slides · global inventory
Callout
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 96,741
Current window 2,821-2,850
Pages 3,225
Rows per page 30
Component
2,821-2,850 of 96,741
63
The slide uses a table to highlight specific directors with long tenures and high ages, framing them as a governance risk.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor 3 hits
165
The slide uses two bar charts to compare Arconic's performance against a peer group (CSTM, Novelis, AMAG, KALU) across two different metrics/timeframes.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 3 hits
250
Uses red dashed boxes and arrows to annotate a quote, pointing out potential bias and lack of independence.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 3 hits
07
Uses a callout box to highlight shareholder support and another to summarize the proposed solution for unification.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · The Monster3 hits
16
Uses a waterfall-style chart to illustrate capital loss.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Loop · The Reveal3 hits
39
Uses a waterfall-style bridge to illustrate the excess cash gap.Hyundai Motor Group · Elliott
Activist deck Activist investor Beat · Solution (Provide relief)3 hits
33
The slide uses a comparison frame to argue for Valero's operational superiority over Marathon.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor Beat · Solution3 hits
36
The slide uses a red highlight on the Marathon bar to emphasize the margin deficit compared to the best-in-class peer.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor Beat · Solution3 hits
47
The slide uses a 'Best-in-Class' highlight column to anchor the valuation thesis.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor Beat · Solution3 hits
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 Reveal3 hits
08
The slide uses a timeline-like callout structure on the bottom left to anchor the quotes to specific events (13 days after 2018 AGM and threats leading to March 29).Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Problem3 hits
19
Uses a before-after framing to highlight management failure.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Expose Contradiction3 hits
58
Uses a 'before-after' style contradiction to highlight management failure.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Expose Contradiction3 hits
85
Uses a 'ceo-quote-contradiction' pattern to undermine management credibility.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor 3 hits
58
Includes two distinct tables: a valuation sensitivity analysis and a margin performance comparison.Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor 3 hits
28
Uses a quote from management to contrast with the quantitative shortfall.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Solution3 hits
32
The slide uses a 'villain_critique' approach by linking poor operational metrics directly to management's strategic failures (fire sale of Red Lobster, inability to turn around Olive Garden).Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction3 hits
55
Uses a combination of a table for bonus history and a comparative performance table to highlight the misalignment between pay and performance.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Struggle3 hits
127
Uses 'Proved successful' callouts to highlight peer benchmarks.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Victory3 hits
130
The slide uses a central hub-and-spoke style layout to connect a core problem statement to specific supporting evidence.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Victory3 hits
152
Includes a quote from Janney Capital Markets and references E la Carte data.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 3 hits
154
Includes a callout box for a CEO quote and a table summarizing the financial opportunity.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 3 hits
176
Uses two line charts to show search frequency trends; one absolute and one adjusted for store count.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 3 hits
190
The slide uses historical performance to argue for current leadership change.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 3 hits
199
Uses TURF analysis (Total Unduplicated Reach and Frequency) as a specific methodology for menu optimization.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 3 hits
205
Includes a historical quote from Joe Lee (2005) to support the argument for valuing GMs.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 3 hits
227
Includes a specific reference to Life Time Fitness REIT conversion as a precedent.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 3 hits
234
The slide uses a scatter plot to visualize demographic clustering, supporting an activist argument for a corporate split.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 3 hits
28
Uses a red-highlighted callout to contrast management's quote with the quantitative shortfall.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Agitate3 hits
47
The slide uses a sensitivity analysis table for valuation and a comparative performance table to justify the feasibility of the margin targets.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor Beat · SolutionLoop · Before After3 hits