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 27,811-27,840
Pages 2,019
Rows per page 30
Component
27,811-27,840 of 60,568
06
The slide uses a table-based framework to compare proposed changes across three entities: Mobis, HMC, and Kia.Hyundai Motor Group · Elliott
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
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
27
The slide uses a structural diagram to map out the proposed corporate reorganization into distinct entities (NetCo, Sparkle, Inwit, Brazilian business, ServiceCo) with specific ownership targets and strategic goals.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
29
Includes a highlighted 'Illustrative Case' column.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Solution (Provide relief)Loop · The Reveal1 hit
30
The slide compares EPS and voting dilution across 2018-2020 projections.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Solution (Provide relief)Loop · The Reveal1 hit
31
Includes a historical reference to a 2017 CEO statement regarding the valuation range.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Solution (Provide relief)Loop · The Reveal1 hit
33
The slide uses a 'Status-quo' to 'Separation' to 'Rerating' bridge to justify the €7bn value creation claim.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Solution (Provide relief)Loop · The Reveal1 hit
36
The slide uses a valuation bridge approach to demonstrate how deleveraging unlocks shareholder value through dividends.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Solution (Provide relief)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