slides · global inventory
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Matching slides 18,554
Current window 7,771-7,800
Pages 619
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Component
7,771-7,800 of 18,554
12
The slide uses the 'BBE' (Best Business Ever) acronym to frame the investment thesis.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · AgitateLoop · Before After2 hits
13
The slide uses a combination of stacked bar charts and a dot plot to argue for the superiority of Crown Castle's asset base.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · AgitateLoop · Before After2 hits
14
The slide uses a purple overlay on a photo of a cell tower to emphasize the quote.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · AgitateLoop · Before After2 hits
15
Includes a quote from MoffettNathanson and data comparing the 'Big Three' tower companies to the S&P 500.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · AgitateLoop · Before After2 hits
17
The slide uses two bar charts to show annual and cumulative cash generation metrics.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · AgitateLoop · Before After2 hits
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 After2 hits
20
The slide uses a quote to highlight a strategic pivot or contradiction regarding the company's business focus.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · Agitate2 hits
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 · Agitate2 hits
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 · Agitate2 hits
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 · Agitate2 hits
330
Uses a specific director profile (Pat Russo) to exemplify the Board's alleged incompetence.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 2 hits
12
The slide uses a quote from an Australian Shareholders' Association member to reinforce the narrative of poor management performance.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · The StruggleLoop · Pattern Hunter2 hits
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 Reveal2 hits
18
Uses a 'death by a thousand cuts' metaphor to describe management's divestment strategy.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Loop · The Reveal2 hits
21
Uses a CEO quote to set up a contradiction with market data.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Loop · The Reveal2 hits
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 Victory2 hits
33
The slide uses a quote to provide credibility to the argument for unification.BHP Billiton (BHP) · Elliott
Activist deck Activist investor 2 hits
35
The slide uses a line chart to show the performance of Brambles shares relative to the ASX200 around the time of their DLC unification announcement.BHP Billiton (BHP) · Elliott
Activist deck Activist investor 2 hits
15
The slide uses a quote from Gary Heminger to contrast with the data presented, framing it as a contradiction.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor Beat · AgitateLoop · Tale Two Worlds2 hits
21
Uses a quote to frame the contradiction against the reality of Vivendi's ownership stake.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction2 hits
10
Uses a two-column layout to categorize criticisms into 'Not Aligned' and 'Unsupportable'.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Agitate2 hits
18
Includes a timeline-style diagram showing Genish's career path between Vivendi, GVT, Vivo, and TIM.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Agitate2 hits
19
Uses a line chart with annotated callouts to map specific events to share price movements.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Agitate2 hits
28
The slide uses a matrix to visualize board interlocks and family control.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Solution2 hits
22
Uses a two-column comparison structure to contrast historical context with the specific failures of the TireHub initiative.The Goodyear Tire & Rubber Company (GT) · Elliott
Activist deck Activist investor Beat · Problem2 hits
23
The slide uses a quote to preemptively challenge management's strategic narrative regarding distribution control.The Goodyear Tire & Rubber Company (GT) · Elliott
Activist deck Activist investor Beat · Problem2 hits
25
Includes a quote from a former employee to support the critique.The Goodyear Tire & Rubber Company (GT) · Elliott
Activist deck Activist investor Beat · Problem2 hits
28
Uses a CEO quote to establish the original target and contrasts it with actual performance data.The Goodyear Tire & Rubber Company (GT) · Elliott
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction2 hits
29
The slide uses a 'CEO quote contradiction' pattern to highlight management's failure to meet stated margin goals over time.The Goodyear Tire & Rubber Company (GT) · Elliott
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction2 hits
30
Uses a quote from a former CFO to frame the importance of ROIC as a metric.The Goodyear Tire & Rubber Company (GT) · Elliott
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction2 hits