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Matching slides 110,471
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34,561-34,590 of 110,471
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This slide serves as a diagnostic critique of management's track record to justify the need for change.athenahealth, Inc. (ATHN) · Jesse Cohn
Shareholder letter Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction2 hits
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This is page 5 of a shareholder letter from Elliott Management.athenahealth, Inc. (ATHN) · Jesse Cohn
Shareholder letter Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction2 hits
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Page 13 of a shareholder letter.Commvault Systems, Inc. (CVLT) · Jesse Cohn and Jason Genrich
Shareholder letter Activist investor Beat · Solution & Approach2 hits
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The slide uses a clear 'problem-solution' structure, identifying the cost of undervaluation and proposing specific tactical actions.Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor 2 hits
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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 · Agitation2 hits
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The slide uses a 'Case Study' and 'Benefits' structure to frame the proposal.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor Beat · Solution2 hits
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The slide uses a map-based visual to illustrate regional brand fragmentation and lists specific operational levers for consolidation.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor Beat · Solution2 hits
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Includes a specific callout for a +15 bps margin impact.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor Beat · Solution2 hits
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The slide uses a hub-and-spoke diagram to illustrate the current fragmented state of the four brands under the TALG umbrella.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor Beat · Solution2 hits
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Includes a timeline-style diagram showing the transition from 'Today' to 'Ambition'.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor Beat · Solution2 hits
03
This slide serves as a corporate profile/credentials page for the activist investor.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Situation & Context2 hits
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The slide uses screenshots of news articles to establish credibility and frame the scandal as a governance failure.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Problem & Complication2 hits
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The slide uses a 'precedent' structure to justify a strategic shift for Toyota Industries Corporation (TICO).Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Impact & Next Steps2 hits
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The slide uses a map-based visual to illustrate geographic fragmentation of brands (Toyota, Cesab, Raymond, BT, Tailift) and proposes specific integration levers.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Impact & Next Steps2 hits
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Includes a stacked bar chart showing market share erosion from 16% to 9% for Toyota vs 36% to 53% for low-cost OEMs.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Impact & Next Steps2 hits
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The slide highlights a specific margin improvement target of +0.45%.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Impact & Next Steps2 hits
44
Includes a timeline-style diagram showing the transition from hardware-focused to software-integrated business models.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Impact & Next Steps2 hits
05
The slide uses a narrative of 'coercion' and 'deficiencies' to frame the TOB offer as inadequate.Toyota Industries Corporation (6201) · Aaron Tai and Gordon Singer
Shareholder letter Activist investor Beat · The MonsterLoop · The Reveal2 hits
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Uses a before-after style comparison to expose a flaw in the current governance calculation.Toyota Industries Corporation (6201) · Aaron Tai and Gordon Singer
Shareholder letter Activist investor Beat · The Victory2 hits
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Standard regulatory disclaimer for proxy solicitation materials.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor 2 hits
25
Phillips 66 (PSX)Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor 2 hits
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Phillips 66 (PSX)Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor 2 hits
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Includes a visual representation of the proxy card and specific voting recommendations for board nominees and proposals.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor 2 hits
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Phillips 66 (PSX)Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 2 hits
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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 Circle2 hits
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This is a regulatory filing appendix page containing FAQs and contact details.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Closing askLoop · Cost Of Inaction2 hits
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The slide uses quantitative evidence (NAV per share, stock price increases) to argue that the current offer price is insufficient.Toyota Industries Corporation (6201) · Aaron Tai & Gordon Singer
Shareholder letter Activist investor Beat · Expose Contradiction2 hits
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Uses a classic red/yellow split-screen contrast layout.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Expose Contradiction2 hits
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Uses a combination of qualitative arguments and quantitative peer benchmarking to challenge management's cost assumptions.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Expose Contradiction2 hits
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Uses a scatter plot to show the correlation between SpinCo equity value and separation costs as a percentage of equity value.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Expose Contradiction2 hits