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slides · global inventory

Development

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Matching slides 11,188
Current window 7,021-7,050
Pages 373
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7,021-7,050 of 11,188

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21
Includes a map of US fiber coverage and a diagram of small cell infrastructure.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
22
The slide uses a timeline to illustrate a pattern of high-multiple acquisitions, supported by a quote from Citi regarding the company's investment thesis.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
23
Includes a quote from Zayo CFO Matt Steinfort criticizing the high multiples paid by Crown Castle.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
24
The slide uses two stacked bar charts to illustrate the shift in capital allocation strategy.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
25
The slide uses a combination of a bar chart for peer comparison and a secondary bar chart for segment-specific analysis to illustrate the outlier status.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
26
The slide uses a purple bar for Crown Castle to visually distinguish it from the grey bars of its peers.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
27
Uses CEO quotes to highlight the gap between stated strategy and financial reality.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
28
Uses management quotes to highlight the gap between stated strategy and realized financial performance.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
29
The slide uses a checkmark column to visually reinforce the superiority of the tower business model across all listed KPIs.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
30
The slide uses a step-based process diagram to frame the transition from current value destruction to future value creation.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
31
Crown Castle International Corp. (CCI)Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
32
The slide uses a bar chart to show relative underperformance and a timeline to highlight that CCI only outperformed once in a decade.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
33
The chart illustrates the correlation between specific fiber acquisitions and the widening valuation discount.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
34
Uses P/NTM AFFO as the valuation metric. Includes a quote from CEO Jay Brown to contrast with the market's valuation.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
35
Uses a line chart to visualize the performance gap; includes a callout for the 'Fiber Investment' inflection point and two supporting quotes.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
36
Uses CEO quotes to frame the contradiction between stated strategy and actual underperformance.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
37
Uses a waterfall-style bridge to isolate the implied value of the fiber segment by subtracting tower valuations from total enterprise value.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
38
Uses a waterfall-style logic to demonstrate capital misallocation.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
17
The chart uses a grouped bar format to show relative performance across 7 distinct time periods.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
18
Includes a quote from Deutsche Bank to support the thesis of investor skepticism.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
19
The slide uses a bar chart to contrast historical performance with consensus estimates, emphasizing a 48% decline for Southwest.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
20
The chart uses a red highlight for Southwest's 2024E margin and a callout bubble indicating a -1,300 bps delta.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
21
The slide uses a bar chart for peer comparison and a waterfall-style bar chart to show the long-term decline in relative unit revenue.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
22
The slide uses a combination of quantitative performance data and qualitative 'villain' quotes to frame Southwest's cost management as a failure.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
23
Uses a line chart with numbered annotations to correlate specific events with stock performance.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
24
Includes a quote from a Southwest Captain to reinforce the narrative of poor performance.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
17
The chart uses a grouped bar structure to show relative performance across 7 distinct time periods.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor Beat · AgitateLoop · Aha Moment1 hit
18
The slide uses a red bar for 'Today' to emphasize the current low valuation.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor Beat · AgitateLoop · Aha Moment1 hit
19
Includes a quote from Deutsche Bank emphasizing the margin gap.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor Beat · AgitateLoop · Aha Moment1 hit
20
The slide highlights a significant margin contraction for Southwest compared to its peers, specifically calling out a 1,300 bps delta.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor Beat · AgitateLoop · Aha Moment1 hit