Matching slides 79,264
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64,201-64,230 of 79,264

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58
The chart uses a split timeline to emphasize the contrast between the stagnant period (2004-2012) and the improvement period (2012-2014).General Electric (GE) · Trian Partners
Activist deck Activist investor Beat · Solution1 hit
59
The slide uses a large arrow overlay to emphasize the long-term trend of margin expansion.General Electric (GE) · Trian Partners
Activist deck Activist investor Beat · Solution1 hit
60
The slide uses a pro forma adjustment to justify a specific margin target, typical of activist investor presentations.General Electric (GE) · Trian Partners
Activist deck Activist investor Beat · Solution1 hit
61
Includes a footnote regarding the calculation of net debt and EBITDA.General Electric (GE) · Trian Partners
Activist deck Activist investor Loop · Quick Win Big Bet1 hit
62
The slide uses a hypothetical scenario to demonstrate the benefit of capital structure optimization.General Electric (GE) · Trian Partners
Activist deck Activist investor Loop · Quick Win Big Bet1 hit
63
Includes detailed footnotes regarding pension adjustments and interest rate assumptions.General Electric (GE) · Trian Partners
Activist deck Activist investor Loop · Quick Win Big Bet1 hit
65
The slide uses a precedent table to establish a pattern of overpayment or inconsistent performance in M&A.General Electric (GE) · Trian Partners
Activist deck Activist investor Loop · Quick Win Big Bet1 hit
66
This slide uses a structured list format to justify an M&A transaction.General Electric (GE) · Trian Partners
Activist deck Activist investor Loop · Quick Win Big Bet1 hit
67
The slide advocates for a specific capital allocation policy.General Electric (GE) · Trian Partners
Activist deck Activist investor Loop · Quick Win Big Bet1 hit
68
The chart uses a waterfall structure to build up from individual capital sources to a total 'Trian Case' capital return.General Electric (GE) · Trian Partners
Activist deck Activist investor Loop · Quick Win Big Bet1 hit
70
The slide is used by an activist to highlight the gap between management's optimistic public statements and the underlying financial projections.General Electric (GE) · Trian Partners
Activist deck Activist investor 1 hit
71
The slide uses a waterfall bridge to justify a specific EPS target.General Electric (GE) · Trian Partners
Activist deck Activist investor 1 hit
73
The slide uses a combination of a peer comparison table and a time-series chart to justify a valuation premium.General Electric (GE) · Trian Partners
Activist deck Activist investor 1 hit
74
The chart uses a dashed line to indicate the 13% average premium.General Electric (GE) · Trian Partners
Activist deck Activist investor 1 hit
75
The slide uses a 'Greater Scale + Better Mix = Worse Valuation?' logic to argue for undervaluation.General Electric (GE) · Trian Partners
Activist deck Activist investor 1 hit
76
Includes a specific callout box for 'Time (years) 2.25' which acts as a variable for the IRR calculation.General Electric (GE) · Trian Partners
Activist deck Activist investor 1 hit
77
General Electric (GE)General Electric (GE) · Trian Partners
Activist deck Activist investor 1 hit
78
The table shows the calculation of Operating EPS by adjusting reported EPS for non-operating pension costs, net of tax.General Electric (GE) · Trian Partners
Activist deck Activist investor 1 hit
79
The table includes pro forma adjustments to remove NBCU and isolate core industrial equipment financials.General Electric (GE) · Trian Partners
Activist deck Activist investor 1 hit
80
Includes adjustments for NBCU, corporate items, pension, restructuring, and insurance activities.General Electric (GE) · Trian Partners
Activist deck Activist investor 1 hit
81
Includes detailed footnotes regarding accounting adjustments for pension, lease, and acquisition impacts.General Electric (GE) · Trian Partners
Activist deck Activist investor 1 hit
04
The slide uses a two-part structure: identifying the problem and proposing a solution, followed by a credibility-building callout box.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor Beat · Problem Statement1 hit
07
Uses a combination of bar charts for internal performance and text-based callouts for industry trends.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor Beat · Expose Contradiction1 hit
10
Uses a table to highlight the gap between director tenure and TSR performance.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor Beat · Expose Contradiction1 hit
11
Uses a bar chart to show relative performance and a list to provide context on the starting conditions of the CEO's tenure.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor Beat · Expose Contradiction1 hit
12
Uses a before-and-after comparison framework to critique CEO performance.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor Beat · Expose Contradiction1 hit
13
Uses a comparison frame to contrast P&G's performance against peers and market benchmarks.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor Beat · Expose Contradiction1 hit
14
Uses a 'before-after' style comparison of spend and quotes to highlight management's failure to follow through on stated strategy.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor Beat · Expose Contradiction1 hit
15
Uses a quote from David Taylor to highlight the contradiction between stated market growth and internal targets.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor Beat · Expose Contradiction1 hit
16
Uses a 'P&G Spin' vs 'Reality' structure to frame the argument.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor 1 hit