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06
Page number 6 at the bottom.The Walt Disney Company (DIS) · Daniel S. Loeb
Shareholder letter Activist investor Beat · Impact & Next Steps1 hit
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Uses a side-by-side bar chart comparison to highlight the performance gap between core and non-core segments.Nestlé S.A. (NESN) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
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Uses brand logos and product imagery to illustrate the small scale of divestitures relative to the company's total portfolio.Nestlé S.A. (NESN) · Third Point
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Uses a 'superhero' metaphor illustration to emphasize the 'bold' recommendation.Nestlé S.A. (NESN) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
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Uses a classic portfolio management framework similar to BCG Growth-Share Matrix but simplified into three strategic actions.Nestlé S.A. (NESN) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Mece Breakdown1 hit
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The slide uses a 'before-after' or 'swap' logic to illustrate portfolio restructuring.Nestlé S.A. (NESN) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Mece Breakdown1 hit
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The slide uses a blue-tinted aesthetic to align with the L'Oréal brand imagery.Nestlé S.A. (NESN) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
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The slide uses a comparative valuation chart and an EPS accretion impact chart to justify a divestment strategy.Nestlé S.A. (NESN) · Third Point
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Nestlé S.A. (NESN)Nestlé S.A. (NESN) · Third Point
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Nestlé S.A. (NESN)Nestlé S.A. (NESN) · Third Point
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The slide uses an org chart to visually demonstrate the complexity of the current structure.Nestlé S.A. (NESN) · Third Point
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Nestlé S.A. (NESN)Nestlé S.A. (NESN) · Third Point
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Nestlé S.A. (NESN)Nestlé S.A. (NESN) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
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The slide presents a 'pro-forma' organizational chart as a recommendation for restructuring.Nestlé S.A. (NESN) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
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Nestlé S.A. (NESN)Nestlé S.A. (NESN) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
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The slide uses a 'before-after' logic to justify the proposed operational and financial improvements.Nestlé S.A. (NESN) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
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Sony Corporation (6758.T)Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Before After1 hit
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This slide uses a classic 'conglomerate discount' argument structure.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Before After1 hit
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The slide uses a diagonal timeline arrow to anchor historical milestones against product images.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Before After1 hit
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The slide uses a simple line chart to illustrate a long-term competitive decline.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Before After1 hit
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Sony Corporation (6758.T)Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Before After1 hit
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Sony Corporation (6758.T)Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Before After1 hit
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Includes a technical diagram of a smartphone camera module and a product portfolio overview.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Before After1 hit
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The slide uses a structured 'Commentary' vs 'Evidence' layout to validate the thesis.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Before After1 hit
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Includes a dual-axis chart showing TAM in $bn and Y/Y growth percentage, alongside a pie chart of market mix.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Before After1 hit
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Includes a market sizing table for CIS (CMOS Image Sensor) units and a historical/projected bar chart of cameras per phone.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Before After1 hit
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Includes a TAM calculation table, a historical bar chart of units per vehicle, and a Tesla Model 3 sensor diagram.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
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The slide uses a combination of stacked area charts, donut charts, and a process flow to illustrate the investment thesis.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
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Includes specific references to Sony 2019 IR Day slides 145, 150, and 153.Sony Corporation (6758.T) · Third Point
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Market data as of 6/11/2019.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit