slides · global inventory
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Matching slides 78,129
Current window 48,661-48,690
Pages 2,605
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48,661-48,690 of 78,129
04
Includes survey data and AGM approval rate context.Sumitomo Realty & Development Co., Ltd. (8830) · Aaron Tai
Shareholder letter Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
06
The slide highlights a lack of ROE targets at Sumitomo Realty compared to peers and illustrates a multi-year decline in ROE.Sumitomo Realty & Development Co., Ltd. (8830) · Aaron Tai
Shareholder letter Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
07
The slide uses a 'villain' framing to highlight governance failures and proposes specific capital allocation and governance reforms.Sumitomo Realty & Development Co., Ltd. (8830) · Aaron Tai
Shareholder letter Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
07
Includes detailed footnotes regarding accounting adjustments for turnaround expenses and pro-rata MLP EBITDA.Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · ProblemLoop · Logic Chain1 hit
09
Uses a split-screen comparison to highlight the accounting distortion of including 100% of MPLX debt/cap in the MPC valuation.Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · ProblemLoop · Logic Chain1 hit
12
Includes a specific callout box arguing that dropping at 6.0x is unnecessary.Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · Agitation1 hit
17
The slide uses a bar chart combined with a data table to compare MPLX against industry peers.Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · Agitation1 hit
20
Includes a scatter plot showing 2017 LP Yield vs 2017-2020 LP Distribution CAGR for peer MLPs.Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · Agitation1 hit
24
The chart uses a bridge format to show the delta between current stock price and potential value.Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · SolutionLoop · Aha Moment1 hit
26
Includes a callout box explaining the depressed multiple for Casey's.Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · Solution1 hit
33
Uses red/blue color coding to distinguish Marathon (red) from peers (blue) and indicate retail ownership status.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
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
06
The slide uses a peer benchmark to justify a demand for management changes and asset monetization.Phillips 66 (PSX) · John Pike and Mike Tomkins
Shareholder letter Activist investor Beat · Solution (Provide relief)Loop · Quick Win Big Bet1 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
05
The slide uses a combination of a performance table and a bar chart to illustrate the correlation between increased capex and declining shareholder returns.Texas Instruments (TXN) · Jesse Cohn
Shareholder letter Activist investor Beat · Problem & Complication1 hit
07
The slide uses analyst quotes to build a case against the company's current capital allocation strategy.Texas Instruments (TXN) · Jesse Cohn
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Cost Of Inaction1 hit
09
The slide highlights the 'modulating' investment strategy using the RFAB 1 construction as a case study.Texas Instruments (TXN) · Jesse Cohn
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Cost Of Inaction1 hit
10
The slide uses a historical precedent to justify a capital allocation philosophy.Texas Instruments (TXN) · Jesse Cohn
Shareholder letter Activist investor Beat · Solution & ApproachLoop · 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
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
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
13
The chart demonstrates the gap between the effective purchase price and the calculated fair value of the core business.Toyota Industries Corporation (6201) · Aaron Tai and Gordon Singer
Shareholder letter Activist investor Beat · The Victory1 hit
14
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 Victory1 hit