anlak storytelling
All kinds
Document kinds
Loading document kinds...

Primary corpus lens for browsing and insights. Selection lives in the URL.

All formats
Orientation
Loading formats...

Landscape, portrait, square, or unknown document geometry.

Unlock
slides · global inventory

List

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

Search Insights JSON Unlock
Matching slides 110,471
Current window 72,751-72,780
Pages 3,683
Rows per page 30
Component: Listclear collectionreset all
18 30 60

Component

72,751-72,780 of 110,471

filter-aware
01
Slide 1
This is the cover letter of an activist investor presentation.Cognizant Technology Solutions (CTSH) · Jesse Cohn
Shareholder letter Activist investor Beat · Problem (Identify pain)1 hit
03
The slide uses a combination of a line chart for historical NTM P/E and a waterfall-style bar chart to show the shift in valuation premiums/discounts over time.Cognizant Technology Solutions (CTSH) · Jesse Cohn
Shareholder letter Activist investor Beat · Problem (Identify pain)1 hit
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Uses analyst quotes to frame management's strategy as outdated compared to market expectations.Cognizant Technology Solutions (CTSH) · Jesse Cohn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
09
The slide uses a comparison table followed by a narrative argument to frame Cognizant as 'shareholder-unfriendly' due to its capital allocation strategy.Cognizant Technology Solutions (CTSH) · Jesse Cohn
Shareholder letter Activist investor Beat · Solution (Provide relief)Loop · Hypothesis Test1 hit
10
Uses analyst quotes to build a case for capital return (dividends/buybacks) as a remedy for slowing growth.Cognizant Technology Solutions (CTSH) · Jesse Cohn
Shareholder letter Activist investor Beat · Solution (Provide relief)Loop · Hypothesis Test1 hit
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 1 hit
06
Uses a before-after framing to contrast current failures with proposed future state.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Problem Statement1 hit
08
Uses a downward-trending arrow as a visual metaphor for decline.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Problem Statement1 hit
17
Arconic Inc. (ARNC)Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit
18
The slide uses a numbered list to outline a strategic roadmap for corporate transformation.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit
20
The slide emphasizes '80 years of cumulative aerospace experience' as a key selling point for the slate.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit
22
The slide uses a background graphic of upward-pointing arrows to visually reinforce the 'support' and 'value creation' theme.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit
26
Uses a vertical timeline-style list to organize key arguments.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit
37
The slide uses a vertical timeline-style list to structure the key arguments.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit
46
The slide uses a 'before-after' framing to debunk the company's cherry-picked performance data.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit
49
The slide uses a 'villain' narrative (Dr. Kleinfeld) to frame the company's performance data as manipulated.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit
50
Uses a quote from the CEO to frame the contradiction before presenting the data.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 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
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
87
Uses a side-by-side comparison of tables and charts to highlight the discrepancy in historical margin reporting.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
16
The diagram highlights treasury stakes and cross-holdings that complicate the corporate structure.Samsung Electronics Co., Ltd. (005930.KS) · Elliott Management
Activist deck Activist investor Loop · Logic Chain1 hit
17
The slide uses a combination of bar charts to highlight that Samsung has the highest net cash position relative to market cap, low leverage, and low ROE compared to peers.Samsung Electronics Co., Ltd. (005930.KS) · Elliott Management
Activist deck Activist investor Loop · Logic Chain1 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
20
The slide uses a comparison table to highlight governance deficiencies relative to peers like TSMC, Micron, Qualcomm, and Apple.Samsung Electronics Co., Ltd. (005930.KS) · Elliott Management
Activist deck Activist investor Loop · Logic Chain1 hit
22
The slide details a specific financial engineering proposal to address treasury share value.Samsung Electronics Co., Ltd. (005930.KS) · Elliott Management
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Logic Chain1 hit
24
Samsung Electronics Co., Ltd. (005930.KS)Samsung Electronics Co., Ltd. (005930.KS) · Elliott Management
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Logic Chain1 hit
25
Samsung Electronics Co., Ltd. (005930.KS)Samsung Electronics Co., Ltd. (005930.KS) · Elliott Management
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Logic Chain1 hit
30
The diagram shows the ownership structure and the proposed transaction flow.Samsung Electronics Co., Ltd. (005930.KS) · Elliott Management
Activist deck Activist investor 1 hit