slides · global inventory
Title
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 303,834
Current window 25,921-25,950
Pages 10,128
Rows per page 30
Component
25,921-25,950 of 303,834
07
The slide uses a 'villain' framing to highlight governance failures and proposes specific capital allocation and governance reforms.Sumitomo Realty & Development Co., Ltd. (8830) · Aaron Tai
Shareholder letter Activist investor Beat · AgitateLoop · Cost Of Inaction2 hits
03
This is the final page of a shareholder letter from Elliott Management to Marathon Petroleum.Marathon Petroleum Corporation (MPC) · Quentin Koffey
Shareholder letter Activist investor Beat · SolutionLoop · Cost Of Inaction2 hits
03
This slide serves as a credibility-building introduction for the activist investor.Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor 2 hits
29
The table uses red shading to highlight scenarios that are at or below the lowest retail peer EBITDA multiple or at or above the widest peer yield.Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · Solution2 hits
01
This is a formal shareholder letter serving as the cover/executive summary for a larger presentation.PepsiCo (PEP) · Marc Steinberg and Jesse Cohn
Shareholder letter Activist investor Beat · Situation & Context2 hits
01
This is the first page of an activist investor letter. It establishes the 'villain' (poor operational execution) and the 'hero's journey' (the path to 75% upside).Phillips 66 (PSX) · John Pike and Mike Tomkins
Shareholder letter Activist investor Beat · Setup2 hits
05
This is a text-heavy shareholder letter page outlining a 'Plan B' if current management fails.Phillips 66 (PSX) · John Pike and Mike Tomkins
Shareholder letter Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction2 hits
06
The slide uses a peer benchmark to justify a demand for management changes and asset monetization.Phillips 66 (PSX) · John Pike and Mike Tomkins
Shareholder letter Activist investor Beat · Solution (Provide relief)Loop · Quick Win Big Bet2 hits
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 & Complication2 hits
10
The slide uses a historical precedent to justify a capital allocation philosophy.Texas Instruments (TXN) · Jesse Cohn
Shareholder letter Activist investor Beat · Solution & ApproachLoop · Cost Of Inaction2 hits
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 Inaction2 hits
01
Toyota Industries Corporation (6201)Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor 2 hits
10
The slide uses a custom 2x2-style bubble chart to segment the competitive landscape.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor Beat · Agitation2 hits
13
Uses two distinct case studies (auto business captive supplier and emissions scandal) to argue for governance failure.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor Beat · Agitation2 hits
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 Inaction2 hits
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 Cascade2 hits
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 · Solution2 hits
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 · Solution2 hits
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 · Solution2 hits
38
Uses quotes from 'Former Automotive OES Executive' to support the thesis of unfavorable pricing power.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor Beat · Solution2 hits
39
The slide uses a 'Case Study' and 'Benefits' structure to frame the proposal.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor Beat · Solution2 hits
40
The slide uses two stacked waterfall charts to illustrate the bridge from current performance to the standalone plan targets.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor Beat · Solution2 hits
45
Uses a problem-solution framework to highlight governance and transparency failures.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor Beat · Solution2 hits
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 2 hits
19
The slide uses a two-column layout to categorize feedback from investors vs. sell-side/other stakeholders.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Problem & Complication2 hits
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 & Proof2 hits
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 & Proof2 hits
32
The slide uses a clear call-to-action banner and a numbered list to present strategic alternatives.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Impact & Next Steps2 hits
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 Steps2 hits
03
This is a text-heavy page from a shareholder letter, likely part of a larger argument against a tender offer.Toyota Industries Corporation (6201) · Aaron Tai and Gordon Singer
Shareholder letter Activist investor 2 hits