slides · global inventory
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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 78,129
Current window 5,881-5,910
Pages 2,605
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5,881-5,910 of 78,129
07
The slide uses a 'villain' framing (Crown Castle) against 'peers' (American Tower, SBA Communications) to highlight persistent underperformance.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction3 hits
09
The slide uses a comparison of current metrics vs. proposed plan targets to justify the strategy.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction3 hits
13
The slide uses a combination of stacked bar charts and a dot plot to argue for the superiority of Crown Castle's asset base.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · AgitateLoop · Before After3 hits
55
The slide uses a 'before-after' logic by highlighting the shift in 2021-2023 projections under the 'RTC Plan' compared to historical trends.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · Solution3 hits
60
The slide uses a combination of bar charts to show that targets are consistently met (EBITDA/AFFO) while ROIC significantly lags behind peers.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · Solution3 hits
62
The slide uses a color-coded bar chart approach to distinguish historical data from projected 'RTC Plan' data.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · Solution3 hits
08
The slide uses a comparative structure to refute Starboard's claims regarding REIT valuation and feasibility.Darden Restaurants, Inc. (DRI) · Darden
Regulatory filing Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction3 hits
02
Includes company HQ, employee count, financial snapshot, and three pie charts detailing revenue/profit contribution and end-market exposure.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 3 hits
39
Uses a dot-matrix visualization to emphasize the overwhelming frequency of underperformance.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Expose Contradiction3 hits
81
The slide uses stacked bar charts to demonstrate business model overlap between Arconic EPS and PCC.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 3 hits
109
Uses a comparison of 2013 vs 2016 metrics to highlight the flaw in using a static per-unit target when volumes are shrinking.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 3 hits
123
Uses executive quotes to highlight the disconnect between market growth and company performance.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 3 hits
139
Uses a combination of line chart for long-term performance, bar chart for annual relative performance, and a bar chart for compensation.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 3 hits
153
Uses a quote from Dr. Klaus Kleinfeld to validate the comparison.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 3 hits
13
BEA is highlighted in red across all three charts, consistently ranking near the bottom.Bank of East Asia, Limited (0023.HK) · Elliott
Activist deck Activist investor Beat · AgitateLoop · Mece Breakdown3 hits
52
The slide uses three distinct charts to highlight poor governance and performance metrics.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 3 hits
12
Includes detailed footnotes regarding peer group composition and financial definitions.Hyundai Motor Group · Elliott
Activist deck Activist investor Beat · Agitate (Make it worse)3 hits
35
Includes a bridge-style logic showing how margin and valuation discount metrics lead to a market cap upside.Hyundai Motor Group · Elliott
Activist deck Activist investor Beat · Solution (Provide relief)3 hits
16
Uses stamps ('STATUS QUO', 'DOUBLE DOWN', 'Hope for Change') to frame the narrative of each period.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor Beat · AgitateLoop · Tale Two Worlds3 hits
17
Uses a combination of bar charts and analyst quotes to build a case against management's narrative.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor Beat · Agitate3 hits
18
Uses a three-part logical flow: business mix, headline valuation, and implied refining valuation.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor Beat · Agitate3 hits
05
Includes a pie chart of market share and two bar charts showing revenue and growth rates.Riverbed Technology, Inc. (RVBD) · Elliott
Activist deck Activist investor 3 hits
18
The slide uses a combination of a time-series line chart for dividend yield and grouped bar charts for payout ratios to highlight underperformance.Samsung Electronics Co., Ltd. (005930.KS) · Elliott Management
Activist deck Activist investor Loop · Logic Chain3 hits
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 3 hits
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 · Problem3 hits
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 3 hits
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 3 hits
25
The slide uses a combination of a summary table and three time-series line charts to visualize the performance gap.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction3 hits
56
Uses three bar charts to compare Darden (highlighted in yellow) against a peer group across market cap, revenue, and 3-year TSR.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Struggle3 hits
15
The slide uses a comparative benchmarking approach to justify the valuation of the midstream segment.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 3 hits