slides · global inventory
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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 78,138
Current window 52,471-52,500
Pages 2,605
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Component
52,471-52,500 of 78,138
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Uses analyst quotes to frame management's strategy as outdated compared to market expectations.Cognizant Technology Solutions (CTSH) · Jesse Cohn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
06
Uses a combination of a combo chart (bar/line) and a direct quote to highlight the gap between management's stated goals and actual performance.Cognizant Technology Solutions (CTSH) · Jesse Cohn
Shareholder letter Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
07
Includes a quote from J.P. Morgan to support the thesis on capital allocation.Cognizant Technology Solutions (CTSH) · Jesse Cohn
Shareholder letter Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
16
Includes a call to action for a board meeting and a signature from Jesse Cohn.Cognizant Technology Solutions (CTSH) · Jesse Cohn
Shareholder letter Activist investor 1 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
29
The chart uses a vertical bar structure to show relative underperformance across 9 time periods.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
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
42
The chart uses a waterfall-style bar distribution to show the performance gap.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit
43
Uses a quote-contradiction framework to highlight poor performance.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
54
The chart uses a color-coded area fill to contrast pre- and post-announcement performance.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
55
The chart uses a waterfall-style bar arrangement to show the distribution of stock reactions, with Arconic significantly outperforming the average.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit
56
The chart compares the 2/1/2017 event against historical peaks, most of which occurred during the 2009 financial crisis.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit
57
The slide uses a dual-line chart to contrast the performance of two entities post-separation, highlighting the impact of activist intervention.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Expose ContradictionLoop · David Goliath1 hit
59
The slide uses color-coding (teal for Elliott, red for Arconic) to visually reinforce the narrative of market support for the activist.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Loop · David Goliath1 hit
69
Uses a 'villain critique' style to highlight management's failure to meet stated goals.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
71
The slide uses a contrast between industry-wide success (Boeing/Airbus) and company-specific failure (Arconic) to frame the activist argument.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
72
Uses dual-axis line chart to show that widebody deliveries actually grew faster than narrowbody/regional jets during the period in question.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
76
Uses a donut chart to visually emphasize the rarity of such a large miss.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
79
Uses bar charts to highlight growth vs decline.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
80
The slide uses a waterfall-style comparison to highlight a $216 million revenue shortfall.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 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