slides · global inventory
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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 78,129
Current window 16,411-16,440
Pages 2,605
Rows per page 30
Component
16,411-16,440 of 78,129
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
245
The slide uses a mix of qualitative proxy advisor quotes and quantitative performance metrics to build a case for overboarding.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 2 hits
256
Includes a caricature of the CEO holding money bags to emphasize the critique.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 2 hits
14
Includes a structural diagram comparing current vs. proposed state, a bar chart showing asset/profit splits, and a line chart showing historical price discounts.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Solution & Approach2 hits
21
The slide uses a comparison of BHP Billiton against a synthetic 'Comparable Portfolio' to challenge the diversification thesis.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Solution & Approach2 hits
29
The slide uses a dual-chart approach to show cash generation and balance sheet strength.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Evidence & Proof2 hits
17
Uses a combination of a bar chart for capex and a comparison of spend vs. valuation to highlight value destruction.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Loop · The Reveal2 hits
21
Uses a CEO quote to set up a contradiction with market data.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Loop · The Reveal2 hits
37
The slide uses two bar charts to contrast current wastage with potential value creation.BHP Billiton (BHP) · Elliott
Activist deck Activist investor 2 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
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
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
19
Uses Elliott Management's historical engagement as a marker for valuation shifts.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor Beat · Agitate2 hits
33
The slide uses a comparison frame to argue for Valero's operational superiority over Marathon.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor Beat · Solution2 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
10
The charts illustrate a clear shift from negative to positive growth, attributing the improvement to pre-existing strategic initiatives.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction2 hits
11
The slide uses a combination of an area chart for relative capex, a bar chart for coverage, and a data table for operational KPIs.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction2 hits
13
Uses a combination of a bar chart for valuation discount and a bar chart for EBITDA growth to highlight a divergence between market perception and operational performance.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction2 hits
27
The slide uses a dual-area chart to contrast the improvement in TIM's governance against the decline in Vivendi's shareholder rights.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Solution2 hits
30
The slide uses a combination of historical context, media quotes, and visual data (bar chart and line chart) to build a case against the board's governance.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Solution2 hits
11
Uses a three-column layout to present key pillars of competitive advantage.The Goodyear Tire & Rubber Company (GT) · Elliott
Activist deck Activist investor 2 hits
05
Uses a donut chart to illustrate the shift in value composition when excluding non-core assets.Sampo Oyj (SAMPO) · Elliott
Activist deck Activist investor 2 hits
06
The slide uses a line chart for historical trend and a bar chart for average premium comparison.Sampo Oyj (SAMPO) · Elliott
Activist deck Activist investor 2 hits
08
The slide uses a line chart to show historical P/E trends and a bar chart to compare specific periods (Mid-15 to Mid-18 vs YTD).Sampo Oyj (SAMPO) · Elliott
Activist deck Activist investor 2 hits
15
The slide uses a combination of qualitative expert quotes and quantitative peer benchmarking to build a 'moat' argument.Sampo Oyj (SAMPO) · Elliott
Activist deck Activist investor 2 hits
16
The slide highlights IF P&C's superior underwriting performance (lower COR) and lower volatility compared to Gjensidige, Tryg, and Topdanmark.Sampo Oyj (SAMPO) · Elliott
Activist deck Activist investor 2 hits
17
Uses a before-after framing to link operational performance (COR) to financial valuation (P/E).Sampo Oyj (SAMPO) · Elliott
Activist deck Activist investor 2 hits
18
Sampo Oyj (SAMPO)Sampo Oyj (SAMPO) · Elliott
Activist deck Activist investor 2 hits