slides · global inventory
Problem Agitate Solution
Arc collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 26,550
Current window 841-870
Pages 885
Rows per page 30
Arc
841-870 of 26,550
10
Uses a visual metaphor of a frustrated character standing next to a large stack of boxes (inventory) and a box of cash to illustrate capital inefficiency.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction2 hits
04
The slide uses a strong, argumentative tone to frame the current financial system and proposed reforms as inadequate or harmful.US/Japan Sovereign Debt & Fiat Currencies (Macro) · David Einhorn
Conference presentation Activist investor Beat · AgitateLoop · Cost Of Inaction2 hits
02
This is a text-heavy press release slide outlining an activist investor's platform.The Walt Disney Company (DIS) · Trian Partners
Press release Activist investor Beat · Problem (Identify pain)Loop · Golden Circle2 hits
14
Uses a causal equation structure (Snacks + Beverage = Structural Challenges).PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction2 hits
15
The slide uses a narrative critique style to highlight organizational misalignment.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction2 hits
16
Uses two line charts to show correlation between beverage volume decline and Frito-Lay volume deceleration.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction2 hits
17
The chart shows PepsiCo (dark blue line) consistently at the bottom of the peer group.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction2 hits
18
Uses a combination of bar charts, tables, and line charts to demonstrate capital inefficiency.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction2 hits
19
The slide uses a table to contrast acquisition metrics with activist investor Trian's negative assessment of the deals.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction2 hits
20
This slide frames the company's strategic initiative as a failure, using the 'distraction' narrative to justify activist intervention.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction2 hits
21
Uses a 'before-after' or 'short-term vs long-term' framing to critique management's capital allocation decisions.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction2 hits
22
Uses a 'before-after' comparison structure to demonstrate the lack of EPS growth despite claimed savings.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction2 hits
23
The slide uses a red dashed line to visually emphasize the peer average relative to PepsiCo's performance.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction2 hits
24
The slide uses a Trian estimate for PepsiCo's margin to facilitate the comparison.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction2 hits
08
The slide outlines specific operational and structural changes recommended for P&G.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor Beat · Expose Contradiction2 hits
09
The slide uses a numbered list format (5-8) to continue a previous list of initiatives.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor Beat · Expose Contradiction2 hits
19
The chart uses a trend line to indicate the ~10% CAGR during the tenure period.PPG Industries, Inc. (PPG) · Trian Partners
Activist deck Activist investor Beat · Solution & ApproachLoop · Before After2 hits
20
The slide uses a before-after comparison of sales mix to illustrate the strategic shift.PPG Industries, Inc. (PPG) · Trian Partners
Activist deck Activist investor Beat · Solution & ApproachLoop · Before After2 hits
21
The chart highlights PPG's performance relative to a peer median of 187%.PPG Industries, Inc. (PPG) · Trian Partners
Activist deck Activist investor Beat · Solution & ApproachLoop · Before After2 hits
22
The chart uses a red bar for PPG to emphasize its position relative to peers.PPG Industries, Inc. (PPG) · Trian Partners
Activist deck Activist investor Beat · Solution & Approach2 hits
23
The slide uses a comparison framework to justify a corporate spin-off.PPG Industries, Inc. (PPG) · Trian Partners
Activist deck Activist investor Beat · Solution & Approach2 hits
24
The slide uses a list of benefits to justify the 'separation' strategy, preempting the common counter-argument regarding cost duplication.PPG Industries, Inc. (PPG) · Trian Partners
Activist deck Activist investor Beat · Solution & Approach2 hits
25
The chart shows PPG consistently underperforming compared to peers, often showing negative growth.PPG Industries, Inc. (PPG) · Trian Partners
Activist deck Activist investor Beat · Solution & Approach2 hits
26
PPG Industries, Inc. (PPG)PPG Industries, Inc. (PPG) · Trian Partners
Activist deck Activist investor Beat · Solution & Approach2 hits
27
The chart shows a long-term shift in paint volume share from DIY/Remodeler to Paint Contractor from 1980 to 2017.PPG Industries, Inc. (PPG) · Trian Partners
Activist deck Activist investor Beat · Solution & Approach2 hits
28
The slide uses a rhetorical question as an action title to frame the lack of disclosure as a potential governance or operational failure.PPG Industries, Inc. (PPG) · Trian Partners
Activist deck Activist investor Beat · Solution & Approach2 hits
29
The slide uses a combination of a time-series bar chart for SHW growth and a static bar chart for competitive landscape.PPG Industries, Inc. (PPG) · Trian Partners
Activist deck Activist investor Beat · Solution & Approach2 hits
30
The slide uses a red dashed box to highlight the 'Base Case' estimate for PPG, contrasting it with the WACC and the competitor benchmark.PPG Industries, Inc. (PPG) · Trian Partners
Activist deck Activist investor Beat · Solution & Approach2 hits
31
The chart highlights PPG's valuation relative to peers, suggesting it is undervalued compared to high-quality coatings companies.PPG Industries, Inc. (PPG) · Trian Partners
Activist deck Activist investor Beat · Solution & Approach2 hits
32
The slide uses a 'sum-of-the-parts' valuation logic to justify a corporate separation.PPG Industries, Inc. (PPG) · Trian Partners
Activist deck Activist investor Beat · Solution & ApproachLoop · 2x2 Matrix2 hits