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Matching slides 96,741
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80,161-80,190 of 96,741
04
This slide serves as an introduction to the activist investor's credibility and history.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor 1 hit
06
Uses a classic 'problem-solution' or 'before-after' framework to justify activist intervention.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
07
The slide uses a 'villain' framing (Crown Castle) against 'peers' (American Tower, SBA Communications) to highlight persistent underperformance.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
08
Uses a process arrow diagram to outline the four pillars of the activist proposal.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
09
The slide uses a comparison of current metrics vs. proposed plan targets to justify the strategy.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
10
Uses a before-after bridge framework to contrast current metrics with projected outcomes under the activist plan.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
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 After1 hit
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 After1 hit
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 After1 hit
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 After1 hit
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
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 · 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
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
30
The slide uses a step-based process diagram to frame the transition from current value destruction to future value creation.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
31
Crown Castle International Corp. (CCI)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
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 Inaction1 hit
33
The slide uses a split-column layout to contrast board-level changes with management-level expectations.The Goodyear Tire & Rubber Company (GT) · Elliott
Activist deck Activist investor Beat · Solution1 hit
34
Includes a valuation bridge/upside analysis and peer benchmarking for retail auto service.The Goodyear Tire & Rubber Company (GT) · Elliott
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
35
The slide uses a waterfall chart to bridge the gap between current consensus margins and target margins.The Goodyear Tire & Rubber Company (GT) · Elliott
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
36
The slide uses a three-column process/pillar layout to categorize cost-saving initiatives.The Goodyear Tire & Rubber Company (GT) · Elliott
Activist deck Activist investor Beat · Solution1 hit
38
Includes a specific callout for a 70bps margin improvement and $1.5B revenue opportunity.The Goodyear Tire & Rubber Company (GT) · Elliott
Activist deck Activist investor Beat · Solution1 hit
39
The slide uses a high-contrast black background with yellow text, typical of Elliott Management activist presentations.The Goodyear Tire & Rubber Company (GT) · Elliott
Activist deck Activist investor Beat · Solution1 hit