Matching slides 118,471
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72,751-72,780 of 118,471

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The slide uses a combination of a line chart for valuation erosion and bar charts for relative performance benchmarking.Alexion Pharmaceuticals, Inc. (ALXN) · Elliott
Shareholder letter Activist investor Beat · Problem1 hit
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The chart bridges book value from FY3/25 Q4 to the current date, adjusting for earnings and FX impacts.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Evidence & Proof1 hit
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The slide uses a waterfall bridge to visualize the discount and includes analyst quotes to support the undervaluation thesis.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Evidence & Proof1 hit
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The slide uses a decision-tree style comparison to argue against a tender offer (TOB).Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Impact & Next Steps1 hit
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The slide uses a clear call-to-action banner and a numbered list to present strategic alternatives.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Impact & Next Steps1 hit
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The chart shows the components of value creation: cross-shareholding divestment, operating cash flow, industrial vehicle business growth, and automotive business governance/ROI improvements.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Impact & Next Steps1 hit
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The slide uses a 'precedent' structure to justify a strategic shift for Toyota Industries Corporation (TICO).Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Impact & Next Steps1 hit
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The slide uses a map-based visual to illustrate geographic fragmentation of brands (Toyota, Cesab, Raymond, BT, Tailift) and proposes specific integration levers.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Impact & Next Steps1 hit
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Includes a stacked bar chart showing market share erosion from 16% to 9% for Toyota vs 36% to 53% for low-cost OEMs.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Impact & Next Steps1 hit
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The slide highlights a specific margin improvement target of +0.45%.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Impact & Next Steps1 hit
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Includes a timeline-style diagram showing the transition from hardware-focused to software-integrated business models.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Impact & Next Steps1 hit
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Includes two waterfall charts comparing FY25/3 results to FY26/3 guidance, and a third waterfall chart from FY24/3 as a precedent for similar accounting practices.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Impact & Next Steps1 hit
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Uses a waterfall-bridge framework to illustrate the adjustment of financial assets and liabilities.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Impact & Next Steps1 hit
49
Includes a detailed tax calculation table for specific holdings (Toyota, Toyota Tsusho, Denso, Aisin) and a quote from Travis Lundy regarding potential undervaluation.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Impact & Next Steps1 hit
52
Standard corporate branding slide.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Impact & Next Steps1 hit
02
This is page 2 of a shareholder letter, likely from an activist investor or dissenting party.Toyota Industries Corporation (6201) · Aaron Tai & Gordon Singer
Shareholder letter Activist investor 1 hit
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The slide uses specific financial figures (18,600 JPY, 18,800 JPY, 1,005 JPY increase, 7.5% stock rise) to build a case of undervaluation.Toyota Industries Corporation (6201) · Aaron Tai & Gordon Singer
Shareholder letter Activist investor Beat · Expose Contradiction1 hit
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Page 7 of a shareholder letter. The text explicitly advises shareholders not to tender their shares.Toyota Industries Corporation (6201) · Aaron Tai & Gordon Singer
Shareholder letter Activist investor 1 hit
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The slide argues that the book value understates the true value of Toyota Industries Corporation due to tax considerations and unrealized gains.Toyota Industries Corporation (6201) · Aaron Tai & Gordon Singer
Shareholder letter Activist investor 1 hit
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Slide 1
This is the first page of a press release document.PepsiCo (PEP) · Marc Steinberg and Jesse Cohn
Press release Activist investor Beat · Situation & ContextLoop · Cost Of Inaction1 hit
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Standard press release boilerplate disclosure.PepsiCo (PEP) · Marc Steinberg and Jesse Cohn
Press release Activist investor 1 hit
01
Slide 1
Tessera Technologies Inc. (TSRA)Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor 1 hit
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The slide uses a comparative framing technique to establish the superiority of the activist's nominees over the incumbent board.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor Beat · Problem Statement1 hit
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Uses a contrast-principle framework to position the activist's plan against management's.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor 1 hit
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Includes a table of summary returns and three line charts (5-year, 3-year, 1-year) highlighting the impact of a Starboard 13D filing.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
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Uses red trend lines to emphasize negative performance trends.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
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The slide uses two bar charts to contrast the loss-making DOC segment with the declining profitability of the IP segment.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
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The slide uses two tables to isolate the poor performance of the DOC segment compared to the IP segment.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor Beat · Expose Contradiction1 hit
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Includes a bar chart showing revenue vs EBIT decline and a table comparing growth and EBITDA margins against peers.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor Beat · Expose Contradiction1 hit
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Includes logos of Micron, Amkor, and Powertech as examples of failed license renewals.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor Beat · Expose Contradiction1 hit