Matching slides 96,741
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12,511-12,540 of 96,741

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116
The slide uses a bottom-up analysis to calculate potential cost savings, highlighting a total opportunity range of $2.32-$4.41 per share.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 2 hits
120
The slide uses a sarcastic tone ('Arconic's Best') to expose poor capital allocation performance.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 2 hits
121
The slide uses a contrast between the company's stated tailwinds and the actual stagnant revenue performance to build an activist case.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 2 hits
122
Uses a quote from 2013 to contrast with actual performance, framing the company's failure as a missed opportunity.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 2 hits
123
Uses executive quotes to highlight the disconnect between market growth and company performance.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 2 hits
129
Uses a side-by-side comparison to highlight a lack of originality and depth in Arconic's strategic framework.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 2 hits
130
The slide uses a quote from an investor day to frame management as superficial and lacking a real roadmap.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 2 hits
134
Uses a quote-based critique to frame the CEO's strategy as incoherent.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 2 hits
135
The slide uses a quote from Mark Donegan to frame the company's operational pillars.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 2 hits
141
Uses a CEO quote to frame the strategy, then immediately refutes the logic behind it.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 2 hits
142
Uses a combination of bar chart and annotations to contrast 'Crisis Recovery' growth with the subsequent 'Shift to Value-Add' decline.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 2 hits
143
Uses a 'translation' callout to interpret corporate speak into a blunt activist critique.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 2 hits
151
Uses a '0' big number to highlight the lack of mentions of key metrics by the CEO.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 2 hits
155
The slide uses a dashed box to highlight the revenue comparison specifically.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 2 hits
160
The chart uses a blue bar for Arconic to distinguish it from the peer group.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 2 hits
163
Uses a methodology of allocating net fixed assets based on depreciation to estimate segment-level performance.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 2 hits
167
The slide uses a contrast-principle to highlight TCS (Arconic) in blue against grey peers.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 2 hits
172
Uses a waterfall bridge to reconcile 2016 revenue to 2019 targets.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 2 hits
177
Uses a screenshot of an Arconic slide to highlight the lack of internal targets and reliance on market growth.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 2 hits
178
The slide uses a combination of a data table and a bar chart to highlight the discrepancy between management's narrative and their internal projections.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 2 hits
179
The slide uses a 'But the truth is...' transition at the bottom to lead into the next slide.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 2 hits
180
The slide uses a callout box to directly refute a 'share gain' narrative.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 2 hits
184
The slide uses a scatter plot to debunk the idea that shipset growth equals market share gain by highlighting the shift to more expensive materials.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 2 hits
187
The slide uses a 'villain' framing by highlighting management's evasiveness regarding contract attrition.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 2 hits
189
The slide uses a comparison of 2016 vs 2019 revenue/EBITDA to calculate incremental margins, aiming to debunk management's claims of operational efficiency.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 2 hits
193
The slide uses a 'Management vs. Reality' comparison to argue that the company is intentionally under-promising (sandbagging).Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 2 hits
194
The slide uses a 'sandbagging' argument to frame management's guidance as intentionally conservative to ensure easy target achievement.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 2 hits
201
Uses a 'villain' framing to attack management's capital allocation decisions.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 2 hits
202
Uses visual juxtaposition to frame the target company as out-of-touch.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 2 hits
214
Uses a red arrow annotation to emphasize the trend.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 2 hits