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Slide 1
Crown Castle International Corp. (CCI)Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor 2 hits
03
Crown Castle International Corp. (CCI)Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor 2 hits
23
Includes a quote from Zayo CFO Matt Steinfort criticizing the high multiples paid by Crown Castle.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · Agitate2 hits
31
Crown Castle International Corp. (CCI)Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · Agitate2 hits
41
Uses quotes from management to highlight the contradiction in their investment logic.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor 2 hits
45
The slide uses a bottom-up buildup of value per share across three business segments.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor 2 hits
05
The slide establishes credibility by detailing the depth of research and external expert engagement.The Goodyear Tire & Rubber Company (GT) · Elliott
Activist deck Activist investor 2 hits
07
Uses a visual metaphor of tires on an upward-trending arrow to represent growth.The Goodyear Tire & Rubber Company (GT) · Elliott
Activist deck Activist investor 2 hits
08
The slide uses a waterfall-bridge chart to illustrate value creation levers.The Goodyear Tire & Rubber Company (GT) · Elliott
Activist deck Activist investor 2 hits
10
The slide uses a four-column timeline structure with historical imagery for each period.The Goodyear Tire & Rubber Company (GT) · Elliott
Activist deck Activist investor 2 hits
11
Uses a three-column layout to present key pillars of competitive advantage.The Goodyear Tire & Rubber Company (GT) · Elliott
Activist deck Activist investor 2 hits
12
The slide uses a stacked bar chart for capacity mix and a simple bar chart for warranty costs to support the thesis of operational excellence.The Goodyear Tire & Rubber Company (GT) · Elliott
Activist deck Activist investor 2 hits
13
The slide uses a combination of market share data and pricing trends to justify a bullish outlook on Goodyear's OEM business.The Goodyear Tire & Rubber Company (GT) · Elliott
Activist deck Activist investor 2 hits
22
Uses a two-column comparison structure to contrast historical context with the specific failures of the TireHub initiative.The Goodyear Tire & Rubber Company (GT) · Elliott
Activist deck Activist investor Beat · Problem2 hits
26
Includes a table of store counts by region/banner and a bar chart comparing J.D. Power satisfaction scores.The Goodyear Tire & Rubber Company (GT) · Elliott
Activist deck Activist investor Beat · Problem2 hits
28
Uses a CEO quote to establish the original target and contrasts it with actual performance data.The Goodyear Tire & Rubber Company (GT) · Elliott
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction2 hits
34
Includes a valuation bridge/upside analysis and peer benchmarking for retail auto service.The Goodyear Tire & Rubber Company (GT) · Elliott
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet2 hits
36
The slide uses a three-column process/pillar layout to categorize cost-saving initiatives.The Goodyear Tire & Rubber Company (GT) · Elliott
Activist deck Activist investor Beat · Solution2 hits
37
Uses a road/streetlamp metaphor to frame the two strategic pillars of the review.The Goodyear Tire & Rubber Company (GT) · Elliott
Activist deck Activist investor Beat · Solution2 hits
38
Includes a specific callout for a 70bps margin improvement and $1.5B revenue opportunity.The Goodyear Tire & Rubber Company (GT) · Elliott
Activist deck Activist investor Beat · Solution2 hits
04
This slide uses a classic activist 'Problem-Opportunity-Solution' structure.Sampo Oyj (SAMPO) · Elliott
Activist deck Activist investor 2 hits
05
Uses a donut chart to illustrate the shift in value composition when excluding non-core assets.Sampo Oyj (SAMPO) · Elliott
Activist deck Activist investor 2 hits
07
The slide uses a red downward arrow to visually emphasize the underperformance gap.Sampo Oyj (SAMPO) · Elliott
Activist deck Activist investor 2 hits
09
Uses a bar chart to show P/E ratio divergence and a list of analyst quotes to support the thesis.Sampo Oyj (SAMPO) · Elliott
Activist deck Activist investor 2 hits
14
The slide uses a causal chain logic (Concentration + Distribution Resistance = Low COR) to justify the thesis.Sampo Oyj (SAMPO) · Elliott
Activist deck Activist investor 2 hits
16
The slide highlights IF P&C's superior underwriting performance (lower COR) and lower volatility compared to Gjensidige, Tryg, and Topdanmark.Sampo Oyj (SAMPO) · Elliott
Activist deck Activist investor 2 hits
17
Uses a before-after framing to link operational performance (COR) to financial valuation (P/E).Sampo Oyj (SAMPO) · Elliott
Activist deck Activist investor 2 hits
18
Sampo Oyj (SAMPO)Sampo Oyj (SAMPO) · Elliott
Activist deck Activist investor 2 hits
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Includes a bar chart comparing market CAGR in Sweden vs. Rest of Nordics and a summary of potential profit increases.Sampo Oyj (SAMPO) · Elliott
Activist deck Activist investor 2 hits
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Sampo Oyj (SAMPO)Sampo Oyj (SAMPO) · Elliott
Activist deck Activist investor 2 hits