slides · global inventory
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Matching slides 118,471
Current window 74,581-74,610
Pages 3,950
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74,581-74,610 of 118,471
01
The slide uses a visual metaphor of a Campbell's soup can to represent the company, with 'Independent Slate' replacing the traditional soup flavor.Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor Beat · The Ordinary World1 hit
08
Includes market cap and enterprise value in the footnote.Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor 1 hit
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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
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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
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The slide uses a timeline to frame a series of acquisitions as a 'hodgepodge' of assets, questioning the board's oversight.Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
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Uses quotes from company filings to demonstrate management's own admission of failure.Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
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Uses press headlines to establish the 'villain' narrative regarding poor investment decisions.Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
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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
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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
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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
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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
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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
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The slide uses a pull-quote format to leverage third-party authority to validate the activist's thesis.Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor Beat · The Struggle1 hit
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The slide uses a grid of headshots with names and key affiliations below each.Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor Beat · The VictoryLoop · The Reveal1 hit
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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
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The slide uses a visual metaphor of alphabet soup to reinforce the campaign slogan.Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor Beat · The Victory1 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
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
28
The slide includes a screenshot of a Peloton investor presentation slide, which itself contains a bar chart and a leaderboard UI element.Peloton Interactive (PTON) · David Einhorn
Conference presentation Activist investor Beat · Ultimate Achievement1 hit
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The slide uses a Peloton workout interface as a thematic background.Peloton Interactive (PTON) · David Einhorn
Conference presentation Activist investor Beat · Ultimate Achievement1 hit
01
Sony Corporation (6758.T)Sony Corporation (6758.T) · Third Point
Activist deck Activist investor 1 hit
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Sony Corporation (6758.T)Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
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The table compares six Sony business units across six qualitative metrics: Capital Intensity, Customers, End Market, Growth, Industry Structure, and Cyclicality.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
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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
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Sony Corporation (6758.T)Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Before After1 hit
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Market data as of 6/11/2019.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
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Includes historical data and forward-looking estimates for revenue and operating profit.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
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Shows revenue composition change over time, highlighting the impact of PS4 launch and PS Plus.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
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Sotheby's (BID)Sotheby's (BID) · Daniel S. Loeb
Activist deck Activist investor 1 hit
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Yahoo! Inc. (YHOO)Yahoo! Inc. (YHOO) · Third Point
Conference presentation Activist investor 1 hit