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18,901-18,930 of 26,550

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The map uses color-coded regions to visualize store density relative to population.Pershing Square | Activist Presentation Deck | 43 slides · Pershing Square
Activist deck Activist investor Beat · EvidenceLoop · Cost Of Inaction1 hit
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Pershing Square | Activist Presentation Deck | 43 slidesPershing Square | Activist Presentation Deck | 43 slides · Pershing Square
Activist deck Activist investor Beat · EvidenceLoop · Cost Of Inaction1 hit
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The chart uses a stacked bar approach to show the composition of international units, with China growing at a 31% CAGR compared to 10% for the rest of the world.Pershing Square | Activist Presentation Deck | 43 slides · Pershing Square
Activist deck Activist investor Beat · EvidenceLoop · Cost Of Inaction1 hit
26
The slide uses a bar chart to illustrate the growth trajectory of Starbucks in China, emphasizing the long-term potential.Pershing Square | Activist Presentation Deck | 43 slides · Pershing Square
Activist deck Activist investor Beat · EvidenceLoop · Cost Of Inaction1 hit
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Pershing Square | Activist Presentation Deck | 43 slidesPershing Square | Activist Presentation Deck | 43 slides · Pershing Square
Activist deck Activist investor Beat · EvidenceLoop · Cost Of Inaction1 hit
28
Pershing Square | Activist Presentation Deck | 43 slidesPershing Square | Activist Presentation Deck | 43 slides · Pershing Square
Activist deck Activist investor Beat · EvidenceLoop · Cost Of Inaction1 hit
33
SSS stands for Same-Store Sales.Pershing Square | Activist Presentation Deck | 43 slides · Pershing Square
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
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Pershing Square | Activist Presentation Deck | 43 slidesPershing Square | Activist Presentation Deck | 43 slides · Pershing Square
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
04
This is a classic activist investor 'Situation Overview' slide, framing the company as undervalued and poorly managed to justify intervention.Trian Partners | Activist Presentation Deck | 42 slides · Trian Partners
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
05
The chart uses a red dashed oval to highlight the recent divergence in the discount metrics.Trian Partners | Activist Presentation Deck | 42 slides · Trian Partners
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
06
The slide uses a precedent transaction analysis to argue that the subject company is undervalued.Trian Partners | Activist Presentation Deck | 42 slides · Trian Partners
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
07
Trian Partners | Activist Presentation Deck | 42 slidesTrian Partners | Activist Presentation Deck | 42 slides · Trian Partners
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
08
The slide uses a clear contrast between positive (blue) and negative (red) performance to highlight PPG's underperformance.Trian Partners | Activist Presentation Deck | 42 slides · Trian Partners
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
09
The slide highlights PPG's underperformance relative to peers and GDP, using a red bar for PPG to emphasize the negative result.Trian Partners | Activist Presentation Deck | 42 slides · Trian Partners
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
10
Uses a CEO quote to highlight the gap between management's stated goals and actual performance.Trian Partners | Activist Presentation Deck | 42 slides · Trian Partners
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
11
Uses a comparison of consensus vs revised guidance to demonstrate a pattern of poor performance.Trian Partners | Activist Presentation Deck | 42 slides · Trian Partners
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
12
The table demonstrates the gap between original reported EPS and restated EPS, showing how 'beats' turned into 'misses' after accounting corrections.Trian Partners | Activist Presentation Deck | 42 slides · Trian Partners
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
13
Uses a third-party analyst quote to validate the activist's critique of management.Trian Partners | Activist Presentation Deck | 42 slides · Trian Partners
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
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The chart uses annotations to link specific takeover events to stock price movements.Trian Partners | Activist Presentation Deck | 42 slides · Trian Partners
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
15
The slide uses Glassdoor data to highlight a negative trend in internal sentiment compared to industry peers.Trian Partners | Activist Presentation Deck | 42 slides · Trian Partners
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
16
Trian Partners | Activist Presentation Deck | 42 slidesTrian Partners | Activist Presentation Deck | 42 slides · Trian Partners
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
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Includes a disclaimer at the bottom regarding intent and source.Trian Partners | Activist Presentation Deck | 42 slides · Trian Partners
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
18
The slide uses a torn-paper visual effect to frame the quote.Trian Partners | Activist Presentation Deck | 42 slides · Trian Partners
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
19
The chart uses a vertical dashed line to demarcate the management change after 2015.Trian Partners | Activist Presentation Deck | 42 slides · Trian Partners
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
20
The chart shows a shift from a diversified portfolio to a pure-play coatings business.Trian Partners | Activist Presentation Deck | 42 slides · Trian Partners
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
21
The chart highlights PPG's performance relative to a peer median of 187%.Trian Partners | Activist Presentation Deck | 42 slides · Trian Partners
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
22
The chart uses a red bar for PPG to emphasize its outlier status compared to the blue bars of its peers.Trian Partners | Activist Presentation Deck | 42 slides · Trian Partners
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
23
The slide uses a comparison framework to justify a corporate breakup (breakup-spinoff).Trian Partners | Activist Presentation Deck | 42 slides · Trian Partners
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
24
The slide uses a 'breakup-spinoff' logic to justify the activist strategy.Trian Partners | Activist Presentation Deck | 42 slides · Trian Partners
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
25
The chart shows PPG consistently underperforming peers, often with negative growth.Trian Partners | Activist Presentation Deck | 42 slides · Trian Partners
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit