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slides · global inventory

Problem Agitate Solution

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Matching slides 26,550
Current window 18,991-19,020
Pages 885
Rows per page 30
Arc: Problem Agitate Solutionclear collectionreset all
18 30 60

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18,991-19,020 of 26,550

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Includes a TAM calculation table and a historical/projected bar chart of cameras per phone.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
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Includes a TAM calculation table and a historical chart of CIS units per vehicle.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
32
The slide uses three distinct charts to illustrate the growth thesis for Sony's semiconductor business.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
33
Includes annotations linking table cells to specific 2019 IR Day slides.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
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Market data as of 6/11/2019.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
35
Uses an arrow-based process diagram to illustrate the benefits of a spin-off.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
36
This is a classic activist investor proposal for a corporate breakup/spinoff.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
37
Third Point Management | Activist Presentation Deck | 102 slidesThird Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
38
The slide uses analyst commentary to justify why Sony should increase its capex despite investor concerns about free cash flow.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
39
Uses peer benchmarking to argue for increased R&D autonomy for Sony Semiconductors.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
40
Uses a before-and-after narrative to argue for corporate separation.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
01
Slide 1
Trian Partners | Activist Presentation Deck | 23 slidesTrian Partners | Activist Presentation Deck | 23 slides · Trian Partners
Conference presentation Activist investor Beat · Setup1 hit
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Trian Partners | Activist Presentation Deck | 23 slidesTrian Partners | Activist Presentation Deck | 23 slides · Trian Partners
Conference presentation Activist investor Beat · Setup1 hit
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Trian Partners | Activist Presentation Deck | 23 slidesTrian Partners | Activist Presentation Deck | 23 slides · Trian Partners
Conference presentation Activist investor Beat · Setup1 hit
04
The slide provides a snapshot of the company's valuation, market share, and corporate structure.Trian Partners | Activist Presentation Deck | 23 slides · Trian Partners
Conference presentation Activist investor Beat · Problem IdentificationLoop · Cost Of Inaction1 hit
05
The slide uses a numbered list structure to present the core pillars of an activist investor's thesis.Trian Partners | Activist Presentation Deck | 23 slides · Trian Partners
Conference presentation Activist investor Beat · Problem IdentificationLoop · Cost Of Inaction1 hit
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Trian Partners | Activist Presentation Deck | 23 slidesTrian Partners | Activist Presentation Deck | 23 slides · Trian Partners
Conference presentation Activist investor Beat · Problem IdentificationLoop · Cost Of Inaction1 hit
07
The chart uses a color-coded bar for Ferguson (red) vs peers (blue) to highlight the valuation gap.Trian Partners | Activist Presentation Deck | 23 slides · Trian Partners
Conference presentation Activist investor Beat · Problem IdentificationLoop · Cost Of Inaction1 hit
08
The slide uses a before-after comparison to justify a valuation thesis based on business transformation.Trian Partners | Activist Presentation Deck | 23 slides · Trian Partners
Conference presentation Activist investor Beat · Agitation1 hit
09
The slide uses a comparison framework to justify a valuation thesis.Trian Partners | Activist Presentation Deck | 23 slides · Trian Partners
Conference presentation Activist investor Beat · Agitation1 hit
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The chart uses a broken axis for the x-axis to accommodate the significantly larger sales of Home Depot and Lowe's.Trian Partners | Activist Presentation Deck | 23 slides · Trian Partners
Conference presentation Activist investor Beat · Agitation1 hit
11
The slide uses checkmarks and X's to indicate if a top shareholder in the sector is also a top 25 Ferguson holder.Trian Partners | Activist Presentation Deck | 23 slides · Trian Partners
Conference presentation Activist investor Beat · Agitation1 hit
12
The chart highlights Ferguson in red and uses a dashed box to emphasize its position relative to the peer average line.Trian Partners | Activist Presentation Deck | 23 slides · Trian Partners
Conference presentation Activist investor Beat · Agitation1 hit
13
The slide uses a checkmark/cross matrix to illustrate the analytical gap in peer selection.Trian Partners | Activist Presentation Deck | 23 slides · Trian Partners
Conference presentation Activist investor Beat · Agitation1 hit
14
Uses checkmarks and X-marks to visually contrast business models.Trian Partners | Activist Presentation Deck | 23 slides · Trian Partners
Conference presentation Activist investor Beat · Solution1 hit
15
The slide uses a checkmark/cross comparison matrix to differentiate Ferguson from its peers.Trian Partners | Activist Presentation Deck | 23 slides · Trian Partners
Conference presentation Activist investor Beat · Solution1 hit
16
The slide uses checkmarks to indicate alignment across multiple business attributes.Trian Partners | Activist Presentation Deck | 23 slides · Trian Partners
Conference presentation Activist investor Beat · Solution1 hit
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.Trian Partners | Activist Presentation Deck | 23 slides · Trian Partners
Conference presentation Activist investor Beat · Solution1 hit
18
The chart uses color coding to distinguish between Specialty/RMI-Oriented (green), Broadline Industrial MRO (grey), and Home Improvement Retail (blue) companies.Trian Partners | Activist Presentation Deck | 23 slides · Trian Partners
Conference presentation Activist investor Beat · Solution1 hit
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The chart uses color coding to categorize companies into Specialty, Broadline Industrial, and Home Improvement segments.Trian Partners | Activist Presentation Deck | 23 slides · Trian Partners
Conference presentation Activist investor Beat · Solution1 hit