Matching slides 96,741
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79,951-79,980 of 96,741

filter-aware
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The slide uses a checklist format to present strategic recommendations.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
310
Uses a vertical timeline-style connector to group objections and rebuttals.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
311
The slide uses a sarcastic headline to frame the contradiction.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
313
The slide uses a chronological sequence of quotes to build a narrative of management stubbornness against market consensus.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
314
The slide uses a series of chronological quotes to frame the CEO's past actions as contradictory to the current narrative of him deserving credit for the split.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
317
Uses a vertical timeline-style connector to group the objections.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
318
Uses a Q&A excerpt from a 2017 earnings call and a 2009 10-K filing to highlight management's failure to capitalize on competitive advantages.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
319
The slide uses a timeline-style layout to demonstrate management's long-term awareness of a competitive threat that they failed to address.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
320
Uses a vertical timeline-style connector to group the objections.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
323
The slide uses a rhetorical question as an action title to frame the subsequent quote as evidence of contradiction.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
324
Uses a combination of data-driven argument and direct quotes to undermine the CEO's self-proclaimed success.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
325
Uses a vertical timeline-style connector to group objections.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
328
Uses a direct quote from Arconic's letter to employees as the target of the contradiction.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
01
Slide 1
BHP Billiton (BHP)BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Situation & Context1 hit
03
This slide outlines a three-pillar activist proposal for BHP.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Situation & Context1 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
05
BHP Billiton (BHP)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
12
The slide uses a contrast structure: identifying three specific problems followed by three corresponding solutions.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
16
The slide uses a structured list format to present the core thesis of the activist campaign.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Solution & Approach1 hit
17
The slide uses a structured 'preempt_rebuttal' framework to address investor concerns regarding the BHP unification.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Solution & Approach1 hit
18
The slide uses external authority to validate the activist's thesis on DLC simplification.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Solution & Approach1 hit
20
BHP Billiton (BHP)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