slides · global inventory
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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 79,264
Current window 63,841-63,870
Pages 2,643
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63,841-63,870 of 79,264
05
Campbell Soup Company (CPB)Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor Beat · The Ordinary World1 hit
06
The slide uses a bulleted list to outline the activist thesis, citing specific performance metrics and the proposed solution of an Independent Slate.Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor 1 hit
08
Includes market cap and enterprise value in the footnote.Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor 1 hit
09
The slide uses a clear visual contrast (red underline for Campbell) to highlight the underperformance.Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor 1 hit
10
The slide uses red bars to highlight Campbell's negative performance in the 3YR and 1YR charts.Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor 1 hit
11
Includes an Andy Warhol-style illustration of a man with a Campbell's soup can, likely referencing the brand's cultural history.Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
15
Uses a quote from Piper Jaffray to reinforce the critique of management execution.Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
19
The slide uses a split-pane layout to contrast qualitative management failures with quantitative performance data.Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
02
The text argues for a capital allocation shift from dividends to content investment, using Netflix as a benchmark for valuation and operational metrics.The Walt Disney Company (DIS) · Daniel S. Loeb
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
04
The chart illustrates P/E multiple expansion for Microsoft and Adobe between 2010 and 2020 to support the argument for subscription-based business models.The Walt Disney Company (DIS) · Daniel S. Loeb
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Mece Breakdown1 hit
04
The chart uses a waterfall-style bridge to illustrate the jump from historical 2% CAGR to a projected 15% CAGR.Nestlé S.A. (NESN) · Third Point
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
05
Slide 5 of the Third Point activist deck on Nestlé.Nestlé S.A. (NESN) · Third Point
Activist deck Activist investor 1 hit
08
The slide uses a causal framing (slow response -> weak performance) to justify activist intervention.Nestlé S.A. (NESN) · Third Point
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
09
Nestlé S.A. (NESN)Nestlé S.A. (NESN) · Third Point
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
10
The chart highlights a widening performance gap over longer time horizons, culminating in a 119% underperformance over 10 years.Nestlé S.A. (NESN) · Third Point
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
12
The slide uses a split-layout to contrast the management's response with external media coverage.Nestlé S.A. (NESN) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
13
The slide uses a combination of a data table for margins and a grouped bar chart for organic sales growth to frame Nestlé as underperforming relative to its peer.Nestlé S.A. (NESN) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
18
The ice cream cone image serves as a visual metaphor for the 'other' categories (likely referring to Nestlé's ice cream business).Nestlé S.A. (NESN) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
19
Uses a side-by-side bar chart comparison to highlight the performance gap between core and non-core segments.Nestlé S.A. (NESN) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
20
Uses brand logos and product imagery to illustrate the small scale of divestitures relative to the company's total portfolio.Nestlé S.A. (NESN) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
21
Uses a 'superhero' metaphor illustration to emphasize the 'bold' recommendation.Nestlé S.A. (NESN) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
25
The slide uses a comparative valuation chart and an EPS accretion impact chart to justify a divestment strategy.Nestlé S.A. (NESN) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
33
The slide uses a 'before-after' logic to justify the proposed operational and financial improvements.Nestlé S.A. (NESN) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
15
Uses visual metaphor (The Scream) to ridicule management's narrative.Sotheby's (BID) · Daniel S. Loeb
Activist deck Activist investor 1 hit
17
The slide uses red dashed boxes to highlight specific rows for replacement by the shareholder slate.Sotheby's (BID) · Daniel S. Loeb
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
18
Uses ISS QuickScore 2.0 as an external authority to critique board independence.Sotheby's (BID) · Daniel S. Loeb
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
20
Uses a 'before-after' style logic to show the gap between potential and actual margins.Sotheby's (BID) · Daniel S. Loeb
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
21
Uses a dual-axis chart to show diverging trends between compensation and EPS.Sotheby's (BID) · Daniel S. Loeb
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
22
The slide uses a bar chart to visualize the disparity between total expenses and the small amount of savings identified.Sotheby's (BID) · Daniel S. Loeb
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
25
The slide uses a 'before-after' logic to highlight the delta between actual performance and potential performance.Sotheby's (BID) · Daniel S. Loeb
Activist deck Activist investor Beat · Solution (Provide relief)1 hit