slides · global inventory
All filtered slides
Global slide inventory for the active corpus filters, with each row opening the slide detail view.
Corpus coverage
319,975 slides
319,974 are described (100%), so the treemap can explain the corpus instead of just counting files.
- Total slides
- 319,975
- Described
- 319,974
- Pending
- 1
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Slide type
Showing 319,974 described slides — 100.0% of 319,975 rendered pages
+Context & problem43,76713.7% · 6,592 docs+Data & charts72,62022.7% · 8,666 docs+Meta & navigation45,93614.4% · 9,739 docs+Recommend & act67,04121.0% · 9,324 docs+Cases & evidence31,2569.8% · 6,067 docs+Frameworks2,1230.7% · 1,232 docs+Appendix35,68211.2% · 6,614 docs+Other21,5496.7% · 5,566 docs
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Slide collection
137,641-137,700 of 319,975
102
Uses a 'villain' framing technique to highlight management's deflection of responsibility.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
103
Uses a quote from the former CFO to contrast with the actual outcome of talent retention.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
104
Uses a visual comparison to draw a parallel between a historical corporate failure and the current target company's situation.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
105
Uses a vertical timeline-style list to categorize failures by business unit.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
106
Uses a Marimekko-style bar chart to show the impact of including/excluding Warrick on performance metrics.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
107
Uses a bar chart to show how excluding Warrick allowed management to hit a higher EBITDA target.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
108
Uses a before-after framing to highlight a strategic inconsistency in the corporate separation.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
109
Uses a comparison of 2013 vs 2016 metrics to highlight the flaw in using a static per-unit target when volumes are shrinking.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
110
The slide uses a visual comparison to show how the rolling average (right) creates a misleading 'high' compared to the actual peak annual performance (left).Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
111
The slide uses a bar chart to contrast 'Historic Highs' (dark teal) with 'Results' (light blue) to show that current performance is below the 3-year rolling high.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
112
Uses a waterfall chart to show the impact of divestitures on revenue and highlights the discrepancy in EBITDA/MT targets.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
113
Uses a bar chart to show revenue shortfall and a line chart to show market growth context.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
114
Uses a quote-contradiction framework to highlight management failure.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
115
The slide uses red dashed boxes to highlight specific points of contention and logical fallacies in management's narrative.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
116
The slide uses a bottom-up analysis to calculate potential cost savings, highlighting a total opportunity range of $2.32-$4.41 per share.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
117
The slide uses red dashed boxes to highlight and critique specific management claims, contrasting them with the activist's interpretation of the data.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
118
Uses a vertical timeline/process visual to list failures.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
119
The slide uses a visual 'miss' indicator to emphasize the gap between targets and actuals.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
120
The slide uses a sarcastic tone ('Arconic's Best') to expose poor capital allocation performance.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
121
The slide uses a contrast between the company's stated tailwinds and the actual stagnant revenue performance to build an activist case.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
122
Uses a quote from 2013 to contrast with actual performance, framing the company's failure as a missed opportunity.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
123
Uses executive quotes to highlight the disconnect between market growth and company performance.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
124
Arconic Inc. (ARNC)Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
125
Uses a simple vertical bulleted list with a connecting line to the main title.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
126
The slide uses a bar chart to highlight the growing delta between Arconic and its peers, framing it as a lack of investor confidence.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
127
Uses a vertical line with bullet points to represent a causal or thematic chain.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
128
The slide uses a direct quote from Michael Porter to establish a theoretical foundation for the activist's argument regarding corporate strategy.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
129
Uses a side-by-side comparison to highlight a lack of originality and depth in Arconic's strategic framework.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
130
The slide uses a quote from an investor day to frame management as superficial and lacking a real roadmap.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
131
The slide uses a central diagram (the 'Arconic Shareholder Value Creation Model') and surrounds it with red-dashed callout boxes that critique specific components of the model.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
132
Uses red dashed callout boxes to point out specific contradictions in the management's presented strategy.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
133
The slide uses red dashed boxes to annotate and debunk specific claims within a screenshot of Arconic's original investor presentation.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
134
Uses a quote-based critique to frame the CEO's strategy as incoherent.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
135
The slide uses a quote from Mark Donegan to frame the company's operational pillars.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
136
The slide uses a 'virtuous circle' narrative to connect cost-focus, vertical integration, and market share.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
137
Uses a circular diagram to illustrate the flywheel effect.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
138
Uses a contrast-pairs framework to highlight leadership misalignment.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
139
Uses a combination of line chart for long-term performance, bar chart for annual relative performance, and a bar chart for compensation.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
140
Uses a vertical line with bullet points to represent a causal or thematic breakdown of the 'Incoherent Strategy' thesis.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
141
Uses a CEO quote to frame the strategy, then immediately refutes the logic behind it.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
142
Uses a combination of bar chart and annotations to contrast 'Crisis Recovery' growth with the subsequent 'Shift to Value-Add' decline.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
143
Uses a 'translation' callout to interpret corporate speak into a blunt activist critique.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
144
Uses a red dashed line to visually connect the CEO's claim about the A951 bonding process to the news report about it being shared with competitors.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
145
Arconic Inc. (ARNC)Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
146
Uses a simple vertical bulleted list with a connector line to indicate a hierarchy of points under the main problem.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
147
Uses a downward-trending red arrow piercing through stacked layers to illustrate a causal chain of value destruction.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
148
The slide uses a quote to highlight a strategic focus on combining factory utilization with technology to drive customer value and cost reduction.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
149
The quote emphasizes operational efficiency and asset utilization as a key driver for growth.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
150
The slide uses screenshots of previous company presentations to show that utilization was previously reported and was a significant metric.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
151
Uses a '0' big number to highlight the lack of mentions of key metrics by the CEO.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
152
Uses a vertical line with bullet points to structure the argument.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
153
Uses a quote from Dr. Klaus Kleinfeld to validate the comparison.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
154
Arconic Inc. (ARNC)Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
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
157
Uses a series of bar charts to highlight the performance gap between two companies.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
158
Uses a vertical line with bullet points to structure the argument.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