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Trian Partners · conference-presentation

Trian Partners | Activist Presentation Deck | 23 slides

23 pages · 5 arc beats · 2 loops

Conference-Presentation Download JSON
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Trian Partners | Activist Presentation Deck | 23 slides

Trian Partners · 2019-11
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 23 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Setup 3 slides 100% 3/3 slides 100% 3/3 slides · 13 hits
— 0/3 slides
— 0/3 slides
— 0/3 slides
100% 3/3 slides
— 0/3 slides
Problem Identification 4 slides 100% 4/4 slides 100% 4/4 slides · 20 hits
— 0/4 slides
25% 1/4 slides 50% 2/4 slides 100% 4/4 slides 100% 4/4 slides Agitation 6 slides 100% 6/6 slides 100% 6/6 slides · 25 hits
— 0/6 slides
— 0/6 slides
100% 6/6 slides 100% 6/6 slides
— 0/6 slides
Solution 7 slides 100% 7/7 slides 100% 7/7 slides · 33 hits
— 0/7 slides
— 0/7 slides
57.1% 4/7 slides 100% 7/7 slides
— 0/7 slides
Impact and Next Steps 3 slides 100% 3/3 slides 100% 3/3 slides · 18 hits
— 0/3 slides
66.7% 2/3 slides 66.7% 2/3 slides 100% 3/3 slides 100% 3/3 slides

Slide inventory

23
every slide · same image gating as the playbook
01
Slide 1
front_matter
Open slide detailBeat · Setup
02
other
Open slide detailBeat · Setup
03
front_matter
Open slide detailBeat · Setup
04
The slide provides a snapshot of the company's valuation, market share, and corporate structure.establish_context
Open slide detailBeat · Problem IdentificationLoop · Cost Of Inaction
05
The slide uses a numbered list structure to present the core pillars of an activist investor's thesis.present_solution
Open slide detailBeat · Problem IdentificationLoop · Cost Of Inaction
06
analyze_data
Open slide detailBeat · Problem IdentificationLoop · Cost Of Inaction
07
The chart uses a color-coded bar for Ferguson (red) vs peers (blue) to highlight the valuation gap.compare_peers
Open slide detailBeat · Problem IdentificationLoop · Cost Of Inaction
08
The slide uses a before-after comparison to justify a valuation thesis based on business transformation.diagnose_problem
Open slide detailBeat · Agitation
09
The slide uses a comparison framework to justify a valuation thesis.compare_peers
Open slide detailBeat · Agitation
10
The chart uses a broken axis for the x-axis to accommodate the significantly larger sales of Home Depot and Lowe's.expose_gap
Open slide detailBeat · Agitation
11
The slide uses checkmarks and X's to indicate if a top shareholder in the sector is also a top 25 Ferguson holder.analyze_data
Open slide detailBeat · Agitation
12
The chart highlights Ferguson in red and uses a dashed box to emphasize its position relative to the peer average line.compare_peers
Open slide detailBeat · Agitation
13
The slide uses a checkmark/cross matrix to illustrate the analytical gap in peer selection.expose_gap
Open slide detailBeat · Agitation
14
Uses checkmarks and X-marks to visually contrast business models.compare_peers
Open slide detailBeat · Solution
15
The slide uses a checkmark/cross comparison matrix to differentiate Ferguson from its peers.compare_peers
Open slide detailBeat · Solution
16
The slide uses checkmarks to indicate alignment across multiple business attributes.compare_peers
Open slide detailBeat · Solution
17
The chart highlights Ferguson's performance relative to competitors, with a callout indicating that the top two performers represent 90% of Ferguson's EBITDA.compare_peers
Open slide detailBeat · Solution
18
The chart uses color coding to distinguish between Specialty/RMI-Oriented (green), Broadline Industrial MRO (grey), and Home Improvement Retail (blue) companiescompare_peers
Open slide detailBeat · Solution
19
The chart uses color coding to categorize companies into Specialty, Broadline Industrial, and Home Improvement segments.compare_peers
Open slide detailBeat · Solution
20
The slide uses a torn-paper visual effect to highlight the announcement details.present_solution
Open slide detailBeat · Solution
21
Uses company logos and specific press release quotes to build credibility for a proposed re-listing strategy.cite_precedent
Open slide detailBeat · Impact and Next StepsLoop · Why Now
22
The slide uses a bubble chart representation to visually compare market caps.compare_peers
Open slide detailBeat · Impact and Next StepsLoop · Why Now
23
summarize
Open slide detailBeat · Impact and Next StepsLoop · Why Now