slides · global inventory
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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 60,568
Current window 27,751-27,780
Pages 2,019
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Component
27,751-27,780 of 60,568
02
The slide uses a table to highlight Cognizant's stock underperformance relative to various indices and peer groups over 1-5 year periods.Cognizant Technology Solutions (CTSH) · Jesse Cohn
Shareholder letter Activist investor Beat · Problem (Identify pain)1 hit
09
The slide uses a comparison table followed by a narrative argument to frame Cognizant as 'shareholder-unfriendly' due to its capital allocation strategy.Cognizant Technology Solutions (CTSH) · Jesse Cohn
Shareholder letter Activist investor Beat · Solution (Provide relief)Loop · Hypothesis Test1 hit
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
07
The slide uses a table-like structure to categorize the different pillars of their due diligence process.American Capital, Ltd. (ACAS) · Elliott
Activist deck Activist investor Beat · Need1 hit
09
Slide 8 of an activist investor deck.American Capital, Ltd. (ACAS) · Elliott
Activist deck Activist investor Beat · Need1 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
20
Uses a table to expose the lack of investment experience across the board, framing it as a root cause of poor oversight.American Capital, Ltd. (ACAS) · Elliott
Activist deck Activist investor Beat · AgitateLoop · Iceberg1 hit
31
Includes a detailed valuation table comparing Low, Mid, and High cases.American Capital, Ltd. (ACAS) · Elliott
Activist deck Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
02
Includes company HQ, employee count, financial snapshot, and three pie charts detailing revenue/profit contribution and end-market exposure.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
21
Uses a classic 'us vs. them' contrast table to frame the incumbent board as the villain.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
50
Uses a quote from the CEO to frame the contradiction before presenting the data.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit
51
The slide uses a 'villain' framing, accusing management of 'TSR Acrobatics' and 're-writing history' to mask poor performance.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit
68
The slide uses a red dashed box to highlight the negative value destruction figures.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
84
The slide uses red dashed boxes to highlight contradictions in management's narrative.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
87
Uses a side-by-side comparison of tables and charts to highlight the discrepancy in historical margin reporting.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
91
The slide highlights the Firth Rixson transaction within a list of Aerospace and Defense M&A deals to contrast the implied EBITDA multiple against the CEO's justification.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
96
The slide uses a 'Value Destruction' calculation by comparing acquisition costs against current enterprise value estimates.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
06
The slide uses a line chart to show indexed performance and a table to show annualized returns over various time horizons.Bank of East Asia, Limited (0023.HK) · Elliott
Activist deck Activist investor Beat · AgitateLoop · Mece Breakdown1 hit
09
The chart illustrates indexed stock performance from 1997 to 2015, highlighting the superior returns of banks that were divested.Bank of East Asia, Limited (0023.HK) · Elliott
Activist deck Activist investor Beat · AgitateLoop · Mece Breakdown1 hit
17
The chart uses a 100% stacked bar format to show market share composition, with BEA highlighted in red.Bank of East Asia, Limited (0023.HK) · Elliott
Activist deck Activist investor Beat · SolutionLoop · Before After1 hit
18
The slide uses a combination of bar charts and a check-mark matrix to demonstrate competitive advantage.Bank of East Asia, Limited (0023.HK) · Elliott
Activist deck Activist investor Beat · SolutionLoop · Before After1 hit
19
The table highlights BEA's superior scale in China and Hong Kong compared to peers, supporting the thesis of its strategic value.Bank of East Asia, Limited (0023.HK) · Elliott
Activist deck Activist investor Beat · SolutionLoop · Before After1 hit
21
The slide uses historical M&A data to anchor valuation expectations for a potential target.Bank of East Asia, Limited (0023.HK) · Elliott
Activist deck Activist investor Beat · SolutionLoop · Before After1 hit
13
The slide uses a red dashed box to highlight the TEV/EBITDA multiples for comparison.Riverbed Technology, Inc. (RVBD) · Elliott
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
14
The table highlights that the Elliott offer's premiums (42.9%, 45.2%, 40.9%, 37.6%) are consistently higher than the median premiums of the selected peer transactions.Riverbed Technology, Inc. (RVBD) · Elliott
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
19
The chart compares 6M ADTV as a percentage of market cap for Samsung vs. peers, highlighting the liquidity gap.Samsung Electronics Co., Ltd. (005930.KS) · Elliott Management
Activist deck Activist investor Loop · Logic Chain1 hit
20
The slide uses a comparison table to highlight governance deficiencies relative to peers like TSMC, Micron, Qualcomm, and Apple.Samsung Electronics Co., Ltd. (005930.KS) · Elliott Management
Activist deck Activist investor Loop · Logic Chain1 hit
24
Samsung Electronics Co., Ltd. (005930.KS)Samsung Electronics Co., Ltd. (005930.KS) · Elliott Management
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Logic Chain1 hit