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16
Uses a side-by-side comparison of two failed acquisitions to critique corporate strategy.Third Point Management | Activist Presentation Deck | 45 slides · Third Point
Activist deck Activist investor Beat · The Monster (incumbent Board)Loop · Cost Of Inaction1 hit
17
Uses media headlines to frame the investment as a failure.Third Point Management | Activist Presentation Deck | 45 slides · Third Point
Activist deck Activist investor Beat · The Monster (incumbent Board)Loop · Cost Of Inaction1 hit
18
Part of an activist investor presentation (Third Point) criticizing management.Third Point Management | Activist Presentation Deck | 45 slides · Third Point
Activist deck Activist investor Beat · The Monster (incumbent Board)Loop · Cost Of Inaction1 hit
19
The slide uses a 'problem-evidence' split layout, combining qualitative management admission with quantitative performance data.Third Point Management | Activist Presentation Deck | 45 slides · Third Point
Activist deck Activist investor Beat · The Monster (incumbent Board)Loop · Cost Of Inaction1 hit
20
The slide uses a 'problem-evidence' structure to validate the activist's critique of management.Third Point Management | Activist Presentation Deck | 45 slides · Third Point
Activist deck Activist investor Beat · The Monster (incumbent Board)Loop · Cost Of Inaction1 hit
21
Uses a third-party quote from UBS to validate the activist's critique.Third Point Management | Activist Presentation Deck | 45 slides · Third Point
Activist deck Activist investor Beat · The Monster (incumbent Board)Loop · Cost Of Inaction1 hit
22
The slide uses a combination of qualitative text and a quantitative bar chart to demonstrate the deterioration of the deal's performance.Third Point Management | Activist Presentation Deck | 45 slides · Third Point
Activist deck Activist investor Beat · The Monster (incumbent Board)Loop · Cost Of Inaction1 hit
23
Uses a before-after framing style to contrast current disaster with future outlook.Third Point Management | Activist Presentation Deck | 45 slides · Third Point
Activist deck Activist investor Beat · The Monster (incumbent Board)Loop · Cost Of Inaction1 hit
24
Uses a kitchen fire illustration to metaphorically represent the 'negative impact' and 'headwinds' mentioned in the text.Third Point Management | Activist Presentation Deck | 45 slides · Third Point
Activist deck Activist investor Beat · The Monster (incumbent Board)Loop · Cost Of Inaction1 hit
26
Uses a strong accusatory tone to frame the Board's actions as either incompetence or deceit.Third Point Management | Activist Presentation Deck | 45 slides · Third Point
Activist deck Activist investor Beat · The Monster (incumbent Board)1 hit
27
Uses a Benjamin Franklin quote as a rhetorical device to highlight the Board's failure.Third Point Management | Activist Presentation Deck | 45 slides · Third Point
Activist deck Activist investor Beat · The Monster (incumbent Board)1 hit
28
Includes a screenshot of a CNBC news segment featuring Third Point's position.Third Point Management | Activist Presentation Deck | 45 slides · Third Point
Activist deck Activist investor Beat · The Monster (incumbent Board)Loop · The Reveal1 hit
29
The slide uses a pull-quote format to leverage third-party authority (J.P. Morgan) to validate the activist's thesis.Third Point Management | Activist Presentation Deck | 45 slides · Third Point
Activist deck Activist investor Beat · The StruggleLoop · The Reveal1 hit
30
Uses authority bias to validate the activist's thesis.Third Point Management | Activist Presentation Deck | 45 slides · Third Point
Activist deck Activist investor Beat · The StruggleLoop · The Reveal1 hit
32
Uses callout boxes to present external validation for the activist's thesis.Third Point Management | Activist Presentation Deck | 45 slides · Third Point
Activist deck Activist investor Beat · The StruggleLoop · The Reveal1 hit
33
The slide uses a combination of a bar chart and a table to highlight negative analyst sentiment.Third Point Management | Activist Presentation Deck | 45 slides · Third Point
Activist deck Activist investor Beat · The StruggleLoop · The Reveal1 hit
35
The slide uses a grid of headshots with names and key affiliations below each.Third Point Management | Activist Presentation Deck | 45 slides · Third Point
Activist deck Activist investor Beat · The Victory (Third Point's Independent Slate)Loop · The Reveal1 hit
36
The slide uses a categorical grouping of nominees to build credibility for the proposed slate.Third Point Management | Activist Presentation Deck | 45 slides · Third Point
Activist deck Activist investor Beat · The Victory (Third Point's Independent Slate)1 hit
37
Uses contrast-principle to frame the incumbent board as stagnant.Third Point Management | Activist Presentation Deck | 45 slides · Third Point
Activist deck Activist investor Beat · The Victory (Third Point's Independent Slate)1 hit
38
Third Point Management | Activist Presentation Deck | 45 slidesThird Point Management | Activist Presentation Deck | 45 slides · Third Point
Activist deck Activist investor Beat · The Victory (Third Point's Independent Slate)1 hit
39
Third Point Management | Activist Presentation Deck | 45 slidesThird Point Management | Activist Presentation Deck | 45 slides · Third Point
Activist deck Activist investor Beat · The Victory (Third Point's Independent Slate)1 hit
40
The slide uses a two-column layout to contrast brand assets with the strategic investment thesis.Third Point Management | Activist Presentation Deck | 45 slides · Third Point
Activist deck Activist investor Beat · The Victory (Third Point's Independent Slate)1 hit
41
Third Point Management | Activist Presentation Deck | 45 slidesThird Point Management | Activist Presentation Deck | 45 slides · Third Point
Activist deck Activist investor Beat · The Victory (Third Point's Independent Slate)1 hit
42
The slide uses comparable transaction multiples to justify a potential acquisition price range.Third Point Management | Activist Presentation Deck | 45 slides · Third Point
Activist deck Activist investor Beat · The Victory (Third Point's Independent Slate)1 hit
43
Uses a famous quote to frame the incumbent board's actions as ineffective.Third Point Management | Activist Presentation Deck | 45 slides · Third Point
Activist deck Activist investor Beat · The Victory (Third Point's Independent Slate)1 hit
45
Uses a visual metaphor of alphabet soup to reinforce the campaign hashtag.Third Point Management | Activist Presentation Deck | 45 slides · Third Point
Activist deck Activist investor Beat · The Victory (Third Point's Independent Slate)1 hit
05
The chart uses a red dashed oval to highlight the recent divergence in the discount metrics.Trian Partners | Activist Presentation Deck | 42 slides · Trian Partners
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
06
The slide uses a precedent transaction analysis to argue that the subject company is undervalued.Trian Partners | Activist Presentation Deck | 42 slides · Trian Partners
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
09
The slide highlights PPG's underperformance relative to peers and GDP, using a red bar for PPG to emphasize the negative result.Trian Partners | Activist Presentation Deck | 42 slides · Trian Partners
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
10
Uses a CEO quote to highlight the gap between management's stated goals and actual performance.Trian Partners | Activist Presentation Deck | 42 slides · Trian Partners
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit