slides · global inventory
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Matching slides 78,129
Current window 15,331-15,360
Pages 2,605
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15,331-15,360 of 78,129
06
The slide uses a 'villain_critique' approach to undermine management credibility by contrasting past promises with actual results.Commvault Systems, Inc. (CVLT) · Jesse Cohn and Jason Genrich
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction2 hits
03
The slide uses a peer PNAV multiple analysis to argue for undervaluation and includes a narrative summary of investor sentiment.Sumitomo Realty & Development Co., Ltd. (8830) · Aaron Tai
Shareholder letter Activist investor Beat · ProblemLoop · Cost Of Inaction2 hits
05
The slide uses a combination of a line chart for historical trend and a bar chart for peer benchmarking to illustrate governance failure.Sumitomo Realty & Development Co., Ltd. (8830) · Aaron Tai
Shareholder letter Activist investor Beat · AgitateLoop · Cost Of Inaction2 hits
09
The slide uses scatter plots to correlate financial metrics with PNAV, arguing that Sumitomo Realty is underperforming due to slow reform.Sumitomo Realty & Development Co., Ltd. (8830) · Aaron Tai
Shareholder letter Activist investor Loop · Cost Of Inaction2 hits
18
Includes specific assumptions for Elliott Management's valuation thesis.Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · Agitation2 hits
28
Includes two scatter plots comparing Distribution CAGR vs. Yield for GP and MLP peers, with Elliott Management's assumptions highlighted.Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · Solution2 hits
32
Includes a callout box critiquing Marathon's stated profitability metrics.Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · Solution2 hits
34
The slide uses a comparison frame to argue that Marathon is not operating more efficiently than its peers regarding inventory management.Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · Solution2 hits
40
The slide uses expert quotes to frame the problem of current low utilization and provides a financial impact estimate at the bottom.Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · Solution2 hits
45
Includes a comparative table of refinery utilization and EBITDA per barrel, plus a case study of the Valero/CST spin-off.Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · Solution2 hits
46
Includes a small inset table at the top right referencing a previous slide's argument.Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · Solution2 hits
02
Includes a callout circle on the line chart highlighting the divergence in opex/bbl.Phillips 66 (PSX) · John Pike and Mike Tomkins
Shareholder letter Activist investor Beat · Complication2 hits
03
Includes two charts: Analog/Mixed Signal Revenue and 2023 GAAP EBIT Margins.Texas Instruments (TXN) · Jesse Cohn
Shareholder letter Activist investor Beat · Problem & Complication2 hits
06
The slide uses a combination of historical performance data and forward-looking capacity analysis to question management's capital allocation strategy.Texas Instruments (TXN) · Jesse Cohn
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction2 hits
21
Uses a before-after comparison to highlight the impact of reclassifying Toyota Group entities on the required minimum acceptance threshold.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor 2 hits
28
Uses waterfall charts to demonstrate the discrepancy between IFRS book value deductions and actual tax plans.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor Loop · So What Cascade2 hits
35
Uses a waterfall-style bridge to illustrate financial impact of a corporate action.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor Beat · Solution2 hits
38
Uses quotes from 'Former Automotive OES Executive' to support the thesis of unfavorable pricing power.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor Beat · Solution2 hits
40
The slide uses two stacked waterfall charts to illustrate the bridge from current performance to the standalone plan targets.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor Beat · Solution2 hits
48
The slide uses a waterfall-bridge style visualization to demonstrate the accounting adjustment.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor 2 hits
28
The slide uses two waterfall charts to demonstrate the discrepancy between tax deductions and reported liabilities.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Evidence & Proof2 hits
35
ウォーターフォールチャートを用いた財務インパクトの可視化。Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Impact & Next Steps2 hits
02
Uses a 'villain' framing to contrast CEO pay with company underperformance.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Villain Critique2 hits
04
Includes two area charts showing stock performance relative to peers and a quote from the Phillips 66 CEO.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor 2 hits
07
The slide uses a combination of a bar chart (EBITDA) and an area chart (TSR underperformance) to illustrate the failure of the midstream pivot strategy.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate2 hits
27
Uses a before-after-framing style to contrast CEO rhetoric with market performance data.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 2 hits
46
Uses a 'Claim vs Reality' framework to directly challenge CEO rhetoric.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Loop · Cost Of Inaction2 hits
02
This is a classic activist investor 'villain' slide, framing the CEO as the antagonist and the shareholders as the victims.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction2 hits
12
Uses a red-to-yellow arrow graphic to frame the choice between the current state and the proposed activist path.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Expose Contradiction2 hits
19
Uses two distinct charts to prove the same point: one focusing on correlation with MPC, the other on VLO/MPC peer group performance.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Expose Contradiction2 hits