Matching slides 25,056
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9,811-9,840 of 25,056

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04
Includes a callout box emphasizing the flexibility of the separation strategy based on management performance.E.I. du Pont de Nemours and Company (DuPont) (DD) · Trian Partners
Activist deck Activist investor Beat · ProblemLoop · Golden Circle1 hit
04
This is a classic activist 'problem-solution' framing slide.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Problem Identification1 hit
05
The Walt Disney Company (DIS)The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Problem Identification1 hit
06
Includes a performance bridge chart showing TSR impact before and during Trian involvement.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Problem Identification1 hit
07
Uses a three-column layout to contrast the problem (underperformance), the cause (board), and the solution (nominees).The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Problem Identification1 hit
01
Slide 1
The document details the strategic rationale for the board expansion, including Trian Partners' 9.9% stake and Barings' $354 billion AUM.Invesco Ltd. (IVZ) · Invesco
Press release Activist investor Beat · AttentionLoop · Golden Circle1 hit
02
Includes standard forward-looking statement disclaimer and company boilerplate.Legg Mason (LM) · Legg Mason
Press release Activist investor Beat · Interest1 hit
01
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
02
This is a text-heavy press release slide outlining an activist investor's platform.The Walt Disney Company (DIS) · Trian Partners
Press release Activist investor Beat · Problem (Identify pain)Loop · Golden Circle1 hit
05
The chart uses a red dashed line to visually anchor the current price level against historical performance.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Problem1 hit
28
Uses a rhetorical question to frame the contradiction.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · The Call to ActionLoop · The Reveal1 hit
05
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
06
Ferguson plc (FERG)Ferguson plc (FERG) · Brian Baldwin
Conference presentation Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
07
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
08
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
05
The chart highlights a specific recent trend with a red dashed circle.PPG Industries, Inc. (PPG) · Trian Partners
Activist deck Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
06
The table highlights a 15.1x average EBITDA multiple for recent deals.PPG Industries, Inc. (PPG) · Trian Partners
Activist deck Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
07
PPG Industries, Inc. (PPG)PPG Industries, Inc. (PPG) · Trian Partners
Activist deck Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
08
The slide uses a comparative bar chart to highlight PPG's underperformance relative to peers and the broader market.PPG Industries, Inc. (PPG) · Trian Partners
Activist deck Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
09
The slide highlights a performance gap between PPG and its competitors, specifically referencing volume growth targets relative to GDP.PPG Industries, Inc. (PPG) · Trian Partners
Activist deck Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
10
The slide uses a CEO quote to highlight the gap between management's stated goals and actual performance.PPG Industries, Inc. (PPG) · Trian Partners
Activist deck Activist investor Beat · Problem & ComplicationLoop · Aha Moment1 hit
11
Uses a comparison of consensus vs. revised guidance to illustrate the gap.PPG Industries, Inc. (PPG) · Trian Partners
Activist deck Activist investor Beat · Problem & ComplicationLoop · Aha Moment1 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
13
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
14
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
15
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
02
The slide is text-heavy, structured as a series of bulleted arguments.Solventum Corporation (SOLV) · Trian Fund Management
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
03
Solventum Corporation (SOLV)Solventum Corporation (SOLV) · Trian Fund Management
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
04
This is a formal activist letter serving as the cover/introductory page of a presentation deck.Solventum Corporation (SOLV) · Trian Fund Management
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
05
This is a text-heavy slide from an activist investor deck (Trian Partners) detailing the investment thesis and subsequent disappointment regarding Solventum.Solventum Corporation (SOLV) · Trian Fund Management
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit