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Matching slides 10,645
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8,671-8,700 of 10,645
06
Uses a combination of a combo chart (bar/line) and a direct quote to highlight the gap between management's stated goals and actual performance.Cognizant Technology Solutions (CTSH) · Jesse Cohn
Shareholder letter Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
07
Includes a quote from J.P. Morgan to support the thesis on capital allocation.Cognizant Technology Solutions (CTSH) · Jesse Cohn
Shareholder letter Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
18
Uses a bar chart to contrast the valuation of the target company against industry peers.American Capital, Ltd. (ACAS) · Elliott
Activist deck Activist investor Beat · AgitateLoop · Iceberg1 hit
21
Uses a timeline of letter grades (D/F) to visualize poor performance over time.American Capital, Ltd. (ACAS) · Elliott
Activist deck Activist investor Beat · AgitateLoop · Iceberg1 hit
28
The slide uses red callouts to emphasize negative performance gaps and a yellow box to highlight a contradictory quote from the CEO.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit
31
The slide uses a quote from the CEO to ironically contrast his stated focus on shareholder value with the actual negative performance results.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit
32
Uses a quote from Dr. Kleinfeld to contrast his claims of productivity with the actual TSR data.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit
33
The slide uses a quote from former CEO Klaus Kleinfeld to frame the comparison against peers rather than the commodity price.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit
34
Uses a CEO quote to contrast with poor performance data.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit
38
The slide uses a quote from Dr. Kleinfeld to set up a 'cherry-picking' accusation, followed by performance metrics that undermine his narrative.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit
42
The chart uses a waterfall-style bar distribution to show the performance gap.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit
43
Uses a quote-contradiction framework to highlight poor performance.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit
50
Uses a quote from the CEO to frame the contradiction before presenting the data.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit
54
The chart uses a color-coded area fill to contrast pre- and post-announcement performance.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
55
The chart uses a waterfall-style bar arrangement to show the distribution of stock reactions, with Arconic significantly outperforming the average.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit
61
The quote highlights the distinction between strategic planning and actual execution.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
75
Uses a quote from 2004 to contrast with 2016 performance failures.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
77
Uses a quote from Dr. Klaus Kleinfeld to contrast with actual financial performance.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
78
The slide uses a quote from Dr. Klaus Kleinfeld to highlight the gap between management's past promises and actual performance.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
90
Uses a CNBC screenshot to provide context for the quote.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
91
The slide highlights the Firth Rixson transaction within a list of Aerospace and Defense M&A deals to contrast the implied EBITDA multiple against the CEO's justification.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
92
Uses a quote from Dr. Kleinfeld to contrast with the actual financial performance data.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
93
Uses a quote from Dr. Klaus Kleinfeld to highlight the contradiction between management rhetoric and actual performance metrics.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
94
Uses a quote-based contradiction framework to highlight management's misleading statements.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
95
Arconic Inc. (ARNC)Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
98
Uses a quote from the former Alcoa CFO to highlight the discrepancy between projected and actual performance.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
141
The slide uses a direct quote from a Hess letter to set up a rebuttal.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · SolutionLoop · Golden Circle1 hit
143
Includes a supporting quote from ISS Proxy Advisory Services.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · SolutionLoop · Golden Circle1 hit
151
The slide uses a quote from David H. Batchelder to validate the compensation structure.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 1 hit
156
The slide argues that Large Cap Independents are the most appropriate peer group for Hess based on market cap and E&P revenue metrics.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 1 hit