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slides · global inventory

Expose Contradiction

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

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Matching slides 14,162
Current window 12,211-12,240
Pages 473
Rows per page 30
Slide function: Expose Contradictionclear collectionreset all
18 30 60

Slide function

12,211-12,240 of 14,162

filter-aware
18
Uses a 'death by a thousand cuts' metaphor to describe management's divestment strategy.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Loop · The Reveal1 hit
19
The slide uses a red dashed box to highlight the specific claim being refuted (diversification benefits).BHP Billiton (BHP) · Elliott
Activist deck Activist investor Loop · The Reveal1 hit
20
Uses a rhetorical question as the primary action title to frame the contradiction.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Loop · The Reveal1 hit
21
Uses a CEO quote to set up a contradiction with market data.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Loop · The Reveal1 hit
30
Uses a waterfall-style comparison to contrast claimed costs vs actual costs.BHP Billiton (BHP) · Elliott
Activist deck Activist investor 1 hit
31
Includes a corporate structure diagram and a bar chart comparing marketing margins between BHP and Glencore.BHP Billiton (BHP) · Elliott
Activist deck Activist investor 1 hit
32
Uses a collage of news headlines to build a narrative of hypocrisy.BHP Billiton (BHP) · Elliott
Activist deck Activist investor 1 hit
36
Uses a comparison table and a stacked bar chart to refute management's position on share capital and franking credits.BHP Billiton (BHP) · Elliott
Activist deck Activist investor 1 hit
37
The slide uses two bar charts to contrast current wastage with potential value creation.BHP Billiton (BHP) · Elliott
Activist deck Activist investor 1 hit
17
The slide uses a comparative table to highlight the discrepancy between the implied P/E multiples of the spun-off business versus the remaining business and Glovis.Hyundai Motor Group · Elliott
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Before After1 hit
20
The slide uses a grid of testimonials to build a consensus narrative against the proposed deal.Hyundai Motor Group · Elliott
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Before After1 hit
21
The slide uses a shaded region to highlight the specific two-day window of negative market reaction.Hyundai Motor Group · Elliott
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
05
The slide uses a waterfall chart to visualize the negative performance gap between TIM and market benchmarks.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
15
The diagram illustrates the flow of capital and the conflict of interest between Bolloré, Vivendi, and TIM minorities.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
17
Uses rhetorical questions to challenge management's alignment with minority shareholders.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
19
The slide uses voting tables to demonstrate that Vivendi's 20% stake was the deciding factor in passing motions that other investors opposed.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
20
The slide uses tables to isolate Vivendi's voting block from other institutional investors to highlight the lack of broader support.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
21
Uses a quote to frame the contradiction against the reality of Vivendi's ownership stake.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
22
The slide uses 'alpha' (α) to denote relative performance against the index.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
08
Uses a side-by-side comparison frame to align the activist's stated position with the CEO's public comments.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · AgitateLoop · Logic Chain1 hit
09
The slide uses a 'What Elliott Said' vs 'What TIM Said' vs 'Comment' structure to frame the activist's proposals as complementary to management's existing plan.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · AgitateLoop · Logic Chain1 hit
07
Uses a before/after framing to justify a board action.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Problem1 hit
09
The chart highlights a -54% drop during the Vivendi control period.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Problem1 hit
14
Uses an org chart to highlight TIM's position and a list of divested logos to establish the pattern of divestment.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
15
Uses a two-column layout to contrast strategic asset value vs. profit extraction motives.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
16
The slide uses a bar chart to illustrate a ~6x incentive discrepancy, framing Bolloré's actions as a governance risk.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
17
The slide uses a combination of qualitative arguments and quantitative impact metrics to frame Vivendi's actions as value-destructive.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
19
Uses a line chart with annotated callouts to map specific events to share price movements.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
20
The slide uses a 'quote-rebuttal' structure to frame Vivendi's arguments as spurious or contradictory.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
21
Uses a 3-column comparison table to contrast 'Value creation ideas', 'Today' (TIM's status), 'Vivendi's Presentation' (claims), and 'In Reality' (contradictions).Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Solution1 hit