slides · global inventory
Table
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 60,557
Current window 27,811-27,840
Pages 2,019
Rows per page 30
Component
27,811-27,840 of 60,557
17
The slide uses a comparative table to highlight the discrepancy between the implied P/E multiples of the spun-off business versus the remaining business and Glovis.Hyundai Motor Group · Elliott
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Before After1 hit
18
Uses bar charts to contrast company performance against peer averages over a 6-year period.Hyundai Motor Group · Elliott
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Before After1 hit
19
The slide highlights the lack of independence and diversity in the HMC group boards compared to global peers.Hyundai Motor Group · Elliott
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Before After1 hit
24
The slide uses a line chart for historical performance and a table for relative total shareholder returns over 1-5 year periods.Hyundai Motor Group · Elliott
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
32
The slide outlines a specific corporate restructuring plan involving mergers, demergers, and tender offers.Hyundai Motor Group · Elliott
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
42
Hyundai Motor GroupHyundai Motor Group · Elliott
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
10
Uses animal icons (bear and bull) to denote low and high ends of the valuation range.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
15
The slide uses a quote from Gary Heminger to contrast with the data presented, framing it as a contradiction.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor Beat · AgitateLoop · Tale Two Worlds1 hit
20
Includes analyst quotes from Goldman Sachs and Morgan Stanley to support the thesis.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
24
Uses a waterfall-style bridge to illustrate value creation from a current state to a pro forma state.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor Beat · SolutionLoop · Before After1 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
27
Includes a bar chart comparing enterprise values and a table of operational/financial metrics.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor Beat · Solution1 hit
28
The chart highlights MPLX in red compared to peers. The bottom text serves as the action title/thesis.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor Beat · Solution1 hit
29
The slide uses a bar chart to justify an $18bn valuation for the retail segment by comparing it to industry peers like Couche-Tard, Casey's, and Murphy USA.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor Beat · Solution1 hit
31
Uses a 'Justification vs. Reality' framework to systematically dismantle management's arguments.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor Beat · Solution1 hit
37
Uses a table to categorize access models and a map/chart combo to illustrate a successful third-party contracting strategy.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor Beat · Solution1 hit
38
Uses expert testimony and market observations to argue that independence improves competitiveness.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor Beat · Solution1 hit
43
Marathon Petroleum Corporation (MPC)Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor 1 hit
44
The slide presents a complex financial model involving debt reduction, asset drops, and pro forma valuation metrics for MPLX, RetailCo, and New MPC.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor 1 hit
05
The slide uses a comparison table to show the composition of two competing slates (Elliott vs. Vivendi) based on voting outcomes.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · ProblemLoop · Logic Chain1 hit
09
The slide uses a 'What Elliott Said' vs 'What TIM Said' vs 'Comment' structure to frame the activist's proposals as complementary to management's existing plan.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · AgitateLoop · Logic Chain1 hit
11
Uses a green/red contrast to frame the choice between stability and value destruction.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
17
The slide uses a combination of qualitative arguments and quantitative impact metrics to frame Vivendi's actions as value-destructive.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
21
Uses a 3-column comparison table to contrast 'Value creation ideas', 'Today' (TIM's status), 'Vivendi's Presentation' (claims), and 'In Reality' (contradictions).Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Solution1 hit
22
The slide uses a table to systematically discredit the proposed slate by linking nominees to Bolloré's business interests and past regulatory issues.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Solution1 hit
26
Uses a table to contrast governance issues with negative track record points.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Solution1 hit
28
The slide uses a matrix to visualize board interlocks and family control.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Solution1 hit
39
Uses a green/red color coding to frame the choice as a binary good vs. bad decision.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Solution1 hit
14
The slide uses a table to show competitive wins and a combo chart to show market growth.The Goodyear Tire & Rubber Company (GT) · Elliott
Activist deck Activist investor 1 hit
11
The table compares Sampo's P/E against Nordic P&C averages and historical premiums to derive value upside and total value creation.Sampo Oyj (SAMPO) · Elliott
Activist deck Activist investor 1 hit