slides · global inventory
Table
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 60,568
Current window 3,691-3,720
Pages 2,019
Rows per page 30
Component
3,691-3,720 of 60,568
58
Uses a before-after structure to contrast current problems with proposed solutions.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · Solution2 hits
99
The slide uses a comparison of invested capital vs. projected 2019 value to demonstrate value destruction.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 2 hits
190
The slide uses a 'CEO quote contradiction' framework to undermine management's narrative.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 2 hits
308
The slide uses two sensitivity tables to demonstrate the financial impact of operational improvements at GRP.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 2 hits
334
This slide is used to expose potential cherry-picking in peer selection by showing the broad and disparate list of companies the target considers its peers.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 2 hits
31
Uses a combination of bar charts and comparison tables to demonstrate cost inefficiency.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 2 hits
59
The slide uses a 'villain' framing to discredit management's performance claims.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 2 hits
29
Includes a peer comparison table and a valuation buildup table showing potential share price upside.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Solution (Provide relief)2 hits
47
The slide uses a combination of a performance table and a nominee bio table to justify the need for board change.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Action2 hits
49
Uses a 'proxy' valuation methodology to justify a higher valuation for Hess based on Continental's market performance.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The StruggleLoop · Cost Of Inaction2 hits
59
Includes a call to action for the board to divest assets to unlock value.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The StruggleLoop · Cost Of Inaction2 hits
70
The slide uses a table to show negative performance percentages across multiple time horizons and a second table to detail the credentials of five board nominees.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The VictoryLoop · Cost Of Inaction2 hits
27
The data highlights consistent negative performance (underperformance) for both companies across most time horizons.Hyundai Motor Group · Elliott
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction2 hits
12
The slide highlights that Riverbed's valuation at $21/share is premium relative to the peer median.Riverbed Technology, Inc. (RVBD) · Elliott
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Benchmark Gap2 hits
47
The slide uses a 'Best-in-Class' highlight column to anchor the valuation thesis.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor Beat · Solution2 hits
20
The slide uses tables to isolate Vivendi's voting block from other institutional investors to highlight the lack of broader support.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction2 hits
06
The slide uses a table format to contrast two slates of nominees, highlighting independence concerns for Vivendi candidates.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · ProblemLoop · Logic Chain2 hits
58
Includes two distinct tables: a valuation sensitivity analysis and a margin performance comparison.Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor 2 hits
40
Includes two primary tables for valuation logic and a waterfall-style comparison chart for TEV and Market Cap.The Goodyear Tire & Rubber Company (GT) · Elliott
Activist deck Activist investor 2 hits
30
Uses a contrast-pairs framework to highlight the difference between a 'High-Performing' and 'Underperforming' company.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Solution2 hits
44
Contains detailed footnotes explaining the derivation of EBITDA and refining metrics.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 2 hits
13
Includes a callout box explaining that the top table excludes the Olive Garden turnaround, while the bottom table quantifies it.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 2 hits
33
Uses a two-column layout to present historical data vs. forward-looking guidance manipulation.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction2 hits
35
The slide uses dual-axis charts to contrast growth metrics (bars) with margin performance (lines).Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction2 hits
55
Uses a combination of a table for bonus history and a comparative performance table to highlight the misalignment between pay and performance.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Struggle2 hits
138
Uses a peer-benchmark comparison to justify the reduction in marketing spend.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Victory2 hits
202
Includes a press release excerpt regarding the Pork Filettino's 'Best Entree' award.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 2 hits
222
Includes a comparison table and a bar chart visualizing lease rates and cap rates.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 2 hits
44
Contains detailed footnotes explaining adjustments for turnaround expenses and peer comparability.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 2 hits
47
The slide uses a sensitivity analysis table for valuation and a comparative performance table to justify the feasibility of the margin targets.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor Beat · SolutionLoop · Before After2 hits