slide uses a trend line to show the expected correlation between awareness and price, with Goodyear circled to emphasize its deviation from the trend.The Goodyear Tire & Rubber Company (GT) · Elliott
Activist deck Activist investor Beat · Problem1 hit
22
Uses a two-column comparison structure to contrast historical context with the specific failures of the TireHub initiative.The Goodyear Tire & Rubber Company (GT) · Elliott
Activist deck Activist investor Beat · Problem1 hit
23
The slide uses a quote to preemptively challenge management's strategic narrative regarding distribution control.The Goodyear Tire & Rubber Company (GT) · Elliott
Activist deck Activist investor Beat · Problem1 hit
24
The slide uses a line chart to show the divergence of ASPs and a grouped bar chart to show peer performance.The Goodyear Tire & Rubber Company (GT) · Elliott
Activist deck Activist investor Beat · Problem1 hit
25
Includes a quote from a former employee to support the critique.The Goodyear Tire & Rubber Company (GT) · Elliott
Activist deck Activist investor Beat · Problem1 hit
26
Includes a table of store counts by region/banner and a bar chart comparing J.D. Power satisfaction scores.The Goodyear Tire & Rubber Company (GT) · Elliott
Activist deck Activist investor Beat · Problem1 hit
27
Uses expert quotes to frame the quantitative underperformance.The Goodyear Tire & Rubber Company (GT) · Elliott
Activist deck Activist investor Beat · Problem1 hit
28
Uses a CEO quote to establish the original target and contrasts it with actual performance data.The Goodyear Tire & Rubber Company (GT) · Elliott
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
29
The slide uses a 'CEO quote contradiction' pattern to highlight management's failure to meet stated margin goals over time.The Goodyear Tire & Rubber Company (GT) · Elliott
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
30
Uses a quote from a former CFO to frame the importance of ROIC as a metric.The Goodyear Tire & Rubber Company (GT) · Elliott
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
31
The slide uses a bar chart to show analyst coverage and a series of pull-quotes to demonstrate low confidence.The Goodyear Tire & Rubber Company (GT) · Elliott
Activist deck Activist investor Beat · Problem1 hit