slides · global inventory
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Matching slides 118,471
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32,461-32,490 of 118,471
13
Uses a direct quote to undermine the credibility of the incumbent board.Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction2 hits
01
This is the first page of a shareholder letter.The Walt Disney Company (DIS) · Daniel S. Loeb
Shareholder letter Activist investor Beat · Situation & Context2 hits
06
The Venn diagram illustrates the intersection of various consumer trends.Nestlé S.A. (NESN) · Third Point
Activist deck Activist investor 2 hits
06
The slide uses a screenshot of a Peloton interface to frame a satirical cartoon.Peloton Interactive (PTON) · David Einhorn
Conference presentation Activist investor Beat · Early Struggles2 hits
14
The slide includes a screenshot of a stationary bike interface and a cartoon.Peloton Interactive (PTON) · David Einhorn
Conference presentation Activist investor Loop · Cost Of Inaction2 hits
46
The slide uses a screenshot of a ChatGPT conversation as a rhetorical device to dismiss the validity of long-term financial targets.Solvay SA (SOLB BB) · David Einhorn
Conference presentation Activist investor Loop · Cost Of Inaction2 hits
22
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 After2 hits
36
Sony Corporation (6758.T)Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)2 hits
39
Includes external analyst commentary on Broadcom and Qualcomm to support the thesis that R&D investment drives value.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)2 hits
05
The chart includes explicit margin targets for several peers, contrasting them with Nestlé's current position.Nestlé S.A. (NESN) · Third Point
Shareholder letter Activist investor Beat · EvidenceLoop · Benchmark Gap2 hits
08
Nestlé S.A. (NESN)Nestlé S.A. (NESN) · Third Point
Shareholder letter Activist investor 2 hits
02
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 · Problem2 hits
63
Uses a 'villain' critique style to frame the company's complexity and lack of organic growth.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · Impact & Next StepsLoop · Mece Breakdown2 hits
71
The slide uses two distinct calculation approaches (% of sales vs % of EBITDA) to derive total excess corporate costs.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · Impact & Next Steps2 hits
02
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 2 hits
22
The slide uses a 'before-after' style logic to contrast headline performance with underlying operational reality.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · The Call to ActionLoop · The Reveal2 hits
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 Circle2 hits
67
The slide uses a quote to preemptively rebut the narrative that Trian cuts capex.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · The VictoryLoop · Golden Circle2 hits
68
The slide uses a dark blue background with a geometric pattern and the Trian logo.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · The VictoryLoop · Golden Circle2 hits
69
Trian Partners branding with a quote from a former colleague.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · The VictoryLoop · Golden Circle2 hits
31
The slide uses a two-part structure: Current Status vs. Capital Plan.Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor Beat · Solution2 hits
02
This is page 2 of the deck, indicating a continuation of disclosures.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor 2 hits
06
PepsiCo (PEP)PepsiCo (PEP) · Trian Partners
Activist deck Activist investor 2 hits
03
PepsiCo (PEP)PepsiCo (PEP) · Nelson Peltz
Research note Activist investor 2 hits
05
This is a formal activist investor letter. It frames the problem as underperformance and proposes a structural split.PepsiCo (PEP) · Nelson Peltz
Research note Activist investor 2 hits
06
This is a text-heavy research note page, likely part of an activist investor letter (Trian Partners).PepsiCo (PEP) · Nelson Peltz
Research note Activist investor 2 hits
16
The slide uses the 'prisoner's dilemma' framework to explain the competitive pricing environment between PepsiCo and Coca-Cola.PepsiCo (PEP) · Nelson Peltz
Research note Activist investor Beat · Agitate (Make it worse)Loop · Logic Chain2 hits
17
The slide uses a diagnostic framework (symptoms vs. causes) to explain financial underperformance.PepsiCo (PEP) · Nelson Peltz
Research note Activist investor Beat · Agitate (Make it worse)Loop · Logic Chain2 hits
37
Includes a valuation bridge calculation for implied share value.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor Loop · Mece Breakdown2 hits
01
Yahoo! Inc. (YHOO)Yahoo! Inc. (YHOO) · Third Point
Conference presentation Activist investor 2 hits