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 19,651-19,680
Pages 1,371
Rows per page 30
Component
19,651-19,680 of 41,127
336
Arconic Inc. (ARNC)Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
01
BHP Billiton (BHP)BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Situation & Context1 hit
02
BHP Billiton (BHP)BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Situation & Context1 hit
04
The slide uses a waterfall-bridge structure to show the transition from current enterprise value to total potential value.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Situation & Context1 hit
09
The slide uses four distinct time-series charts to frame the underperformance relative to specific corporate events (Rio bid, S32 demerger).BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Problem & Complication1 hit
10
The slide highlights a 20.4% / US$19.0bn upside potential based on the valuation gap.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Problem & Complication1 hit
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 & Approach1 hit
18
The slide uses external authority to validate the activist's thesis on DLC simplification.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Solution & Approach1 hit
22
The slide uses a bulleted list to outline the rationale for a demerger based on lack of operational synergy and management distraction.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Solution & Approach1 hit
24
The slide uses peer benchmarking to argue for a valuation re-rating.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Solution & Approach1 hit
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 & Proof1 hit
31
This slide presents a financial proposal from Elliott Management regarding BHP's capital allocation strategy.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Evidence & Proof1 hit
32
The slide uses external analyst quotes to build credibility for the activist's argument regarding capital allocation.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Evidence & Proof1 hit
39
Includes detailed footnotes regarding tax assumptions and methodology.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Impact & Next Steps1 hit
01
BHP Billiton (BHP)BHP Billiton (BHP) · Elliott
Activist deck Activist investor 1 hit
02
BHP Billiton (BHP)BHP Billiton (BHP) · Elliott
Activist deck Activist investor 1 hit
13
The chart uses a bracket to explicitly call out the percentage point gap between BHP and the other two indices.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · The StruggleLoop · Pattern Hunter1 hit
02
Hyundai Motor GroupHyundai Motor Group · Elliott
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
12
Includes detailed footnotes regarding peer group composition and financial definitions.Hyundai Motor Group · Elliott
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
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 Inaction1 hit
35
Includes a bridge-style logic showing how margin and valuation discount metrics lead to a market cap upside.Hyundai Motor Group · Elliott
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
36
The diagram uses a hierarchical structure to show ownership stakes post-demerger.Hyundai Motor Group · Elliott
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
38
The diagram illustrates the complex web of cross-shareholdings between the Founding Family, Hyundai entities, and Kia.Hyundai Motor Group · Elliott
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
39
Uses a waterfall-style bridge to illustrate the excess cash gap.Hyundai Motor Group · Elliott
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
02
Marathon Petroleum Corporation (MPC)Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor 1 hit
26
The slide uses a table to quantify potential EBITDA impacts of a corporate separation, countering management's claims of integration benefits.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor Beat · Solution1 hit
02
Telecom Italia SpA (TIM) (TIT.MI)Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor 1 hit
06
The slide uses a chronological list format to establish credibility and a track record of activism.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
02
Telecom Italia SpA (TIM) (TIT.MI)Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor 1 hit
02
Telecom Italia SpA (TIM) (TIT.MI)Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor 1 hit