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slides · global inventory

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Component collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 110,355
Current window 36,841-36,870
Pages 3,679
Rows per page 30
Component: Source Noteclear collectionreset all
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Component

36,841-36,870 of 110,355

filter-aware
03
Includes footer with source notes for performance metrics and quotes.The Walt Disney Company (DIS) · Nelson Peltz
Press release Activist investor 1 hit
07
The chart uses a red dashed line to visually anchor the current price level against historical performance.The Walt Disney Company (DIS) · Trian Partners
Press release Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
03
The Walt Disney Company (DIS)The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor 1 hit
05
The chart uses a red dashed line to visually anchor the current price level against historical performance.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Problem1 hit
07
The slide uses a three-row table structure to categorize Trian's value proposition.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor 1 hit
08
The slide focuses on a single headline metric (~900bps) and provides extensive legal/methodological disclaimers.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor 1 hit
05
The slide uses a numbered list structure to present three core pillars of the investment thesis.Ferguson plc (FERG) · Brian Baldwin
Conference presentation Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
06
Ferguson plc (FERG)Ferguson plc (FERG) · Brian Baldwin
Conference presentation Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
07
The slide uses a bar chart to visually demonstrate that Ferguson is trading at a lower multiple than its peers, specifically highlighting the higher multiples of 'Specialty RMI Distributors'.Ferguson plc (FERG) · Brian Baldwin
Conference presentation Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
08
The slide uses a stacked bar chart to show the transformation of the business portfolio over time.Ferguson plc (FERG) · Brian Baldwin
Conference presentation Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
09
The slide uses a comparison framework to argue for a valuation discrepancy based on geographic business quality.Ferguson plc (FERG) · Brian Baldwin
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
10
The chart uses a broken axis to accommodate the significantly higher sales of Home Depot and Lowe's.Ferguson plc (FERG) · Brian Baldwin
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
11
The slide uses a checkmark/cross system to indicate if a top shareholder in the sector is also a top Ferguson holder.Ferguson plc (FERG) · Brian Baldwin
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
12
The chart highlights Ferguson in red to contrast with the blue peer bars.Ferguson plc (FERG) · Brian Baldwin
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
13
The slide uses a checkmark/cross matrix to illustrate the analytical gap in peer selection.Ferguson plc (FERG) · Brian Baldwin
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
15
The slide uses a checkmark/cross comparison to highlight Ferguson's superior market positioning.Ferguson plc (FERG) · Brian Baldwin
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
16
RMI likely stands for Repair, Maintenance, and Improvement.Ferguson plc (FERG) · Brian Baldwin
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
20
Ferguson plc (FERG)Ferguson plc (FERG) · Brian Baldwin
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
21
The slide uses specific case studies (Invesco, Signet, Barrick/Randgold) to build credibility for a proposed US re-listing strategy.Ferguson plc (FERG) · Brian Baldwin
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
22
The slide uses a bubble chart representation to visually compare market caps.Ferguson plc (FERG) · Brian Baldwin
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
29
The slide uses a combination of a time-series bar chart for SHW growth and a static bar chart for competitive landscape.PPG Industries, Inc. (PPG) · Trian Partners
Activist deck Activist investor Beat · Solution & Approach1 hit
30
The slide uses a red dashed box to highlight the 'Base Case' estimate for PPG, contrasting it with the WACC and the competitor benchmark.PPG Industries, Inc. (PPG) · Trian Partners
Activist deck Activist investor Beat · Solution & Approach1 hit
31
The chart highlights PPG's valuation relative to peers, suggesting it is undervalued compared to high-quality coatings companies.PPG Industries, Inc. (PPG) · Trian Partners
Activist deck Activist investor Beat · Solution & Approach1 hit
32
The slide uses a 'sum-of-the-parts' valuation logic to justify a corporate separation.PPG Industries, Inc. (PPG) · Trian Partners
Activist deck Activist investor Beat · Solution & ApproachLoop · 2x2 Matrix1 hit
35
The slide uses a 'breakup-spinoff' logic to justify value creation through M&A capacity and operational synergies.PPG Industries, Inc. (PPG) · Trian Partners
Activist deck Activist investor Beat · Solution & Approach1 hit
37
Includes annotations for key corporate events (management change, merger announcement, proxy meeting).PPG Industries, Inc. (PPG) · Trian Partners
Activist deck Activist investor Beat · Impact & Next StepsLoop · Quick Win Big Bet1 hit
38
The slide uses red X marks to visually emphasize the gap in governance standards.PPG Industries, Inc. (PPG) · Trian Partners
Activist deck Activist investor Beat · Impact & Next StepsLoop · Quick Win Big Bet1 hit
39
Uses red X icons to visually emphasize missed targets.PPG Industries, Inc. (PPG) · Trian Partners
Activist deck Activist investor Beat · Impact & Next StepsLoop · Quick Win Big Bet1 hit
41
The slide uses a 'before-after' framework to validate the thesis that corporate focus leads to margin improvement.PPG Industries, Inc. (PPG) · Trian Partners
Activist deck Activist investor Beat · Impact & Next StepsLoop · Quick Win Big Bet1 hit
42
The slide uses a series of bar charts to demonstrate consistent outperformance of spin-offs over the S&P 500.PPG Industries, Inc. (PPG) · Trian Partners
Activist deck Activist investor Beat · Impact & Next StepsLoop · Quick Win Big Bet1 hit