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Problem Agitate Solution Problem Identify Pain
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2,431-2,460 of 3,748
06
Uses a classic 'problem-solution' or 'before-after' framework to justify activist intervention.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
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The slide uses a 'villain' framing (Crown Castle) against 'peers' (American Tower, SBA Communications) to highlight persistent underperformance.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
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Uses a process arrow diagram to outline the four pillars of the activist proposal.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
09
The slide uses a comparison of current metrics vs. proposed plan targets to justify the strategy.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
10
Uses a before-after bridge framework to contrast current metrics with projected outcomes under the activist plan.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
05
Uses a before-after bridge framework to visualize value creation.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor Beat · Problem1 hit
06
Uses a before-after framing to contrast Marathon's performance during engagement vs. post-retention of retail assets.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor Beat · Problem1 hit
07
Uses a three-column structure to frame the problem: Assets, Performance, and Valuation.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor Beat · Problem1 hit
08
Uses a comparison-style list for the 'Splitting Marathon Unlocks Value' section and a diagram for the 'Favorable Separation Mechanics'.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor Beat · Problem1 hit
01
This is the first page of a formal shareholder letter.Unizo Holdings Company (3258.T) · Elliott Advisors
Shareholder letter Activist investor Beat · Problem (Identify pain)1 hit
10
The slide uses a list-based diagnostic approach to frame the company's failures.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor Beat · ProblemLoop · Before After1 hit
11
The slide uses a list of strengths to preemptively argue that the company's problems are solvable.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor Beat · Problem1 hit
07
Uses a before/after framing to justify a board action.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Problem1 hit
08
The slide uses a timeline-like callout structure on the bottom left to anchor the quotes to specific events (13 days after 2018 AGM and threats leading to March 29).Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Problem1 hit
09
The chart highlights a -54% drop during the Vivendi control period.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Problem1 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
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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