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slides · global inventory

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

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Matching slides 110,355
Current window 50,281-50,310
Pages 3,679
Rows per page 30
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50,281-50,310 of 110,355

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02
The slide uses a table to highlight Cognizant's stock underperformance relative to various indices and peer groups over 1-5 year periods.Cognizant Technology Solutions (CTSH) · Jesse Cohn
Shareholder letter Activist investor Beat · Problem (Identify pain)1 hit
04
Uses analyst quotes to frame management's strategy as outdated compared to market expectations.Cognizant Technology Solutions (CTSH) · Jesse Cohn
Shareholder letter Activist investor Beat · Problem (Identify pain)1 hit
05
The slide argues that Cognizant's management is intentionally keeping margins low, contrary to industry trends.Cognizant Technology Solutions (CTSH) · Jesse Cohn
Shareholder letter Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
10
Uses analyst quotes to build a case for capital return (dividends/buybacks) as a remedy for slowing growth.Cognizant Technology Solutions (CTSH) · Jesse Cohn
Shareholder letter Activist investor Beat · Solution (Provide relief)Loop · Hypothesis Test1 hit
02
Includes company HQ, employee count, financial snapshot, and three pie charts detailing revenue/profit contribution and end-market exposure.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
09
The slide uses a combination of a large performance matrix and three smaller tables showing performance before and after the Elliott proxy fight.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Problem Statement1 hit
10
Uses a faucet metaphor to illustrate capital 'leaking' or yielding poor returns.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Peer Benchmark1 hit
13
The slide uses a bar chart comparison to argue that Arconic's assets are underutilized compared to its identified competitors.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit
28
The slide uses red callouts to emphasize negative performance gaps and a yellow box to highlight a contradictory quote from the CEO.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit
30
The chart shows significant underperformance across all time horizons and peer categories.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit
31
The slide uses a quote from the CEO to ironically contrast his stated focus on shareholder value with the actual negative performance results.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit
32
Uses a quote from Dr. Kleinfeld to contrast his claims of productivity with the actual TSR data.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit
33
The slide uses a quote from former CEO Klaus Kleinfeld to frame the comparison against peers rather than the commodity price.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit
34
Uses a CEO quote to contrast with poor performance data.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit
38
The slide uses a quote from Dr. Kleinfeld to set up a 'cherry-picking' accusation, followed by performance metrics that undermine his narrative.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit
39
Uses a dot-matrix visualization to emphasize the overwhelming frequency of underperformance.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit
40
The chart uses a grouped bar structure to show relative performance across multiple peer categories annually.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit
41
The chart uses red bars for negative returns and grey bars for positive returns to visually emphasize the frequency of disappointment.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit
46
The slide uses a 'before-after' framing to debunk the company's cherry-picked performance data.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit
47
Uses red dashed boxes to highlight specific claims and callouts.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit
48
The slide uses a 'waterfall-bridge' style visualization to show negative deltas (underperformance) against benchmarks.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit
49
The slide uses a 'villain' narrative (Dr. Kleinfeld) to frame the company's performance data as manipulated.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit
17
The slide uses a combination of bar charts to highlight that Samsung has the highest net cash position relative to market cap, low leverage, and low ROE compared to peers.Samsung Electronics Co., Ltd. (005930.KS) · Elliott Management
Activist deck Activist investor Loop · Logic Chain1 hit
18
The slide uses a combination of a time-series line chart for dividend yield and grouped bar charts for payout ratios to highlight underperformance.Samsung Electronics Co., Ltd. (005930.KS) · Elliott Management
Activist deck Activist investor Loop · Logic Chain1 hit
19
The chart compares 6M ADTV as a percentage of market cap for Samsung vs. peers, highlighting the liquidity gap.Samsung Electronics Co., Ltd. (005930.KS) · Elliott Management
Activist deck Activist investor Loop · Logic Chain1 hit
20
The slide uses a comparison table to highlight governance deficiencies relative to peers like TSMC, Micron, Qualcomm, and Apple.Samsung Electronics Co., Ltd. (005930.KS) · Elliott Management
Activist deck Activist investor Loop · Logic Chain1 hit
22
The slide details a specific financial engineering proposal to address treasury share value.Samsung Electronics Co., Ltd. (005930.KS) · Elliott Management
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Logic Chain1 hit
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 Chain1 hit
24
Samsung Electronics Co., Ltd. (005930.KS)Samsung Electronics Co., Ltd. (005930.KS) · Elliott Management
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Logic Chain1 hit
29
The diagram shows the Lee Family and other investors' stakes in the new entities, and the relationship between the Holdco and its subsidiaries.Samsung Electronics Co., Ltd. (005930.KS) · Elliott Management
Activist deck Activist investor 1 hit