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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 50,431-50,460
Pages 3,679
Rows per page 30
Component: Source Noteclear collectionreset all
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Component

50,431-50,460 of 110,355

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316
The slide uses a bar chart to frame the CEO's performance as inefficient and costly compared to peers.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
321
The slide uses a 'before-after' comparison of cost curve positions to debunk management's narrative of operational improvement.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
322
The slide uses a 'before-after' or 'timeline' structure as a base, but overlays it with heavy red-dashed callouts to frame the content as a critique/contradiction.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
324
Uses a combination of data-driven argument and direct quotes to undermine the CEO's self-proclaimed success.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
326
Uses a Warren Buffett quote to frame the argument that prioritizing customers over pricing power is bad business.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
327
Uses a direct quote from a 2015 presentation to undermine the activist's current position.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
328
Uses a direct quote from Arconic's letter to employees as the target of the contradiction.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
329
This is a rebuttal slide where Elliott is annotating an Arconic slide to point out inaccuracies.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
330
Uses a specific director profile (Pat Russo) to exemplify the Board's alleged incompetence.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
333
The slide outlines the peer groups for EPS, GRP, TCS, and Upstream business units, along with the weighting methodology.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
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 1 hit
04
The slide uses a waterfall-bridge structure to show the transition from current enterprise value to total potential value.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Situation & Context1 hit
06
The slide uses a 2x2 grid layout to categorize assets, with callout boxes highlighting key competitive advantages for each segment.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Problem & Complication1 hit
07
The slide uses the South32 demerger as a precedent to advocate for the demerger of BHP's US petroleum business.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Problem & Complication1 hit
08
The slide uses a 'Comparable Portfolio' benchmark to highlight consistent underperformance across multiple timeframes.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Problem & Complication1 hit
16
The slide uses a structured list format to present the core thesis of the activist campaign.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Solution & Approach1 hit
21
The slide uses a comparison of BHP Billiton against a synthetic 'Comparable Portfolio' to challenge the diversification thesis.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Solution & Approach1 hit
23
The slide uses a bar chart to show the dispersion of broker valuations, with a clear 'Broker Average' line and standard deviation bands.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Solution & Approach1 hit
25
The slide uses a structured argument format to justify a corporate divestiture/spinoff.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Solution & Approach1 hit
27
The slide argues for a re-rating of BHP based on peer valuation multiples.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Evidence & Proof1 hit
30
This is a continuation slide detailing the mechanics and rationale for a specific capital allocation strategy.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Evidence & Proof1 hit
35
The slide uses a waterfall-bridge structure to demonstrate value creation from DLC Unification, Demerger, Buybacks, and Franking Credits.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Impact & Next Steps1 hit
38
The slide uses a 'before-after' logic implicitly by showing the removal of the DLC and Dividend Share Mechanism.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Impact & Next Steps1 hit
39
Includes detailed footnotes regarding tax assumptions and methodology.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Impact & Next Steps1 hit
06
The slide uses a combination of qualitative accusations of value destruction and a quantitative table showing negative relative returns over 8 years.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · The Monster1 hit
11
The slide uses negative values in parentheses to highlight underperformance.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · The StruggleLoop · Pattern Hunter1 hit
12
The slide uses a quote from an Australian Shareholders' Association member to reinforce the narrative of poor management performance.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · The StruggleLoop · Pattern Hunter1 hit
16
Uses a waterfall-style chart to illustrate capital loss.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Loop · The Reveal1 hit
17
Uses a combination of a bar chart for capex and a comparison of spend vs. valuation to highlight value destruction.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Loop · The Reveal1 hit
18
Uses a 'death by a thousand cuts' metaphor to describe management's divestment strategy.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Loop · The Reveal1 hit