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Matching slides 110,471
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34,861-34,890 of 110,471
09
The Bank of New York Mellon (BK)The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 2 hits
26
Uses a causal-chain style mapping to link regulatory requirements to operational outcomes.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor Loop · Logic Chain2 hits
14
Uses two waterfall charts to bridge 2014 normalized EPS and 2015 guidance to core EPS needed.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · ProblemLoop · Iceberg2 hits
29
The slide uses a comparison-style layout to link specific governance provisions to their negative effects on shareholder value.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction2 hits
30
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 · AgitateLoop · Cost Of Inaction2 hits
35
The slide uses a table to contrast DuPont's claim that Trian's analysis is unreliable with the reality of DuPont's own inconsistent reporting.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction2 hits
39
The slide uses a preemptive rebuttal strategy by addressing the 'intrusive' narrative and countering it with evidence of long-term collaborative relationships.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet2 hits
46
Includes a disclaimer regarding past performance and a source citation.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet2 hits
62
Uses a side-by-side comparison to frame management's track record as value-destructive.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet2 hits
02
The slide uses a two-column layout to map specific pages of the P&G presentation to the identified errors.The Procter & Gamble Company (PG) · Trian Partners
Shareholder letter Activist investor Beat · Appendix DisclosureLoop · Aha Moment2 hits
08
This slide is from a Trian Partners activist investor presentation targeting P&G, specifically refuting P&G's critique of Heinz's historical performance.The Procter & Gamble Company (PG) · Trian Partners
Shareholder letter Activist investor Beat · Preempt RebuttalLoop · Iceberg2 hits
06
Includes a performance comparison chart showing TSR relative to S&P 500 before and during Trian's involvement.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 2 hits
08
The slide highlights the dominance of the Parks & Experiences segment in EBIT contribution.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 2 hits
16
Uses a three-column structure to categorize board failures.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction2 hits
18
Uses 'FAIL' stamps to emphasize the critique of the board's performance.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction2 hits
23
Includes a specific voting instruction call-to-action at the bottom.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction2 hits
33
The slide uses a two-column layout: left side for qualitative arguments (asset quality, growth prospects) and right side for quantitative evidence (bar charts).The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction2 hits
49
The slide uses a three-column layout to categorize the board's failures.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction2 hits
54
Uses a contrast-pairs framework to highlight the strategic misalignment.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction2 hits
55
Uses a two-column layout to juxtapose the 'Situation' (Iger's comments) with the 'Reaction' (quotes from Charter CEO and an analyst).The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction2 hits
68
Uses a two-column layout to contrast financial targets vs. discretionary bonus payouts.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction2 hits
88
Includes a specific rebuttal paragraph addressing Disney's methodology for evaluating Trian's investments.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Propose Solution2 hits
89
Uses a before-after framework to demonstrate the impact of Trian's board involvement.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Propose Solution2 hits
96
Uses a timeline-like structure to show goal evolution followed by two sections of critical analysis.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 2 hits
03
The slide highlights a specific accounting mechanism (GAAP Codification Section 360) that creates a discrepancy between book value and market value.Alexander & Baldwin (ALEX); GenCorp (GY); Brookfield Residential Properties (BRP) · Marcato Capital Management
Conference presentation Activist investor 2 hits
16
Alexander & Baldwin (ALEX); GenCorp (GY); Brookfield Residential Properties (BRP)Alexander & Baldwin (ALEX); GenCorp (GY); Brookfield Residential Properties (BRP) · Marcato Capital Management
Conference presentation Activist investor 2 hits
27
Alexander & Baldwin (ALEX); GenCorp (GY); Brookfield Residential Properties (BRP)Alexander & Baldwin (ALEX); GenCorp (GY); Brookfield Residential Properties (BRP) · Marcato Capital Management
Conference presentation Activist investor 2 hits
38
Alexander & Baldwin (ALEX); GenCorp (GY); Brookfield Residential Properties (BRP)Alexander & Baldwin (ALEX); GenCorp (GY); Brookfield Residential Properties (BRP) · Marcato Capital Management
Conference presentation Activist investor 2 hits
04
Uses a balance scale metaphor to represent the capital allocation trade-off.Sotheby's (BID) · Marcato Capital Management
Conference presentation Activist investor 2 hits
07
This is an activist investor presentation slide outlining the case for change.Sotheby's (BID) · Marcato Capital Management
Conference presentation Activist investor Beat · Problem Identification2 hits