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slides · global inventory

Comparison Frame

Framework collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 6,294
Current window 2,941-2,970
Pages 210
Rows per page 30
Framework: Comparison Frameclear collectionreset all
18 30 60

Framework

2,941-2,970 of 6,294

filter-aware
02
The slide uses a table to highlight Cognizant's stock underperformance relative to various indices and peer groups over 1-5 year periods.Cognizant Technology Solutions (CTSH) · Jesse Cohn
Shareholder letter Activist investor Beat · Problem (Identify pain)1 hit
05
The slide argues that Cognizant's management is intentionally keeping margins low, contrary to industry trends.Cognizant Technology Solutions (CTSH) · Jesse Cohn
Shareholder letter Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
08
The slide highlights Cognizant's lack of dividends and high cash accumulation relative to peers.Cognizant Technology Solutions (CTSH) · Jesse Cohn
Shareholder letter Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
09
The slide uses a comparison table followed by a narrative argument to frame Cognizant as 'shareholder-unfriendly' due to its capital allocation strategy.Cognizant Technology Solutions (CTSH) · Jesse Cohn
Shareholder letter Activist investor Beat · Solution (Provide relief)Loop · Hypothesis Test1 hit
09
The slide uses a combination of a large performance matrix and three smaller tables showing performance before and after the Elliott proxy fight.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Problem Statement1 hit
13
The slide uses a bar chart comparison to argue that Arconic's assets are underutilized compared to its identified competitors.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit
21
Uses a classic 'us vs. them' contrast table to frame the incumbent board as the villain.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit
29
The chart uses a vertical bar structure to show relative underperformance across 9 time periods.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit
30
The chart shows significant underperformance across all time horizons and peer categories.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit
33
The slide uses a quote from former CEO Klaus Kleinfeld to frame the comparison against peers rather than the commodity price.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit
36
The data highlights significant underperformance across most peer groups over multiple timeframes.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit
40
The chart uses a grouped bar structure to show relative performance across multiple peer categories annually.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit
42
The chart uses a waterfall-style bar distribution to show the performance gap.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit
51
The slide uses a 'villain' framing, accusing management of 'TSR Acrobatics' and 're-writing history' to mask poor performance.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit
79
Uses bar charts to highlight growth vs decline.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
80
The slide uses a waterfall-style comparison to highlight a $216 million revenue shortfall.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
81
The slide uses stacked bar charts to demonstrate business model overlap between Arconic EPS and PCC.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
82
The slide includes a footer note clarifying the adjustment of margins for pension expenses.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
85
Uses a combination of a combo chart (bar/line) and a bar chart to contrast operational efficiency and asset intensity.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
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
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
153
Uses a quote from Dr. Klaus Kleinfeld to validate the comparison.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
11
The chart uses a weighted peer basket based on Samsung's 2015 operating profit contribution.Samsung Electronics Co., Ltd. (005930.KS) · Elliott Management
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Logic Chain1 hit
12
The chart uses a weighted peer basket to demonstrate a valuation gap for Samsung Electronics.Samsung Electronics Co., Ltd. (005930.KS) · Elliott Management
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Logic Chain1 hit
13
The chart uses a red line to represent the 'Peers' basket and a red arrow to annotate a 68% discount vs. peers.Samsung Electronics Co., Ltd. (005930.KS) · Elliott Management
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Logic Chain1 hit
14
The slide uses a series of bar charts to demonstrate operational outperformance, contrasting Samsung's margins with specific competitors.Samsung Electronics Co., Ltd. (005930.KS) · Elliott Management
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Logic Chain1 hit
17
The slide uses a combination of bar charts to highlight that Samsung has the highest net cash position relative to market cap, low leverage, and low ROE compared to peers.Samsung Electronics Co., Ltd. (005930.KS) · Elliott Management
Activist deck Activist investor Loop · Logic Chain1 hit
18
The slide uses a combination of a time-series line chart for dividend yield and grouped bar charts for payout ratios to highlight underperformance.Samsung Electronics Co., Ltd. (005930.KS) · Elliott Management
Activist deck Activist investor Loop · Logic Chain1 hit
20
The slide uses a comparison table to highlight governance deficiencies relative to peers like TSMC, Micron, Qualcomm, and Apple.Samsung Electronics Co., Ltd. (005930.KS) · Elliott Management
Activist deck Activist investor Loop · Logic Chain1 hit