Matching slides 7,440
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2,341-2,370 of 7,440

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08
The slide uses a comparative structure to refute Starboard's claims regarding REIT valuation and feasibility.Darden Restaurants, Inc. (DRI) · Darden
Regulatory filing Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
56
The chart compares the 2/1/2017 event against historical peaks, most of which occurred during the 2009 financial crisis.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit
66
Uses a waterfall chart to show capital allocation and a bar chart to show poor NOPAT growth.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
67
Uses a waterfall chart to decompose capital investment and a bar chart to compare Sales/NOPAT performance.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
68
The slide uses a red dashed box to highlight the negative value destruction figures.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
74
Uses a waterfall chart to show capital allocation and a simple bar comparison for NOPAT growth.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
282
Uses a waterfall-style chart to link market cap decline to specific management failures.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
298
Includes a callout for EBITDA margin expansion and a summary of key assumptions.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
308
The slide uses two sensitivity tables to demonstrate the financial impact of operational improvements at GRP.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
04
The slide uses a waterfall-bridge structure to show the transition from current enterprise value to total potential value.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Situation & Context1 hit
35
The slide uses a waterfall-bridge structure to demonstrate value creation from DLC Unification, Demerger, Buybacks, and Franking Credits.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Impact & Next Steps1 hit
08
Uses a waterfall-style chart to illustrate value destruction from initial investment to current valuation.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · The Monster1 hit
16
Uses a waterfall-style chart to illustrate capital loss.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
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
41
The slide uses a waterfall-style bridge to illustrate value creation potential.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor 1 hit
33
Uses CEO quotes to contrast internal optimism with market reality.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor 1 hit
24
Uses a waterfall-bridge style visual to represent value creation.Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor Loop · Logic Chain1 hit
44
Uses CEO quotes to contrast management's optimistic claims with the reality of the 90% lower consensus EBIT.Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor Beat · Expose Contradiction1 hit
08
The slide uses a waterfall-bridge chart to illustrate value creation levers.The Goodyear Tire & Rubber Company (GT) · Elliott
Activist deck Activist investor 1 hit
35
The slide uses a waterfall chart to bridge the gap between current consensus margins and target margins.The Goodyear Tire & Rubber Company (GT) · Elliott
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
14
Includes a dual-axis chart showing EBITDA-Capex and conversion percentage.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · AgitateLoop · Mece Breakdown1 hit
38
The slide uses a checkmark matrix to demonstrate strategic alignment across multiple potential acquirers.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
09
The chart uses a waterfall structure to show individual cost-saving/revenue-enhancing opportunities leading to a total EBITDA impact.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Call1 hit
16
Uses checkmarks to indicate alignment on qualitative criteria.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
91
The chart uses a waterfall structure to show how individual cost-saving initiatives aggregate into a total EBITDA impact.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Victory1 hit
08
Uses a sum-of-the-parts valuation bridge to highlight the valuation gap.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Problem1 hit
09
Uses a waterfall-bridge chart to illustrate value creation from current price to target price.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Problem1 hit
13
The slide uses a waterfall-style bridge to illustrate value creation.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor Loop · Logic Chain1 hit