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 181-210
Pages 473
Rows per page 30
Slide function
181-210 of 14,162
06
Uses a before-after framing to highlight a valuation disconnect.Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · ProblemLoop · Logic Chain1 hit
09
Uses a split-screen comparison to highlight the accounting distortion of including 100% of MPLX debt/cap in the MPC valuation.Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · ProblemLoop · Logic Chain1 hit
42
Uses a classic 'Management vs. Activist' rebuttal framework.Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · Solution1 hit
44
Uses a before-after comparison to show value creation through corporate separation.Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · Solution1 hit
45
Includes a comparative table of refinery utilization and EBITDA per barrel, plus a case study of the Valero/CST spin-off.Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · Solution1 hit
06
The slide uses a combination of historical performance data and forward-looking capacity analysis to question management's capital allocation strategy.Texas Instruments (TXN) · Jesse Cohn
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
12
The slide uses a waterfall-style distribution chart to highlight TICO as an extreme outlier.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor Beat · Agitation1 hit
13
Uses two distinct case studies (auto business captive supplier and emissions scandal) to argue for governance failure.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor Beat · Agitation1 hit
14
The slide uses a stacked bar chart combined with a process flow to demonstrate the lack of customer diversification.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor Beat · Agitation1 hit
16
Uses news clippings and a bulleted list to connect specific cheating behaviors to broader organizational governance weaknesses.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor Beat · Agitation1 hit
17
The slide uses a structured table format to contrast key issues with background context and specific concerns.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor Beat · Agitation1 hit
18
The slide uses a comparison table to contrast 'Updates in the Revised TOB' with 'Remaining Concerns' across four key issue areas.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor Beat · Agitation1 hit
19
The slide uses a two-column layout to contrast investor sentiment with sell-side analyst sentiment, both of which are negative.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor Beat · Agitation1 hit
20
The slide uses a table structure to map regulatory guidelines against their core principles and the specific failures observed in the deal.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor Beat · Agitation1 hit
21
Uses a before-after comparison to highlight the impact of reclassifying Toyota Group entities on the required minimum acceptance threshold.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor 1 hit
22
Uses a table for the timeline and a bar chart for the valuation increase.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor 1 hit
28
Uses waterfall charts to demonstrate the discrepancy between IFRS book value deductions and actual tax plans.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor Loop · So What Cascade1 hit
46
Uses numbered callouts (1, 2, 3) to link specific bridge chart components to explanatory text blocks.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor 1 hit
05
The slide uses a waterfall-style bridge to show the undervaluation of the TOB price compared to NAV.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Problem & Complication1 hit
12
The slide uses a combination of a chart showing TICO's outlier status and three quotes from asset managers to build a case for governance failure.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Problem & Complication1 hit
13
The slide uses a combination of financial data (ROIC comparison) and news citations to build a case for governance failure.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Problem & Complication1 hit
14
Shows 100% dependency on Toyota for major product lines.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Problem & Complication1 hit
15
Includes a testimonial/quote from a former automotive supplier executive.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Problem & Complication1 hit
04
The slide uses direct quotes from the Special Committee to highlight the inadequacy of the offer price.Toyota Industries Corporation (6201) · Aaron Tai and Gordon Singer
Shareholder letter Activist investor Beat · The MonsterLoop · The Reveal1 hit
06
This is a text-heavy page from a shareholder letter, likely part of an activist campaign by Elliott.Toyota Industries Corporation (6201) · Aaron Tai and Gordon Singer
Shareholder letter Activist investor Beat · The MonsterLoop · The Reveal1 hit
14
Uses a before-after style comparison to expose a flaw in the current governance calculation.Toyota Industries Corporation (6201) · Aaron Tai and Gordon Singer
Shareholder letter Activist investor Beat · The Victory1 hit
27
Uses a before-after-framing style to contrast CEO rhetoric with market performance data.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
28
Includes a call-to-action for proxy voting at the bottom.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
46
Uses a 'Claim vs Reality' framework to directly challenge CEO rhetoric.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Loop · Cost Of Inaction1 hit
47
Includes a secondary section below the main chart titled 'WHY PHILLIPS 66'S CONGLOMERATE STRUCTURE DOESN'T WORK' which contrasts the business models of midstream vs refining assets.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Loop · Cost Of Inaction1 hit