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 12,601-12,630
Pages 3,225
Rows per page 30
Component
12,601-12,630 of 96,741
16
The chart shows the consolidation and growth of the 'Big Three' tower companies (Crown Castle, American Tower, SBA) from 2006 to 2019.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · AgitateLoop · Before After2 hits
19
Uses a waterfall-style logic to show cumulative investment vs EBITDA growth yield.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · Agitate2 hits
26
The slide uses a purple bar for Crown Castle to visually distinguish it from the grey bars of its peers.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · Agitate2 hits
39
The slide uses a combination of bar charts and callout metrics to contrast the returns on different capital allocation strategies.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor 2 hits
10
Uses animal icons (bear and bull) to denote low and high ends of the valuation range.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor Beat · Agitate2 hits
18
Uses a three-part logical flow: business mix, headline valuation, and implied refining valuation.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor Beat · Agitate2 hits
34
The slide uses a peer benchmark to argue for operational improvement and capital return.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor Beat · Solution2 hits
35
Uses OPIS Regional Fuel Margin Index as a benchmark for normalization.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor Beat · Solution2 hits
37
Uses a table to categorize access models and a map/chart combo to illustrate a successful third-party contracting strategy.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor Beat · Solution2 hits
41
The slide uses a waterfall-style bridge to illustrate value creation potential.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor 2 hits
13
The slide uses a waterfall-style bridge to show value creation, supported by four strategic pillars.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor 2 hits
18
Includes a quote from Deutsche Bank to support the thesis of investor skepticism.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor Beat · Agitate2 hits
33
Uses CEO quotes to contrast internal optimism with market reality.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor 2 hits
45
Includes a callout box for 'Updated Strategy' and a silhouette graphic representing leadership.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor Beat · Solution2 hits
50
The slide uses a stepped visual metaphor to represent a sequential process.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor 2 hits
16
The slide uses a four-column layout to detail different research streams (employees/execs, advisors, shareholder survey, customer study).Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor Loop · Logic Chain2 hits
18
The slide includes a critique of Goodyear's peer group selection methodology, suggesting manipulation by removing high-performing peers and adding low-performing ones.The Goodyear Tire & Rubber Company (GT) · Elliott
Activist deck Activist investor Beat · Problem2 hits
19
Uses a combination of bar charts and a waterfall-style gap chart to illustrate underperformance.The Goodyear Tire & Rubber Company (GT) · Elliott
Activist deck Activist investor Beat · Problem2 hits
27
Uses expert quotes to frame the quantitative underperformance.The Goodyear Tire & Rubber Company (GT) · Elliott
Activist deck Activist investor Beat · Problem2 hits
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 Inaction2 hits
31
The slide uses a bar chart to show analyst coverage and a series of pull-quotes to demonstrate low confidence.The Goodyear Tire & Rubber Company (GT) · Elliott
Activist deck Activist investor Beat · Problem2 hits
37
Uses a road/streetlamp metaphor to frame the two strategic pillars of the review.The Goodyear Tire & Rubber Company (GT) · Elliott
Activist deck Activist investor Beat · Solution2 hits
13
Sampo Oyj (SAMPO)Sampo Oyj (SAMPO) · Elliott
Activist deck Activist investor 2 hits
20
Sampo Oyj (SAMPO)Sampo Oyj (SAMPO) · Elliott
Activist deck Activist investor 2 hits
13
The slide uses a waterfall-style bridge to illustrate value creation.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor Loop · Logic Chain2 hits
18
The slide uses a red bar for 'Today' to emphasize the current low valuation.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor Beat · AgitateLoop · Aha Moment2 hits
20
The slide highlights a significant margin contraction for Southwest compared to its peers, specifically calling out a 1,300 bps delta.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor Beat · AgitateLoop · Aha Moment2 hits
27
Uses an 'EXIT' sign metaphor to suggest investors are losing faith.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor 2 hits
33
Uses CEO quotes to contrast management's claims of $1B-$1.5B in incremental profit against the reality of a 90% lower consensus EBIT.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor 2 hits
50
Southwest Airlines (LUV)Southwest Airlines (LUV) · Elliott
Activist deck Activist investor 2 hits