Matching slides 6,793
Current window 6,271-6,300
Pages 227
Rows per page 30
Framework: Fraud Exposureclear collectionreset all

Framework

6,271-6,300 of 6,793

filter-aware
33
The chart illustrates the correlation between specific fiber acquisitions and the widening valuation discount.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
59
Uses peer disclosure as a benchmark to highlight a governance/transparency gap at Crown Castle.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · Solution1 hit
60
The slide uses a combination of bar charts to show that targets are consistently met (EBITDA/AFFO) while ROIC significantly lags behind peers.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · Solution1 hit
61
The slide uses a stacked bar chart to visualize the shift in incentive weighting from peer-relative metrics to absolute goals.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · Solution1 hit
17
Uses a combination of bar charts and analyst quotes to build a case against management's narrative.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
34
The chart highlights the failure of management to meet original 2022 guidance, framing it as a credibility issue.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor 1 hit
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 Inaction1 hit
19
The slide uses voting tables to demonstrate that Vivendi's 20% stake was the deciding factor in passing motions that other investors opposed.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
20
The slide uses tables to isolate Vivendi's voting block from other institutional investors to highlight the lack of broader support.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
22
The slide uses 'alpha' (α) to denote relative performance against the index.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
15
Uses a two-column layout to contrast strategic asset value vs. profit extraction motives.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
16
The slide uses a bar chart to illustrate a ~6x incentive discrepancy, framing Bolloré's actions as a governance risk.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
17
The slide uses a combination of qualitative arguments and quantitative impact metrics to frame Vivendi's actions as value-destructive.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
33
Includes a complex organizational chart diagram from a Muddy Waters report.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Solution1 hit
34
The slide uses a list-based structure to detail specific legal and regulatory failures.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Solution1 hit
37
The slide uses a list-based structure to document specific instances of alleged corporate misconduct.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Solution1 hit
45
The chart uses a color gradient to emphasize the worsening cost performance over time.Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor Beat · Expose Contradiction1 hit
72
This is a text-heavy slide outlining the activist's case against the Board's recent defensive maneuvers.Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor 1 hit
02
This is a screenshot of a social media post (likely X/Twitter) used as a slide in an activist presentation.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Setup1 hit
18
The slide includes a critique of Goodyear's peer group selection methodology, suggesting manipulation by removing high-performing peers and adding low-performing ones.The Goodyear Tire & Rubber Company (GT) · Elliott
Activist deck Activist investor Beat · Problem1 hit
24
The slide uses a line chart to show the divergence of ASPs and a grouped bar chart to show peer performance.The Goodyear Tire & Rubber Company (GT) · Elliott
Activist deck Activist investor Beat · Problem1 hit
32
Uses a red-highlighted 'communicated' box to expose a discrepancy in M&A valuation and red arrows to show cost overruns.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Solution1 hit
26
The slide uses color-coded annotations (green for positive market reaction, red for negative) to contrast management's claims with market performance.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
33
Uses a two-column layout to present historical data vs. forward-looking guidance manipulation.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
55
Uses a combination of a table for bonus history and a comparative performance table to highlight the misalignment between pay and performance.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Struggle1 hit
56
Uses three bar charts to compare Darden (highlighted in yellow) against a peer group across market cap, revenue, and 3-year TSR.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Struggle1 hit
24
The slide uses a 'villain' framing by highlighting the gap between management claims and actual performance metrics.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
32
Uses a 'villain' framing technique to attack management's track record on capital allocation.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
23
Uses a line chart with numbered annotations to correlate specific events with stock performance.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
34
The slide uses a color-coded bar chart to visualize the failure to meet cost targets, contrasting initial guidance with actual results.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor 1 hit