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 50,551-50,580
Pages 3,679
Rows per page 30
Component
50,551-50,580 of 110,355
29
The slide uses a bar chart to justify an $18bn valuation for the retail segment by comparing it to industry peers like Couche-Tard, Casey's, and Murphy USA.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor Beat · Solution1 hit
32
Uses a dialogue format to highlight a contradiction between analyst questioning and management's vague response.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor Beat · Solution1 hit
33
The slide uses a comparison frame to argue for Valero's operational superiority over Marathon.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor Beat · Solution1 hit
35
Uses OPIS Regional Fuel Margin Index as a benchmark for normalization.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor Beat · Solution1 hit
36
The slide uses a red highlight on the Marathon bar to emphasize the margin deficit compared to the best-in-class peer.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor Beat · Solution1 hit
38
Uses expert testimony and market observations to argue that independence improves competitiveness.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor Beat · Solution1 hit
39
Uses industry expert quotes to validate the thesis that ownership is not required for supply chain security.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor Beat · Solution1 hit
41
The slide uses a waterfall-style bridge to illustrate value creation potential.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor 1 hit
01
Includes a watermark 'www.10XEBID.com' across the center.The Goodyear Tire & Rubber Company (GT) · Elliott
Activist deck Activist investor 1 hit
06
Uses a three-column structure to contrast current status with the proposed path forward.The Goodyear Tire & Rubber Company (GT) · Elliott
Activist deck Activist investor 1 hit
08
The slide uses a waterfall-bridge chart to illustrate value creation levers.The Goodyear Tire & Rubber Company (GT) · Elliott
Activist deck Activist investor 1 hit
12
The slide uses a stacked bar chart for capacity mix and a simple bar chart for warranty costs to support the thesis of operational excellence.The Goodyear Tire & Rubber Company (GT) · Elliott
Activist deck Activist investor 1 hit
13
The slide uses a combination of market share data and pricing trends to justify a bullish outlook on Goodyear's OEM business.The Goodyear Tire & Rubber Company (GT) · Elliott
Activist deck Activist investor 1 hit
14
The slide uses a table to show competitive wins and a combo chart to show market growth.The Goodyear Tire & Rubber Company (GT) · Elliott
Activist deck Activist investor 1 hit
15
The slide uses two stacked bar charts to illustrate the shift in vehicle mix and the resulting growth in HVA replacement tire volume.The Goodyear Tire & Rubber Company (GT) · Elliott
Activist deck Activist investor 1 hit
19
Uses a combination of bar charts and a waterfall-style gap chart to illustrate underperformance.The Goodyear Tire & Rubber Company (GT) · Elliott
Activist deck Activist investor Beat · Problem1 hit
20
The slide uses a combination of a horizontal bar chart for margin/SG&A changes and a line chart for indexed advertising costs to highlight operational inefficiency.The Goodyear Tire & Rubber Company (GT) · Elliott
Activist deck Activist investor Beat · Problem1 hit
21
The slide uses a trend line to show the expected correlation between awareness and price, with Goodyear circled to emphasize its deviation from the trend.The Goodyear Tire & Rubber Company (GT) · Elliott
Activist deck Activist investor Beat · Problem1 hit
24
The slide uses a line chart to show the divergence of ASPs and a grouped bar chart to show peer performance.The Goodyear Tire & Rubber Company (GT) · Elliott
Activist deck Activist investor Beat · Problem1 hit
05
Uses a donut chart to illustrate the shift in value composition when excluding non-core assets.Sampo Oyj (SAMPO) · Elliott
Activist deck Activist investor 1 hit
07
The slide uses a red downward arrow to visually emphasize the underperformance gap.Sampo Oyj (SAMPO) · Elliott
Activist deck Activist investor 1 hit
08
The slide uses a line chart to show historical P/E trends and a bar chart to compare specific periods (Mid-15 to Mid-18 vs YTD).Sampo Oyj (SAMPO) · Elliott
Activist deck Activist investor 1 hit
09
Uses a bar chart to show P/E ratio divergence and a list of analyst quotes to support the thesis.Sampo Oyj (SAMPO) · Elliott
Activist deck Activist investor 1 hit
10
Uses donut charts to illustrate portfolio composition and the specific weight of Nordic P&C assets.Sampo Oyj (SAMPO) · Elliott
Activist deck Activist investor 1 hit
14
The slide uses a causal chain logic (Concentration + Distribution Resistance = Low COR) to justify the thesis.Sampo Oyj (SAMPO) · Elliott
Activist deck Activist investor 1 hit
15
The slide uses a combination of qualitative expert quotes and quantitative peer benchmarking to build a 'moat' argument.Sampo Oyj (SAMPO) · Elliott
Activist deck Activist investor 1 hit
16
The slide highlights IF P&C's superior underwriting performance (lower COR) and lower volatility compared to Gjensidige, Tryg, and Topdanmark.Sampo Oyj (SAMPO) · Elliott
Activist deck Activist investor 1 hit
17
Uses a before-after framing to link operational performance (COR) to financial valuation (P/E).Sampo Oyj (SAMPO) · Elliott
Activist deck Activist investor 1 hit
18
Sampo Oyj (SAMPO)Sampo Oyj (SAMPO) · Elliott
Activist deck Activist investor 1 hit
19
Includes a bar chart comparing market CAGR in Sweden vs. Rest of Nordics and a summary of potential profit increases.Sampo Oyj (SAMPO) · Elliott
Activist deck Activist investor 1 hit