Matching slides 96,741
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80,191-80,220 of 96,741

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35
Uses a line chart to visualize the performance gap; includes a callout for the 'Fiber Investment' inflection point and two supporting quotes.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
36
Uses CEO quotes to frame the contradiction between stated strategy and actual underperformance.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
37
Uses a waterfall-style bridge to isolate the implied value of the fiber segment by subtracting tower valuations from total enterprise value.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
38
Uses a waterfall-style logic to demonstrate capital misallocation.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
40
Uses a sequential process flow to illustrate value destruction.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor 1 hit
41
Uses quotes from management to highlight the contradiction in their investment logic.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor 1 hit
42
Uses a quote from CFO Dan Schlanger to frame the contradiction.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor 1 hit
43
Uses a timeline-style layout to contrast internal company optimism with external customer strategy.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor 1 hit
44
The slide uses a bar chart to contrast a 4% yield for CCI against a 20% yield for AMT.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor 1 hit
45
The slide uses a timeline to visualize the departure of key personnel from acquired companies.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor 1 hit
46
Uses direct quotes from competitors to undermine the target company's strategic direction.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor 1 hit
47
Uses authority-citation to validate the activist's thesis by leveraging competitor sentiment.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor 1 hit
48
The slide uses a bar chart to contrast the cost basis of fiber investments against the implied value and the potential returns of alternative investments.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor 1 hit
50
Crown Castle International Corp. (CCI)Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · Solution1 hit
51
The slide uses peer benchmarking to argue for operational improvements at Crown Castle.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · Solution1 hit
52
The chart illustrates a capital allocation framework for fiber networks, categorizing spend into Churn Replacement, Harvest, and Expansion.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · Solution1 hit
53
The chart illustrates three categories of fiber projects: Churn Replacement, Harvest, and Expansion, showing how yield decreases as annual growth rate increases.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · Solution1 hit
54
Uses an 'Efficiency Frontier' curve to illustrate the gap between Crown Castle and its peers.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · Solution1 hit
55
The slide uses a 'before-after' logic by highlighting the shift in 2021-2023 projections under the 'RTC Plan' compared to historical trends.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · Solution1 hit
56
The slide uses a 'Reclaiming the Crown Plan' overlay to highlight the shift in financial performance.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · Solution1 hit
57
Crown Castle International Corp. (CCI)Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · Solution1 hit
58
Uses a before-after structure to contrast current problems with proposed solutions.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · Solution1 hit
59
Uses peer disclosure as a benchmark to highlight a governance/transparency gap at Crown Castle.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · Solution1 hit
60
The slide uses a combination of bar charts to show that targets are consistently met (EBITDA/AFFO) while ROIC significantly lags behind peers.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · Solution1 hit
61
The slide uses a stacked bar chart to visualize the shift in incentive weighting from peer-relative metrics to absolute goals.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · Solution1 hit
62
The slide uses a color-coded bar chart approach to distinguish historical data from projected 'RTC Plan' data.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · Solution1 hit
64
The slide uses a crown icon as a recurring visual motif for the 'Reclaiming the Crown' campaign.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor 1 hit
01
Slide 1
This is the first page of a shareholder letter from Elliott Investment Management to Southwest Airlines.Southwest Airlines (LUV) · John Pike
Shareholder letter Activist investor Beat · Situation & Context1 hit
02
This is page 2 of a shareholder letter, likely from Elliott Investment Management.Southwest Airlines (LUV) · John Pike
Shareholder letter Activist investor Beat · Problem & Complication1 hit
03
Page 3 of a shareholder letter.Southwest Airlines (LUV) · John Pike
Shareholder letter Activist investor Beat · Impact & Next Steps1 hit