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 52,531-52,560
Pages 2,605
Rows per page 30
Component
52,531-52,560 of 78,138
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
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
214
Uses a red arrow annotation to emphasize the trend.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
237
Uses a dual-axis chart to show the decline of classified boards over time, juxtaposed with a quote from the company's proxy statement.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
240
The chart highlights the 6.4% percentile mark to show that a small group of investors holds 83% of shares.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
244
The chart is a scatter plot comparing TSR performance across two time periods, with Alcoa highlighted as an underperformer.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
248
The slide uses a dual-axis chart to imply a causal relationship between executive compensation and board interlocks.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
255
Uses a visual comparison of share counts to highlight misalignment between management and shareholders.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
257
The slide uses a combination of bar chart (compensation) and line chart (TSR) to visualize the lack of correlation.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
258
Uses a cartoon illustration of a CEO with money bags to emphasize the critique.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
259
The slide uses a scatter plot to visualize the 'pay-for-performance' disconnect, specifically calling out Alcoa's outlier status.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
273
The chart is a mirrored bar chart comparing Lawson's performance to Kleinfeld's.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
282
Uses a waterfall-style chart to link market cap decline to specific management failures.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
284
Includes a bar chart comparing Sherritt International (S) TSR vs TSX during her tenure.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
289
The slide uses a 'fill the mill' strategy to justify lower-margin incremental volume as a driver for overall profitability.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
297
Includes a small bar chart comparing MTU Aero Engines TSR vs. DAX during his tenure.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
298
Includes a callout for EBITDA margin expansion and a summary of key assumptions.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
299
The slide uses yellow circles to annotate specific acquisition events along the stock performance line.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
308
The slide uses two sensitivity tables to demonstrate the financial impact of operational improvements at GRP.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
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
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
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
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
15
The chart shows a dual-axis combination of bar (balance) and line (percentage of equity).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
24
The slide uses peer benchmarking to argue for a valuation re-rating.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
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
08
Uses a waterfall-style chart to illustrate value destruction from initial investment to current valuation.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · The Monster1 hit