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Component collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 118,471
Current window 72,691-72,720
Pages 3,950
Rows per page 30
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18 30 60

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72,691-72,720 of 118,471

filter-aware
08
The slide uses a 'preempt_rebuttal' style to explain why the headline consolidated multiple is misleading.Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · ProblemLoop · Logic Chain1 hit
12
Includes a specific callout box arguing that dropping at 6.0x is unnecessary.Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · Agitation1 hit
19
The table highlights the 'GP Premium in Basis Points' row with a red dashed box to emphasize the ~250bps benchmark.Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · Agitation1 hit
20
Includes a scatter plot showing 2017 LP Yield vs 2017-2020 LP Distribution CAGR for peer MLPs.Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · Agitation1 hit
21
Includes a callout box highlighting the percentage of market cap represented by LP units and cash.Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · Agitation1 hit
22
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
26
Includes a callout box explaining the depressed multiple for Casey's.Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · Solution1 hit
30
The slide uses a waterfall-like logic to bridge 2017 estimates to pro-forma figures.Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · Solution1 hit
32
Includes a callout box critiquing Marathon's stated profitability metrics.Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · Solution1 hit
33
Uses red/blue color coding to distinguish Marathon (red) from peers (blue) and indicate retail ownership status.Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · Solution1 hit
34
The slide uses a comparison frame to argue that Marathon is not operating more efficiently than its peers regarding inventory management.Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · Solution1 hit
35
The chart highlights Speedway in red to distinguish it from the blue-colored peer group.Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · Solution1 hit
37
Uses a stacked bar chart to contrast purchase multiples vs. fully synergized multiples against the valuation benchmarks of Speedway and Marathon.Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · Solution1 hit
38
Includes a specific EBITDA opportunity calculation based on closing 50% of the margin delta.Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · Solution1 hit
39
Includes two expert quotes supporting the thesis that third-party operators increase utilization.Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · Solution1 hit
42
Uses a classic 'Management vs. Activist' rebuttal framework.Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · Solution1 hit
43
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
44
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
46
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
48
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
06
The slide uses a combination of historical performance data and forward-looking capacity analysis to question management's capital allocation strategy.Texas Instruments (TXN) · Jesse Cohn
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
09
The slide highlights the 'modulating' investment strategy using the RFAB 1 construction as a case study.Texas Instruments (TXN) · Jesse Cohn
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Cost Of Inaction1 hit
12
Includes a stacked bar chart for revenue capacity and a scenario table for FCF projections.Texas Instruments (TXN) · Jesse Cohn
Shareholder letter Activist investor Beat · Solution & ApproachLoop · Cost Of Inaction1 hit
02
The slide uses a strong visual callout to emphasize the primary recommendation.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor Beat · Problem Identification1 hit
03
Slide 3 of the deck.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor Beat · Problem Identification1 hit
04
The slide uses a grid layout to list six categories of professional advisors engaged by the activist.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor Beat · Problem Identification1 hit
05
The slide uses a waterfall-style bridge to compare the TOB price against book value and NAV.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor Beat · Problem Identification1 hit
08
The slide uses a structured grid to categorize business units and their respective financial contributions.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor Beat · Agitation1 hit
09
Includes a stacked bar chart showing market share by OEM from CY19-CY24 and a list of key competitive advantages.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor Beat · Agitation1 hit
11
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