slides · global inventory
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Matching slides 110,355
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Pages 3,679
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Component
36,541-36,570 of 110,355
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This is the final page of a letter, containing the sign-off and a carbon copy notation.The Walt Disney Company (DIS) · Daniel S. Loeb
Shareholder letter Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
02
The slide uses red bars to highlight Nestlé's performance relative to peers in a series of bar charts.Nestlé S.A. (NESN) · Third Point
Shareholder letter Activist investor Beat · EvidenceLoop · Benchmark Gap1 hit
05
Trian Partners activist investor presentation slide.Danone (BN.PA) · Trian Partners
Conference presentation Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
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Uses a classic 'Bear vs. Bull' or 'Concern vs. Rebuttal' structure.Danone (BN.PA) · Trian Partners
Conference presentation Activist investor Loop · Benchmark Gap1 hit
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The slide uses a visual grid to categorize product brands under three main business segments.Danone (BN.PA) · Trian Partners
Conference presentation Activist investor 1 hit
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The chart uses color coding to distinguish Danone's categories from others.Danone (BN.PA) · Trian Partners
Conference presentation Activist investor Beat · Solution1 hit
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The slide uses a horizontal bar chart for company exposure and a stacked bar chart for market growth projections.Danone (BN.PA) · Trian Partners
Conference presentation Activist investor Beat · Market Size1 hit
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Uses CEO quotes to highlight the gap between stated strategy and current portfolio composition.Danone (BN.PA) · Trian Partners
Conference presentation Activist investor Loop · Before After1 hit
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The chart uses a regression line to show the correlation between growth and valuation, with Danone positioned below the trend line.Danone (BN.PA) · Trian Partners
Conference presentation Activist investor Beat · Valuation1 hit
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The chart includes a 10-year average line at 18.7x and a circle highlighting the current data point.Danone (BN.PA) · Trian Partners
Conference presentation Activist investor Beat · Valuation1 hit
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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 · Valuation1 hit
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This slide serves as an executive summary of an activist investor's (Trian) perspective on Danone.Danone (BN.PA) · Trian Partners
Conference presentation Activist investor 1 hit
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Includes a summary table of financial projections and a list of major assumptions supporting the valuation.Danone (BN.PA) · Trian Partners
Conference presentation Activist investor 1 hit
02
Page number -1- at bottom.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor 1 hit
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The slide outlines the activist thesis: identifying underperformance due to poor capital allocation and operational inefficiency, followed by a list of corrective actions.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor 1 hit
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This is a classic activist investor 'valuation gap' slide, contrasting current depressed multiples with historical performance and future potential.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor 1 hit
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The slide uses a series of ranked bar charts to highlight State Street's consistent bottom-tier performance.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor 1 hit
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Uses a combination of bar charts to show growth in scale (AUCA, Net Revenue) and shift in revenue mix (Net Interest vs Servicing Fees).State Street Corporation (STT) · Trian Partners
Activist deck Activist investor Beat · Agitate1 hit
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Uses a dual-chart layout to contrast EPS decline with compensation growth.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor Beat · Agitate1 hit
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Uses 2006PF (pro forma) as a baseline for comparison against 2010 data.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor 1 hit
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The slide uses a 'before-after' style comparison of financial metrics to critique management's inability to rationalize costs.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor 1 hit
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The slide uses a structured list format to contrast management's capital allocation actions against negative outcomes.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor 1 hit
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The slide uses a waterfall bridge to visualize share dilution.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor 1 hit
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The slide uses a 'fraud-exposure' style argument to highlight management's misuse of 'non-recurring' accounting labels.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor 1 hit
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The slide highlights a pattern of financial penalties and settlements, linking them to operational control failures.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor 1 hit
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Uses a three-part structure to frame management's strategic failures.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor Beat · Need1 hit
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The slide uses direct investor quotes to undermine management credibility.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor 1 hit
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The slide uses a series of bar charts to contrast STT and BNY Mellon, emphasizing that STT's operational advantages are not translating into margin superiority.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor Loop · 2x2 Matrix1 hit
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Uses a specific metric introduced by BNY Mellon in Q1 2011 to argue for operational inefficiency at State Street.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor 1 hit
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The chart uses a mix of grey and colored bars to highlight the average and the subject company (SSGA).State Street Corporation (STT) · Trian Partners
Activist deck Activist investor 1 hit