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The chart uses a waterfall structure to show how individual synergy categories (Procurement, G&A, Operational, Growth, Financial) sum up to a total of $650M.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · James Chadwick
Conference presentation Activist investor Beat · Evidence & ProofLoop · Iceberg1 hit
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The slide uses a waterfall-bridge style logic for the EPS accretion visualization.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · James Chadwick
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Iceberg1 hit
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Includes a table of proforma valuation metrics and a line chart comparing historical NTM EBITDA multiples.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · James Chadwick
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Iceberg1 hit
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The chart uses a waterfall bridge to illustrate value creation.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · James Chadwick
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
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Slide 1
This is a formal letter of support used as a testimonial/precedent in a proxy battle.Norfolk Southern Corporation (NSC) · Lourenco Goncalves
Shareholder letter Activist investor Beat · Attention1 hit
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Slide 1
Ritchie Bros. Auctioneers (RBA)Ritchie Bros. Auctioneers (RBA) · Ancora
Activist deck Activist investor Beat · Setup1 hit
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The table includes both announced cost synergies and potential revenue/growth opportunities.Ritchie Bros. Auctioneers (RBA) · Ancora
Activist deck Activist investor Beat · Evidence1 hit
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The slide uses a quote from a CNBC Mad Money interview to validate management's strategic direction.Ritchie Bros. Auctioneers (RBA) · Ancora
Activist deck Activist investor Beat · Evidence1 hit
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United States Steel Corporation (X)United States Steel Corporation (X) · 21_Ancora
Activist deck Activist investor Beat · Hook1 hit
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Uses news headlines to establish a narrative of a failed deal strategy.United States Steel Corporation (X) · 21_Ancora
Activist deck Activist investor 1 hit
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Uses red 'X' icons to emphasize failures and red-shaded cells in tables to highlight negative performance metrics.United States Steel Corporation (X) · 21_Ancora
Activist deck Activist investor Beat · Villain Critique1 hit
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Uses a before-after comparison style to highlight performance misses.United States Steel Corporation (X) · 21_Ancora
Activist deck Activist investor Beat · Expose Contradiction1 hit
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The slide uses a line chart to show historical discount/premium and callouts to emphasize the current overvaluation.United States Steel Corporation (X) · 21_Ancora
Activist deck Activist investor 1 hit
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The chart highlights Stelco's superior cumulative return since its IPO compared to various peer groups and indices.United States Steel Corporation (X) · 21_Ancora
Activist deck Activist investor Beat · Propose Solution1 hit
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The chart highlights Stelco's consistent margin outperformance relative to U.S. Steel's segments.United States Steel Corporation (X) · 21_Ancora
Activist deck Activist investor Beat · Propose Solution1 hit
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United States Steel Corporation (X)United States Steel Corporation (X) · 21_Ancora
Activist deck Activist investor Beat · Propose Solution1 hit
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The slide is essentially a screenshot of a tweet or social media post.United States Steel Corporation (X) · 21_Ancora
Activist deck Activist investor 1 hit
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Slide 1
Elanco Animal Health (ELAN)Elanco Animal Health (ELAN) · Ancora
Activist deck Activist investor 1 hit
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Uses a grid of six 'X' marked boxes to highlight specific failures.Elanco Animal Health (ELAN) · Ancora
Activist deck Activist investor Beat · The Monster1 hit
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Uses red X icons to visually emphasize negative governance attributes.Elanco Animal Health (ELAN) · Ancora
Activist deck Activist investor Beat · The Struggle1 hit
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Uses a line chart with callout boxes to correlate specific management/board actions with stock price drops.Elanco Animal Health (ELAN) · Ancora
Activist deck Activist investor Beat · The StruggleLoop · Pattern Hunter1 hit
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Uses a quote-contradiction framework to undermine the CEO's credibility.Elanco Animal Health (ELAN) · Ancora
Activist deck Activist investor Beat · The StruggleLoop · Pattern Hunter1 hit
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Uses a timeline to contrast repeated management rhetoric with lack of results.Elanco Animal Health (ELAN) · Ancora
Activist deck Activist investor Beat · The StruggleLoop · Pattern Hunter1 hit
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The slide uses a 'CEO quote contradiction' framework to highlight the gap between management's past promises and current market valuation.Elanco Animal Health (ELAN) · Ancora
Activist deck Activist investor Loop · Pattern Hunter1 hit
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Uses a 'before-after' style visual to highlight the gap between commitment and reality, reinforced by a quote.Elanco Animal Health (ELAN) · Ancora
Activist deck Activist investor Loop · Pattern Hunter1 hit
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Uses a before-after style bridge to highlight the failure of synergy realization to drive bottom-line growth.Elanco Animal Health (ELAN) · Ancora
Activist deck Activist investor Loop · Pattern Hunter1 hit
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Uses CEO quotes to highlight the gap between management's acquisition thesis and actual financial performance.Elanco Animal Health (ELAN) · Ancora
Activist deck Activist investor Loop · Cost Of Inaction1 hit
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Uses a 'before-after' style visual to highlight the gap between management promises and actual financial performance.Elanco Animal Health (ELAN) · Ancora
Activist deck Activist investor Loop · Cost Of Inaction1 hit
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Uses a screenshot of a press release as evidence of the 'window dressing' claim.Elanco Animal Health (ELAN) · Ancora
Activist deck Activist investor Loop · Cost Of Inaction1 hit
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The chart uses a diverging bar chart to show positive vs negative correlation.Elanco Animal Health (ELAN) · Ancora
Activist deck Activist investor 1 hit