Matching slides 42,534
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20,551-20,580 of 42,534

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Uses a before-after framework to contrast current governance failures with future state improvements.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor Beat · SolutionLoop · Before After1 hit
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Marathon Petroleum Corporation (MPC)Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor Beat · SolutionLoop · Before After1 hit
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Uses a before-after framework to contrast current 'trapped' value with future 'unlocked' potential.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor Beat · SolutionLoop · Before After1 hit
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Uses a waterfall-style bridge to illustrate value creation from a current state to a pro forma state.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor Beat · SolutionLoop · Before After1 hit
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Uses a process flow diagram to explain the corporate restructuring steps.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor Beat · Solution1 hit
26
The slide uses a table to quantify potential EBITDA impacts of a corporate separation, countering management's claims of integration benefits.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor Beat · Solution1 hit
27
Includes a bar chart comparing enterprise values and a table of operational/financial metrics.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor Beat · Solution1 hit
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The chart highlights MPLX in red compared to peers. The bottom text serves as the action title/thesis.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor Beat · Solution1 hit
29
The slide uses a bar chart to justify an $18bn valuation for the retail segment by comparing it to industry peers like Couche-Tard, Casey's, and Murphy USA.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor Beat · Solution1 hit
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Marathon Petroleum Corporation (MPC)Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor Beat · Solution1 hit
31
Uses a 'Justification vs. Reality' framework to systematically dismantle management's arguments.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor Beat · Solution1 hit
32
Uses a dialogue format to highlight a contradiction between analyst questioning and management's vague response.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor Beat · Solution1 hit
33
The slide uses a comparison frame to argue for Valero's operational superiority over Marathon.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor Beat · Solution1 hit
34
The slide uses a peer benchmark to argue for operational improvement and capital return.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor Beat · Solution1 hit
35
Uses OPIS Regional Fuel Margin Index as a benchmark for normalization.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor Beat · Solution1 hit
36
The slide uses a red highlight on the Marathon bar to emphasize the margin deficit compared to the best-in-class peer.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor Beat · Solution1 hit
37
Uses a table to categorize access models and a map/chart combo to illustrate a successful third-party contracting strategy.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor Beat · Solution1 hit
38
Uses expert testimony and market observations to argue that independence improves competitiveness.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor Beat · Solution1 hit
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Uses industry expert quotes to validate the thesis that ownership is not required for supply chain security.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor Beat · Solution1 hit
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Marathon Petroleum Corporation (MPC)Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor Beat · Solution1 hit
03
This is page 3 of a shareholder letter, continuing a list of questions and concluding with a formal demand for answers.Unizo Holdings Company (3258.T) · Elliott Advisors
Shareholder letter Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
34
The slide uses a list-based structure to detail specific legal and regulatory failures.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Solution1 hit
35
Uses news clippings as evidence of legal indictments.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Solution1 hit
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The slide uses a specific case study (SOCFIN/Hubert Fabri) to frame Bolloré's governance and ethical failures.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Solution1 hit
37
The slide uses a list-based structure to document specific instances of alleged corporate misconduct.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Solution1 hit
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Telecom Italia SpA (TIM) (TIT.MI)Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Solution1 hit
39
Uses a green/red color coding to frame the choice as a binary good vs. bad decision.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Solution1 hit
32
Uses a road metaphor to represent the path forward.The Goodyear Tire & Rubber Company (GT) · Elliott
Activist deck Activist investor Beat · Solution1 hit
33
The slide uses a split-column layout to contrast board-level changes with management-level expectations.The Goodyear Tire & Rubber Company (GT) · Elliott
Activist deck Activist investor Beat · Solution1 hit
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Includes a valuation bridge/upside analysis and peer benchmarking for retail auto service.The Goodyear Tire & Rubber Company (GT) · Elliott
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit