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

Source Note

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

Search Insights JSON Unlock
Matching slides 110,355
Current window 34,201-34,230
Pages 3,679
Rows per page 30
Component: Source Noteclear collectionreset all
18 30 60

Component

34,201-34,230 of 110,355

filter-aware
30
The slide uses a waterfall-like logic to bridge 2017 estimates to pro-forma figures.Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · Solution1 hit
32
Includes a callout box critiquing Marathon's stated profitability metrics.Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · Solution1 hit
34
The slide uses a comparison frame to argue that Marathon is not operating more efficiently than its peers regarding inventory management.Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · Solution1 hit
35
The chart highlights Speedway in red to distinguish it from the blue-colored peer group.Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · Solution1 hit
37
Uses a stacked bar chart to contrast purchase multiples vs. fully synergized multiples against the valuation benchmarks of Speedway and Marathon.Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · Solution1 hit
38
Includes a specific EBITDA opportunity calculation based on closing 50% of the margin delta.Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · Solution1 hit
39
Includes two expert quotes supporting the thesis that third-party operators increase utilization.Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · Solution1 hit
40
The slide uses expert quotes to frame the problem of current low utilization and provides a financial impact estimate at the bottom.Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · Solution1 hit
42
Uses a classic 'Management vs. Activist' rebuttal framework.Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · Solution1 hit
44
Uses a before-after comparison to show value creation through corporate separation.Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · Solution1 hit
45
Includes a comparative table of refinery utilization and EBITDA per barrel, plus a case study of the Valero/CST spin-off.Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · Solution1 hit
46
Includes a small inset table at the top right referencing a previous slide's argument.Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · Solution1 hit
47
Includes a small inset image of a table from a previous slide (Elliott Perspectives on Management Commentary) to highlight the specific point being rebutted.Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · Solution1 hit
48
Includes a thumbnail of a previous slide (likely a table) in the top right corner.Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · Solution1 hit
01
Slide 1
This is the first page of a shareholder letter. It establishes the investor's stake, acknowledges the company's historical strengths, and introduces the core thesis of underperformance due to a deviation from free cash flow per share growth.Texas Instruments (TXN) · Jesse Cohn
Shareholder letter Activist investor Beat · Situation & Context1 hit
04
The slide combines a competitive manufacturing capacity chart with a critical narrative regarding shareholder underperformance.Texas Instruments (TXN) · Jesse Cohn
Shareholder letter Activist investor Beat · Problem & Complication1 hit
06
The slide uses a combination of historical performance data and forward-looking capacity analysis to question management's capital allocation strategy.Texas Instruments (TXN) · Jesse Cohn
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
12
Includes a stacked bar chart for revenue capacity and a scenario table for FCF projections.Texas Instruments (TXN) · Jesse Cohn
Shareholder letter Activist investor Beat · Solution & ApproachLoop · Cost Of Inaction1 hit
03
Slide 3 of the deck.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor Beat · Problem Identification1 hit
05
The slide uses a waterfall-style bridge to compare the TOB price against book value and NAV.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor Beat · Problem Identification1 hit
06
The slide uses a process diagram for the timeline and an area chart for the value increase.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor Beat · Agitation1 hit
07
The slide uses a red-background callout box to emphasize the negative impact of the deal.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor Beat · Agitation1 hit
08
The slide uses a structured grid to categorize business units and their respective financial contributions.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor Beat · Agitation1 hit
09
Includes a stacked bar chart showing market share by OEM from CY19-CY24 and a list of key competitive advantages.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor Beat · Agitation1 hit
10
The slide uses a custom 2x2-style bubble chart to segment the competitive landscape.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor Beat · Agitation1 hit
11
Includes a stacked bar chart showing market growth and competitor share, alongside a list of key value drivers and a customer logo grid.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor Beat · Agitation1 hit
12
The slide uses a waterfall-style distribution chart to highlight TICO as an extreme outlier.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor Beat · Agitation1 hit
13
Uses two distinct case studies (auto business captive supplier and emissions scandal) to argue for governance failure.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor Beat · Agitation1 hit
14
The slide uses a stacked bar chart combined with a process flow to demonstrate the lack of customer diversification.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor Beat · Agitation1 hit
15
The slide uses a peer benchmark to illustrate TICO's extreme customer concentration (100%) compared to competitors (38-75%).Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor Beat · Agitation1 hit