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Matching slides 110,471
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68,761-68,790 of 110,471
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Sony Corporation (6758.T)Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
101
The slide highlights an opportunity for asset portfolio optimization and explains a 2016 MCEV restatement.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
102
Includes historical CAGR charts and consensus financial forecasts.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
05
Trian Partners activist investor presentation slide.Danone (BN.PA) · Trian Partners
Conference presentation Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
08
The slide uses a visual grid to categorize product brands under three main business segments.Danone (BN.PA) · Trian Partners
Conference presentation Activist investor 1 hit
10
The slide uses a horizontal bar chart for company exposure and a stacked bar chart for market growth projections.Danone (BN.PA) · Trian Partners
Conference presentation Activist investor Beat · Market Size1 hit
11
Uses CEO quotes to highlight the gap between stated strategy and current portfolio composition.Danone (BN.PA) · Trian Partners
Conference presentation Activist investor Loop · Before After1 hit
12
The chart uses a regression line to show the correlation between growth and valuation, with Danone positioned below the trend line.Danone (BN.PA) · Trian Partners
Conference presentation Activist investor Beat · Valuation1 hit
13
The chart includes a 10-year average line at 18.7x and a circle highlighting the current data point.Danone (BN.PA) · Trian Partners
Conference presentation Activist investor Beat · Valuation1 hit
16
Includes a summary table of financial projections and a list of major assumptions supporting the valuation.Danone (BN.PA) · Trian Partners
Conference presentation Activist investor 1 hit
04
This is an introductory slide for an activist investor deck, establishing the relationship between the investor (Trian) and the target (Lazard).Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor 1 hit
05
The slide uses a vertical arrow timeline to show the progression of the firm's corporate structure and management focus.Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor 1 hit
12
The slide highlights a $37bn net inflow and 7% CAGR despite market headwinds.Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor 1 hit
14
The chart is a stacked bar representing the total AUM of $157bn.Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor 1 hit
15
The slide uses a gap analysis between GDP contribution and AUM penetration to argue for future growth in emerging markets.Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor 1 hit
17
The slide uses a grouped bar chart approach to highlight Lazard's superior scale and productivity metrics.Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor 1 hit
25
Lazard Ltd (LAZ)Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor Beat · Solution1 hit
05
This is a classic activist investor 'valuation gap' slide, contrasting current depressed multiples with historical performance and future potential.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor 1 hit
11
Uses pro forma 2006 data for comparison.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor Beat · Problem1 hit
12
Uses a combination of bar charts to show growth in scale (AUCA, Net Revenue) and shift in revenue mix (Net Interest vs Servicing Fees).State Street Corporation (STT) · Trian Partners
Activist deck Activist investor Beat · Agitate1 hit
13
Uses a dual-chart layout to contrast EPS decline with compensation growth.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor Beat · Agitate1 hit
14
Uses 2006PF (pro forma) as a baseline for comparison against 2010 data.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor 1 hit
18
The slide uses a waterfall bridge to visualize share dilution.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor 1 hit
19
The slide uses a 'fraud-exposure' style argument to highlight management's misuse of 'non-recurring' accounting labels.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor 1 hit
21
The slide uses a before-after comparison to frame the company's underperformance for shareholders.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor Loop · Cost Of Inaction1 hit
26
The slide uses a series of bar charts to contrast STT and BNY Mellon, emphasizing that STT's operational advantages are not translating into margin superiority.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor Loop · 2x2 Matrix1 hit
27
Uses a specific metric introduced by BNY Mellon in Q1 2011 to argue for operational inefficiency at State Street.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor 1 hit
34
The chart highlights SSgA in blue to distinguish it from peers.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor 1 hit
35
The chart uses a green bar for the industry average and a blue bar for State Street to emphasize the comparison.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor 1 hit
37
Includes a valuation bridge calculation for implied share value.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor Loop · Mece Breakdown1 hit