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Matching slides 18,554
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Uses a pull-quote from a WSJ 'Heard on the Street' column to build credibility for the activist's position.Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor Beat · The Struggle2 hits
43
Uses a classic quote as a rhetorical device to frame the incumbent board's strategy as 'insanity'.Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor Beat · The Victory2 hits
15
The slide uses a quote from Goldman Sachs to validate the 'villain' (complexity) and a bar chart to quantify the impact (conglomerate discount).Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Agitate (Make it worse)2 hits
76
Includes a direct quote from Spotify CFO Barry McCarthy to support the argument regarding platform-label negotiations.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)2 hits
90
Includes a product review snippet for the Sony Z9G Master Series 8K TV.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)2 hits
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)2 hits
04
The slide uses a before-after framing to validate Trian's historical activist campaign.H.J. Heinz Company (HNZ) · Trian Partners
Activist deck Activist investor 2 hits
46
Uses a line chart to visualize the delta between promised and actual performance, highlighting a 51% shortfall.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor 2 hits
51
Uses a circular diagram to represent a 'vicious cycle' of management failure.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor 2 hits
65
Uses Trian's 'DuPont Can Be Great' branding; highlights DuPont (DD) in red against peers in blue.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · Impact & Next StepsLoop · Mece Breakdown2 hits
67
This slide serves as a historical case study of Trian's activist strategy, specifically highlighting the 'breakup' or 'spinoff' thesis.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · Impact & Next StepsLoop · Mece Breakdown2 hits
83
Uses a competitor (Monsanto) as a benchmark to highlight DuPont's inefficiency.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · Impact & Next StepsLoop · Quick Win Big Bet2 hits
30
The slide uses a mix of rhetorical questioning and industry data to challenge current board composition.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · The Struggle2 hits
48
Includes a testimonial from the CEO of Wendy's.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · The VictoryLoop · Golden Circle2 hits
66
The slide uses a Trian Partners branded background with a pull-quote format.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · The VictoryLoop · Golden Circle2 hits
67
The slide uses a quote to preemptively rebut the narrative that Trian cuts capex.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · The VictoryLoop · Golden Circle2 hits
68
The slide uses a dark blue background with a geometric pattern and the Trian logo.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · The VictoryLoop · Golden Circle2 hits
69
Trian Partners branding with a quote from a former colleague.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · The VictoryLoop · Golden Circle2 hits
70
The slide uses a Trian Partners branded background with a quote to build credibility for the activist's collaborative style.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · The VictoryLoop · Golden Circle2 hits
71
The slide uses a strong blue background with the Trian Partners logo and a call-to-action at the bottom.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · The VictoryLoop · Golden Circle2 hits
72
Trian Partners branding, activist campaign slide.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · The VictoryLoop · Golden Circle2 hits
73
E.I. du Pont de Nemours and Company (DuPont) (DD)E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · The VictoryLoop · Golden Circle2 hits
74
The slide uses a blue geometric background typical of Trian's branding.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · The VictoryLoop · Golden Circle2 hits
75
The slide uses a Trian Partners branded background and includes a call to action at the bottom.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · The VictoryLoop · Golden Circle2 hits
29
Uses a peer benchmark table to imply that PepsiCo Snacks, if separated, would command a higher valuation multiple.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds2 hits
30
Uses historical stock performance data to validate the thesis that spin-offs create shareholder value.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds2 hits
09
The slide uses a 'before-after' framing to contrast management's self-reported growth metrics.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor 2 hits
10
The slide is presented as a historical precedent for successful M&A integration.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor 2 hits
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 2 hits
29
Uses a peer comparison table to argue for operational improvements.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor 2 hits