slides · global inventory
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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 41,127
Current window 19,621-19,650
Pages 1,371
Rows per page 30
Component
19,621-19,650 of 41,127
15
Includes detailed footnotes regarding dividend yields, share repurchases, and EPS rounding.Cognizant Technology Solutions (CTSH) · Jesse Cohn
Shareholder letter Activist investor Beat · Solution (Provide relief)Loop · Hypothesis Test1 hit
19
Uses a stacked bar chart to contrast actual investment activity against a small share repurchase amount, highlighting the opportunity cost.American Capital, Ltd. (ACAS) · Elliott
Activist deck Activist investor Beat · AgitateLoop · Iceberg1 hit
27
Uses TICC as a precedent case for the inability to monetize management contracts.American Capital, Ltd. (ACAS) · Elliott
Activist deck Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
29
The chart uses a vertical bar structure to show relative underperformance across 9 time periods.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit
35
Data as of October 31, 2016; Since CEO starts May 1, 2008.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit
36
The data highlights significant underperformance across most peer groups over multiple timeframes.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit
42
The chart uses a waterfall-style bar distribution to show the performance gap.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit
43
Uses a quote-contradiction framework to highlight poor performance.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit
54
The chart uses a color-coded area fill to contrast pre- and post-announcement performance.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
77
Uses a quote from Dr. Klaus Kleinfeld to contrast with actual financial performance.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
114
Uses a quote-contradiction framework to highlight management failure.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
116
The slide uses a bottom-up analysis to calculate potential cost savings, highlighting a total opportunity range of $2.32-$4.41 per share.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
120
The slide uses a sarcastic tone ('Arconic's Best') to expose poor capital allocation performance.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
172
Uses a waterfall bridge to reconcile 2016 revenue to 2019 targets.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
211
The slide uses a narrative of 'demotion' and 'self-promotion' to critique the CEO's motivations.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
258
Uses a cartoon illustration of a CEO with money bags to emphasize the critique.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
299
The slide uses yellow circles to annotate specific acquisition events along the stock performance line.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
03
The slide uses a list-based argument structure to build a case for management failure.Bank of East Asia, Limited (0023.HK) · Elliott
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
53
Uses a bar chart to show voting percentages over time (2007, 2008, 2012) to illustrate the failure to reach the 80% threshold.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 1 hit
80
The slide uses a series of pull-quotes to build a narrative of chronic underperformance and management failure over time.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
05
Includes a pie chart of market share and two bar charts showing revenue and growth rates.Riverbed Technology, Inc. (RVBD) · Elliott
Activist deck Activist investor 1 hit
07
The chart highlights a 69.4% underperformance gap between the NASDAQ and Riverbed.Riverbed Technology, Inc. (RVBD) · Elliott
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Benchmark Gap1 hit
01
Samsung Electronics Co., Ltd. (005930.KS)Samsung Electronics Co., Ltd. (005930.KS) · Elliott Management
Activist deck Activist investor 1 hit
02
Samsung Electronics Co., Ltd. (005930.KS)Samsung Electronics Co., Ltd. (005930.KS) · Elliott Management
Activist deck Activist investor 1 hit
11
The chart uses a weighted peer basket based on Samsung's 2015 operating profit contribution.Samsung Electronics Co., Ltd. (005930.KS) · Elliott Management
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Logic Chain1 hit
12
The chart uses a weighted peer basket to demonstrate a valuation gap for Samsung Electronics.Samsung Electronics Co., Ltd. (005930.KS) · Elliott Management
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Logic Chain1 hit
26
The slide includes a disclaimer note regarding the selection of research reports.Samsung Electronics Co., Ltd. (005930.KS) · Elliott Management
Activist deck Activist investor 1 hit
27
Includes a disclaimer regarding the representative nature of the cited research reports.Samsung Electronics Co., Ltd. (005930.KS) · Elliott Management
Activist deck Activist investor 1 hit