Matching slides 110,355
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36,751-36,780 of 110,355

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63
Includes detailed footnotes regarding pension adjustments and interest rate assumptions.General Electric (GE) · Trian Partners
Activist deck Activist investor Loop · Quick Win Big Bet1 hit
65
The slide uses a precedent table to establish a pattern of overpayment or inconsistent performance in M&A.General Electric (GE) · Trian Partners
Activist deck Activist investor Loop · Quick Win Big Bet1 hit
67
The slide advocates for a specific capital allocation policy.General Electric (GE) · Trian Partners
Activist deck Activist investor Loop · Quick Win Big Bet1 hit
68
The chart uses a waterfall structure to build up from individual capital sources to a total 'Trian Case' capital return.General Electric (GE) · Trian Partners
Activist deck Activist investor Loop · Quick Win Big Bet1 hit
70
The slide is used by an activist to highlight the gap between management's optimistic public statements and the underlying financial projections.General Electric (GE) · Trian Partners
Activist deck Activist investor 1 hit
73
The slide uses a combination of a peer comparison table and a time-series chart to justify a valuation premium.General Electric (GE) · Trian Partners
Activist deck Activist investor 1 hit
78
The table shows the calculation of Operating EPS by adjusting reported EPS for non-operating pension costs, net of tax.General Electric (GE) · Trian Partners
Activist deck Activist investor 1 hit
80
Includes adjustments for NBCU, corporate items, pension, restructuring, and insurance activities.General Electric (GE) · Trian Partners
Activist deck Activist investor 1 hit
04
The slide uses a two-part structure: identifying the problem and proposing a solution, followed by a credibility-building callout box.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor Beat · Problem Statement1 hit
06
Uses a quote from the CEO to set up a 'The Company's Spin' vs 'The Reality' contrast.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor Beat · Expose Contradiction1 hit
07
Uses a combination of bar charts for internal performance and text-based callouts for industry trends.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor Beat · Expose Contradiction1 hit
09
The slide uses a numbered list format (5-8) to continue a previous list of initiatives.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor Beat · Expose Contradiction1 hit
10
Uses a table to highlight the gap between director tenure and TSR performance.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor Beat · Expose Contradiction1 hit
11
Uses a bar chart to show relative performance and a list to provide context on the starting conditions of the CEO's tenure.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor Beat · Expose Contradiction1 hit
12
Uses a before-and-after comparison framework to critique CEO performance.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor Beat · Expose Contradiction1 hit
13
Uses a comparison frame to contrast P&G's performance against peers and market benchmarks.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor Beat · Expose Contradiction1 hit
14
Uses a 'before-after' style comparison of spend and quotes to highlight management's failure to follow through on stated strategy.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor Beat · Expose Contradiction1 hit
15
Uses a quote from David Taylor to highlight the contradiction between stated market growth and internal targets.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor Beat · Expose Contradiction1 hit
16
Uses a 'P&G Spin' vs 'Reality' structure to frame the argument.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor 1 hit
17
The slide uses a 'before and after' framing to demonstrate that initial resistance from management turns into positive collaboration.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor 1 hit
19
Includes a footnote regarding P&G's stock performance relative to the Consumer Staples Select Sector SPDR Fund.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor 1 hit
20
P&G is highlighted with a red dashed box in all three charts to emphasize its position at the bottom of the peer group.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor 1 hit
21
P&G is highlighted with a red dashed box in each chart to emphasize its position.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor 1 hit
22
The slide uses a combination of a time-series bar chart and a ranked peer comparison bar chart to highlight underperformance.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor Loop · Pattern Hunter1 hit
23
Includes a table of average volume growth during the CEO's tenure and a callout quantifying the performance gap.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor Loop · Pattern Hunter1 hit
24
The table uses red shading to indicate negative values (market share loss).The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor Loop · Pattern Hunter1 hit
25
Includes a specific callout for Core EPS (as Reported) as the most comparable metric.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor Loop · Pattern Hunter1 hit
26
Uses a 'villain' framing by contrasting P&G's excuse (currency) with peers who performed better despite similar/worse currency impacts.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor 1 hit
27
Highlights P&G's poor performance relative to peers in dividend growth and payout ratio expansion.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor 1 hit
28
Uses two bar charts to visualize the decline in performance targets over a 12-year period.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor Loop · Cost Of Inaction1 hit