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Problem Agitate Solution
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13,321-13,350 of 26,550
86
The slide uses red boxes to highlight key negative phrases in the analyst reports.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
87
Includes a table of analyst sum-of-the-parts valuations and a bar chart comparing EV/EBIT multiples of peers.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
88
Slide 88 from an activist investor deck (Third Point).Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
89
Includes two tables of financial/market data and three pie charts illustrating market share shifts.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
90
Includes a product review snippet for the Sony Z9G Master Series 8K TV.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
91
Sony Corporation (6758.T)Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
92
Includes a valuation table for segments and a bar chart for peer EV/EBIT multiples.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
93
Sony Corporation (6758.T)Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
94
Sony Corporation (6758.T)Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
95
The slide uses a bulleted list to detail specific stakes in Sony Financial, M3, Olympus, and Spotify.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
96
The slide uses a waterfall bridge to demonstrate capital availability from cash, FCF, asset sales, and leverage.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
97
Includes key assumptions regarding asset monetization and tax rates.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
98
Includes a direct quote from Apple CFO Luca Maestri regarding the 2018 buyback announcement.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
99
Sony Corporation (6758.T)Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
100
Sony Corporation (6758.T)Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
101
The slide highlights an opportunity for asset portfolio optimization and explains a 2016 MCEV restatement.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
102
Includes historical CAGR charts and consensus financial forecasts.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
09
The slide uses a standard Bloomberg terminal export format to highlight poor stock performance.Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor Beat · Problem Statement1 hit
18
The slide uses two distinct blue callout boxes to group key industry trends.Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor Beat · Complication1 hit
24
Lazard Ltd (LAZ)Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor Beat · Solution1 hit
25
Lazard Ltd (LAZ)Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor Beat · Solution1 hit
26
The slide uses arrows to visually indicate the direction of change for expense ratios and EBIT.Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
27
Lazard Ltd (LAZ)Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
28
The slide uses a split-chart approach to group two distinct peer sets (Advisors vs Asset Managers) and includes specific exclusions for comparability.Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
11
Uses pro forma 2006 data for comparison.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor Beat · Problem1 hit
12
Uses a combination of bar charts to show growth in scale (AUCA, Net Revenue) and shift in revenue mix (Net Interest vs Servicing Fees).State Street Corporation (STT) · Trian Partners
Activist deck Activist investor Beat · Agitate1 hit
13
Uses a dual-chart layout to contrast EPS decline with compensation growth.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor Beat · Agitate1 hit
22
Uses a three-part structure to frame management's strategic failures.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor Beat · Need1 hit
25
This is a classic activist investor slide diagnosing a problem (margin decline) and proposing a specific operational solution.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor Beat · Solution1 hit
36
State Street Corporation (STT)State Street Corporation (STT) · Trian Partners
Activist deck Activist investor Beat · Satisfaction1 hit