slides · global inventory
Metric
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 79,264
Current window 73,801-73,830
Pages 2,643
Rows per page 30
Component
73,801-73,830 of 79,264
257
The slide uses a combination of bar chart (compensation) and line chart (TSR) to visualize the lack of correlation.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
258
Uses a cartoon illustration of a CEO with money bags to emphasize the critique.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
259
The slide uses a scatter plot to visualize the 'pay-for-performance' disconnect, specifically calling out Alcoa's outlier status.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
273
The chart is a mirrored bar chart comparing Lawson's performance to Kleinfeld's.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
284
Includes a bar chart comparing Sherritt International (S) TSR vs TSX during her tenure.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
287
Uses a circular flywheel diagram to illustrate the logic of increasing utilization.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
288
Uses a 2x2 layout of bar charts to illustrate a trade-off between margin and volume.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
289
The slide uses a 'fill the mill' strategy to justify lower-margin incremental volume as a driver for overall profitability.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
297
Includes a small bar chart comparing MTU Aero Engines TSR vs. DAX during his tenure.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
298
Includes a callout for EBITDA margin expansion and a summary of key assumptions.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
301
The slide uses a table-like structure to present acquisition targets and their strategic rationale.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
302
The slide lists 8 potential targets, with 7 providing EBITDA estimates.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
305
Uses a causal chain/equation structure to link operational inputs to financial outputs.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
307
The slide uses a standard DCF structure to justify a higher valuation, implying the current management is underperforming.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
308
The slide uses two sensitivity tables to demonstrate the financial impact of operational improvements at GRP.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
316
The slide uses a bar chart to frame the CEO's performance as inefficient and costly compared to peers.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
322
The slide uses a 'before-after' or 'timeline' structure as a base, but overlays it with heavy red-dashed callouts to frame the content as a critique/contradiction.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
04
The slide uses a waterfall-bridge structure to show the transition from current enterprise value to total potential value.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Situation & Context1 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
08
The slide uses a 'Comparable Portfolio' benchmark to highlight consistent underperformance across multiple timeframes.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Problem & Complication1 hit
09
The slide uses four distinct time-series charts to frame the underperformance relative to specific corporate events (Rio bid, S32 demerger).BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Problem & Complication1 hit
10
The slide highlights a 20.4% / US$19.0bn upside potential based on the valuation gap.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
15
The chart shows a dual-axis combination of bar (balance) and line (percentage of equity).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
24
The slide uses peer benchmarking to argue for a valuation re-rating.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Solution & Approach1 hit
27
The slide argues for a re-rating of BHP based on peer valuation multiples.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Evidence & Proof1 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