Matching slides 9,820
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4,411-4,440 of 9,820

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08
The slide uses a 'Comparable Portfolio' benchmark to highlight consistent underperformance across multiple timeframes.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Problem & Complication1 hit
09
The slide uses four distinct time-series charts to frame the underperformance relative to specific corporate events (Rio bid, S32 demerger).BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Problem & Complication1 hit
10
The slide highlights a 20.4% / US$19.0bn upside potential based on the valuation gap.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Problem & Complication1 hit
27
The slide argues for a re-rating of BHP based on peer valuation multiples.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Evidence & Proof1 hit
11
The slide uses negative values in parentheses to highlight underperformance.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · The StruggleLoop · Pattern Hunter1 hit
12
The slide uses a quote from an Australian Shareholders' Association member to reinforce the narrative of poor management performance.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · The StruggleLoop · Pattern Hunter1 hit
13
The chart uses a bracket to explicitly call out the percentage point gap between BHP and the other two indices.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · The StruggleLoop · Pattern Hunter1 hit
10
The chart uses an inverted Y-axis where lower values indicate fewer problems and higher quality.Hyundai Motor Group · Elliott
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
11
The slide uses a callout-style diagram to map specific components to internal/external suppliers, paired with a bar chart showing cost competitiveness.Hyundai Motor Group · Elliott
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
15
The slide uses a before-after comparison to argue for a holding company structure over the proposed restructuring plan.Hyundai Motor Group · Elliott
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Before After1 hit
18
Uses bar charts to contrast company performance against peer averages over a 6-year period.Hyundai Motor Group · Elliott
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Before After1 hit
19
The slide highlights the lack of independence and diversity in the HMC group boards compared to global peers.Hyundai Motor Group · Elliott
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Before After1 hit
24
The slide uses a line chart for historical performance and a table for relative total shareholder returns over 1-5 year periods.Hyundai Motor Group · Elliott
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
25
The slide uses two line charts to demonstrate the valuation gap between Hyundai Mobis and its peers.Hyundai Motor Group · Elliott
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
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The chart uses indexed data starting at 100 on 4/20/2013.Hyundai Motor Group · Elliott
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
27
The data highlights consistent negative performance (underperformance) for both companies across most time horizons.Hyundai Motor Group · Elliott
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
28
The chart highlights the persistent valuation gap between the target companies and the broader automotive peer group.Hyundai Motor Group · Elliott
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
29
The chart shows a multi-year trend from 2013 to 2018.Hyundai Motor Group · Elliott
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
40
The slide uses two bar charts to benchmark payout ratios, highlighting that Hyundai's current policies are vague and below peer averages.Hyundai Motor Group · Elliott
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
42
Hyundai Motor GroupHyundai Motor Group · Elliott
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
15
The slide uses a quote from Gary Heminger to contrast with the data presented, framing it as a contradiction.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor Beat · AgitateLoop · Tale Two Worlds1 hit
16
Uses stamps ('STATUS QUO', 'DOUBLE DOWN', 'Hope for Change') to frame the narrative of each period.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor Beat · AgitateLoop · Tale Two Worlds1 hit
18
Uses a three-part logical flow: business mix, headline valuation, and implied refining valuation.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
33
The slide uses a comparison frame to argue for Valero's operational superiority over Marathon.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor Beat · Solution1 hit
34
The slide uses a peer benchmark to argue for operational improvement and capital return.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor Beat · Solution1 hit
35
Uses OPIS Regional Fuel Margin Index as a benchmark for normalization.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor Beat · Solution1 hit
25
Uses a contrast-pairs framework to frame the activist's position against the incumbent.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
07
Uses icon-based hub-and-spoke diagrams to represent board composition.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · AgitateLoop · Logic Chain1 hit
11
Uses a green/red contrast to frame the choice between stability and value destruction.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
39
Uses a green/red color coding to frame the choice as a binary good vs. bad decision.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Solution1 hit