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34,741-34,770 of 110,471
05
Campbell Soup Company (CPB)Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor Beat · The Ordinary World2 hits
18
Part of an activist investor presentation (Third Point) criticizing management.Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction2 hits
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The slide uses a quote from UBS to validate the activist's critique of the acquisition strategy.Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction2 hits
63
The slide uses an expert testimonial to support a market penetration thesis.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal2 hits
76
The slide includes a footnote link to an investor relations page.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal2 hits
94
The slide highlights operational issues like misaligned bonus structures and inefficient cross-shipping, framing them as deliberate 'shell games'.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · Results of Field ResearchLoop · The Reveal2 hits
95
This slide presents qualitative evidence from field interviews, likely used to support a thesis regarding operational irregularities or potential channel stuffing.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · Results of Field ResearchLoop · The Reveal2 hits
96
Uses qualitative quotes from former workers and channel checks to validate a supply chain problem.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · Results of Field ResearchLoop · The Reveal2 hits
109
The slide uses a 'follow the money' heuristic to challenge the company's reported earnings.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · Putting It All TogetherLoop · The Reveal2 hits
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 Inaction2 hits
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Nestlé S.A. (NESN)Nestlé S.A. (NESN) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)2 hits
29
The slide uses a stacked bar chart to compare total market capacity vs. Solvay's regional capacity breakdown.Solvay SA (SOLB BB) · David Einhorn
Conference presentation Activist investor Beat · Business Model2 hits
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Solvay SA (SOLB BB)Solvay SA (SOLB BB) · David Einhorn
Conference presentation Activist investor 2 hits
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The slide uses a visual hierarchy to show three equal buckets of capital allocation.Solvay SA (SOLB BB) · David Einhorn
Conference presentation Activist investor Beat · Financials2 hits
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Sony Corporation (6758.T)Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction2 hits
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Sony Corporation (6758.T)Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Agitate (Make it worse)2 hits
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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 After2 hits
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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 After2 hits
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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)2 hits
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Includes specific references to Sony 2019 IR Day slides 145, 150, and 153.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)2 hits
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Includes a historical chart of Sony's operating profit trends and a comparison table of emerging cloud gaming services.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)2 hits
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Includes a timeline diagram and two sections of investor relations commentary.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)2 hits
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Includes a waterfall chart explaining the FY18 to FY19 profit bridge.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)2 hits
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The slide uses a sum-of-the-parts (SOTP) logic to justify the valuation of the music segment.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)2 hits
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The slide uses red boxes to highlight key negative phrases in the analyst reports.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)2 hits
90
Includes a product review snippet for the Sony Z9G Master Series 8K TV.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)2 hits
04
Sotheby's (BID)Sotheby's (BID) · Daniel S. Loeb
Activist deck Activist investor 2 hits
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Sotheby's (BID)Sotheby's (BID) · Daniel S. Loeb
Activist deck Activist investor Beat · Solution (Provide relief)2 hits
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Uses historical FCF growth and peer FCF yield comparison to argue for undervaluation.Danone (BN.PA) · Trian Partners
Conference presentation Activist investor Beat · Valuation2 hits
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State Street Corporation (STT)State Street Corporation (STT) · Trian Partners
Activist deck Activist investor 2 hits