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Matching slides 110,471
Current window 68,701-68,730
Pages 3,683
Rows per page 30
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68,701-68,730 of 110,471

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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
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
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
27
Uses a Benjamin Franklin quote to emphasize the failure of the board to plan.Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
28
Includes a screenshot of a CNBC news segment featuring Third Point's stance.Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor Beat · The Struggle1 hit
31
Uses a red callout box to emphasize the fiduciary duty failure.Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor Beat · The Struggle1 hit
38
The slide uses a two-column layout to contrast brand portfolio with investment thesis.Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor Beat · The Victory1 hit
40
The slide uses a split-layout to contrast the brand portfolio with the investment thesis.Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor Beat · The Victory1 hit
41
Campbell Soup Company (CPB)Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor Beat · The Victory1 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
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 Victory1 hit
03
Sony Corporation (6758.T)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
12
This is a classic 'conglomerate discount' argument used by activist investors to justify a breakup or restructuring.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
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
23
The slide uses a diagonal timeline arrow to anchor historical milestones against product images.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Before After1 hit
26
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
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
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
35
Uses an arrow-based process diagram to illustrate the benefits of a spin-off.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
39
Includes external analyst commentary on Broadcom and Qualcomm to support the thesis that R&D investment drives value.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
40
Uses historical data to argue for the benefits of corporate spin-offs.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit