Matching slides 9,820
Current window 4,381-4,410
Pages 328
Rows per page 30
Slide function: Compare Peersclear collectionreset all

Slide function

4,381-4,410 of 9,820

filter-aware
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
32
Uses a quote from Dr. Kleinfeld to contrast his claims of productivity with the actual TSR data.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
35
Data as of October 31, 2016; Since CEO starts May 1, 2008.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
55
The chart uses a waterfall-style bar arrangement to show the distribution of stock reactions, with Arconic significantly outperforming the average.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
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
153
Uses a quote from Dr. Klaus Kleinfeld to validate the comparison.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
154
Arconic Inc. (ARNC)Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
155
The slide uses a dashed box to highlight the revenue comparison specifically.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
156
The slide uses a callout box to emphasize the 2.9x FCF difference.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
159
The chart uses a callout box to explain the implication of the data (Arconic's potential sales capacity).Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
160
The chart uses a blue bar for Arconic to distinguish it from the peer group.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
161
The chart highlights that Arconic's asset age is better than the peer median, contradicting the potential excuse of an 'old asset base'.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
162
The slide uses a peer benchmarking approach to argue for higher sales potential based on asset efficiency.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
163
Uses a methodology of allocating net fixed assets based on depreciation to estimate segment-level performance.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
164
Includes a CEO quote from Alcoa's Roy Harvey to emphasize the operational focus on capacity utilization.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
165
The slide uses two bar charts to compare Arconic's performance against a peer group (CSTM, Novelis, AMAG, KALU) across two different metrics/timeframes.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
167
The slide uses a contrast-principle to highlight TCS (Arconic) in blue against grey peers.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
174
The slide uses a scatter plot with a trend line to demonstrate that even with projected growth, Arconic's FCF performance is underwhelming compared to peers.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
285
Uses headshots to visualize board composition changes; highlights specific directors with blue overlays.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
288
Uses a 2x2 layout of bar charts to illustrate a trade-off between margin and volume.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
333
The slide outlines the peer groups for EPS, GRP, TCS, and Upstream business units, along with the weighting methodology.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
334
This slide is used to expose potential cherry-picking in peer selection by showing the broad and disparate list of companies the target considers its peers.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit