slides · global inventory
Disclaimer
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 41,127
Current window 16,921-16,950
Pages 1,371
Rows per page 30
Component
16,921-16,950 of 41,127
11
Page number 11 at the bottom.Sumitomo Realty & Development Co., Ltd. (8830) · Aaron Tai
Shareholder letter Activist investor 1 hit
12
Page 12 of a shareholder letter.Sumitomo Realty & Development Co., Ltd. (8830) · Aaron Tai
Shareholder letter Activist investor 1 hit
13
Sumitomo Realty & Development Co., Ltd. (8830)Sumitomo Realty & Development Co., Ltd. (8830) · Aaron Tai
Shareholder letter Activist investor 1 hit
04
Marathon Petroleum Corporation (MPC)Marathon Petroleum Corporation (MPC) · Quentin Koffey
Shareholder letter Activist investor 1 hit
02
Marathon Petroleum Corporation (MPC)Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor 1 hit
06
Uses a before-after framing to highlight a valuation disconnect.Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · ProblemLoop · Logic Chain1 hit
12
Includes a specific callout box arguing that dropping at 6.0x is unnecessary.Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · Agitation1 hit
15
The slide uses a comparison table to quantify the tax deferral benefit of acting before a regulatory deadline.Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · Agitation1 hit
16
Includes a quote from the MPLX CFO and specific annotations regarding growth drivers and dividend expectations.Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · Agitation1 hit
25
Includes detailed footnotes regarding EBITDA estimates, multiples, and tax assumptions.Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · SolutionLoop · Aha Moment1 hit
35
The chart highlights Speedway in red to distinguish it from the blue-colored peer group.Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · Solution1 hit
13
Page 13 of a shareholder letter/presentation.Texas Instruments (TXN) · Jesse Cohn
Shareholder letter Activist investor Beat · Impact & Next Steps1 hit
01
Toyota Industries Corporation (6201)Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor 1 hit
24
The chart decomposes NAV growth into 'Stakes in Publicly Traded Companies' and 'Operating Business and Other'.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor Loop · Cost Of Inaction1 hit
27
The chart highlights that the current TOB offer represents a 0.88x PBR, which the activist argues is an undervaluation.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor 1 hit
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 Cascade1 hit
29
The chart uses a waterfall-style bridge to isolate the core business value from other assets/liabilities.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor Loop · So What Cascade1 hit
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 · Solution1 hit
36
The chart shows a bridge from the base NAV to the final standalone plan NAV of ¥42,720.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor Beat · Solution1 hit
51
Toyota Industries Corporation (6201)Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor 1 hit
01
Includes a disclaimer regarding the data cutoff date of January 16, 2026.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Situation & Context1 hit
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 & Proof1 hit
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 Steps1 hit
36
The chart shows the components of value creation: cross-shareholding divestment, operating cash flow, industrial vehicle business growth, and automotive business governance/ROI improvements.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Impact & Next Steps1 hit
38
Includes two quotes from 'former automotive parts supplier executives' to support the critique.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Impact & Next Steps1 hit
40
Two waterfall charts showing bridge from 2025 to 2029 for Sales and EBIT.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Impact & Next Steps1 hit
51
Toyota Industries Corporation (6201.T)Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Impact & Next Steps1 hit
11
The chart decomposes NAV into 'Listed stock holdings' and 'Business and other'.Toyota Industries Corporation (6201) · Aaron Tai & Gordon Singer
Shareholder letter Activist investor 1 hit
13
The chart uses a waterfall-bridge structure to reconcile market capitalization to core business fair value.Toyota Industries Corporation (6201) · Aaron Tai & Gordon Singer
Shareholder letter Activist investor 1 hit
15
Toyota Industries Corporation (6201)Toyota Industries Corporation (6201) · Aaron Tai & Gordon Singer
Shareholder letter Activist investor 1 hit