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Matching slides 119,566
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62,911-62,940 of 119,566
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This is the final page of a shareholder letter.athenahealth, Inc. (ATHN) · Jesse Cohn
Shareholder letter Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
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Page 10 of the document.Sumitomo Realty & Development Co., Ltd. (8830) · Aaron Tai
Shareholder letter Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
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Marathon Petroleum Corporation (MPC)Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor 1 hit
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Marathon Petroleum Corporation (MPC)Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor 1 hit
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This slide serves as a credibility-building introduction for the activist investor.Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor 1 hit
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The slide uses a clear 'problem-solution' structure, identifying the cost of undervaluation and proposing specific tactical actions.Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor 1 hit
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The slide uses a bar chart combined with a data table to compare MPLX against industry peers.Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · Agitation1 hit
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The slide compares two structural scenarios ('After Drops' vs 'IDR Simplification') and calculates potential share price upside based on varying tax discounts and valuation multiples.Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · Agitation1 hit
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The chart uses a bridge format to show the delta between current stock price and potential value.Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · SolutionLoop · Aha Moment1 hit
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The slide uses a 'before-after' style comparison to argue against corporate integration, framing it as a cost to shareholders.Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · Solution1 hit
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Uses a before-after comparison to show value creation through corporate separation.Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · Solution1 hit
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Includes a comparative table of refinery utilization and EBITDA per barrel, plus a case study of the Valero/CST spin-off.Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · Solution1 hit
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Includes a small inset table at the top right referencing a previous slide's argument.Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · Solution1 hit
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Includes a small inset image of a table from a previous slide (Elliott Perspectives on Management Commentary) to highlight the specific point being rebutted.Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · Solution1 hit
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Includes a thumbnail of a previous slide (likely a table) in the top right corner.Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · Solution1 hit
01
Toyota Industries Corporation (6201)Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor 1 hit
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Slide 3 of the deck.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor Beat · Problem Identification1 hit
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Includes a stacked bar chart showing market growth and competitor share, alongside a list of key value drivers and a customer logo grid.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor Beat · Agitation1 hit
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Uses two distinct case studies (auto business captive supplier and emissions scandal) to argue for governance failure.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor Beat · Agitation1 hit
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Uses news clippings and a bulleted list to connect specific cheating behaviors to broader organizational governance weaknesses.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor Beat · Agitation1 hit
33
Toyota Industries Corporation (6201)Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor Beat · Solution1 hit
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The slide uses a map-based visual to illustrate regional brand fragmentation and lists specific operational levers for consolidation.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor Beat · Solution1 hit
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This is the first page of a shareholder letter. It establishes the antagonist (Toyota Fudosan) and the core conflict (undervalued tender offer).Toyota Industries Corporation (6201) · Aaron Tai and Gordon Singer
Shareholder letter Activist investor 1 hit
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This is a screenshot of a LinkedIn promoted post/video advertisement.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Closing askLoop · Cost Of Inaction1 hit
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This is a screenshot of a video advertisement on LinkedIn.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Closing askLoop · Cost Of Inaction1 hit
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The slide is a screenshot of a social media post (Twitter/X) used as a regulatory filing exhibit.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Closing askLoop · Cost Of Inaction1 hit
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This appears to be a screenshot of a campaign website (Streamline 66) used as a slide in a regulatory presentation.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
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This is a screenshot of a campaign website (Streamline 66) by Elliott Management.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Closing askLoop · Cost Of Inaction1 hit
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This is a regulatory filing appendix page containing FAQs and contact details.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Closing askLoop · Cost Of Inaction1 hit
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Includes contact details for media and investor relations, plus standard SEC proxy solicitation disclaimer text.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Closing askLoop · Cost Of Inaction1 hit