slides · global inventory
Callout
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 96,741
Current window 12,571-12,600
Pages 3,225
Rows per page 30
Component
12,571-12,600 of 96,741
24
The slide uses peer benchmarking to argue for a valuation re-rating.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Solution & Approach2 hits
27
The slide argues for a re-rating of BHP based on peer valuation multiples.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Evidence & Proof2 hits
08
Uses a waterfall-style chart to illustrate value destruction from initial investment to current valuation.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · The Monster2 hits
13
The chart uses a bracket to explicitly call out the percentage point gap between BHP and the other two indices.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · The StruggleLoop · Pattern Hunter2 hits
19
The slide uses a red dashed box to highlight the specific claim being refuted (diversification benefits).BHP Billiton (BHP) · Elliott
Activist deck Activist investor Loop · The Reveal2 hits
20
Uses a rhetorical question as the primary action title to frame the contradiction.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Loop · The Reveal2 hits
35
The slide uses a line chart to show the performance of Brambles shares relative to the ASX200 around the time of their DLC unification announcement.BHP Billiton (BHP) · Elliott
Activist deck Activist investor 2 hits
39
BHP Billiton (BHP)BHP Billiton (BHP) · Elliott
Activist deck Activist investor 2 hits
11
The slide uses a callout-style diagram to map specific components to internal/external suppliers, paired with a bar chart showing cost competitiveness.Hyundai Motor Group · Elliott
Activist deck Activist investor Beat · Agitate (Make it worse)2 hits
15
The slide uses a before-after comparison to argue for a holding company structure over the proposed restructuring plan.Hyundai Motor Group · Elliott
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Before After2 hits
18
Uses bar charts to contrast company performance against peer averages over a 6-year period.Hyundai Motor Group · Elliott
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Before After2 hits
25
The slide uses two line charts to demonstrate the valuation gap between Hyundai Mobis and its peers.Hyundai Motor Group · Elliott
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction2 hits
29
The chart shows a multi-year trend from 2013 to 2018.Hyundai Motor Group · Elliott
Activist deck Activist investor Beat · Solution (Provide relief)2 hits
33
Includes a disclaimer box at the bottom regarding the scope of the proposals.Hyundai Motor Group · Elliott
Activist deck Activist investor Beat · Solution (Provide relief)2 hits
40
The slide uses two bar charts to benchmark payout ratios, highlighting that Hyundai's current policies are vague and below peer averages.Hyundai Motor Group · Elliott
Activist deck Activist investor Beat · Solution (Provide relief)2 hits
41
The slide outlines specific corporate governance reforms requested by Elliott.Hyundai Motor Group · Elliott
Activist deck Activist investor Beat · Solution (Provide relief)2 hits
05
Uses a before-after bridge framework to visualize value creation.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor Beat · Problem2 hits
06
Uses a before-after framing to contrast Marathon's performance during engagement vs. post-retention of retail assets.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor Beat · Problem2 hits
07
Uses a three-column structure to frame the problem: Assets, Performance, and Valuation.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor Beat · Problem2 hits
09
Uses a waterfall-style bridge to show current vs pro forma value.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor Beat · Agitate2 hits
29
Includes a highlighted 'Illustrative Case' column.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Solution (Provide relief)Loop · The Reveal2 hits
35
The chart shows a bridge from current TIM Net Debt to a Pro-forma Stub Net Debt.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Solution (Provide relief)2 hits
06
The slide uses a table format to contrast two slates of nominees, highlighting independence concerns for Vivendi candidates.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · ProblemLoop · Logic Chain2 hits
05
The slide uses a narrative structure to frame the current board as the 'hero' and Vivendi as the 'villain'.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Problem2 hits
09
The chart highlights a -54% drop during the Vivendi control period.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Problem2 hits
13
The slide uses a combination of organizational structure and external quotes to frame the CEO's actions as self-serving.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Agitate2 hits
23
The chart uses a purple line to represent the stock performance, ending with a red callout bubble indicating the -54% figure.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Solution2 hits
35
Uses news clippings as evidence of legal indictments.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Solution2 hits
37
The slide uses a list-based structure to document specific instances of alleged corporate misconduct.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Solution2 hits
40
Telecom Italia SpA (TIM) (TIT.MI)Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor 2 hits