slides · global inventory
Title
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 303,780
Current window 29,431-29,460
Pages 10,126
Rows per page 30
Component
29,431-29,460 of 303,780
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)2 hits
07
Includes a quote from J.P. Morgan to support the thesis on capital allocation.Cognizant Technology Solutions (CTSH) · Jesse Cohn
Shareholder letter Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction2 hits
08
The slide highlights Cognizant's lack of dividends and high cash accumulation relative to peers.Cognizant Technology Solutions (CTSH) · Jesse Cohn
Shareholder letter Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction2 hits
21
Uses a timeline of letter grades (D/F) to visualize poor performance over time.American Capital, Ltd. (ACAS) · Elliott
Activist deck Activist investor Beat · AgitateLoop · Iceberg2 hits
23
The slide uses a red bar to highlight ACAS's position relative to peers.American Capital, Ltd. (ACAS) · Elliott
Activist deck Activist investor Beat · AgitateLoop · Iceberg2 hits
24
The slide highlights a significant performance gap in overhead efficiency, quantifying the difference between the subject company and its peers.American Capital, Ltd. (ACAS) · Elliott
Activist deck Activist investor Beat · AgitateLoop · Iceberg2 hits
32
The chart uses a waterfall-bridge structure to illustrate the components of value creation.American Capital, Ltd. (ACAS) · Elliott
Activist deck Activist investor Beat · SolutionLoop · Cost Of Inaction2 hits
06
Uses a before-after framing to contrast current failures with proposed future state.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Problem Statement2 hits
07
Uses a contrast-pairs framework to juxtapose management's failures against their self-serving narrative.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Problem Statement2 hits
12
Uses Porter's 'What is Strategy' framework to critique Arconic's management.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Expose Contradiction2 hits
13
The slide uses a bar chart comparison to argue that Arconic's assets are underutilized compared to its identified competitors.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Expose Contradiction2 hits
16
The slide uses a timeline-based narrative to expose a governance failure.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Expose Contradiction2 hits
17
Arconic Inc. (ARNC)Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Expose Contradiction2 hits
19
The slide uses a circular diagram to illustrate a self-reinforcing business cycle.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Expose Contradiction2 hits
20
The slide emphasizes '80 years of cumulative aerospace experience' as a key selling point for the slate.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Expose Contradiction2 hits
32
Uses a quote from Dr. Kleinfeld to contrast his claims of productivity with the actual TSR data.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Expose Contradiction2 hits
40
The chart uses a grouped bar structure to show relative performance across multiple peer categories annually.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Expose Contradiction2 hits
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 Contradiction2 hits
58
Uses dual-axis charts to correlate trading volume spikes with share price appreciation post-announcement.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Expose ContradictionLoop · David Goliath2 hits
64
Uses a numbered list to frame the argument for why 2013 is the correct starting point for performance evaluation.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 2 hits
66
Uses a waterfall chart to show capital allocation and a bar chart to show poor NOPAT growth.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 2 hits
70
The slide uses a combination of a line chart for guidance and bar charts for EBITDA, with callout quotes from the CEO to demonstrate the contradiction between management's optimistic rhetoric and the declining financial performance.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 2 hits
71
The slide uses a contrast between industry-wide success (Boeing/Airbus) and company-specific failure (Arconic) to frame the activist argument.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 2 hits
72
Uses dual-axis line chart to show that widebody deliveries actually grew faster than narrowbody/regional jets during the period in question.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 2 hits
75
Uses a quote from 2004 to contrast with 2016 performance failures.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 2 hits
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 After2 hits
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 After2 hits
22
The chart uses color coding to group shareholders into categories (Independent, Current Sellers, and others).Bank of East Asia, Limited (0023.HK) · Elliott
Activist deck Activist investor Beat · SolutionLoop · Before After2 hits
04
Samsung Electronics Co., Ltd. (005930.KS)Samsung Electronics Co., Ltd. (005930.KS) · Elliott Management
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Logic Chain2 hits
05
This slide outlines the core activist thesis for Samsung Electronics, focusing on structural and capital allocation changes.Samsung Electronics Co., Ltd. (005930.KS) · Elliott Management
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Logic Chain2 hits