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slides · global inventory

Quantify Opportunity

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

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Matching slides 3,378
Current window 361-390
Pages 113
Rows per page 30
Slide function: Quantify Opportunityclear collectionreset all
18 30 60

Slide function

361-390 of 3,378

filter-aware
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
166
Uses a before-after comparison to demonstrate the impact of operational efficiency on financial performance.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
289
The slide uses a 'fill the mill' strategy to justify lower-margin incremental volume as a driver for overall profitability.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
298
Includes a callout for EBITDA margin expansion and a summary of key assumptions.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
302
The slide lists 8 potential targets, with 7 providing EBITDA estimates.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
308
The slide uses two sensitivity tables to demonstrate the financial impact of operational improvements at GRP.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
04
The slide uses a waterfall-bridge structure to show the transition from current enterprise value to total potential value.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Situation & Context1 hit
23
The slide uses a bar chart to show the dispersion of broker valuations, with a clear 'Broker Average' line and standard deviation bands.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Solution & Approach1 hit
06
The slide compares Elliott's valuation estimates against Wall St. NAV averages for specific asset classes.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 1 hit
09
The slide categorizes markets into Domestic, Largest, and Growth, providing OEM ranking, market share, and growth projections for each.Hyundai Motor Group · Elliott
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
35
Includes a bridge-style logic showing how margin and valuation discount metrics lead to a market cap upside.Hyundai Motor Group · Elliott
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
19
Includes detailed footnotes regarding assumptions for ASR and Opex reduction.Juniper Networks (JNPR) · Elliott Management
Activist deck Activist investor Beat · SolutionLoop · Golden Circle1 hit
20
Includes detailed footnotes explaining assumptions for cost savings, tax, debt, and share repurchases.Juniper Networks (JNPR) · Elliott Management
Activist deck Activist investor Beat · SolutionLoop · Golden Circle1 hit
10
Uses animal icons (bear and bull) to denote low and high ends of the valuation range.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
27
Includes a bar chart comparing enterprise values and a table of operational/financial metrics.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor Beat · Solution1 hit
29
The slide uses a bar chart to justify an $18bn valuation for the retail segment by comparing it to industry peers like Couche-Tard, Casey's, and Murphy USA.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor Beat · Solution1 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
47
The slide uses a 'Best-in-Class' highlight column to anchor the valuation thesis.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor Beat · Solution1 hit
48
Uses a before-after bridge visualization to highlight the delta in employee compensation.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor Beat · Solution1 hit
30
The slide compares EPS and voting dilution across 2018-2020 projections.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Solution (Provide relief)Loop · The Reveal1 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
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
26
Includes a table of store counts by region/banner and a bar chart comparing J.D. Power satisfaction scores.The Goodyear Tire & Rubber Company (GT) · Elliott
Activist deck Activist investor Beat · Problem1 hit
35
The slide uses a waterfall chart to bridge the gap between current consensus margins and target margins.The Goodyear Tire & Rubber Company (GT) · Elliott
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 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
13
The slide uses a waterfall-style bridge to illustrate value creation.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor Loop · Logic Chain1 hit
14
The chart highlights a progression from current performance to 'Best-in-Class' targets, emphasizing that even the highest target remains below historical levels.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor 1 hit
47
The slide uses a sensitivity analysis table for valuation and a comparative performance table to justify the feasibility of the margin targets.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor Beat · SolutionLoop · Before After1 hit
48
Uses a waterfall-style bridge to illustrate the delta between current and future states.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor Beat · SolutionLoop · Before After1 hit