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slides · global inventory

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Matching slides 79,264
Current window 73,981-74,010
Pages 2,643
Rows per page 30
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18 30 60

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73,981-74,010 of 79,264

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18
The slide uses donut charts to show the shift in revenue mix for three major tower companies.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · AgitateLoop · Before After1 hit
19
Uses a waterfall-style logic to show cumulative investment vs EBITDA growth yield.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
22
The slide uses a timeline to illustrate a pattern of high-multiple acquisitions, supported by a quote from Citi regarding the company's investment thesis.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
23
Includes a quote from Zayo CFO Matt Steinfort criticizing the high multiples paid by Crown Castle.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
24
The slide uses two stacked bar charts to illustrate the shift in capital allocation strategy.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
25
The slide uses a combination of a bar chart for peer comparison and a secondary bar chart for segment-specific analysis to illustrate the outlier status.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
26
The slide uses a purple bar for Crown Castle to visually distinguish it from the grey bars of its peers.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
27
Uses CEO quotes to highlight the gap between stated strategy and financial reality.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
28
Uses management quotes to highlight the gap between stated strategy and realized financial performance.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
29
The slide uses a checkmark column to visually reinforce the superiority of the tower business model across all listed KPIs.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
32
The slide uses a bar chart to show relative underperformance and a timeline to highlight that CCI only outperformed once in a decade.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
33
The chart illustrates the correlation between specific fiber acquisitions and the widening valuation discount.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
34
Uses P/NTM AFFO as the valuation metric. Includes a quote from CEO Jay Brown to contrast with the market's valuation.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
35
Uses a line chart to visualize the performance gap; includes a callout for the 'Fiber Investment' inflection point and two supporting quotes.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
36
Uses CEO quotes to frame the contradiction between stated strategy and actual underperformance.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
37
Uses a waterfall-style bridge to isolate the implied value of the fiber segment by subtracting tower valuations from total enterprise value.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
38
Uses a waterfall-style logic to demonstrate capital misallocation.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
39
The slide uses a combination of bar charts and callout metrics to contrast the returns on different capital allocation strategies.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor 1 hit
40
Uses a sequential process flow to illustrate value destruction.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor 1 hit
41
Uses quotes from management to highlight the contradiction in their investment logic.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor 1 hit
42
Uses a quote from CFO Dan Schlanger to frame the contradiction.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor 1 hit
44
The slide uses a bar chart to contrast a 4% yield for CCI against a 20% yield for AMT.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor 1 hit
48
The slide uses a bar chart to contrast the cost basis of fiber investments against the implied value and the potential returns of alternative investments.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor 1 hit
50
Crown Castle International Corp. (CCI)Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · Solution1 hit
51
The slide uses peer benchmarking to argue for operational improvements at Crown Castle.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · Solution1 hit
52
The chart illustrates a capital allocation framework for fiber networks, categorizing spend into Churn Replacement, Harvest, and Expansion.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · Solution1 hit
53
The chart illustrates three categories of fiber projects: Churn Replacement, Harvest, and Expansion, showing how yield decreases as annual growth rate increases.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · Solution1 hit
54
Uses an 'Efficiency Frontier' curve to illustrate the gap between Crown Castle and its peers.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · Solution1 hit
55
The slide uses a 'before-after' logic by highlighting the shift in 2021-2023 projections under the 'RTC Plan' compared to historical trends.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · Solution1 hit
56
The slide uses a 'Reclaiming the Crown Plan' overlay to highlight the shift in financial performance.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · Solution1 hit