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

Slide type composition

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Slide collection

138,121-138,180 of 319,975

filter-aware
33
The slide uses a comparison frame to argue for Valero's operational superiority over Marathon.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor Beat · Solution1 hit
34
The slide uses a peer benchmark to argue for operational improvement and capital return.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor Beat · Solution1 hit
35
Uses OPIS Regional Fuel Margin Index as a benchmark for normalization.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor Beat · Solution1 hit
36
The slide uses a red highlight on the Marathon bar to emphasize the margin deficit compared to the best-in-class peer.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor Beat · Solution1 hit
37
Uses a table to categorize access models and a map/chart combo to illustrate a successful third-party contracting strategy.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor Beat · Solution1 hit
38
Uses expert testimony and market observations to argue that independence improves competitiveness.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor Beat · Solution1 hit
39
Uses industry expert quotes to validate the thesis that ownership is not required for supply chain security.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor Beat · Solution1 hit
40
Marathon Petroleum Corporation (MPC)Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor Beat · Solution1 hit
41
The slide uses a waterfall-style bridge to illustrate value creation potential.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor 1 hit
42
Marathon Petroleum Corporation (MPC)Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor 1 hit
43
Marathon Petroleum Corporation (MPC)Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor 1 hit
44
The slide presents a complex financial model involving debt reduction, asset drops, and pro forma valuation metrics for MPLX, RetailCo, and New MPC.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor 1 hit
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 1 hit
01
Slide 1
This is the first page of a formal shareholder letter.Unizo Holdings Company (3258.T) · Elliott Advisors
Shareholder letter Activist investor Beat · Problem (Identify pain)1 hit
02
This is a continuation of a list of questions (starts at item 2, sub-item 2).Unizo Holdings Company (3258.T) · Elliott Advisors
Shareholder letter Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
03
This is page 3 of a shareholder letter, continuing a list of questions and concluding with a formal demand for answers.Unizo Holdings Company (3258.T) · Elliott Advisors
Shareholder letter Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
01
Slide 1
Includes a watermark 'www.10XEBID.com' across the center.The Goodyear Tire & Rubber Company (GT) · Elliott
Activist deck Activist investor 1 hit
02
Contains standard language regarding forward-looking statements, non-solicitation, and investment intent.The Goodyear Tire & Rubber Company (GT) · Elliott
Activist deck Activist investor 1 hit
03
Includes campaign branding 'Accelerating Goodyear' and campaign website.The Goodyear Tire & Rubber Company (GT) · Elliott
Activist deck Activist investor 1 hit
04
The slide serves as a corporate profile/credibility statement for the activist firm.The Goodyear Tire & Rubber Company (GT) · Elliott
Activist deck Activist investor 1 hit
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 1 hit
06
Uses a three-column structure to contrast current status with the proposed path forward.The Goodyear Tire & Rubber Company (GT) · Elliott
Activist deck Activist investor 1 hit
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 1 hit
08
The slide uses a waterfall-bridge chart to illustrate value creation levers.The Goodyear Tire & Rubber Company (GT) · Elliott
Activist deck Activist investor 1 hit
09
The Goodyear Tire & Rubber Company (GT)The Goodyear Tire & Rubber Company (GT) · Elliott
Activist deck Activist investor 1 hit
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 1 hit
11
Uses a three-column layout to present key pillars of competitive advantage.The Goodyear Tire & Rubber Company (GT) · Elliott
Activist deck Activist investor 1 hit
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 1 hit
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 1 hit
14
The slide uses a table to show competitive wins and a combo chart to show market growth.The Goodyear Tire & Rubber Company (GT) · Elliott
Activist deck Activist investor 1 hit
15
The slide uses two stacked bar charts to illustrate the shift in vehicle mix and the resulting growth in HVA replacement tire volume.The Goodyear Tire & Rubber Company (GT) · Elliott
Activist deck Activist investor 1 hit
16
The slide uses a bold, minimalist design typical of activist investor presentations to signal a shift in the narrative.The Goodyear Tire & Rubber Company (GT) · Elliott
Activist deck Activist investor 1 hit
17
Uses a numbered list format to highlight specific performance failures.The Goodyear Tire & Rubber Company (GT) · Elliott
Activist deck Activist investor Beat · Problem1 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
19
Uses a combination of bar charts and a waterfall-style gap chart to illustrate underperformance.The Goodyear Tire & Rubber Company (GT) · Elliott
Activist deck Activist investor Beat · Problem1 hit
20
The slide uses a combination of a horizontal bar chart for margin/SG&A changes and a line chart for indexed advertising costs to highlight operational inefficiency.The Goodyear Tire & Rubber Company (GT) · Elliott
Activist deck Activist investor Beat · Problem1 hit
21
The slide uses a trend line to show the expected correlation between awareness and price, with Goodyear circled to emphasize its deviation from the trend.The Goodyear Tire & Rubber Company (GT) · Elliott
Activist deck Activist investor Beat · Problem1 hit
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 · Problem1 hit
23
The slide uses a quote to preemptively challenge management's strategic narrative regarding distribution control.The Goodyear Tire & Rubber Company (GT) · Elliott
Activist deck Activist investor Beat · Problem1 hit
01
Slide 1
Includes Elliott Management branding.Sampo Oyj (SAMPO) · Elliott
Activist deck Activist investor 1 hit
02
Sampo Oyj (SAMPO)Sampo Oyj (SAMPO) · Elliott
Activist deck Activist investor 1 hit
03
Sampo Oyj (SAMPO)Sampo Oyj (SAMPO) · Elliott
Activist deck Activist investor 1 hit
04
This slide uses a classic activist 'Problem-Opportunity-Solution' structure.Sampo Oyj (SAMPO) · Elliott
Activist deck Activist investor 1 hit
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 1 hit
06
The slide uses a line chart for historical trend and a bar chart for average premium comparison.Sampo Oyj (SAMPO) · Elliott
Activist deck Activist investor 1 hit
07
The slide uses a red downward arrow to visually emphasize the underperformance gap.Sampo Oyj (SAMPO) · Elliott
Activist deck Activist investor 1 hit
08
The slide uses a line chart to show historical P/E trends and a bar chart to compare specific periods (Mid-15 to Mid-18 vs YTD).Sampo Oyj (SAMPO) · Elliott
Activist deck Activist investor 1 hit
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 1 hit
10
Uses donut charts to illustrate portfolio composition and the specific weight of Nordic P&C assets.Sampo Oyj (SAMPO) · Elliott
Activist deck Activist investor 1 hit
11
The table compares Sampo's P/E against Nordic P&C averages and historical premiums to derive value upside and total value creation.Sampo Oyj (SAMPO) · Elliott
Activist deck Activist investor 1 hit
12
Sampo Oyj (SAMPO)Sampo Oyj (SAMPO) · Elliott
Activist deck Activist investor 1 hit
13
Sampo Oyj (SAMPO)Sampo Oyj (SAMPO) · Elliott
Activist deck Activist investor 1 hit
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 1 hit
15
The slide uses a combination of qualitative expert quotes and quantitative peer benchmarking to build a 'moat' argument.Sampo Oyj (SAMPO) · Elliott
Activist deck Activist investor 1 hit
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 1 hit
17
Uses a before-after framing to link operational performance (COR) to financial valuation (P/E).Sampo Oyj (SAMPO) · Elliott
Activist deck Activist investor 1 hit
18
Sampo Oyj (SAMPO)Sampo Oyj (SAMPO) · Elliott
Activist deck Activist investor 1 hit
19
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 1 hit
20
Sampo Oyj (SAMPO)Sampo Oyj (SAMPO) · Elliott
Activist deck Activist investor 1 hit
21
Sampo Oyj (SAMPO)Sampo Oyj (SAMPO) · Elliott
Activist deck Activist investor 1 hit