slides · global inventory
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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 118,471
Current window 74,701-74,730
Pages 3,950
Rows per page 30
Component
74,701-74,730 of 118,471
01
Includes a comparison table of TSR performance and a table contrasting current Disney path vs Trian's goals.The Walt Disney Company (DIS) · Nelson Peltz
Press release Activist investor Beat · Situation & Context1 hit
01
Includes standard activist disclaimer and proxy voting instruction.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor 1 hit
06
Includes a performance bridge chart showing TSR impact before and during Trian involvement.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Problem Identification1 hit
08
The slide uses a 'flywheel' concept to describe monetization.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · AgitationLoop · Logic Chain1 hit
01
Press release document detailing corporate governance changes.Legg Mason (LM) · Legg Mason
Press release Activist investor Beat · Attention1 hit
01
The Walt Disney Company (DIS)The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor 1 hit
02
The Walt Disney Company (DIS)The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor 1 hit
08
The slide focuses on a single headline metric (~900bps) and provides extensive legal/methodological disclaimers.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor 1 hit
12
Uses a before-after framing to demonstrate credibility and relationship-building.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor 1 hit
18
The slide uses a before-after framing to highlight the negative impact of capital allocation on shareholder earnings.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Agitate1 hit
33
Uses a bar-grouped chart to compare specific financial line items between Disney (FY 2022) and Netflix (LTM Sept-22).The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
34
Uses a quote-slide style box at the bottom to highlight the contradiction between management's stated goals and actual financial performance.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
06
Ferguson plc (FERG)Ferguson plc (FERG) · Brian Baldwin
Conference presentation Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
20
Ferguson plc (FERG)Ferguson plc (FERG) · Brian Baldwin
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
21
The slide uses specific case studies (Invesco, Signet, Barrick/Randgold) to build credibility for a proposed US re-listing strategy.Ferguson plc (FERG) · Brian Baldwin
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
70
Uses a quote from a 2016 earnings call to frame management as out of touch with the competitive reality.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor 1 hit
71
Uses a case study to counter a potential criticism regarding digital competence.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor 1 hit
73
The slide uses a 'problem-solution' structure, identifying the 'insular culture' as the villain/problem and proposing specific hiring and succession goals as the solution.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor 1 hit
74
The slide uses a 'problem-solution' structure to critique P&G's hiring practices and suggest a strategic shift.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor 1 hit
75
The slide uses a contrast between the current state (yellow box) and the proposed future state (blue box) connected by a red arrow.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor 1 hit
77
Uses a comparison table to link external CEO experience to superior 10-year TSR performance.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor 1 hit
89
The slide uses a 'track record' framing to establish credibility for Trian's operational improvement strategy.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor 1 hit
01
PPG Industries, Inc. (PPG)PPG Industries, Inc. (PPG) · Trian Partners
Activist deck Activist investor 1 hit
02
Page number 1 at bottom right.PPG Industries, Inc. (PPG) · Trian Partners
Activist deck Activist investor 1 hit
05
The chart highlights a specific recent trend with a red dashed circle.PPG Industries, Inc. (PPG) · Trian Partners
Activist deck Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
12
The table highlights the discrepancy between original reported EPS and restated EPS, showing how accounting errors artificially inflated performance.PPG Industries, Inc. (PPG) · Trian Partners
Activist deck Activist investor Beat · Problem & ComplicationLoop · Aha Moment1 hit
18
The slide uses a torn-paper visual effect to frame the quote.PPG Industries, Inc. (PPG) · Trian Partners
Activist deck Activist investor Beat · Solution & Approach1 hit
34
The slide uses a 'ripped paper' visual effect to frame the analyst quotes.PPG Industries, Inc. (PPG) · Trian Partners
Activist deck Activist investor Beat · Solution & ApproachLoop · 2x2 Matrix1 hit
38
The slide uses red X marks to visually emphasize the gap in governance standards.PPG Industries, Inc. (PPG) · Trian Partners
Activist deck Activist investor Beat · Impact & Next StepsLoop · Quick Win Big Bet1 hit
39
Uses red X icons to visually emphasize missed targets.PPG Industries, Inc. (PPG) · Trian Partners
Activist deck Activist investor Beat · Impact & Next StepsLoop · Quick Win Big Bet1 hit