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81,601-81,630 of 96,741

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The slide uses a visual metaphor of a car to map compute requirements to specific vehicle domains.arm | Investor Presentation Deck | 46 slides · Arm
Conference presentation Investor relations Beat · Ultimate Achievement1 hit
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Slide 1
Trian Partners | Activist Presentation Deck | 94 slidesTrian Partners | Activist Presentation Deck | 94 slides · Trian Partners
Activist deck Activist investor 1 hit
04
The slide uses a two-part structure: problem diagnosis followed by proposed solution, with a credibility-building callout at the bottom.Trian Partners | Activist Presentation Deck | 94 slides · Trian Partners
Activist deck Activist investor 1 hit
05
The slide uses a negative framing technique to clarify the activist's agenda.Trian Partners | Activist Presentation Deck | 94 slides · Trian Partners
Activist deck Activist investor 1 hit
07
Uses a combination of bulleted lists and bar charts to contrast P&G's performance against peers and market growth.Trian Partners | Activist Presentation Deck | 94 slides · Trian Partners
Activist deck Activist investor Beat · Problem Statement1 hit
13
The slide uses a callout box to explain the 'quality' of the 7% EPS growth, effectively deconstructing the reported figure.Trian Partners | Activist Presentation Deck | 94 slides · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
14
Uses a 'before-after' comparison of ad spend to highlight a broken promise and contrast with peer behavior.Trian Partners | Activist Presentation Deck | 94 slides · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
15
Uses a 'CEO quote contradiction' framework to highlight the gap between stated goals and actual targets.Trian Partners | Activist Presentation Deck | 94 slides · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
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Uses a 'P&G Spin' vs 'Reality' structure to debunk management claims.Trian Partners | Activist Presentation Deck | 94 slides · Trian Partners
Activist deck Activist investor Beat · Expose ContradictionLoop · Tale Two Worlds1 hit
23
The slide highlights a 1,200bps performance gap between P&G and its peers.Trian Partners | Activist Presentation Deck | 94 slides · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
25
The slide uses a comparison table to frame P&G's historical performance as a failure relative to peers.Trian Partners | Activist Presentation Deck | 94 slides · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
28
The slide uses a 'before-after' style comparison across multiple time periods to demonstrate a decline in performance expectations.Trian Partners | Activist Presentation Deck | 94 slides · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
34
Trian Partners activist deck slide criticizing P&G's organizational structure.Trian Partners | Activist Presentation Deck | 94 slides · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
35
Uses a 'before-after' style logic to expose a performance gap despite structural advantages.Trian Partners | Activist Presentation Deck | 94 slides · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
36
The slide uses a '3x larger than peers' annotation to emphasize scale advantage vs margin disadvantage.Trian Partners | Activist Presentation Deck | 94 slides · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
38
The slide uses a combination of external validation (analyst quote) and internal data (sales chart) to build a case against management's strategy.Trian Partners | Activist Presentation Deck | 94 slides · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
43
Highlights organizational complexity vs. market failure.Trian Partners | Activist Presentation Deck | 94 slides · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
45
The slide outlines a decentralized operating model where GBUs have significant autonomy over P&L and shared services.Trian Partners | Activist Presentation Deck | 94 slides · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
49
Uses a 'problem-solution' structure where the top half exposes the contradiction in management's claims and the bottom half provides the activist's proposed governance solution.Trian Partners | Activist Presentation Deck | 94 slides · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
51
Uses a causal chain structure to dismantle management's narrative on productivity savings.Trian Partners | Activist Presentation Deck | 94 slides · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
52
Includes a quote from P&G's Analyst Day presentation to expose a contradiction between claims and results.Trian Partners | Activist Presentation Deck | 94 slides · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
55
The slide uses a table-like structure to compare historical performance metrics across four specific portfolio companies.Trian Partners | Activist Presentation Deck | 94 slides · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
57
Includes a preemptive rebuttal regarding R&D spending levels.Trian Partners | Activist Presentation Deck | 94 slides · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
58
The slide uses a timeline-based categorization of brands to highlight the stagnation in new brand creation.Trian Partners | Activist Presentation Deck | 94 slides · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
59
Trian Partners | Activist Presentation Deck | 94 slidesTrian Partners | Activist Presentation Deck | 94 slides · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
69
The slide uses a bar chart to highlight the digital presence gap between P&G and its competitors.Trian Partners | Activist Presentation Deck | 94 slides · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
75
The slide uses a 'before-after' or 'problem-solution' structure, contrasting current insular leadership with a proposed external hiring goal.Trian Partners | Activist Presentation Deck | 94 slides · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
80
The slide uses a green dashed box to highlight Nelson Peltz's row, contrasting it with the existing board members.Trian Partners | Activist Presentation Deck | 94 slides · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
82
Uses a testimonial from Mike Weinstein to validate the 'entrepreneurial mindset' claim.Trian Partners | Activist Presentation Deck | 94 slides · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
84
Uses a pull-quote to frame the company's strategic pivot as a failure, followed by a list of underperformance metrics.Trian Partners | Activist Presentation Deck | 94 slides · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit