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slides · global inventory

Development

Beat collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 11,188
Current window 4,201-4,230
Pages 373
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4,201-4,230 of 11,188

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28
Includes a screenshot of a CNBC news segment featuring Third Point's stance.Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor Beat · The Struggle1 hit
29
The slide uses a pull-quote format to leverage third-party authority to validate the activist's thesis.Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor Beat · The Struggle1 hit
30
Uses a pull-quote from a WSJ 'Heard on the Street' column to build credibility for the activist's position.Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor Beat · The Struggle1 hit
31
Uses a red callout box to emphasize the fiduciary duty failure.Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor Beat · The Struggle1 hit
32
Uses authority-citation to validate the activist's thesis regarding board incompetence.Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor Beat · The Struggle1 hit
33
The slide uses a contrast-heavy visual (red bar vs grey bars) to highlight the negative analyst sentiment toward Campbell.Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor Beat · The Struggle1 hit
07
Uses a blue-tinted image of a child and logos of competitor brands (Ella's Kitchen, LaCroix, a2 Milk, Blue Buffalo) to illustrate the 'missed' trends.Nestlé S.A. (NESN) · Third Point
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
08
The slide uses a causal framing (slow response -> weak performance) to justify activist intervention.Nestlé S.A. (NESN) · Third Point
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
09
Nestlé S.A. (NESN)Nestlé S.A. (NESN) · Third Point
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
10
The chart highlights a widening performance gap over longer time horizons, culminating in a 119% underperformance over 10 years.Nestlé S.A. (NESN) · Third Point
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
21
Includes a leaderboard sidebar and exercise-themed dashboard UI elements.Peloton Interactive (PTON) · David Einhorn
Conference presentation Activist investor Beat · Rising Success1 hit
22
Includes a leaderboard sidebar and a Peloton-themed dashboard footer.Peloton Interactive (PTON) · David Einhorn
Conference presentation Activist investor Beat · Rising Success1 hit
23
The slide uses a Peloton-themed UI overlay (leaderboard and workout stats) as a stylistic background.Peloton Interactive (PTON) · David Einhorn
Conference presentation Activist investor Beat · Rising Success1 hit
24
The slide uses a Peloton-style workout interface as a background graphic, which is irrelevant to the financial content.Peloton Interactive (PTON) · David Einhorn
Conference presentation Activist investor Beat · Rising Success1 hit
25
The slide uses a cartoon as a metaphor for the company's need to 'spend more time on the Peloton'.Peloton Interactive (PTON) · David Einhorn
Conference presentation Activist investor Beat · Rising Success1 hit
13
The table compares six Sony business units across six qualitative metrics: Capital Intensity, Customers, End Market, Growth, Industry Structure, and Cyclicality.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
14
The slide uses a table to demonstrate that most analysts use electronics-focused valuation methods rather than SOTP, which the activist argues is more appropriate for Sony's entertainment-heavy portfolio.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
15
The slide uses a quote from Goldman Sachs to validate the 'villain' (complexity) and a bar chart to quantify the impact (conglomerate discount).Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
17
The slide uses red dashed boxes to highlight specific rows for replacement by the shareholder slate.Sotheby's (BID) · Daniel S. Loeb
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
18
Uses ISS QuickScore 2.0 as an external authority to critique board independence.Sotheby's (BID) · Daniel S. Loeb
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
19
Includes a visual metaphor of pills to represent the 'poison pill' defense.Sotheby's (BID) · Daniel S. Loeb
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
20
Uses a 'before-after' style logic to show the gap between potential and actual margins.Sotheby's (BID) · Daniel S. Loeb
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
21
Uses a dual-axis chart to show diverging trends between compensation and EPS.Sotheby's (BID) · Daniel S. Loeb
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
22
The slide uses a bar chart to visualize the disparity between total expenses and the small amount of savings identified.Sotheby's (BID) · Daniel S. Loeb
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
20
The slide is a reproduction of a report cover page.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Agitate1 hit
21
The chart highlights a significant growth in copper demand driven by green energy transition.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Agitate1 hit
22
The slide highlights a 60% reduction in potential new capacity compared to 2008.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Agitate1 hit
23
The slide uses a satirical cartoon to highlight the difficulty and controversy of getting mining projects approved.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Agitate1 hit
06
This slide outlines a strategic vision for Yahoo, likely from a Third Point activist investor presentation.Yahoo! Inc. (YHOO) · Third Point
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
07
The chart uses a normalized index (100%) starting point to compare relative performance.Yahoo! Inc. (YHOO) · Third Point
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit