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 29,491-29,520
Pages 10,126
Rows per page 30
Component
29,491-29,520 of 303,780
189
The slide uses a comparison of 2016 vs 2019 revenue/EBITDA to calculate incremental margins, aiming to debunk management's claims of operational efficiency.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 2 hits
190
The slide uses a 'CEO quote contradiction' framework to undermine management's narrative.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 2 hits
191
Uses a waterfall-style diagram to show margin drivers and bar charts to compare financials with and without the packaging business.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 2 hits
193
The slide uses a 'Management vs. Reality' comparison to argue that the company is intentionally under-promising (sandbagging).Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 2 hits
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 2 hits
202
Uses visual juxtaposition to frame the target company as out-of-touch.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 2 hits
203
Uses a TV-shaped graphic to frame a quote from the CCO, juxtaposed against layoff statistics.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 2 hits
212
The slide uses the 'ceo-quote-contradiction' framework to frame management's cost-cutting rhetoric as a negative for the organization.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 2 hits
236
Uses a red arrow callout to visually link the table to the contradictory quote.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 2 hits
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 2 hits
245
The slide uses a mix of qualitative proxy advisor quotes and quantitative performance metrics to build a case for overboarding.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 2 hits
248
The slide uses a dual-axis chart to imply a causal relationship between executive compensation and board interlocks.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 2 hits
249
Uses external authority citations (Jim Cramer, WSJ, Credit Suisse, Sanford Bernstein) to build a case against the nominee.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 2 hits
252
The slide uses red circles and callouts to annotate an existing Arconic board slide, effectively 're-framing' the company's own presentation.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 2 hits
254
Uses a timeline to juxtapose rhetoric against financial behavior.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 2 hits
261
Includes a watermark of a hand holding money, reinforcing the 'vote buying' theme.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 2 hits
262
Uses a quote from the target company to frame their defense as a distraction from the core issue of accountability.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 2 hits
267
Includes a visual of a German newspaper headline calling him 'Der Ruinator'.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 2 hits
272
Arconic Inc. (ARNC)Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 2 hits
274
Arconic Inc. (ARNC)Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 2 hits
282
Uses a waterfall-style chart to link market cap decline to specific management failures.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 2 hits
285
Uses headshots to visualize board composition changes; highlights specific directors with blue overlays.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 2 hits
287
Uses a circular flywheel diagram to illustrate the logic of increasing utilization.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 2 hits
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 2 hits
293
The slide uses a numbered list format to emphasize a sequential process.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 2 hits
297
Includes a small bar chart comparing MTU Aero Engines TSR vs. DAX during his tenure.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 2 hits
299
The slide uses yellow circles to annotate specific acquisition events along the stock performance line.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 2 hits
301
The slide uses a table-like structure to present acquisition targets and their strategic rationale.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 2 hits
305
Uses a causal chain/equation structure to link operational inputs to financial outputs.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 2 hits
326
Uses a Warren Buffett quote to frame the argument that prioritizing customers over pricing power is bad business.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 2 hits