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Trian Partners · activist-deck

Trian Partners | Activist Presentation Deck | 16 slides

16 pages · 5 arc beats · 2 loops

Activist-Deck Download JSON
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Trian Partners | Activist Presentation Deck | 16 slides

Trian Partners · 2012-11
arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 1
— No image bound to this slide. Wire up imgproxy to display the rendered slide JPEG.
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Deck intelligence map

5
coverage by narrative range · generated from this deck JSON
Narrative range 11 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Problem 2 slides 100% 2/2 slides 100% 2/2 slides · 12 hits
— 0/2 slides
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50% 1/2 slides 100% 2/2 slides 100% 2/2 slides Market Size 2 slides 100% 2/2 slides 100% 2/2 slides · 12 hits
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100% 2/2 slides · 4 hits 50% 1/2 slides 100% 2/2 slides
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Competition 2 slides 100% 2/2 slides 100% 2/2 slides · 10 hits
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100% 2/2 slides 100% 2/2 slides
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Financials 3 slides 100% 3/3 slides 100% 3/3 slides · 18 hits
— 0/3 slides
100% 3/3 slides 66.7% 2/3 slides 100% 3/3 slides 100% 3/3 slides Solution 2 slides 100% 2/2 slides 100% 2/2 slides · 13 hits
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50% 1/2 slides 100% 2/2 slides
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Slide inventory

16
every slide · same image gating as the playbook
01
Slide 1
front_matter
Open slide detail
02
other
Open slide detail
03
other
Open slide detail
04
The slide uses a classic 'problem-solution-credibility' structure common in activist investor presentations.frame_situation
Open slide detailBeat · ProblemLoop · Cost Of Inaction
05
establish_context
Open slide detailBeat · ProblemLoop · Cost Of Inaction
06
Uses a classic 'Bear vs. Bull' (or 'Concern vs. Rebuttal') structure.preempt_rebuttal
Open slide detailBeat · Competition
07
Danone is highlighted in blue in the 3-year and 1-year charts to emphasize its poor performance relative to peers.compare_peers
Open slide detailBeat · Competition
08
The slide uses a visual grid to categorize products by business unit.summarize
Open slide detail
09
size_opportunity
Open slide detailBeat · Market Size
10
Slide 9 of an activist deck, likely targeting Danone.compare_peers
Open slide detailBeat · Market Size
11
Uses CEO quotes to establish the 'trend' and brand logos to expose the contradiction in peer portfolios.compare_peers
Open slide detailBeat · FinancialsLoop · Mece Breakdown
12
The chart uses a regression line to show the expected valuation based on growth, with an arrow indicating the potential re-rating of Danone stock.show_valuation_bridge
Open slide detailBeat · FinancialsLoop · Mece Breakdown
13
The slide uses a line chart to demonstrate that the current P/E is below the 10-year average of 18.7x.analyze_data
Open slide detailBeat · FinancialsLoop · Mece Breakdown
14
Uses historical market sentiment (2009) as a precedent for current valuation opportunity.compare_peers
Open slide detail
15
summarize
Open slide detailBeat · Solution
16
The slide uses a standard valuation buildup approach to justify a target share price.quantify_opportunity
Open slide detailBeat · Solution