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Third Point · activist-deck

Third Point Management | Activist Presentation Deck | 34 slides

34 pages · 3 arc beats · 2 loops

Activist-Deck Download JSON
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Third Point Management | Activist Presentation Deck | 34 slides

Third Point · 2018-07
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 2
— No image bound to this slide. Wire up imgproxy to display the rendered slide JPEG.
—

Deck intelligence map

3
coverage by narrative range · generated from this deck JSON
Narrative range 32 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Problem (Identify pain) 7 slides 100% 7/7 slides 100% 7/7 slides · 33 hits
— 0/7 slides
14.3% 1/7 slides 42.9% 3/7 slides 100% 7/7 slides 14.3% 1/7 slides Agitate (Make it worse) 7 slides 100% 7/7 slides 100% 7/7 slides · 28 hits
— 0/7 slides
— 0/7 slides
71.4% 5/7 slides 100% 7/7 slides 14.3% 1/7 slides Solution (Provide relief) 18 slides 100% 18/18 slides 100% 18/18 slides · 93 hits
— 0/18 slides
27.8% 5/18 slides 50% 9/18 slides 100% 18/18 slides 11.1% 2/18 slides

Slide inventory

34
every slide · same image gating as the playbook
01
Slide 1
front_matter
Open slide detail
02
The slide uses a high-contrast image and a callout box to frame the activist's intent.diagnose_problem
Open slide detailBeat · Problem (Identify pain)
03
Includes handwritten-style squiggles between assessment and recommendation columns.propose_solution
Open slide detailBeat · Problem (Identify pain)
04
The chart uses a waterfall-bridge style to show historical CAGR vs projected CAGR.propose_solution
Open slide detailBeat · Problem (Identify pain)
05
Slide from a Third Point activist deck regarding Nestlé.establish_context
Open slide detailBeat · Problem (Identify pain)
06
The Venn-like diagram illustrates the intersection of various consumer trends.frame_situation
Open slide detailBeat · Problem (Identify pain)
07
Uses a blue-tinted image of a child and logos of competitor brands (Ella's Kitchen, LaCroix, a2 Milk, Blue Buffalo) to illustrate the missed trends.name_villain
Open slide detailBeat · Problem (Identify pain)
08
Uses a downward arrow on the sales chart and a flat arrow on the earnings chart to visually emphasize the negative trend.diagnose_problem
Open slide detailBeat · Problem (Identify pain)Loop · Cost Of Inaction
09
The slide uses a combination of bar and line charts to illustrate the negative trend in dividend growth and the rising payout ratio.expose_contradiction
Open slide detailBeat · Agitate (Make it worse)Loop · Cost Of Inaction
10
The chart highlights a widening performance gap over longer time horizons, culminating in a 119% gap over 10 years.expose_gap
Open slide detailBeat · Agitate (Make it worse)
11
The slide uses a structured list format to present a strategic roadmap.propose_solution
Open slide detailBeat · Agitate (Make it worse)
12
The slide uses a 'Financial' vs 'Portfolio' split to categorize management's response to activist pressure.expose_contradiction
Open slide detailBeat · Agitate (Make it worse)
13
Data points include margin percentages and bps changes for 2016-2020, and organic sales growth percentages for 2017-2018.compare_peers
Open slide detailBeat · Agitate (Make it worse)
14
diagnose_problem
Open slide detailBeat · Agitate (Make it worse)
15
Uses a visual metaphor of spilled milk and chocolate to imply messiness or lack of focus.expose_contradiction
Open slide detailBeat · Agitate (Make it worse)
16
Uses a quote from the Swiss Code of Best Practice to establish a standard, then highlights a gap in the current board composition.expose_contradiction
Open slide detailBeat · Solution (Provide relief)
17
propose_solution
Open slide detailBeat · Solution (Provide relief)
18
Uses an ice cream cone image as a visual metaphor for the 'Other' category (likely referring to Nestlé's ice cream business).diagnose_problem
Open slide detailBeat · Solution (Provide relief)
19
The slide uses a comparison frame to highlight the performance gap between core and non-core business segments.diagnose_problem
Open slide detailBeat · Solution (Provide relief)
20
Uses brand imagery to represent the small percentage of sales divested.expose_contradiction
Open slide detailBeat · Solution (Provide relief)
21
Uses a superhero imagery metaphor to emphasize 'boldness'.propose_solution
Open slide detailBeat · Solution (Provide relief)
22
This is a classic portfolio management framework similar to BCG Growth-Share Matrix but simplified for activist intervention.propose_solution
Open slide detailBeat · Solution (Provide relief)
23
The slide uses a split-screen layout to contrast divestment candidates against acquisition targets.propose_solution
Open slide detailBeat · Solution (Provide relief)
24
The slide uses a blue-tinted aesthetic to align with the brand identity of the activist investor (Third Point).state_demand
Open slide detailBeat · Solution (Provide relief)
25
The slide uses two bar charts to illustrate the valuation gap and the potential financial impact of a divestiture.quantify_opportunity
Open slide detailBeat · Solution (Provide relief)
26
propose_solution
Open slide detailBeat · Solution (Provide relief)
27
This slide is part of an activist investor presentation criticizing corporate governance.diagnose_problem
Open slide detailBeat · Solution (Provide relief)
28
The slide uses an organizational chart to visually demonstrate the complexity of the current structure.diagnose_problem
Open slide detailBeat · Solution (Provide relief)
29
propose_solution
Open slide detailBeat · Solution (Provide relief)
30
This slide uses a 'breakup' or 'spinoff' logic to argue for operational efficiency.propose_solution
Open slide detailBeat · Solution (Provide relief)
31
The slide presents a pro-forma organizational chart as a strategic recommendation.propose_solution
Open slide detailBeat · Solution (Provide relief)
32
summarize
Open slide detailBeat · Solution (Provide relief)Loop · Before After
33
The slide uses a 'before-after' logic to justify the investment thesis.propose_solution
Open slide detailBeat · Solution (Provide relief)Loop · Before After
34
The text block appears to be duplicated in the source image.front_matter
Open slide detail