slides · global inventory
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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 96,741
Current window 12,481-12,510
Pages 3,225
Rows per page 30
Component
12,481-12,510 of 96,741
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 Contradiction2 hits
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 Contradiction2 hits
42
The chart uses a waterfall-style bar distribution to show the performance gap.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Expose Contradiction2 hits
43
Uses a quote-contradiction framework to highlight poor performance.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Expose Contradiction2 hits
56
The chart compares the 2/1/2017 event against historical peaks, most of which occurred during the 2009 financial crisis.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Expose Contradiction2 hits
64
Uses a numbered list to frame the argument for why 2013 is the correct starting point for performance evaluation.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 2 hits
65
The slide uses authority-citation to frame the argument for why capital allocation is the primary responsibility of management.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 2 hits
67
Uses a waterfall chart to decompose capital investment and a bar chart to compare Sales/NOPAT performance.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 2 hits
72
Uses dual-axis line chart to show that widebody deliveries actually grew faster than narrowbody/regional jets during the period in question.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 2 hits
74
Uses a waterfall chart to show capital allocation and a simple bar comparison for NOPAT growth.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 2 hits
77
Uses a quote from Dr. Klaus Kleinfeld to contrast with actual financial performance.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 2 hits
79
Uses bar charts to highlight growth vs decline.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 2 hits
80
The slide uses a waterfall-style comparison to highlight a $216 million revenue shortfall.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 2 hits
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 2 hits
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 2 hits
94
Uses a quote-based contradiction framework to highlight management's misleading statements.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 2 hits
96
The slide uses a 'Value Destruction' calculation by comparing acquisition costs against current enterprise value estimates.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 2 hits
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 2 hits
99
The slide uses a comparison of invested capital vs. projected 2019 value to demonstrate value destruction.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 2 hits
101
Uses direct quotes from Alcoa earnings calls to demonstrate management's defensive posture.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 2 hits
102
Uses a 'villain' framing technique to highlight management's deflection of responsibility.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 2 hits
103
Uses a quote from the former CFO to contrast with the actual outcome of talent retention.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 2 hits
106
Uses a Marimekko-style bar chart to show the impact of including/excluding Warrick on performance metrics.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 2 hits
107
Uses a bar chart to show how excluding Warrick allowed management to hit a higher EBITDA target.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 2 hits
108
Uses a before-after framing to highlight a strategic inconsistency in the corporate separation.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 2 hits
109
Uses a comparison of 2013 vs 2016 metrics to highlight the flaw in using a static per-unit target when volumes are shrinking.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 2 hits
110
The slide uses a visual comparison to show how the rolling average (right) creates a misleading 'high' compared to the actual peak annual performance (left).Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 2 hits
111
The slide uses a bar chart to contrast 'Historic Highs' (dark teal) with 'Results' (light blue) to show that current performance is below the 3-year rolling high.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 2 hits
113
Uses a bar chart to show revenue shortfall and a line chart to show market growth context.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 2 hits
114
Uses a quote-contradiction framework to highlight management failure.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 2 hits