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slides · global inventory

Comparison Frame

Framework collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 6,294
Current window 2,971-3,000
Pages 210
Rows per page 30
Framework: Comparison Frameclear collectionreset all
18 30 60

Framework

2,971-3,000 of 6,294

filter-aware
155
The slide uses a dashed box to highlight the revenue comparison specifically.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
156
The slide uses a callout box to emphasize the 2.9x FCF difference.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
159
The chart uses a callout box to explain the implication of the data (Arconic's potential sales capacity).Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
160
The chart uses a blue bar for Arconic to distinguish it from the peer group.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
161
The chart highlights that Arconic's asset age is better than the peer median, contradicting the potential excuse of an 'old asset base'.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
162
The slide uses a peer benchmarking approach to argue for higher sales potential based on asset efficiency.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
163
Uses a methodology of allocating net fixed assets based on depreciation to estimate segment-level performance.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
164
Includes a CEO quote from Alcoa's Roy Harvey to emphasize the operational focus on capacity utilization.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
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 1 hit
174
The slide uses a scatter plot with a trend line to demonstrate that even with projected growth, Arconic's FCF performance is underwhelming compared to peers.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
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 1 hit
213
Uses LinkedIn data to contrast 26 Arconic communications roles against 3 at PCC.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
288
Uses a 2x2 layout of bar charts to illustrate a trade-off between margin and volume.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
334
This slide is used to expose potential cherry-picking in peer selection by showing the broad and disparate list of companies the target considers its peers.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
08
The slide uses a 'Comparable Portfolio' benchmark to highlight consistent underperformance across multiple timeframes.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Problem & Complication1 hit
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 & Complication1 hit
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 & Complication1 hit
21
The slide uses a comparison of BHP Billiton against a synthetic 'Comparable Portfolio' to challenge the diversification thesis.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Solution & Approach1 hit
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 & Proof1 hit
11
The slide uses negative values in parentheses to highlight underperformance.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · The StruggleLoop · Pattern Hunter1 hit
12
The slide uses a quote from an Australian Shareholders' Association member to reinforce the narrative of poor management performance.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · The StruggleLoop · Pattern Hunter1 hit
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 Hunter1 hit
18
Uses bar charts to contrast company performance against peer averages over a 6-year period.Hyundai Motor Group · Elliott
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Before After1 hit
19
The slide highlights the lack of independence and diversity in the HMC group boards compared to global peers.Hyundai Motor Group · Elliott
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Before After1 hit
24
The slide uses a line chart for historical performance and a table for relative total shareholder returns over 1-5 year periods.Hyundai Motor Group · Elliott
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
25
The slide uses two line charts to demonstrate the valuation gap between Hyundai Mobis and its peers.Hyundai Motor Group · Elliott
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
26
The chart uses indexed data starting at 100 on 4/20/2013.Hyundai Motor Group · Elliott
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
27
The data highlights consistent negative performance (underperformance) for both companies across most time horizons.Hyundai Motor Group · Elliott
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
28
The chart highlights the persistent valuation gap between the target companies and the broader automotive peer group.Hyundai Motor Group · Elliott
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
13
Uses a combination of a bar chart for valuation discount and a bar chart for EBITDA growth to highlight a divergence between market perception and operational performance.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit