anlak storytelling
All kinds
Document kinds
Loading document kinds...

Primary corpus lens for browsing and insights. Selection lives in the URL.

All formats
Orientation
Loading formats...

Landscape, portrait, square, or unknown document geometry.

Unlock
slides · global inventory

27 Cost Of Inaction

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

Search Insights JSON Unlock
Matching slides 31,900
Current window 12,811-12,840
Pages 1,064
Rows per page 30
Loop: 27 Cost Of Inactionclear collectionreset all
18 30 60

Loop

12,811-12,840 of 31,900

filter-aware
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
06
Uses a combination of a combo chart (bar/line) and a direct quote to highlight the gap between management's stated goals and actual performance.Cognizant Technology Solutions (CTSH) · Jesse Cohn
Shareholder letter Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
07
Includes a quote from J.P. Morgan to support the thesis on capital allocation.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
27
Uses TICC as a precedent case for the inability to monetize management contracts.American Capital, Ltd. (ACAS) · Elliott
Activist deck Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
28
Uses external research notes to validate the activist's thesis regarding valuation.American Capital, Ltd. (ACAS) · Elliott
Activist deck Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
29
Uses a red-themed layout to emphasize negative impacts of the proposal.American Capital, Ltd. (ACAS) · Elliott
Activist deck Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
30
American Capital, Ltd. (ACAS)American Capital, Ltd. (ACAS) · Elliott
Activist deck Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
31
Includes a detailed valuation table comparing Low, Mid, and High cases.American Capital, Ltd. (ACAS) · Elliott
Activist deck Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
32
The chart uses a waterfall-bridge structure to illustrate the components of value creation.American Capital, Ltd. (ACAS) · Elliott
Activist deck Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
33
American Capital, Ltd. (ACAS)American Capital, Ltd. (ACAS) · Elliott
Activist deck Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
34
American Capital, Ltd. (ACAS)American Capital, Ltd. (ACAS) · Elliott
Activist deck Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
53
The slide uses a before/after framing to attribute stock performance to activist intervention.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
54
The chart uses a color-coded area fill to contrast pre- and post-announcement performance.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
03
The slide uses a list-based argument structure to build a case for management failure.Bank of East Asia, Limited (0023.HK) · Elliott
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
04
The slide frames the current situation as a 'cumulative damage' to shareholders and proposes a specific strategic exit (auction) as the solution.Bank of East Asia, Limited (0023.HK) · Elliott
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
10
Samsung Electronics Co., Ltd. (005930.KS)Samsung Electronics Co., Ltd. (005930.KS) · Elliott Management
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Logic Chain1 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
10
The charts illustrate a clear shift from negative to positive growth, attributing the improvement to pre-existing strategic initiatives.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
11
The slide uses a combination of an area chart for relative capex, a bar chart for coverage, and a data table for operational KPIs.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
12
The slide uses a 'bridge' or 'delta' visualization to show the incremental improvement in financial metrics.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
13
Uses a combination of a bar chart for valuation discount and a bar chart for EBITDA growth to highlight a divergence between market perception and operational performance.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
14
Telecom Italia SpA (TIM) (TIT.MI)Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
15
The diagram illustrates the flow of capital and the conflict of interest between Bolloré, Vivendi, and TIM minorities.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
16
The slide uses a list-based structure to build a case against Vivendi's management.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
17
Uses rhetorical questions to challenge management's alignment with minority shareholders.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
18
The slide uses a structured list format to categorize specific grievances against Vivendi's stewardship.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit