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 29,521-29,550
Pages 10,126
Rows per page 30
Component
29,521-29,550 of 303,780
330
Uses a specific director profile (Pat Russo) to exemplify the Board's alleged incompetence.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 2 hits
331
Uses testimonials and external reports to frame management's potential Q1 success as artificial.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 2 hits
03
This slide outlines a three-pillar activist proposal for BHP.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Situation & Context2 hits
09
The slide uses four distinct time-series charts to frame the underperformance relative to specific corporate events (Rio bid, S32 demerger).BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Problem & Complication2 hits
10
The slide highlights a 20.4% / US$19.0bn upside potential based on the valuation gap.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Problem & Complication2 hits
16
The slide uses a structured list format to present the core thesis of the activist campaign.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Solution & Approach2 hits
17
The slide uses a structured 'preempt_rebuttal' framework to address investor concerns regarding the BHP unification.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Solution & Approach2 hits
24
The slide uses peer benchmarking to argue for a valuation re-rating.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Solution & Approach2 hits
27
The slide argues for a re-rating of BHP based on peer valuation multiples.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Evidence & Proof2 hits
06
The slide uses a combination of qualitative accusations of value destruction and a quantitative table showing negative relative returns over 8 years.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · The Monster2 hits
13
The chart uses a bracket to explicitly call out the percentage point gap between BHP and the other two indices.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · The StruggleLoop · Pattern Hunter2 hits
17
Uses a combination of a bar chart for capex and a comparison of spend vs. valuation to highlight value destruction.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Loop · The Reveal2 hits
18
Uses a 'death by a thousand cuts' metaphor to describe management's divestment strategy.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Loop · The Reveal2 hits
19
The slide uses a red dashed box to highlight the specific claim being refuted (diversification benefits).BHP Billiton (BHP) · Elliott
Activist deck Activist investor Loop · The Reveal2 hits
22
Uses a CEO quote from 2014 to highlight management's own previous logic regarding simplification.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · The Victory2 hits
27
The slide uses a combination bar and line chart to demonstrate financial health while increasing cash returns.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · The Victory2 hits
31
Includes a corporate structure diagram and a bar chart comparing marketing margins between BHP and Glencore.BHP Billiton (BHP) · Elliott
Activist deck Activist investor 2 hits
01
Includes Elliott Management branding.Hyundai Motor Group · Elliott
Activist deck Activist investor Beat · Problem (Identify pain)2 hits
05
Hyundai Motor GroupHyundai Motor Group · Elliott
Activist deck Activist investor Beat · Problem (Identify pain)2 hits
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)2 hits
08
The slide uses a line chart to show market share trends and a list of metrics to highlight key performance achievements.Hyundai Motor Group · Elliott
Activist deck Activist investor Beat · Problem (Identify pain)2 hits
13
Hyundai Motor GroupHyundai Motor Group · Elliott
Activist deck Activist investor Beat · Agitate (Make it worse)2 hits
14
The slide uses a before-after diagram to illustrate the impact of the proposed corporate restructuring.Hyundai Motor Group · Elliott
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Before After2 hits
15
The slide uses a before-after comparison to argue for a holding company structure over the proposed restructuring plan.Hyundai Motor Group · Elliott
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Before After2 hits
20
The slide uses a grid of testimonials to build a consensus narrative against the proposed deal.Hyundai Motor Group · Elliott
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Before After2 hits
30
Hyundai Motor GroupHyundai Motor Group · Elliott
Activist deck Activist investor Beat · Solution (Provide relief)2 hits
15
The diagram illustrates the flow of capital and the conflict of interest between Bolloré, Vivendi, and TIM minorities.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction2 hits
17
Uses rhetorical questions to challenge management's alignment with minority shareholders.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction2 hits
28
The chart uses a bridge format to show incremental value creation steps.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Solution (Provide relief)Loop · The Reveal2 hits
32
The slide uses a waterfall bridge to reconcile Equity Value to Enterprise Value and then subtracts specific assets to arrive at the Stub value.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Solution (Provide relief)Loop · The Reveal2 hits