Matching slides 79,264
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73,921-73,950 of 79,264

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The chart highlights MPLX in red compared to peers. The bottom text serves as the action title/thesis.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor Beat · Solution1 hit
29
The slide uses a bar chart to justify an $18bn valuation for the retail segment by comparing it to industry peers like Couche-Tard, Casey's, and Murphy USA.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor Beat · Solution1 hit
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The slide uses a comparison frame to argue for Valero's operational superiority over Marathon.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor Beat · Solution1 hit
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The slide uses a peer benchmark to argue for operational improvement and capital return.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor Beat · Solution1 hit
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Uses OPIS Regional Fuel Margin Index as a benchmark for normalization.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor Beat · Solution1 hit
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The slide uses a red highlight on the Marathon bar to emphasize the margin deficit compared to the best-in-class peer.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor Beat · Solution1 hit
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The slide uses a waterfall-style bridge to illustrate value creation potential.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor 1 hit
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The slide presents a complex financial model involving debt reduction, asset drops, and pro forma valuation metrics for MPLX, RetailCo, and New MPC.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor 1 hit
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The slide uses a bottom-up buildup of value per share across three business segments.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor 1 hit
06
Uses a three-column structure to contrast current status with the proposed path forward.The Goodyear Tire & Rubber Company (GT) · Elliott
Activist deck Activist investor 1 hit
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The slide uses a waterfall-bridge chart to illustrate value creation levers.The Goodyear Tire & Rubber Company (GT) · Elliott
Activist deck Activist investor 1 hit
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Uses a three-column layout to present key pillars of competitive advantage.The Goodyear Tire & Rubber Company (GT) · Elliott
Activist deck Activist investor 1 hit
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The slide uses a stacked bar chart for capacity mix and a simple bar chart for warranty costs to support the thesis of operational excellence.The Goodyear Tire & Rubber Company (GT) · Elliott
Activist deck Activist investor 1 hit
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The slide uses a combination of market share data and pricing trends to justify a bullish outlook on Goodyear's OEM business.The Goodyear Tire & Rubber Company (GT) · Elliott
Activist deck Activist investor 1 hit
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This slide uses a classic activist 'Problem-Opportunity-Solution' structure.Sampo Oyj (SAMPO) · Elliott
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Uses a donut chart to illustrate the shift in value composition when excluding non-core assets.Sampo Oyj (SAMPO) · Elliott
Activist deck Activist investor 1 hit
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The slide uses a line chart for historical trend and a bar chart for average premium comparison.Sampo Oyj (SAMPO) · Elliott
Activist deck Activist investor 1 hit
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The slide uses a red downward arrow to visually emphasize the underperformance gap.Sampo Oyj (SAMPO) · Elliott
Activist deck Activist investor 1 hit
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The slide uses a line chart to show historical P/E trends and a bar chart to compare specific periods (Mid-15 to Mid-18 vs YTD).Sampo Oyj (SAMPO) · Elliott
Activist deck Activist investor 1 hit
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Uses a bar chart to show P/E ratio divergence and a list of analyst quotes to support the thesis.Sampo Oyj (SAMPO) · Elliott
Activist deck Activist investor 1 hit
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Uses donut charts to illustrate portfolio composition and the specific weight of Nordic P&C assets.Sampo Oyj (SAMPO) · Elliott
Activist deck Activist investor 1 hit
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The table compares Sampo's P/E against Nordic P&C averages and historical premiums to derive value upside and total value creation.Sampo Oyj (SAMPO) · Elliott
Activist deck Activist investor 1 hit
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Sampo Oyj (SAMPO)Sampo Oyj (SAMPO) · Elliott
Activist deck Activist investor 1 hit
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The slide uses a causal chain logic (Concentration + Distribution Resistance = Low COR) to justify the thesis.Sampo Oyj (SAMPO) · Elliott
Activist deck Activist investor 1 hit
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The slide uses a combination of qualitative expert quotes and quantitative peer benchmarking to build a 'moat' argument.Sampo Oyj (SAMPO) · Elliott
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The slide highlights IF P&C's superior underwriting performance (lower COR) and lower volatility compared to Gjensidige, Tryg, and Topdanmark.Sampo Oyj (SAMPO) · Elliott
Activist deck Activist investor 1 hit
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Uses a before-after framing to link operational performance (COR) to financial valuation (P/E).Sampo Oyj (SAMPO) · Elliott
Activist deck Activist investor 1 hit
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Sampo Oyj (SAMPO)Sampo Oyj (SAMPO) · Elliott
Activist deck Activist investor 1 hit
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Includes a bar chart comparing market CAGR in Sweden vs. Rest of Nordics and a summary of potential profit increases.Sampo Oyj (SAMPO) · Elliott
Activist deck Activist investor 1 hit
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Sampo Oyj (SAMPO)Sampo Oyj (SAMPO) · Elliott
Activist deck Activist investor 1 hit