anlak storytelling
All kinds
Document kinds
Loading document kinds...

Primary corpus lens for browsing and insights. Selection lives in the URL.

All formats
Orientation
Loading formats...

Landscape, portrait, square, or unknown document geometry.

Unlock
slides · global inventory

Source Note

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

Search Insights JSON Unlock
Matching slides 110,355
Current window 53,911-53,940
Pages 3,679
Rows per page 30
Component: Source Noteclear collectionreset all
18 30 60

Component

53,911-53,940 of 110,355

filter-aware
41
Includes footnotes referencing Nikkei Asian Review and definitions of corporate split schemes.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor 1 hit
44
The slide uses three pie charts to show the shift in revenue, EBIT, and FCF composition, alongside a stacked bar chart for EBIT growth projections.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor 1 hit
46
The slide uses a peer comparison to justify a valuation re-rating for Sony by highlighting its growth and market position relative to Tencent.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor 1 hit
47
Data as of 6/11/2019. Multiples are fully burdened for share-based compensation.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor 1 hit
48
Includes historical and estimated data for revenue and operating profit, plus a competitive comparison of console installed base.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor 1 hit
50
Uses a before-after framework to illustrate a market shift.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor 1 hit
51
The chart shows a clear shift in revenue composition over time, specifically highlighting the growth of the green 'PS Plus' segment in later years.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor 1 hit
52
The slide uses a before-after framing to justify a valuation re-rating based on business model transformation.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor 1 hit
53
Includes historical/forecast chart of PS Plus vs PS4 installed base and a bar chart of subscriber counts.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor 1 hit
57
The slide uses historical data to argue that console sales follow a predictable cycle, implying a decline in the current cycle.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor 1 hit
60
Data sourced from a Third Point commissioned survey, March 2019.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor 1 hit
65
Includes a red dashed box highlighting the 'Hardware too expensive' and 'Games too expensive' rows in the survey chart.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor 1 hit
66
Uses two side-by-side comparison tables to contrast Netflix/Pay-TV with Console/Cloud gaming.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor 1 hit
69
The slide uses a valuation bridge approach to derive TEV from CY22E EBIT.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor Loop · Quick Win Big Bet1 hit
70
Includes historical CAGR data and key M&A milestones.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor Loop · Quick Win Big Bet1 hit
72
Includes logos for YouTube, Amazon Music, Apple Music, and Spotify.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor Loop · Quick Win Big Bet1 hit
75
The charts use a stacked area format to visualize the transition from physical/download to streaming revenue over time.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor Loop · Quick Win Big Bet1 hit
76
Includes a direct quote from Spotify CFO Barry McCarthy to support the argument regarding streaming platform negotiations.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor Loop · Quick Win Big Bet1 hit
77
The slide uses a valuation table to show implied multiples at different enterprise values, highlighting the $45bn bid level.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor Loop · Quick Win Big Bet1 hit
78
The table includes a dashed oval highlight around the total TEV range.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor Loop · Quick Win Big Bet1 hit
79
Includes historical CAGR data and organizational structure.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor Loop · Quick Win Big Bet1 hit
82
Includes CAGR data for 2013-2018.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor 1 hit
83
The slide uses two line charts to illustrate the trend: one disaggregated by studio and one aggregated.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor 1 hit
84
Includes a table of precedent transactions and a valuation bridge based on CY21E financials.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor 1 hit
85
The slide uses a combination of a timeline-style list of corporate actions and a stacked bar chart to demonstrate operational streamlining.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor 1 hit
87
The slide uses a sum-of-the-parts analysis to isolate the value of the electronics business excluding mobile.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor 1 hit
90
Includes a testimonial/review snippet for the Z9G Master Series 8K TV.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor 1 hit
91
The slide highlights Sony's superior margin expansion compared to peers who are experiencing margin contraction.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor 1 hit
92
The slide uses a mix of EBIT and P/S multiples to account for loss-making segments like Mobile.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor 1 hit
96
The slide uses a waterfall chart to build up the total available capital figure.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor 1 hit