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13,831-13,860 of 37,461
34
The visual is a direct parody of Andy Warhol's Campbell's Soup Cans, substituting the brand name with 'INDEPENDENT SLATE' and adding a 'THIRD POINT' logo on the can.Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor Beat · The VictoryLoop · The Reveal1 hit
35
The slide uses a grid of headshots with names and key affiliations below each.Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor Beat · The VictoryLoop · The Reveal1 hit
36
Campbell Soup Company (CPB)Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor Beat · The VictoryLoop · The Reveal1 hit
37
The slide uses a contrast-based framing to position the Independent Slate against the incumbent board.Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor Beat · The Victory1 hit
38
The slide uses a two-column layout to contrast brand portfolio with investment thesis.Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor Beat · The Victory1 hit
39
Campbell Soup Company (CPB)Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor Beat · The Victory1 hit
40
The slide uses a split-layout to contrast the brand portfolio with the investment thesis.Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor Beat · The Victory1 hit
41
Campbell Soup Company (CPB)Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor Beat · The Victory1 hit
42
The slide uses a bar chart to show EV/EBITDA multiples of recent transactions to support a target price range.Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor Beat · The Victory1 hit
43
Uses a classic quote as a rhetorical device to frame the incumbent board's strategy as 'insanity'.Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor Beat · The Victory1 hit
44
The slide uses a pop-art aesthetic referencing Andy Warhol's Campbell's Soup Cans to brand the activist campaign.Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor Beat · The Victory1 hit
45
The slide uses a visual metaphor of alphabet soup to reinforce the campaign slogan.Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor Beat · The Victory1 hit
03
This is a page from a shareholder letter (likely an activist investor letter to Disney).The Walt Disney Company (DIS) · Daniel S. Loeb
Shareholder letter Activist investor Beat · Solution & ApproachLoop · Cost Of Inaction1 hit
03
The text uses a 'precedent' argument to justify short-term earnings pressure for long-term value creation.The Walt Disney Company (DIS) · Daniel S. Loeb
Shareholder letter Activist investor Beat · Solution & ApproachLoop · Cost Of Inaction1 hit
09
The chart uses color coding to distinguish Danone's categories from others.Danone (BN.PA) · Trian Partners
Conference presentation Activist investor Beat · Solution1 hit
41
The table categorizes investments into 'Core Trian Investments' and 'Other Trian Investments', highlighting board representation with asterisks.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · The Victory1 hit
42
E.I. du Pont de Nemours and Company (DuPont) (DD)E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · The Victory1 hit
43
E.I. du Pont de Nemours and Company (DuPont) (DD)E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · The Victory1 hit
44
Includes a column of company logos on the left and a bulleted list of career highlights on the right.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · The VictoryLoop · Golden Circle1 hit
45
E.I. du Pont de Nemours and Company (DuPont) (DD)E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · The VictoryLoop · Golden Circle1 hit
46
Includes a disclaimer regarding the applicability of past performance to future investments (DuPont).E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · The VictoryLoop · Golden Circle1 hit
47
Includes a waterfall-style bridge for enterprise value and a bar chart for sales volume trends.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · The VictoryLoop · Golden Circle1 hit
48
Includes a testimonial from the CEO of Wendy's.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · The VictoryLoop · Golden Circle1 hit
49
Includes a disclaimer regarding the relevance of this case study to other investments (specifically DuPont).E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · The VictoryLoop · Golden Circle1 hit
50
E.I. du Pont de Nemours and Company (DuPont) (DD)E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · The VictoryLoop · Golden Circle1 hit
51
E.I. du Pont de Nemours and Company (DuPont) (DD)E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · The VictoryLoop · Golden Circle1 hit
52
Includes a bar chart showing AUM growth from $58bn in 1996 to $200bn in 2006.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · The VictoryLoop · Golden Circle1 hit
53
E.I. du Pont de Nemours and Company (DuPont) (DD)E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · The VictoryLoop · Golden Circle1 hit
54
The slide uses a table format to map specific experience categories to supporting evidence.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · The VictoryLoop · Golden Circle1 hit
36
State Street Corporation (STT)State Street Corporation (STT) · Trian Partners
Activist deck Activist investor Beat · Satisfaction1 hit