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 type

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Slide collection

138,241-138,300 of 319,975

filter-aware
43
Uses a timeline-style layout to contrast internal company optimism with external customer strategy.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor 1 hit
44
The slide uses a bar chart to contrast a 4% yield for CCI against a 20% yield for AMT.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor 1 hit
45
The slide uses a timeline to visualize the departure of key personnel from acquired companies.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor 1 hit
46
Uses direct quotes from competitors to undermine the target company's strategic direction.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor 1 hit
47
Uses authority-citation to validate the activist's thesis by leveraging competitor sentiment.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor 1 hit
48
The slide uses a bar chart to contrast the cost basis of fiber investments against the implied value and the potential returns of alternative investments.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor 1 hit
49
Crown Castle International Corp. (CCI)Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · Solution1 hit
50
Crown Castle International Corp. (CCI)Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · Solution1 hit
51
The slide uses peer benchmarking to argue for operational improvements at Crown Castle.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · Solution1 hit
52
The chart illustrates a capital allocation framework for fiber networks, categorizing spend into Churn Replacement, Harvest, and Expansion.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · Solution1 hit
53
The chart illustrates three categories of fiber projects: Churn Replacement, Harvest, and Expansion, showing how yield decreases as annual growth rate increases.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · Solution1 hit
54
Uses an 'Efficiency Frontier' curve to illustrate the gap between Crown Castle and its peers.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · Solution1 hit
55
The slide uses a 'before-after' logic by highlighting the shift in 2021-2023 projections under the 'RTC Plan' compared to historical trends.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · Solution1 hit
56
The slide uses a 'Reclaiming the Crown Plan' overlay to highlight the shift in financial performance.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · Solution1 hit
57
Crown Castle International Corp. (CCI)Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · Solution1 hit
58
Uses a before-after structure to contrast current problems with proposed solutions.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · Solution1 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
62
The slide uses a color-coded bar chart approach to distinguish historical data from projected 'RTC Plan' data.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · Solution1 hit
63
The slide uses a table to highlight specific directors with long tenures and high ages, framing them as a governance risk.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor 1 hit
64
The slide uses a crown icon as a recurring visual motif for the 'Reclaiming the Crown' campaign.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor 1 hit
65
Crown Castle International Corp. (CCI)Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor 1 hit
66
Includes three distinct tables: Implied Domestic and International Multiples, Crown Castle Implied Fiber Multiple, and International Comps.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor 1 hit
67
Crown Castle International Corp. (CCI)Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor 1 hit
01
Slide 1
This is the first page of a shareholder letter from Elliott Investment Management to Southwest Airlines.Southwest Airlines (LUV) · John Pike
Shareholder letter Activist investor Beat · Situation & Context1 hit
02
This is page 2 of a shareholder letter, likely from Elliott Investment Management.Southwest Airlines (LUV) · John Pike
Shareholder letter Activist investor Beat · Problem & Complication1 hit
03
Page 3 of a shareholder letter.Southwest Airlines (LUV) · John Pike
Shareholder letter Activist investor Beat · Impact & Next Steps1 hit
01
Slide 1
Includes Elliott Investment Management branding and campaign website.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor 1 hit
02
Southwest Airlines (LUV)Southwest Airlines (LUV) · Elliott
Activist deck Activist investor 1 hit
03
Includes a watermark URL in the center.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor 1 hit
04
This is a standard firm profile slide often found in activist investor decks.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor 1 hit
05
The slide uses a four-column layout to detail different research streams (employees, advisors, shareholders, customers).Southwest Airlines (LUV) · Elliott
Activist deck Activist investor 1 hit
06
Includes a bar chart comparing domestic market share and a map showing network coverage.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor 1 hit
07
The slide uses a growth-arrow visual to frame the four pillars of Southwest's historical success.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor 1 hit
08
The quote is used to frame the urgency of the activist's proposed changes.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor 1 hit
09
Uses a before-after framing to highlight the decline in competitive standing.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor Loop · Before After1 hit
10
The slide uses a list-based diagnostic approach to frame the company's failures.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor Beat · ProblemLoop · Before After1 hit
11
The slide uses a list of strengths to preemptively argue that the company's problems are solvable.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor Beat · Problem1 hit
12
The slide uses a clear three-part structure to define the activist's demands for governance and strategic change.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor 1 hit
13
The slide uses a waterfall-style bridge to show value creation, supported by four strategic pillars.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor 1 hit
14
The chart highlights that even the 'best-in-class' targets remain conservative relative to historical performance.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor 1 hit
15
Southwest Airlines (LUV)Southwest Airlines (LUV) · Elliott
Activist deck Activist investor 1 hit
16
The slide uses a pull-quote format to highlight a critique of management's execution.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor 1 hit
17
The chart uses a grouped bar format to show relative performance across 7 distinct time periods.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
18
Includes a quote from Deutsche Bank to support the thesis of investor skepticism.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
19
The slide uses a bar chart to contrast historical performance with consensus estimates, emphasizing a 48% decline for Southwest.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
20
The chart uses a red highlight for Southwest's 2024E margin and a callout bubble indicating a -1,300 bps delta.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
21
The slide uses a bar chart for peer comparison and a waterfall-style bar chart to show the long-term decline in relative unit revenue.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
22
The slide uses a combination of quantitative performance data and qualitative 'villain' quotes to frame Southwest's cost management as a failure.Southwest Airlines (LUV) · 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 · AgitateLoop · Cost Of Inaction1 hit
24
Includes a quote from a Southwest Captain to reinforce the narrative of poor performance.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
25
Southwest Airlines (LUV)Southwest Airlines (LUV) · Elliott
Activist deck Activist investor 1 hit
26
The slide uses a quote to validate the activist's thesis that the company is resistant to necessary change.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor 1 hit
27
Uses a 'Failure to Evolve Strategy' vertical banner to frame the problem.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor 1 hit
28
The chart uses red bars for negative performance and blue bars for positive performance relative to peers.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor 1 hit
29
Uses a 'CEO quote contradiction' framework to highlight the gap between financial reality and management narrative.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor 1 hit
30
The slide uses a series of pull-quotes to build a narrative of management failure.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor 1 hit
31
Uses a contrast-based framework to highlight management's stubbornness against industry trends.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor 1 hit
32
Uses a 'before-after' or 'claim-rebuttal' structure to undermine management's narrative.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor 1 hit