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Expose Contradiction
Framework collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 1,114
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Framework
811-840 of 1,114
14
The chart uses a vertical callout to highlight the 44% difference between the median performance of peers and ACAS.American Capital, Ltd. (ACAS) · Elliott
Activist deck Activist investor Beat · AgitateLoop · Iceberg1 hit
46
The slide uses a 'before-after' framing to debunk the company's cherry-picked performance data.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit
48
The slide uses a 'waterfall-bridge' style visualization to show negative deltas (underperformance) against benchmarks.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit
50
Uses a quote from the CEO to frame the contradiction before presenting the data.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit
71
The slide uses a contrast between industry-wide success (Boeing/Airbus) and company-specific failure (Arconic) to frame the activist argument.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
83
Uses PCC as a benchmark to highlight an underperformance contradiction in EPS.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
84
The slide uses red dashed boxes to highlight contradictions in management's narrative.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
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
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
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
170
The slide uses a 'before-after' style comparison to highlight a lack of growth or progress in company targets.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
180
The slide uses a callout box to directly refute a 'share gain' narrative.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
184
The slide uses a scatter plot to debunk the idea that shipset growth equals market share gain by highlighting the shift to more expensive materials.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
241
Includes a pull-quote from Brooke Sutherland (Bloomberg) to reinforce the argument.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
250
Uses red dashed boxes and arrows to annotate a quote, pointing out potential bias and lack of independence.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
314
The slide uses a series of chronological quotes to frame the CEO's past actions as contradictory to the current narrative of him deserving credit for the split.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
315
Uses a 'before-after' style framing to contrast a past quote with current performance metrics.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
328
Uses a direct quote from Arconic's letter to employees as the target of the contradiction.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
329
This is a rebuttal slide where Elliott is annotating an Arconic slide to point out inaccuracies.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
19
The slide uses a red dashed box to highlight the specific claim being refuted (diversification benefits).BHP Billiton (BHP) · Elliott
Activist deck Activist investor Loop · The Reveal1 hit
59
The slide uses a 'villain' framing to discredit management's performance claims.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 1 hit
63
The slide uses a rhetorical question-and-answer format to dismantle the company's stated strategy.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 1 hit
66
The slide uses a 'Reality' framing to contrast Hess's capital-intensive approach against a more efficient peer.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 1 hit
70
Uses bar charts and a comparison table to highlight cost inefficiencies.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 1 hit
74
The slide uses a bar chart to show consistent shareholder support for declassification over time, juxtaposed with the lack of relevant experience for the new nominee.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 1 hit
88
The slide uses a table to discredit the original board members and a quote to justify the new board composition.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 1 hit
100
The slide uses quotes to preemptively address concerns about the independence of the activist's nominees.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 1 hit
140
Uses a direct quote from a Hess letter to highlight a perceived contradiction.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · SolutionLoop · Golden Circle1 hit
09
The slide uses a 'What Elliott Said' vs 'What TIM Said' vs 'Comment' structure to frame the activist's proposals as complementary to management's existing plan.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · AgitateLoop · Logic Chain1 hit