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slides · global inventory

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Component collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 10,645
Current window 8,761-8,790
Pages 355
Rows per page 30
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8,761-8,790 of 10,645

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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
15
Includes a quote from MoffettNathanson and data comparing the 'Big Three' tower companies to the S&P 500.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
22
The slide uses a timeline to illustrate a pattern of high-multiple acquisitions, supported by a quote from Citi regarding the company's investment thesis.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
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
42
Uses a quote from CFO Dan Schlanger to frame the contradiction.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
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
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
08
The quote is used to frame the urgency of the activist's proposed changes.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor 1 hit
10
The slide uses a list-based diagnostic approach to frame the company's failures.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor Beat · ProblemLoop · Before After1 hit
11
The slide uses a list of strengths to preemptively argue that the company's problems are solvable.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor Beat · Problem1 hit
16
The slide uses a pull-quote format to highlight a critique of management's execution.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor 1 hit
21
Uses a quote to frame the contradiction against the reality of Vivendi's ownership stake.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
10
Uses a two-column layout to categorize criticisms into 'Not Aligned' and 'Unsupportable'.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
18
Includes a timeline-style diagram showing Genish's career path between Vivendi, GVT, Vivo, and TIM.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
19
Uses a line chart with annotated callouts to map specific events to share price movements.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
28
The slide uses a matrix to visualize board interlocks and family control.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Solution1 hit
22
Uses a two-column comparison structure to contrast historical context with the specific failures of the TireHub initiative.The Goodyear Tire & Rubber Company (GT) · Elliott
Activist deck Activist investor Beat · Problem1 hit
23
The slide uses a quote to preemptively challenge management's strategic narrative regarding distribution control.The Goodyear Tire & Rubber Company (GT) · Elliott
Activist deck Activist investor Beat · Problem1 hit
25
Includes a quote from a former employee to support the critique.The Goodyear Tire & Rubber Company (GT) · Elliott
Activist deck Activist investor Beat · Problem1 hit
28
Uses a CEO quote to establish the original target and contrasts it with actual performance data.The Goodyear Tire & Rubber Company (GT) · Elliott
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 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
30
Uses a quote from a former CFO to frame the importance of ROIC as a metric.The Goodyear Tire & Rubber Company (GT) · Elliott
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit