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Matching slides 118,471
Current window 84,091-84,120
Pages 3,950
Rows per page 30
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84,091-84,120 of 118,471

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01
Slide 1
This is the cover letter of an activist investor presentation.Cognizant Technology Solutions (CTSH) · Jesse Cohn
Shareholder letter Activist investor Beat · Problem (Identify pain)1 hit
04
Uses analyst quotes to frame management's strategy as outdated compared to market expectations.Cognizant Technology Solutions (CTSH) · Jesse Cohn
Shareholder letter Activist investor Beat · Problem (Identify pain)1 hit
10
Uses analyst quotes to build a case for capital return (dividends/buybacks) as a remedy for slowing growth.Cognizant Technology Solutions (CTSH) · Jesse Cohn
Shareholder letter Activist investor Beat · Solution (Provide relief)Loop · Hypothesis Test1 hit
02
Includes company HQ, employee count, financial snapshot, and three pie charts detailing revenue/profit contribution and end-market exposure.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
09
The slide uses a combination of a large performance matrix and three smaller tables showing performance before and after the Elliott proxy fight.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Problem Statement1 hit
10
Uses a faucet metaphor to illustrate capital 'leaking' or yielding poor returns.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Peer Benchmark1 hit
12
Uses Porter's 'What is Strategy' framework to critique Arconic's management.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit
13
The slide uses a bar chart comparison to argue that Arconic's assets are underutilized compared to its identified competitors.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit
14
The slide uses a list of 'X' marked points to systematically dismantle the current CEO's management style.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit
15
Uses a quote-based attack strategy to undermine leadership credibility.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit
17
Arconic Inc. (ARNC)Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit
20
The slide emphasizes '80 years of cumulative aerospace experience' as a key selling point for the slate.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit
21
Uses a classic 'us vs. them' contrast table to frame the incumbent board as the villain.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit
30
The chart shows significant underperformance across all time horizons and peer categories.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit
01
Slide 1
Bank of East Asia, Limited (0023.HK)Bank of East Asia, Limited (0023.HK) · Elliott
Activist deck Activist investor 1 hit
07
The slide uses a line chart for ROE trends and a grouped bar chart for BPS CAGR to illustrate the performance gap.Bank of East Asia, Limited (0023.HK) · Elliott
Activist deck Activist investor Beat · AgitateLoop · Mece Breakdown1 hit
09
The chart illustrates indexed stock performance from 1997 to 2015, highlighting the superior returns of banks that were divested.Bank of East Asia, Limited (0023.HK) · Elliott
Activist deck Activist investor Beat · AgitateLoop · Mece Breakdown1 hit
10
The slide uses a consistent color-coding scheme where BEA is highlighted in red to emphasize its underperformance relative to the peer average.Bank of East Asia, Limited (0023.HK) · Elliott
Activist deck Activist investor Beat · AgitateLoop · Mece Breakdown1 hit
11
BEA is highlighted in yellow in the charts. The slide argues that a lower proportion of customer deposits (specifically current/savings) leads to higher funding costs.Bank of East Asia, Limited (0023.HK) · Elliott
Activist deck Activist investor Beat · AgitateLoop · Mece Breakdown1 hit
12
The slide uses a series of bar charts to highlight BEA's underperformance relative to peers, with BEA highlighted in red.Bank of East Asia, Limited (0023.HK) · Elliott
Activist deck Activist investor Beat · AgitateLoop · Mece Breakdown1 hit
14
The slide uses a consistent color coding where BEA is highlighted in red to emphasize its underperformance relative to the peer average (dashed line).Bank of East Asia, Limited (0023.HK) · Elliott
Activist deck Activist investor Beat · AgitateLoop · Mece Breakdown1 hit
20
Uses Wing Lung Bank (WLB) as a precedent for successful acquisition-led performance improvement.Bank of East Asia, Limited (0023.HK) · Elliott
Activist deck Activist investor Beat · SolutionLoop · Before After1 hit
01
Slide 1
Samsung Electronics Co., Ltd. (005930.KS)Samsung Electronics Co., Ltd. (005930.KS) · Elliott Management
Activist deck Activist investor 1 hit
05
This slide outlines the core activist thesis for Samsung Electronics, focusing on structural and capital allocation changes.Samsung Electronics Co., Ltd. (005930.KS) · Elliott Management
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Logic Chain1 hit
14
The slide uses a series of bar charts to demonstrate operational outperformance, contrasting Samsung's margins with specific competitors.Samsung Electronics Co., Ltd. (005930.KS) · Elliott Management
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Logic Chain1 hit
18
The slide uses a combination of a time-series line chart for dividend yield and grouped bar charts for payout ratios to highlight underperformance.Samsung Electronics Co., Ltd. (005930.KS) · Elliott Management
Activist deck Activist investor Loop · Logic Chain1 hit
22
The slide details a specific financial engineering proposal to address treasury share value.Samsung Electronics Co., Ltd. (005930.KS) · Elliott Management
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Logic Chain1 hit
23
The slide uses a waterfall-style arrow to illustrate the reduction of net cash to peer levels.Samsung Electronics Co., Ltd. (005930.KS) · Elliott Management
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Logic Chain1 hit
24
Samsung Electronics Co., Ltd. (005930.KS)Samsung Electronics Co., Ltd. (005930.KS) · Elliott Management
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Logic Chain1 hit
26
The slide includes a disclaimer note regarding the selection of research reports.Samsung Electronics Co., Ltd. (005930.KS) · Elliott Management
Activist deck Activist investor 1 hit