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241-270 of 359

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The slide uses a bar chart to show relative underperformance and a timeline to highlight that CCI only outperformed once in a decade.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
35
Uses a line chart to visualize the performance gap; includes a callout for the 'Fiber Investment' inflection point and two supporting quotes.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
23
Hyundai Motor GroupHyundai Motor Group · Elliott
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
19
Uses Elliott Management's historical engagement as a marker for valuation shifts.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
21
The slide uses a bar chart for peer comparison and a waterfall-style bar chart to show the long-term decline in relative unit revenue.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
13
Uses a combination of a bar chart for valuation discount and a bar chart for EBITDA growth to highlight a divergence between market perception and operational performance.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
02
The slide uses quantitative underperformance data to justify an activist campaign against a merger.Bristol-Myers Squibb Company (BMY) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
07
The slide uses a combination of a bar chart for historical revenue concentration and a floating bar chart (range) for analyst revenue estimates.Bristol-Myers Squibb Company (BMY) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
11
Includes a summary table of average margins over different time periods and a combo chart showing annual performance.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Expose Contradiction1 hit
22
The slide uses a red-line vs blue-line contrast to emphasize the gap between the target company and its peers.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Expose Contradiction1 hit
44
The chart explicitly labels a '2.7x Discount to Performance Peers' at the end of the period.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Expose Contradiction1 hit
48
Uses a combination of bar chart for Huntsman and line charts for peer averages to visualize the widening gap.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Expose Contradiction1 hit
84
The slide uses a combination of a bar chart for Huntsman and line charts for peer averages to visualize the widening gap.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor 1 hit
39
The chart uses red bars for negative performance and blue bars for positive performance, emphasizing the frequency of negative outcomes.Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor Loop · Cost Of Inaction1 hit
19
Uses a combination of bar charts and a waterfall-style gap chart to illustrate underperformance.The Goodyear Tire & Rubber Company (GT) · Elliott
Activist deck Activist investor Beat · Problem1 hit
50
The slide uses a combination of a bar chart for Huntsman and line charts for peer averages to visualize the widening gap.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Loop · Aha Moment1 hit
57
The slide uses a red callout box to preemptively rebut the company's potential cherry-picking of data.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Loop · Aha Moment1 hit
18
The slide uses a rhetorical question as an action title to challenge management's narrative.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
24
The slide uses a line chart for operating expenses and a bar chart for EBITDA spread to highlight the profitability gap.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
34
The slide uses a red 'shortfalls' column to emphasize negative performance gaps.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Solution1 hit
07
The slide uses a red downward arrow to visually emphasize the underperformance gap.Sampo Oyj (SAMPO) · Elliott
Activist deck Activist investor 1 hit
08
The slide uses a line chart to show historical P/E trends and a bar chart to compare specific periods (Mid-15 to Mid-18 vs YTD).Sampo Oyj (SAMPO) · Elliott
Activist deck Activist investor 1 hit
96
The slide uses a gap analysis framework to argue for operational efficiency improvements.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Victory1 hit
127
Uses 'Proved successful' callouts to highlight peer benchmarks.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Victory1 hit
03
The slide uses a combination of a peer benchmark chart and a 'missed targets' comparison table to build a case for operational inefficiency.Autodesk, Inc. (ADSK) · Jeffrey Smith
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Benchmark Gap1 hit
04
Uses Glassdoor reviews to frame board diversity as a root cause of cultural issues.LivePerson, Inc. (LPSN) · Peter Feld
Shareholder letter Activist investor 1 hit
24
The slide uses a 'villain' framing by highlighting the gap between management claims and actual performance metrics.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
34
The slide uses a red-themed 'shortfalls' column to emphasize negative performance gaps.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
21
The slide uses a waterfall-style trend line to emphasize the widening gap in PRASM performance over a decade.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
10
Uses a before-after-bridge style visual to connect high revenue to low margins.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · AgitateLoop · Mece Breakdown1 hit