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slides · global inventory

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Matching slides 79,264
Current window 63,871-63,900
Pages 2,643
Rows per page 30
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18 30 60

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63,871-63,900 of 79,264

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20
Includes a quote from a board member/interim CEO to validate the claim of mismanagement.Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
21
The slide uses a quote from UBS to validate the activist's critique of the acquisition strategy.Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
22
The slide uses a combination of bulleted text and a bar chart to demonstrate the deterioration of the deal's performance.Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
23
Uses a before-after framing to contrast current disaster with future hopelessness.Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
24
Uses a visual metaphor of a kitchen fire to represent operational issues.Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
25
The slide uses a red color scheme to emphasize the negative trend in ROIC.Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
26
Uses a classic 'say vs. do' contradiction framework to undermine board credibility.Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
33
The slide uses a contrast-heavy visual (red bar vs grey bars) to highlight the negative analyst sentiment toward Campbell.Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor Beat · The Struggle1 hit
42
The slide uses a bar chart to show EV/EBITDA multiples of recent transactions to support a target price range.Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor Beat · The Victory1 hit
04
The slide outlines the investment thesis for Sony, highlighting segment profitability, valuation gap, and capital deployment potential.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor 1 hit
07
The slide uses two stacked bar charts to contrast the growth of 'Crown Jewel' segments against consolidated EBIT.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
08
The slide uses a waterfall-style logic for the first chart and a grouped bar chart for the second to demonstrate FCF health.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
09
The slide uses stacked bar charts to illustrate business mix transformation.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
10
The slide argues that the market is mispricing Sony given its shift toward higher-multiple businesses.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
11
The chart highlights that Sony (black bar) is consistently valued lower than its industry peers in every segment.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
14
The slide uses a table to demonstrate that most analysts use electronics-focused valuation methods rather than SOTP, which the activist argues is more appropriate for Sony's entertainment-heavy portfolio.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
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)1 hit
19
The chart uses a standard waterfall bridge to reconcile segment values to an enterprise value and finally an SOTP total, compared against the current share price.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
22
This slide uses a classic 'conglomerate discount' argument structure.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Before After1 hit
24
The slide uses a simple line chart to illustrate a long-term competitive decline.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Before After1 hit
25
Sony Corporation (6758.T)Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Before After1 hit
27
Includes a technical diagram of a smartphone camera module and a product portfolio overview.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Before After1 hit
28
The slide uses a structured 'Commentary' vs 'Evidence' layout to validate the thesis.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Before After1 hit
29
Includes a dual-axis chart showing TAM in $bn and Y/Y growth percentage, alongside a pie chart of market mix.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Before After1 hit
30
Includes a market sizing table for CIS (CMOS Image Sensor) units and a historical/projected bar chart of cameras per phone.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Before After1 hit
31
Includes a TAM calculation table, a historical bar chart of units per vehicle, and a Tesla Model 3 sensor diagram.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
32
The slide uses a combination of stacked area charts, donut charts, and a process flow to illustrate the investment thesis.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
33
Includes specific references to Sony 2019 IR Day slides 145, 150, and 153.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
34
Market data as of 6/11/2019.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
38
The slide uses peer benchmarking to justify a call for increased capital expenditure at Sony.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit