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 27,781-27,810
Pages 2,019
Rows per page 30
Component
27,781-27,810 of 60,568
103
Uses a quote from the former CFO to contrast with the actual outcome of talent retention.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
115
The slide uses red dashed boxes to highlight specific points of contention and logical fallacies in management's narrative.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
178
The slide uses a combination of a data table and a bar chart to highlight the discrepancy between management's narrative and their internal projections.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
186
Uses a list of headlines and a table of contract values to highlight the discrepancy between contract wins and financial performance.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
194
The slide uses a 'sandbagging' argument to frame management's guidance as intentionally conservative to ensure easy target achievement.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
224
The slide highlights the disconnect between poor relative stock performance and management's positive rhetoric.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
236
Uses a red arrow callout to visually link the table to the contradictory quote.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
239
The slide uses a 'cat and mouse game' narrative to frame management's actions as performative rather than genuine.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
244
The chart is a scatter plot comparing TSR performance across two time periods, with Alcoa highlighted as an underperformer.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
269
Uses a 'head-in-the-sand' illustration to mock management's denial of reality.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
289
The slide uses a 'fill the mill' strategy to justify lower-margin incremental volume as a driver for overall profitability.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
298
Includes a callout for EBITDA margin expansion and a summary of key assumptions.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
301
The slide uses a table-like structure to present acquisition targets and their strategic rationale.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
302
The slide lists 8 potential targets, with 7 providing EBITDA estimates.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
307
The slide uses a standard DCF structure to justify a higher valuation, implying the current management is underperforming.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
321
The slide uses a 'before-after' comparison of cost curve positions to debunk management's narrative of operational improvement.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
16
The slide uses a structured list format to present the core thesis of the activist campaign.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Solution & Approach1 hit
17
The slide uses a structured 'preempt_rebuttal' framework to address investor concerns regarding the BHP unification.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Solution & Approach1 hit
23
The slide uses a bar chart to show the dispersion of broker valuations, with a clear 'Broker Average' line and standard deviation bands.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Solution & Approach1 hit
25
The slide uses a structured argument format to justify a corporate divestiture/spinoff.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Solution & Approach1 hit
39
Includes detailed footnotes regarding tax assumptions and methodology.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Impact & Next Steps1 hit
06
The slide uses a combination of qualitative accusations of value destruction and a quantitative table showing negative relative returns over 8 years.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · The Monster1 hit
11
The slide uses negative values in parentheses to highlight underperformance.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · The StruggleLoop · Pattern Hunter1 hit
12
The slide uses a quote from an Australian Shareholders' Association member to reinforce the narrative of poor management performance.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · The StruggleLoop · Pattern Hunter1 hit
36
Uses a comparison table and a stacked bar chart to refute management's position on share capital and franking credits.BHP Billiton (BHP) · Elliott
Activist deck Activist investor 1 hit
07
Telecom Italia SpA (TIM) (TIT.MI)Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
11
The slide uses a combination of an area chart for relative capex, a bar chart for coverage, and a data table for operational KPIs.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
19
The slide uses voting tables to demonstrate that Vivendi's 20% stake was the deciding factor in passing motions that other investors opposed.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
25
Uses a contrast-pairs framework to frame the activist's position against the incumbent.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Solution (Provide relief)1 hit