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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 12,091-12,120
Pages 473
Rows per page 30
Slide function
12,091-12,120 of 14,162
103
Uses a quote from the former CFO to contrast with the actual outcome of talent retention.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
106
Uses a Marimekko-style bar chart to show the impact of including/excluding Warrick on performance metrics.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
107
Uses a bar chart to show how excluding Warrick allowed management to hit a higher EBITDA target.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
108
Uses a before-after framing to highlight a strategic inconsistency in the corporate separation.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
109
Uses a comparison of 2013 vs 2016 metrics to highlight the flaw in using a static per-unit target when volumes are shrinking.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
110
The slide uses a visual comparison to show how the rolling average (right) creates a misleading 'high' compared to the actual peak annual performance (left).Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
111
The slide uses a bar chart to contrast 'Historic Highs' (dark teal) with 'Results' (light blue) to show that current performance is below the 3-year rolling high.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
112
Uses a waterfall chart to show the impact of divestitures on revenue and highlights the discrepancy in EBITDA/MT targets.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
113
Uses a bar chart to show revenue shortfall and a line chart to show market growth context.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
114
Uses a quote-contradiction framework to highlight management failure.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
115
The slide uses red dashed boxes to highlight specific points of contention and logical fallacies in management's narrative.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
117
The slide uses red dashed boxes to highlight and critique specific management claims, contrasting them with the activist's interpretation of the data.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
119
The slide uses a visual 'miss' indicator to emphasize the gap between targets and actuals.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
120
The slide uses a sarcastic tone ('Arconic's Best') to expose poor capital allocation performance.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
121
The slide uses a contrast between the company's stated tailwinds and the actual stagnant revenue performance to build an activist case.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
122
Uses a quote from 2013 to contrast with actual performance, framing the company's failure as a missed opportunity.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
123
Uses executive quotes to highlight the disconnect between market growth and company performance.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
129
Uses a side-by-side comparison to highlight a lack of originality and depth in Arconic's strategic framework.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
130
The slide uses a quote from an investor day to frame management as superficial and lacking a real roadmap.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
131
The slide uses a central diagram (the 'Arconic Shareholder Value Creation Model') and surrounds it with red-dashed callout boxes that critique specific components of the model.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
132
Uses red dashed callout boxes to point out specific contradictions in the management's presented strategy.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
133
The slide uses red dashed boxes to annotate and debunk specific claims within a screenshot of Arconic's original investor presentation.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
134
Uses a quote-based critique to frame the CEO's strategy as incoherent.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
138
Uses a contrast-pairs framework to highlight leadership misalignment.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
139
Uses a combination of line chart for long-term performance, bar chart for annual relative performance, and a bar chart for compensation.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
141
Uses a CEO quote to frame the strategy, then immediately refutes the logic behind it.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
142
Uses a combination of bar chart and annotations to contrast 'Crisis Recovery' growth with the subsequent 'Shift to Value-Add' decline.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
143
Uses a 'translation' callout to interpret corporate speak into a blunt activist critique.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
144
Uses a red dashed line to visually connect the CEO's claim about the A951 bonding process to the news report about it being shared with competitors.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
148
The slide uses a quote to highlight a strategic focus on combining factory utilization with technology to drive customer value and cost reduction.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit