slides · global inventory
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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 96,741
Current window 80,101-80,130
Pages 3,225
Rows per page 30
Component
80,101-80,130 of 96,741
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 Worlds1 hit
16
Uses stamps ('STATUS QUO', 'DOUBLE DOWN', 'Hope for Change') to frame the narrative of each period.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor Beat · AgitateLoop · Tale Two Worlds1 hit
17
Uses a combination of bar charts and analyst quotes to build a case against management's narrative.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
20
Includes analyst quotes from Goldman Sachs and Morgan Stanley to support the thesis.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
21
Uses a before-after framework to contrast current governance failures with future state improvements.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor Beat · SolutionLoop · Before After1 hit
22
Marathon Petroleum Corporation (MPC)Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor Beat · SolutionLoop · Before After1 hit
23
Uses a before-after framework to contrast current 'trapped' value with future 'unlocked' potential.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor Beat · SolutionLoop · Before After1 hit
24
Uses a waterfall-style bridge to illustrate value creation from a current state to a pro forma state.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor Beat · SolutionLoop · Before After1 hit
25
Uses a process flow diagram to explain the corporate restructuring steps.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor Beat · Solution1 hit
26
The slide uses a table to quantify potential EBITDA impacts of a corporate separation, countering management's claims of integration benefits.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor Beat · Solution1 hit
27
Includes a bar chart comparing enterprise values and a table of operational/financial metrics.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor Beat · Solution1 hit
28
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
30
Marathon Petroleum Corporation (MPC)Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor Beat · Solution1 hit
31
Uses a 'Justification vs. Reality' framework to systematically dismantle management's arguments.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor Beat · Solution1 hit
32
Uses a dialogue format to highlight a contradiction between analyst questioning and management's vague response.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor Beat · Solution1 hit
38
Uses expert testimony and market observations to argue that independence improves competitiveness.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor Beat · Solution1 hit
39
Uses industry expert quotes to validate the thesis that ownership is not required for supply chain security.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor Beat · Solution1 hit
40
Marathon Petroleum Corporation (MPC)Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor Beat · Solution1 hit
43
Marathon Petroleum Corporation (MPC)Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor 1 hit
44
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
45
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
01
This is the first page of a formal shareholder letter.Unizo Holdings Company (3258.T) · Elliott Advisors
Shareholder letter Activist investor Beat · Problem (Identify pain)1 hit
02
This is a continuation of a list of questions (starts at item 2, sub-item 2).Unizo Holdings Company (3258.T) · Elliott Advisors
Shareholder letter Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
03
This is page 3 of a shareholder letter, continuing a list of questions and concluding with a formal demand for answers.Unizo Holdings Company (3258.T) · Elliott Advisors
Shareholder letter Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
03
Sampo Oyj (SAMPO)Sampo Oyj (SAMPO) · Elliott
Activist deck Activist investor 1 hit
04
This slide uses a classic activist 'Problem-Opportunity-Solution' structure.Sampo Oyj (SAMPO) · Elliott
Activist deck Activist investor 1 hit
05
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
06
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
07
The slide uses a red downward arrow to visually emphasize the underperformance gap.Sampo Oyj (SAMPO) · Elliott
Activist deck Activist investor 1 hit