slides · global inventory
Source Note
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 110,355
Current window 50,371-50,400
Pages 3,679
Rows per page 30
Component
50,371-50,400 of 110,355
156
The slide uses a callout box to emphasize the 2.9x FCF difference.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
157
Uses a series of bar charts to highlight the performance gap between two companies.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
159
The chart uses a callout box to explain the implication of the data (Arconic's potential sales capacity).Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
160
The chart uses a blue bar for Arconic to distinguish it from the peer group.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
161
The chart highlights that Arconic's asset age is better than the peer median, contradicting the potential excuse of an 'old asset base'.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
162
The slide uses a peer benchmarking approach to argue for higher sales potential based on asset efficiency.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
163
Uses a methodology of allocating net fixed assets based on depreciation to estimate segment-level performance.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
164
Includes a CEO quote from Alcoa's Roy Harvey to emphasize the operational focus on capacity utilization.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
165
The slide uses two bar charts to compare Arconic's performance against a peer group (CSTM, Novelis, AMAG, KALU) across two different metrics/timeframes.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
166
Uses a before-after comparison to demonstrate the impact of operational efficiency on financial performance.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
167
The slide uses a contrast-principle to highlight TCS (Arconic) in blue against grey peers.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
170
The slide uses a 'before-after' style comparison to highlight a lack of growth or progress in company targets.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
171
Uses a waterfall chart to bridge 2013 guidance to 2019 targets, highlighting divestitures and market performance as adjustments.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
173
Uses a pie chart to show revenue breakdown and a callout box to highlight the contradiction between management's narrative and their financial targets.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
174
The slide uses a scatter plot with a trend line to demonstrate that even with projected growth, Arconic's FCF performance is underwhelming compared to peers.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
176
Uses a stacked bar chart to compare historical revenue segments against a 2019 projection, highlighting a discrepancy with management's guidance.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
177
Uses a screenshot of an Arconic slide to highlight the lack of internal targets and reliance on market growth.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
178
The slide uses a combination of a data table and a bar chart to highlight the discrepancy between management's narrative and their internal projections.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
180
The slide uses a callout box to directly refute a 'share gain' narrative.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
183
Uses a transcript excerpt as evidence to challenge management's narrative.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
187
The slide uses a 'villain' framing by highlighting management's evasiveness regarding contract attrition.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
189
The slide uses a comparison of 2016 vs 2019 revenue/EBITDA to calculate incremental margins, aiming to debunk management's claims of operational efficiency.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
193
The slide uses a 'Management vs. Reality' comparison to argue that the company is intentionally under-promising (sandbagging).Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
194
The slide uses a 'sandbagging' argument to frame management's guidance as intentionally conservative to ensure easy target achievement.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
196
Uses quotes from earnings calls to highlight the discrepancy between Arconic's management and market participants.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
197
Uses a comparison of revenue and EBITDA bars to show the discrepancy between guidance and historical performance.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
199
Uses a personal attack/contradiction framing against the CEO, Klaus Kleinfeld, specifically targeting his title as an 'engineer'.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
203
Uses a TV-shaped graphic to frame a quote from the CCO, juxtaposed against layoff statistics.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
204
Uses a screenshot from Arconic's marketing material to undermine the company's credibility.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
212
The slide uses the 'ceo-quote-contradiction' framework to frame management's cost-cutting rhetoric as a negative for the organization.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit