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Matching slides 110,471
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35,881-35,910 of 110,471
11
This is a text-heavy slide from an activist investor letter detailing the methodology and initial operational targets.Cognizant Technology Solutions (CTSH) · Jesse Cohn
Shareholder letter Activist investor Beat · Solution (Provide relief)Loop · Hypothesis Test2 hits
11
Uses a bracket to link symptoms and causes to a central thesis of fixability.American Capital, Ltd. (ACAS) · Elliott
Activist deck Activist investor Beat · ProblemLoop · Aha Moment2 hits
04
Arconic Inc. (ARNC)Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 2 hits
07
Uses a contrast-pairs framework to juxtapose management's failures against their self-serving narrative.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Problem Statement2 hits
14
The slide uses a list of 'X' marked points to systematically dismantle the current CEO's management style.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Expose Contradiction2 hits
24
Uses a contrast-pairs framework to frame the voting decision as a binary choice between change and status quo.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Expose Contradiction2 hits
64
Uses a numbered list to frame the argument for why 2013 is the correct starting point for performance evaluation.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 2 hits
108
Uses a before-after framing to highlight a strategic inconsistency in the corporate separation.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 2 hits
117
The slide uses red dashed boxes to highlight and critique specific management claims, contrasting them with the activist's interpretation of the data.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 2 hits
201
Uses a 'villain' framing to attack management's capital allocation decisions.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 2 hits
204
Uses a screenshot from Arconic's marketing material to undermine the company's credibility.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 2 hits
213
Uses LinkedIn data to contrast 26 Arconic communications roles against 3 at PCC.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 2 hits
246
Uses a screenshot of a proxy statement and multiple callout boxes with quotes from proxy advisory firms to argue against a specific nominee.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 2 hits
264
Uses a New York Times article excerpt as primary evidence of institutionalized corruption.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 2 hits
280
Includes a supporting quote from Bill Oplinger (Alcoa CFO) to validate the decentralization strategy.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 2 hits
281
The slide uses a hierarchical list structure to present two main pillars of the transformation strategy.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 2 hits
286
The slide uses a hierarchical list structure to outline the activist's proposed strategic agenda.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 2 hits
303
The slide uses a hierarchical list structure to outline the strategic agenda.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 2 hits
315
Uses a 'before-after' style framing to contrast a past quote with current performance metrics.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 2 hits
330
Uses a specific director profile (Pat Russo) to exemplify the Board's alleged incompetence.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 2 hits
19
The table highlights BEA's superior scale in China and Hong Kong compared to peers, supporting the thesis of its strategic value.Bank of East Asia, Limited (0023.HK) · Elliott
Activist deck Activist investor Beat · SolutionLoop · Before After2 hits
98
The chart shows how NPV changes with capital cost fluctuations for two asset types.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 2 hits
105
Includes a table of Bakken Standalone financials (2013-2017) and a waterfall chart showing Bakken Free Cash Flow and Sources of Cash.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 2 hits
107
Includes detailed footnotes regarding tax assumptions, depreciation, and production guidance.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 2 hits
129
Includes specific career highlights and board experience.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · SolutionLoop · Golden Circle2 hits
148
This slide uses a simple 'If-Then' logical structure to explain a compensation mechanism.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 2 hits
159
The slide uses a combination of qualitative analyst quotes and a quantitative stock performance chart to justify excluding peers.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 2 hits
07
Samsung Electronics Co., Ltd. (005930.KS)Samsung Electronics Co., Ltd. (005930.KS) · Elliott Management
Activist deck Activist investor Loop · Logic Chain2 hits
09
Samsung Electronics Co., Ltd. (005930.KS)Samsung Electronics Co., Ltd. (005930.KS) · Elliott Management
Activist deck Activist investor Loop · Logic Chain2 hits
23
The slide uses a waterfall-style arrow to illustrate the reduction of net cash to peer levels.Samsung Electronics Co., Ltd. (005930.KS) · Elliott Management
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Logic Chain2 hits