slides · global inventory
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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 110,355
Current window 50,341-50,370
Pages 3,679
Rows per page 30
Component
50,341-50,370 of 110,355
91
The slide highlights the Firth Rixson transaction within a list of Aerospace and Defense M&A deals to contrast the implied EBITDA multiple against the CEO's justification.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
93
Uses a quote from Dr. Klaus Kleinfeld to highlight the contradiction between management rhetoric and actual performance metrics.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
96
The slide uses a 'Value Destruction' calculation by comparing acquisition costs against current enterprise value estimates.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
97
The slide uses red arrows and circles to emphasize the negative variance between original and new targets.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
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 1 hit
100
The slide uses red circles with percentage declines to visually emphasize the gap between targets and actuals.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
103
Uses a quote from the former CFO to contrast with the actual outcome of talent retention.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
104
Uses a visual comparison to draw a parallel between a historical corporate failure and the current target company's situation.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
106
Uses a Marimekko-style bar chart to show the impact of including/excluding Warrick on performance metrics.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
107
Uses a bar chart to show how excluding Warrick allowed management to hit a higher EBITDA target.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
110
The slide uses a visual comparison to show how the rolling average (right) creates a misleading 'high' compared to the actual peak annual performance (left).Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
111
The slide uses a bar chart to contrast 'Historic Highs' (dark teal) with 'Results' (light blue) to show that current performance is below the 3-year rolling high.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
112
Uses a waterfall chart to show the impact of divestitures on revenue and highlights the discrepancy in EBITDA/MT targets.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
113
Uses a bar chart to show revenue shortfall and a line chart to show market growth context.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
116
The slide uses a bottom-up analysis to calculate potential cost savings, highlighting a total opportunity range of $2.32-$4.41 per share.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
119
The slide uses a visual 'miss' indicator to emphasize the gap between targets and actuals.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
121
The slide uses a contrast between the company's stated tailwinds and the actual stagnant revenue performance to build an activist case.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
126
The slide uses a bar chart to highlight the growing delta between Arconic and its peers, framing it as a lack of investor confidence.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
128
The slide uses a direct quote from Michael Porter to establish a theoretical foundation for the activist's argument regarding corporate strategy.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
129
Uses a side-by-side comparison to highlight a lack of originality and depth in Arconic's strategic framework.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
131
The slide uses a central diagram (the 'Arconic Shareholder Value Creation Model') and surrounds it with red-dashed callout boxes that critique specific components of the model.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
132
Uses red dashed callout boxes to point out specific contradictions in the management's presented strategy.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
135
The slide uses a quote from Mark Donegan to frame the company's operational pillars.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
139
Uses a combination of line chart for long-term performance, bar chart for annual relative performance, and a bar chart for compensation.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
141
Uses a CEO quote to frame the strategy, then immediately refutes the logic behind it.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
142
Uses a combination of bar chart and annotations to contrast 'Crisis Recovery' growth with the subsequent 'Shift to Value-Add' decline.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
150
The slide uses screenshots of previous company presentations to show that utilization was previously reported and was a significant metric.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
151
Uses a '0' big number to highlight the lack of mentions of key metrics by the CEO.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
154
Arconic Inc. (ARNC)Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
155
The slide uses a dashed box to highlight the revenue comparison specifically.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit