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Slide 1
This is a text-heavy press release document formatted as a single page.The Walt Disney Company (DIS) · Trian Partners
Press release Activist investor Beat · Problem (Identify pain)1 hit
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The slide uses a numbered list structure to present three core pillars of the investment thesis.Ferguson plc (FERG) · Brian Baldwin
Conference presentation Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
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Ferguson plc (FERG)Ferguson plc (FERG) · Brian Baldwin
Conference presentation Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
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The slide uses a bar chart to visually demonstrate that Ferguson is trading at a lower multiple than its peers, specifically highlighting the higher multiples of 'Specialty RMI Distributors'.Ferguson plc (FERG) · Brian Baldwin
Conference presentation Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
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The slide uses a stacked bar chart to show the transformation of the business portfolio over time.Ferguson plc (FERG) · Brian Baldwin
Conference presentation Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
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The slide uses a comparison framework to argue for a valuation discrepancy based on geographic business quality.Ferguson plc (FERG) · Brian Baldwin
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
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The chart uses a broken axis to accommodate the significantly higher sales of Home Depot and Lowe's.Ferguson plc (FERG) · Brian Baldwin
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
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The slide uses a checkmark/cross system to indicate if a top shareholder in the sector is also a top Ferguson holder.Ferguson plc (FERG) · Brian Baldwin
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
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The chart highlights Ferguson in red to contrast with the blue peer bars.Ferguson plc (FERG) · Brian Baldwin
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
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The slide uses a checkmark/cross matrix to illustrate the analytical gap in peer selection.Ferguson plc (FERG) · Brian Baldwin
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
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Ferguson plc (FERG)Ferguson plc (FERG) · Brian Baldwin
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
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The slide uses specific case studies (Invesco, Signet, Barrick/Randgold) to build credibility for a proposed US re-listing strategy.Ferguson plc (FERG) · Brian Baldwin
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
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The slide uses a bubble chart representation to visually compare market caps.Ferguson plc (FERG) · Brian Baldwin
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
12
The table highlights the discrepancy between original reported EPS and restated EPS, showing how accounting errors artificially inflated performance.PPG Industries, Inc. (PPG) · Trian Partners
Activist deck Activist investor Beat · Problem & ComplicationLoop · Aha Moment1 hit
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The slide uses a 'ripped paper' visual effect for the quote box.PPG Industries, Inc. (PPG) · Trian Partners
Activist deck Activist investor Beat · Problem & ComplicationLoop · Aha Moment1 hit
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The slide uses a timeline-annotated line chart to correlate specific takeover events with stock price volatility and a subsequent earnings miss.PPG Industries, Inc. (PPG) · Trian Partners
Activist deck Activist investor Beat · Problem & ComplicationLoop · Aha Moment1 hit
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Uses Glassdoor data to contrast PPG's performance against industry peers.PPG Industries, Inc. (PPG) · Trian Partners
Activist deck Activist investor Beat · Problem & ComplicationLoop · Aha Moment1 hit
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PPG Industries, Inc. (PPG)PPG Industries, Inc. (PPG) · Trian Partners
Activist deck Activist investor Beat · Solution & Approach1 hit
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PPG Industries, Inc. (PPG)PPG Industries, Inc. (PPG) · Trian Partners
Activist deck Activist investor Beat · Solution & Approach1 hit
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The slide uses a torn-paper visual effect to frame the quote.PPG Industries, Inc. (PPG) · Trian Partners
Activist deck Activist investor Beat · Solution & Approach1 hit
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The slide argues for a breakup or spin-off by highlighting the lack of operational overlap.PPG Industries, Inc. (PPG) · Trian Partners
Activist deck Activist investor Beat · Solution & ApproachLoop · 2x2 Matrix1 hit
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The slide uses a 'ripped paper' visual effect to frame the analyst quotes.PPG Industries, Inc. (PPG) · Trian Partners
Activist deck Activist investor Beat · Solution & ApproachLoop · 2x2 Matrix1 hit
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The slide uses a 'breakup-spinoff' logic to justify value creation through M&A capacity and operational synergies.PPG Industries, Inc. (PPG) · Trian Partners
Activist deck Activist investor Beat · Solution & Approach1 hit
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This slide uses a 'before-after' narrative structure to credit activist intervention for operational improvements.PPG Industries, Inc. (PPG) · Trian Partners
Activist deck Activist investor Beat · Impact & Next StepsLoop · Quick Win Big Bet1 hit
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Includes annotations for key corporate events (management change, merger announcement, proxy meeting).PPG Industries, Inc. (PPG) · Trian Partners
Activist deck Activist investor Beat · Impact & Next StepsLoop · Quick Win Big Bet1 hit
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The slide uses red X marks to visually emphasize the gap in governance standards.PPG Industries, Inc. (PPG) · Trian Partners
Activist deck Activist investor Beat · Impact & Next StepsLoop · Quick Win Big Bet1 hit
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Uses red X icons to visually emphasize missed targets.PPG Industries, Inc. (PPG) · Trian Partners
Activist deck Activist investor Beat · Impact & Next StepsLoop · Quick Win Big Bet1 hit
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PPG Industries, Inc. (PPG)PPG Industries, Inc. (PPG) · Trian Partners
Activist deck Activist investor Beat · Impact & Next StepsLoop · Quick Win Big Bet1 hit
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The slide uses a 'before-after' framework to validate the thesis that corporate focus leads to margin improvement.PPG Industries, Inc. (PPG) · Trian Partners
Activist deck Activist investor Beat · Impact & Next StepsLoop · Quick Win Big Bet1 hit
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The slide uses a series of bar charts to demonstrate consistent outperformance of spin-offs over the S&P 500.PPG Industries, Inc. (PPG) · Trian Partners
Activist deck Activist investor Beat · Impact & Next StepsLoop · Quick Win Big Bet1 hit