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

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Matching slides 9,820
Current window 4,441-4,470
Pages 328
Rows per page 30
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Slide function

4,441-4,470 of 9,820

filter-aware
07
The slide uses a 'villain' framing (Crown Castle) against 'peers' (American Tower, SBA Communications) to highlight persistent underperformance.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
13
The slide uses a combination of stacked bar charts and a dot plot to argue for the superiority of Crown Castle's asset base.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · AgitateLoop · Before After1 hit
18
The slide uses donut charts to show the shift in revenue mix for three major tower companies.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · AgitateLoop · Before After1 hit
19
Uses a waterfall-style logic to show cumulative investment vs EBITDA growth yield.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
23
Includes a quote from Zayo CFO Matt Steinfort criticizing the high multiples paid by Crown Castle.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
25
The slide uses a combination of a bar chart for peer comparison and a secondary bar chart for segment-specific analysis to illustrate the outlier status.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
26
The slide uses a purple bar for Crown Castle to visually distinguish it from the grey bars of its peers.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
29
The slide uses a checkmark column to visually reinforce the superiority of the tower business model across all listed KPIs.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
34
Uses P/NTM AFFO as the valuation metric. Includes a quote from CEO Jay Brown to contrast with the market's valuation.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
39
The slide uses a combination of bar charts and callout metrics to contrast the returns on different capital allocation strategies.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor 1 hit
44
The slide uses a bar chart to contrast a 4% yield for CCI against a 20% yield for AMT.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor 1 hit
48
The slide uses a bar chart to contrast the cost basis of fiber investments against the implied value and the potential returns of alternative investments.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor 1 hit
51
The slide uses peer benchmarking to argue for operational improvements at Crown Castle.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · Solution1 hit
54
Uses an 'Efficiency Frontier' curve to illustrate the gap between Crown Castle and its peers.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · Solution1 hit
57
Crown Castle International Corp. (CCI)Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · Solution1 hit
36
The slide uses a red highlight on the Marathon bar to emphasize the margin deficit compared to the best-in-class peer.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor Beat · Solution1 hit
17
The chart uses a grouped bar format to show relative performance across 7 distinct time periods.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
19
The slide uses a bar chart to contrast historical performance with consensus estimates, emphasizing a 48% decline for Southwest.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
20
The chart uses a red highlight for Southwest's 2024E margin and a callout bubble indicating a -1,300 bps delta.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
22
The slide uses a combination of quantitative performance data and qualitative 'villain' quotes to frame Southwest's cost management as a failure.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
12
The slide uses a stacked bar chart for capacity mix and a simple bar chart for warranty costs to support the thesis of operational excellence.The Goodyear Tire & Rubber Company (GT) · Elliott
Activist deck Activist investor 1 hit
18
The slide includes a critique of Goodyear's peer group selection methodology, suggesting manipulation by removing high-performing peers and adding low-performing ones.The Goodyear Tire & Rubber Company (GT) · Elliott
Activist deck Activist investor Beat · Problem1 hit
20
The slide uses a combination of a horizontal bar chart for margin/SG&A changes and a line chart for indexed advertising costs to highlight operational inefficiency.The Goodyear Tire & Rubber Company (GT) · Elliott
Activist deck Activist investor Beat · Problem1 hit
21
The slide uses a trend line to show the expected correlation between awareness and price, with Goodyear circled to emphasize its deviation from the trend.The Goodyear Tire & Rubber Company (GT) · Elliott
Activist deck Activist investor Beat · Problem1 hit
30
Uses a quote from a former CFO to frame the importance of ROIC as a metric.The Goodyear Tire & Rubber Company (GT) · Elliott
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
31
The slide uses a bar chart to show analyst coverage and a series of pull-quotes to demonstrate low confidence.The Goodyear Tire & Rubber Company (GT) · Elliott
Activist deck Activist investor Beat · Problem1 hit
06
The slide uses a line chart for historical trend and a bar chart for average premium comparison.Sampo Oyj (SAMPO) · Elliott
Activist deck Activist investor 1 hit
15
The slide uses a combination of qualitative expert quotes and quantitative peer benchmarking to build a 'moat' argument.Sampo Oyj (SAMPO) · Elliott
Activist deck Activist investor 1 hit
16
The slide highlights IF P&C's superior underwriting performance (lower COR) and lower volatility compared to Gjensidige, Tryg, and Topdanmark.Sampo Oyj (SAMPO) · Elliott
Activist deck Activist investor 1 hit
17
Uses a before-after framing to link operational performance (COR) to financial valuation (P/E).Sampo Oyj (SAMPO) · Elliott
Activist deck Activist investor 1 hit