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Matching slides 78,129
Current window 49,591-49,620
Pages 2,605
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49,591-49,620 of 78,129
65
Includes a red-circled callout on the table highlighting hardware spend per month.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
75
The charts use a stacked area format to visualize the transition from physical/download to streaming revenue.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
77
Includes a valuation sensitivity table for UMG based on enterprise value.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
85
The slide uses a combination of a timeline-style list of corporate actions and a stacked bar chart to demonstrate the impact of restructuring on headcount.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
87
Includes a table of analyst sum-of-the-parts valuations and a bar chart comparing EV/EBIT multiples of peers.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
88
Slide 88 from an activist investor deck (Third Point).Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
92
Includes a valuation table for segments and a bar chart for peer EV/EBIT multiples.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
96
The slide uses a waterfall bridge to demonstrate capital availability from cash, FCF, asset sales, and leverage.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
98
Includes a direct quote from Apple CFO Luca Maestri regarding the 2018 buyback announcement.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
05
The chart includes explicit margin targets for several peers, contrasting them with Nestlé's current position.Nestlé S.A. (NESN) · Third Point
Shareholder letter Activist investor Beat · EvidenceLoop · Benchmark Gap1 hit
09
The chart uses color coding to distinguish Danone's categories from others.Danone (BN.PA) · Trian Partners
Conference presentation Activist investor Beat · Solution1 hit
12
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
13
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
09
The slide uses a standard Bloomberg terminal export format to highlight poor stock performance.Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor Beat · Problem Statement1 hit
12
The slide highlights a $37bn net inflow and 7% CAGR despite market headwinds.Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor 1 hit
13
Lazard Ltd (LAZ)Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor 1 hit
14
The chart is a stacked bar representing the total AUM of $157bn.Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor 1 hit
17
The slide uses a grouped bar chart approach to highlight Lazard's superior scale and productivity metrics.Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor 1 hit
21
Page number 20 included in footer.Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor Loop · Cost Of Inaction1 hit
23
The slide uses arrows to visually emphasize growth periods following market troughs.Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor Loop · Cost Of Inaction1 hit
28
The slide uses a split-chart approach to group two distinct peer sets (Advisors vs Asset Managers) and includes specific exclusions for comparability.Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
29
The slide uses a split-chart approach to compare two distinct peer groups.Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
32
The chart uses a green dashed line to indicate the peer average of 5.8%.Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor Beat · Solution1 hit
33
The slide uses a bar chart to show the growth from IPO to 2011 and sets a target for 2014.Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor 1 hit
07
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
18
The slide uses a waterfall bridge to visualize share dilution.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor 1 hit
27
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
28
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
34
The chart highlights SSgA in blue to distinguish it from peers.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor 1 hit
35
The chart uses a green bar for the industry average and a blue bar for State Street to emphasize the comparison.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor 1 hit