Matching slides 42,534
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18,031-18,060 of 42,534

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07
The slide uses a 'ripped paper' visual effect to frame the three testimonial blocks.H.J. Heinz Company (HNZ) · Trian Partners
Activist deck Activist investor Beat · Ultimate AchievementLoop · Voice Of Customer1 hit
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Includes a disclaimer regarding the applicability of this past performance to future investments (DuPont).E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
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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 · Solution1 hit
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Includes logos of GE Asset Management, Legg Mason, and Hilton.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
24
The slide uses a bar chart to show AUM growth from $58bn to $200bn over a decade.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
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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 · Solution1 hit
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Includes a detailed disclaimer and footnotes regarding the investment performance.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
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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 · Solution1 hit
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The slide uses a 'before-after' logic to demonstrate the impact of divestiture on valuation multiples.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
44
The table uses 'X' to denote overlap, with shaded rows indicating current Mondelez shareholders.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit
45
Includes a specific call-out regarding Mondelez's historical precedent with Cadbury.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit
46
The slide uses historical performance data to validate a strategic thesis for M&A.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit
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The slide uses a combination of a sensitivity table for accretion/dilution and a precedent transaction table to justify a capital allocation strategy.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit
48
This slide details the 'Alternative A' scenario, likely part of an activist investor's proposal for corporate restructuring.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit
49
Includes detailed footnotes regarding GAAP compliance and share repurchase assumptions.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit
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Includes detailed breakdown of pro forma EBITDA and share count adjustments.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit
51
Includes pro forma adjustments for synergies and dis-synergies; contains disclaimer regarding non-GAAP projections.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit
52
Includes disclaimer regarding pro forma projections and GAAP compliance.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit
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Uses a contrast-pairs framework to systematically dismantle management's stated objections.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit
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PepsiCo (PEP)PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit
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PepsiCo (PEP)PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit
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Includes specific leverage targets, growth rates, and valuation multiples for the two resulting entities.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit
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Includes detailed breakdown of debt, EBITDA, interest expense, and share buyback math.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit
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Includes pro forma adjustments for dis-synergies and management actions.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit
59
The slide uses a waterfall-like comparison to show value creation from different spin-off and acquisition scenarios.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit
23
The slide uses a 'blank sheet of paper' argument to counter management's claims of dis-synergies.PepsiCo (PEP) · Nelson Peltz
Research note Activist investor Beat · Solution (Provide relief)Loop · Logic Chain1 hit
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The slide uses a narrative structure to argue for operational restructuring and decentralization.PepsiCo (PEP) · Nelson Peltz
Research note Activist investor Beat · Solution (Provide relief)Loop · Logic Chain1 hit
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The slide uses historical case studies to argue for the benefits of corporate focus and independent management teams.PepsiCo (PEP) · Nelson Peltz
Research note Activist investor Beat · Solution (Provide relief)Loop · Logic Chain1 hit
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The slide uses historical case studies (Dr Pepper Snapple, Cadbury) to challenge PepsiCo's integrated business model.PepsiCo (PEP) · Nelson Peltz
Research note Activist investor Beat · Solution (Provide relief)Loop · Logic Chain1 hit
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This is a text-heavy research note page from Trian Partners regarding PepsiCo.PepsiCo (PEP) · Nelson Peltz
Research note Activist investor Beat · Solution (Provide relief)Loop · Logic Chain1 hit