slides · global inventory
Expose Contradiction
Slide function collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 14,162
Current window 12,031-12,060
Pages 473
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Slide function
12,031-12,060 of 14,162
04
Uses analyst quotes to frame management's strategy as outdated compared to market expectations.Cognizant Technology Solutions (CTSH) · Jesse Cohn
Shareholder letter Activist investor Beat · Problem (Identify pain)1 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
10
Uses analyst quotes to build a case for capital return (dividends/buybacks) as a remedy for slowing growth.Cognizant Technology Solutions (CTSH) · Jesse Cohn
Shareholder letter Activist investor Beat · Solution (Provide relief)Loop · Hypothesis Test1 hit
14
The chart uses a vertical callout to highlight the 44% difference between the median performance of peers and ACAS.American Capital, Ltd. (ACAS) · Elliott
Activist deck Activist investor Beat · AgitateLoop · Iceberg1 hit
21
Uses a timeline of letter grades (D/F) to visualize poor performance over time.American Capital, Ltd. (ACAS) · Elliott
Activist deck Activist investor Beat · AgitateLoop · Iceberg1 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
12
Uses Porter's 'What is Strategy' framework to critique Arconic's management.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit
15
Uses a quote-based attack strategy to undermine leadership credibility.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit
16
The slide uses a timeline-based narrative to expose a governance failure.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit
28
The slide uses red callouts to emphasize negative performance gaps and a yellow box to highlight a contradictory quote from the CEO.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit
34
Uses a CEO quote to contrast with poor performance data.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit
38
The slide uses a quote from Dr. Kleinfeld to set up a 'cherry-picking' accusation, followed by performance metrics that undermine his narrative.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit
39
Uses a dot-matrix visualization to emphasize the overwhelming frequency of underperformance.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit
41
The chart uses red bars for negative returns and grey bars for positive returns to visually emphasize the frequency of disappointment.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit
43
Uses a quote-contradiction framework to highlight poor performance.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit
45
The slide uses a list of bullet points to systematically debunk specific assumptions made in Arconic's investor presentation.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit
46
The slide uses a 'before-after' framing to debunk the company's cherry-picked performance data.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit
47
Uses red dashed boxes to highlight specific claims and callouts.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit
48
The slide uses a 'waterfall-bridge' style visualization to show negative deltas (underperformance) against benchmarks.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit
49
The slide uses a 'villain' narrative (Dr. Kleinfeld) to frame the company's performance data as manipulated.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit
50
Uses a quote from the CEO to frame the contradiction before presenting the data.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 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
57
The slide uses a dual-line chart to contrast the performance of two entities post-separation, highlighting the impact of activist intervention.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Expose ContradictionLoop · David Goliath1 hit
58
Uses dual-axis charts to correlate trading volume spikes with share price appreciation post-announcement.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Expose ContradictionLoop · David Goliath1 hit
08
Uses a combination of a stacked bar chart for dilution breakdown and a grouped bar chart for performance comparison.Bank of East Asia, Limited (0023.HK) · Elliott
Activist deck Activist investor Beat · AgitateLoop · Mece Breakdown1 hit
142
Uses a contrast-pairs framework to highlight the difference between the two sets of nominees.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · SolutionLoop · Golden Circle1 hit
147
The slide uses a list-based critique to dismantle the 'pay for performance' claim of the nominee's compensation plan.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 1 hit
159
The slide uses a combination of qualitative analyst quotes and a quantitative stock performance chart to justify excluding peers.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 1 hit
16
The diagram highlights treasury stakes and cross-holdings that complicate the corporate structure.Samsung Electronics Co., Ltd. (005930.KS) · Elliott Management
Activist deck Activist investor Loop · Logic Chain1 hit
19
The chart compares 6M ADTV as a percentage of market cap for Samsung vs. peers, highlighting the liquidity gap.Samsung Electronics Co., Ltd. (005930.KS) · Elliott Management
Activist deck Activist investor Loop · Logic Chain1 hit