Matching slides 110,471
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72,841-72,870 of 110,471

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311
The slide uses a sarcastic headline to frame the contradiction.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
313
The slide uses a chronological sequence of quotes to build a narrative of management stubbornness against market consensus.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
314
The slide uses a series of chronological quotes to frame the CEO's past actions as contradictory to the current narrative of him deserving credit for the split.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
319
The slide uses a timeline-style layout to demonstrate management's long-term awareness of a competitive threat that they failed to address.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
326
Uses a Warren Buffett quote to frame the argument that prioritizing customers over pricing power is bad business.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
328
Uses a direct quote from Arconic's letter to employees as the target of the contradiction.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
329
This is a rebuttal slide where Elliott is annotating an Arconic slide to point out inaccuracies.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
06
The slide uses a 2x2 grid layout to categorize assets, with callout boxes highlighting key competitive advantages for each segment.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Problem & Complication1 hit
07
The slide uses the South32 demerger as a precedent to advocate for the demerger of BHP's US petroleum business.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Problem & Complication1 hit
14
Includes a structural diagram comparing current vs. proposed state, a bar chart showing asset/profit splits, and a line chart showing historical price discounts.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Solution & Approach1 hit
21
The slide uses a comparison of BHP Billiton against a synthetic 'Comparable Portfolio' to challenge the diversification thesis.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Solution & Approach1 hit
23
The slide uses a bar chart to show the dispersion of broker valuations, with a clear 'Broker Average' line and standard deviation bands.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Solution & Approach1 hit
29
The slide uses a dual-chart approach to show cash generation and balance sheet strength.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Evidence & Proof1 hit
03
BHP Billiton (BHP)BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · The Call1 hit
04
BHP Billiton (BHP)BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · The Call1 hit
05
BHP Billiton (BHP)BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · The Call1 hit
06
The slide uses a combination of qualitative accusations of value destruction and a quantitative table showing negative relative returns over 8 years.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · The Monster1 hit
07
Uses a callout box to highlight shareholder support and another to summarize the proposed solution for unification.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · The Monster1 hit
10
BHP Billiton (BHP)BHP Billiton (BHP) · Elliott
Activist deck Activist investor 1 hit
14
BHP Billiton (BHP)BHP Billiton (BHP) · Elliott
Activist deck Activist investor 1 hit
15
Uses strong, emotive language ('death by a thousand cuts', 'wholly unfounded', 'value destruction') to frame management as the antagonist.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Loop · The Reveal1 hit
16
Uses a waterfall-style chart to illustrate capital loss.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Loop · The Reveal1 hit
17
Uses a combination of a bar chart for capex and a comparison of spend vs. valuation to highlight value destruction.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Loop · The Reveal1 hit
19
The slide uses a red dashed box to highlight the specific claim being refuted (diversification benefits).BHP Billiton (BHP) · Elliott
Activist deck Activist investor Loop · The Reveal1 hit
21
Uses a CEO quote to set up a contradiction with market data.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Loop · The Reveal1 hit
22
Uses a CEO quote from 2014 to highlight management's own previous logic regarding simplification.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · The Victory1 hit
24
BHP Billiton (BHP)BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · The Victory1 hit
27
The slide uses a combination bar and line chart to demonstrate financial health while increasing cash returns.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · The Victory1 hit
28
The slide uses a line chart with annotated buyback events to illustrate poor timing and valuation.BHP Billiton (BHP) · Elliott
Activist deck Activist investor 1 hit
31
Includes a corporate structure diagram and a bar chart comparing marketing margins between BHP and Glencore.BHP Billiton (BHP) · Elliott
Activist deck Activist investor 1 hit