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Expose Contradiction
Slide function collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 14,162
Current window 12,061-12,090
Pages 473
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Slide function
12,061-12,090 of 14,162
59
The slide uses color-coding (teal for Elliott, red for Arconic) to visually reinforce the narrative of market support for the activist.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Loop · David Goliath1 hit
66
Uses a waterfall chart to show capital allocation and a bar chart to show poor NOPAT growth.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
67
Uses a waterfall chart to decompose capital investment and a bar chart to compare Sales/NOPAT performance.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
68
The slide uses a red dashed box to highlight the negative value destruction figures.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
69
Uses a 'villain critique' style to highlight management's failure to meet stated goals.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
70
The slide uses a combination of a line chart for guidance and bar charts for EBITDA, with callout quotes from the CEO to demonstrate the contradiction between management's optimistic rhetoric and the declining financial performance.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
71
The slide uses a contrast between industry-wide success (Boeing/Airbus) and company-specific failure (Arconic) to frame the activist argument.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
72
Uses dual-axis line chart to show that widebody deliveries actually grew faster than narrowbody/regional jets during the period in question.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
74
Uses a waterfall chart to show capital allocation and a simple bar comparison for NOPAT growth.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
75
Uses a quote from 2004 to contrast with 2016 performance failures.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
76
Uses a donut chart to visually emphasize the rarity of such a large miss.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
77
Uses a quote from Dr. Klaus Kleinfeld to contrast with actual financial performance.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
78
The slide uses a quote from Dr. Klaus Kleinfeld to highlight the gap between management's past promises and actual performance.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
80
The slide uses a waterfall-style comparison to highlight a $216 million revenue shortfall.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
83
Uses PCC as a benchmark to highlight an underperformance contradiction in EPS.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
84
The slide uses red dashed boxes to highlight contradictions in management's narrative.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
86
The slide uses a 'before-after' style comparison of 2008 vs 2016 margins to expose accounting manipulation.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
87
Uses a side-by-side comparison of tables and charts to highlight the discrepancy in historical margin reporting.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
88
Uses red dashed boxes and arrows to highlight the discrepancy between reported metrics and the underlying flat trend.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
90
Uses a CNBC screenshot to provide context for the quote.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
91
The slide highlights the Firth Rixson transaction within a list of Aerospace and Defense M&A deals to contrast the implied EBITDA multiple against the CEO's justification.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
92
Uses a quote from Dr. Kleinfeld to contrast with the actual financial performance data.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
93
Uses a quote from Dr. Klaus Kleinfeld to highlight the contradiction between management rhetoric and actual performance metrics.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
94
Uses a quote-based contradiction framework to highlight management's misleading statements.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
95
Arconic Inc. (ARNC)Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
97
The slide uses red arrows and circles to emphasize the negative variance between original and new targets.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
98
Uses a quote from the former Alcoa CFO to highlight the discrepancy between projected and actual performance.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
100
The slide uses red circles with percentage declines to visually emphasize the gap between targets and actuals.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
101
Uses direct quotes from Alcoa earnings calls to demonstrate management's defensive posture.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
102
Uses a 'villain' framing technique to highlight management's deflection of responsibility.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit