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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 12,241-12,270
Pages 473
Rows per page 30
Slide function: Expose Contradictionclear collectionreset all
18 30 60

Slide function

12,241-12,270 of 14,162

filter-aware
20
The slide uses a quote to highlight a strategic pivot or contradiction regarding the company's business focus.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
27
Uses CEO quotes to highlight the gap between stated strategy and financial reality.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
28
Uses management quotes to highlight the gap between stated strategy and realized financial performance.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
33
The chart illustrates the correlation between specific fiber acquisitions and the widening valuation discount.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
36
Uses CEO quotes to frame the contradiction between stated strategy and actual underperformance.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
41
Uses quotes from management to highlight the contradiction in their investment logic.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor 1 hit
42
Uses a quote from CFO Dan Schlanger to frame the contradiction.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor 1 hit
43
Uses a timeline-style layout to contrast internal company optimism with external customer strategy.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor 1 hit
45
The slide uses a timeline to visualize the departure of key personnel from acquired companies.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor 1 hit
06
Uses a before-after framing to contrast Marathon's performance during engagement vs. post-retention of retail assets.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor Beat · Problem1 hit
17
Uses a combination of bar charts and analyst quotes to build a case against management's narrative.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
31
Uses a 'Justification vs. Reality' framework to systematically dismantle management's arguments.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor Beat · Solution1 hit
32
Uses a dialogue format to highlight a contradiction between analyst questioning and management's vague response.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor Beat · Solution1 hit
01
Slide 1
This is the first page of a formal shareholder letter.Unizo Holdings Company (3258.T) · Elliott Advisors
Shareholder letter Activist investor Beat · Problem (Identify pain)1 hit
23
The chart uses a purple line to represent the stock performance, ending with a red callout bubble indicating the -54% figure.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Solution1 hit
27
The slide uses a dual-area chart to contrast the improvement in TIM's governance against the decline in Vivendi's shareholder rights.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Solution1 hit
28
The slide uses a matrix to visualize board interlocks and family control.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Solution1 hit
29
The slide uses quotes to frame the company as a 'family fiefdom' rather than a standard public corporation.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Solution1 hit
30
The slide uses a combination of historical context, media quotes, and visual data (bar chart and line chart) to build a case against the board's governance.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Solution1 hit
31
Uses external media and analyst quotes to frame the governance issue as an exploitation of minority interests.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Solution1 hit
33
Includes a complex organizational chart diagram from a Muddy Waters report.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Solution1 hit
34
The slide uses a list-based structure to detail specific legal and regulatory failures.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Solution1 hit
35
Uses news clippings as evidence of legal indictments.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Solution1 hit
37
The slide uses a list-based structure to document specific instances of alleged corporate misconduct.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Solution1 hit
23
The slide uses a quote to preemptively challenge management's strategic narrative regarding distribution control.The Goodyear Tire & Rubber Company (GT) · Elliott
Activist deck Activist investor Beat · Problem1 hit
24
The slide uses a line chart to show the divergence of ASPs and a grouped bar chart to show peer performance.The Goodyear Tire & Rubber Company (GT) · Elliott
Activist deck Activist investor Beat · Problem1 hit
27
Uses expert quotes to frame the quantitative underperformance.The Goodyear Tire & Rubber Company (GT) · Elliott
Activist deck Activist investor Beat · Problem1 hit
28
Uses a CEO quote to establish the original target and contrasts it with actual performance data.The Goodyear Tire & Rubber Company (GT) · Elliott
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
29
The slide uses a 'CEO quote contradiction' pattern to highlight management's failure to meet stated margin goals over time.The Goodyear Tire & Rubber Company (GT) · Elliott
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
09
Uses a bar chart to show P/E ratio divergence and a list of analyst quotes to support the thesis.Sampo Oyj (SAMPO) · Elliott
Activist deck Activist investor 1 hit