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Slide uses a stacked bar chart for demographics and a scatter plot for market penetration.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
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The slide uses a dashed box to highlight Sony Pictures in both charts. Netflix data is noted as total company, not just studio.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
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Includes a table of entertainment studio transaction comps, a summary P&L for Sony Pictures, and an indicative valuation range for YE 2021.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
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The slide uses red boxes to highlight key negative phrases in the analyst reports.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
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Sony Corporation (6758.T)Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
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Page 2 of the deck.H.J. Heinz Company (HNZ) · Trian Partners
Activist deck Activist investor 1 hit
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Note at the bottom indicates this is part of a multi-page disclosure.Danone (BN.PA) · Trian Partners
Conference presentation Activist investor 1 hit
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The slide uses bar charts to rank companies by total shareholder return. Note the specific exclusion of Dr Pepper from the 5-year chart.Danone (BN.PA) · Trian Partners
Conference presentation Activist investor Loop · Benchmark Gap1 hit
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Page number -1- at the bottom.Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor 1 hit
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The slide uses a table to frame Lazard as an under-indexed player in the global advisory market.Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor 1 hit
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Page number 20 included in footer.Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor Loop · Cost Of Inaction1 hit
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Uses a bracketed list to contrast long-term drivers with a short-term inhibitor.Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor Loop · Cost Of Inaction1 hit
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The slide uses arrows to visually indicate the direction of change for expense ratios and EBIT.Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
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The slide uses a split-chart approach to compare two distinct peer groups.Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
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The slide uses peer benchmarks (Greenhill, Evercore) to justify a target margin expansion for Lazard.Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
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The slide uses a structured list format to present historical performance and future targets for three strategic pillars.Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor 1 hit
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The slide uses a consistent color scheme where the company (PepsiCo) is highlighted in blue, while peers and the index are in grey.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
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The slide uses a two-column comparison structure to argue for the benefits of a spin-off.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit
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Uses historical stock performance data to validate the thesis that spin-offs create shareholder value.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit
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The slide uses historical performance data to validate a strategic thesis for M&A.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit
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The slide uses a combination of a sensitivity table for accretion/dilution and a precedent transaction table to justify a capital allocation strategy.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit
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The slide uses a waterfall-like comparison to show value creation from different spin-off and acquisition scenarios.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit
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Slide 1
PepsiCo (PEP)PepsiCo (PEP) · Nelson Peltz
Research note Activist investor 1 hit
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The slide uses a list-based format to detail specific operational and strategic failures at PepsiCo, including brand mismanagement and failed product launches.PepsiCo (PEP) · Nelson Peltz
Research note Activist investor Beat · Agitate (Make it worse)Loop · Logic Chain1 hit
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The slide highlights PepsiCo's consistent underperformance relative to its peer group across all measured timeframes.PepsiCo (PEP) · Nelson Peltz
Research note Activist investor Loop · Cost Of Inaction1 hit
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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
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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
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The slide uses a structured list format to contrast management's capital allocation actions against negative outcomes.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor 1 hit
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Uses a three-part structure to frame management's strategic failures.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor Beat · Need1 hit
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The slide uses a structured argument format to justify a corporate breakup/spin-off.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor 1 hit