slides · global inventory
Quote
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 18,554
Current window 16,621-16,650
Pages 619
Rows per page 30
Component
16,621-16,650 of 18,554
10
Uses analyst quotes to build a case for capital return (dividends/buybacks) as a remedy for slowing growth.Cognizant Technology Solutions (CTSH) · Jesse Cohn
Shareholder letter Activist investor Beat · Solution (Provide relief)Loop · Hypothesis Test1 hit
12
Uses Porter's 'What is Strategy' framework to critique Arconic's management.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit
20
The slide emphasizes '80 years of cumulative aerospace experience' as a key selling point for the slate.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit
22
The slide uses a background graphic of upward-pointing arrows to visually reinforce the 'support' and 'value creation' theme.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit
47
Uses red dashed boxes to highlight specific claims and callouts.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit
48
The slide uses a 'waterfall-bridge' style visualization to show negative deltas (underperformance) against benchmarks.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit
56
The chart compares the 2/1/2017 event against historical peaks, most of which occurred during the 2009 financial crisis.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit
57
The slide uses a dual-line chart to contrast the performance of two entities post-separation, highlighting the impact of activist intervention.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Expose ContradictionLoop · David Goliath1 hit
70
The slide uses a combination of a line chart for guidance and bar charts for EBITDA, with callout quotes from the CEO to demonstrate the contradiction between management's optimistic rhetoric and the declining financial performance.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
104
Uses a visual comparison to draw a parallel between a historical corporate failure and the current target company's situation.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
108
Uses a before-after framing to highlight a strategic inconsistency in the corporate separation.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
109
Uses a comparison of 2013 vs 2016 metrics to highlight the flaw in using a static per-unit target when volumes are shrinking.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
38
Uses a Q&A format mapped against a timeline to highlight management inconsistency.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 1 hit
40
Uses a 'before-after' structure to contrast management rhetoric with actual portfolio expansion.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 1 hit
42
The slide uses a bar chart to show negative relative performance alongside quotes from the CEO to highlight a gap between rhetoric and results.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 1 hit
48
Uses quotes from ISS and Glass Lewis to build a case against the board's compensation committee.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 1 hit
59
The slide uses a 'villain' framing to discredit management's performance claims.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 1 hit
63
The slide uses a rhetorical question-and-answer format to dismantle the company's stated strategy.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 1 hit
79
The slide uses a chronological list of negative analyst commentary to build a case for long-term underperformance.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Cite PrecedentLoop · The Reveal1 hit
81
The slide uses a series of negative analyst quotes to establish a pattern of historical underperformance.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Cite PrecedentLoop · The Reveal1 hit
83
The slide uses historical analyst commentary to establish a long-term pattern of underperformance.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Cite PrecedentLoop · The Reveal1 hit
90
Uses a before-after framing to expose a contradiction in corporate governance claims.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 1 hit
95
Uses a before/after framing to highlight management inconsistency.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 1 hit
104
The slide uses a table to highlight that Hess has lower leverage and better yield metrics than peers, framing management's narrative as a contradiction.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 1 hit
112
The slide uses a vertical list of quotes to build credibility for the activist's proposal.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · SolutionLoop · Golden Circle1 hit
140
Uses a direct quote from a Hess letter to highlight a perceived contradiction.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · SolutionLoop · Golden Circle1 hit
142
Uses a contrast-pairs framework to highlight the difference between the two sets of nominees.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · SolutionLoop · Golden Circle1 hit
09
The slide uses a vertical arrow on the left to indicate that the listed analyst reports address Elliott's offer.Riverbed Technology, Inc. (RVBD) · Elliott
Activist deck Activist investor Loop · Benchmark Gap1 hit
20
The slide uses a comparison table to highlight governance deficiencies relative to peers like TSMC, Micron, Qualcomm, and Apple.Samsung Electronics Co., Ltd. (005930.KS) · Elliott Management
Activist deck Activist investor Loop · Logic Chain1 hit
31
The slide uses a complex org-chart structure to explain corporate restructuring and cross-shareholding.Samsung Electronics Co., Ltd. (005930.KS) · Elliott Management
Activist deck Activist investor 1 hit