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slides · global inventory

Evidence

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

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Matching slides 40,452
Current window 13,951-13,980
Pages 1,349
Rows per page 30
Beat: Evidenceclear collectionreset all
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13,951-13,980 of 40,452

filter-aware
07
The slide uses analyst quotes to build a case against the company's current capital allocation strategy.Texas Instruments (TXN) · Jesse Cohn
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Cost Of Inaction1 hit
08
The slide emphasizes TI's long-term performance and consistent focus on free cash flow per share as the primary metric for shareholder value.Texas Instruments (TXN) · Jesse Cohn
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Cost Of Inaction1 hit
09
The slide highlights the 'modulating' investment strategy using the RFAB 1 construction as a case study.Texas Instruments (TXN) · Jesse Cohn
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Cost Of Inaction1 hit
21
Uses a waterfall-style comparison to show how the 'minority' calculation is manipulated to lower the threshold.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Evidence & Proof1 hit
22
The slide highlights a contradiction between the board's previous stance on price inadequacy and their final recommendation.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Evidence & Proof1 hit
23
The chart uses a waterfall-bridge structure to reconcile business value, financial assets, and tax adjustments to arrive at an implied NAV per share.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Evidence & Proof1 hit
24
The chart tracks NAV per share from June 2025 to January 2026, showing a cumulative increase of 5,438 JPY.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Evidence & Proof1 hit
25
The slide uses a comparison table structure to contrast two companies across revenue composition, growth, market share, margins, R&D, and geographic coverage.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Evidence & Proof1 hit
26
The chart bridges business value and financial asset value to arrive at a total NAV of 7.9 trillion yen, compared to the 5.6 trillion yen TOB price.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Evidence & Proof1 hit
27
The chart bridges book value from FY3/25 Q4 to the current date, adjusting for earnings and FX impacts.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Evidence & Proof1 hit
28
The slide uses two waterfall charts to demonstrate the discrepancy between tax deductions and reported liabilities.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Evidence & Proof1 hit
29
The slide uses a waterfall bridge to visualize the discount and includes analyst quotes to support the undervaluation thesis.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Evidence & Proof1 hit
30
The slide details a complex corporate restructuring involving Toyota group companies.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Evidence & Proof1 hit
03
This is a screenshot of a tweet/post used as a campaign asset for a proxy contest.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · DesireLoop · Voice Of Customer1 hit
05
The slide uses a 'before and after' narrative to justify activist intervention.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · DesireLoop · Benchmark Gap1 hit
03
This is a screenshot of a tweet/post used as a regulatory communication tool.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · EvidenceLoop · Cost Of Inaction1 hit
18
This is a screenshot of a campaign website for an activist investor campaign.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · EvidenceLoop · Golden Circle1 hit
19
The slide is composed of multiple pull-quotes from third-party analysts.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Evidence1 hit
20
The slide is composed of two distinct sections of quotes, likely representing two separate pages or a composite view of proxy advisor feedback.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · EvidenceLoop · Cost Of Inaction1 hit
09
This appears to be a screenshot of a campaign website (Streamline66.com) rather than a traditional slide.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · DesireLoop · Pattern Hunter1 hit
10
This appears to be a web page or digital document for an activist campaign.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · DesireLoop · Pattern Hunter1 hit
07
Phillips 66 (PSX)Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Evidence & Proof1 hit
11
This is a screenshot of a webpage for a proxy contest.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · DesireLoop · Golden Circle1 hit
12
Includes a visual representation of the GOLD proxy card and voting instructions.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · DesireLoop · Golden Circle1 hit
03
This is a screenshot of a social media post (Twitter/X) used as a regulatory/activist communication tool.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Desire1 hit
03
This is a text-heavy page from a shareholder letter, likely part of an activist campaign.Mitek Systems, Inc. (MITK) · Jesse Cohn
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Anchor1 hit
08
The slide uses a waterfall chart to bridge individual property values to the total portfolio value.Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Evidence & ProofLoop · Logic Chain1 hit
09
The slide includes a bottom callout emphasizing that value creation is concentrated in B or better mall stores.Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Evidence & ProofLoop · Logic Chain1 hit
10
The slide presents two distinct valuation tables for owned vs. ground-leased assets.Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Evidence & ProofLoop · Logic Chain1 hit
11
Macy's Inc. (M)Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Evidence & ProofLoop · Logic Chain1 hit