slides · global inventory
Table
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 60,568
Current window 20,311-20,340
Pages 2,019
Rows per page 30
Component
20,311-20,340 of 60,568
42
Uses a classic 'Management vs. Activist' rebuttal framework.Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · Solution1 hit
44
Uses a before-after comparison to show value creation through corporate separation.Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · Solution1 hit
45
Includes a comparative table of refinery utilization and EBITDA per barrel, plus a case study of the Valero/CST spin-off.Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · Solution1 hit
48
Includes a thumbnail of a previous slide (likely a table) in the top right corner.Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · Solution1 hit
05
The slide uses a combination of a performance table and a bar chart to illustrate the correlation between increased capex and declining shareholder returns.Texas Instruments (TXN) · Jesse Cohn
Shareholder letter Activist investor Beat · Problem & Complication1 hit
08
The slide emphasizes TI's long-term performance and consistent focus on free cash flow per share as the primary metric for shareholder value.Texas Instruments (TXN) · Jesse Cohn
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Cost Of Inaction1 hit
12
Includes a stacked bar chart for revenue capacity and a scenario table for FCF projections.Texas Instruments (TXN) · Jesse Cohn
Shareholder letter Activist investor Beat · Solution & ApproachLoop · Cost Of Inaction1 hit
08
The slide uses a structured grid to categorize business units and their respective financial contributions.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor Beat · Agitation1 hit
17
The slide uses a structured table format to contrast key issues with background context and specific concerns.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor Beat · Agitation1 hit
18
The slide uses a comparison table to contrast 'Updates in the Revised TOB' with 'Remaining Concerns' across four key issue areas.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor Beat · Agitation1 hit
20
The slide uses a table structure to map regulatory guidelines against their core principles and the specific failures observed in the deal.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor Beat · Agitation1 hit
22
Uses a table for the timeline and a bar chart for the valuation increase.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor 1 hit
25
The slide uses a custom comparison table structure to highlight TICO's competitive advantages over its closest peer.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor Loop · Cost Of Inaction1 hit
31
The slide uses a decision-matrix style layout to contrast outcomes based on TOB success/failure.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor Loop · So What Cascade1 hit
34
The slide uses a structured comparison framework to contrast current operational/governance issues with proposed strategic improvements.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor Beat · Solution1 hit
37
The slide advocates for the middle column (issuer buybacks) as the preferred strategy.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor Beat · Solution1 hit
45
Uses a problem-solution framework to highlight governance and transparency failures.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor Beat · Solution1 hit
49
The slide demonstrates how tax-efficient unwinding of cross-shareholdings increases the net value realized by TICO.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor 1 hit
50
Toyota Industries Corporation (6201)Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor 1 hit
17
The slide uses a structured table format to highlight governance failures in a M&A transaction.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Problem & Complication1 hit
18
The slide uses a three-column structure: Key Issue, Changes in Revised TOB, and Remaining Concerns.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Problem & Complication1 hit
20
The slide uses a 'violation' or 'contradiction' matrix format to map specific regulatory guidelines against the company's alleged failures.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Problem & Complication1 hit
22
The slide highlights a contradiction between the board's previous stance on price inadequacy and their final recommendation.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Evidence & Proof1 hit
25
The slide uses a comparison table structure to contrast two companies across revenue composition, growth, market share, margins, R&D, and geographic coverage.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Evidence & Proof1 hit
31
The slide uses a decision-tree style comparison to argue against a tender offer (TOB).Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Impact & Next Steps1 hit
34
The slide uses a 'before-after' framework to justify a standalone strategy, contrasting current governance/capital allocation issues with future targets.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Impact & Next Steps1 hit
37
The slide advocates for mutual cancellation as the preferred strategy due to lower tax burden compared to market sale.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Impact & Next Steps1 hit
45
The slide uses a diagnostic table format to contrast current failures with proposed strategic improvements.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Impact & Next Steps1 hit
49
Includes a detailed tax calculation table for specific holdings (Toyota, Toyota Tsusho, Denso, Aisin) and a quote from Travis Lundy regarding potential undervaluation.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Impact & Next Steps1 hit
50
This slide serves as a reference for the specific definitions of corporate entities and regulatory documents relevant to the activist campaign.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Impact & Next Steps1 hit