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Matching slides 96,741
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81,841-81,870 of 96,741
30
The table uses red dashed boxes to highlight the specific product categories (Core Beverage and Frappuccino) that are driving the sales deceleration.Pershing Square | Activist Presentation Deck | 43 slides · Pershing Square
Activist deck Activist investor Loop · Cost Of Inaction1 hit
31
The slide highlights the gap between previous and revised financial guidance.Pershing Square | Activist Presentation Deck | 43 slides · Pershing Square
Activist deck Activist investor Loop · Cost Of Inaction1 hit
34
Pershing Square | Activist Presentation Deck | 43 slidesPershing Square | Activist Presentation Deck | 43 slides · Pershing Square
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
35
The slide uses a positive framing to suggest that current management is capable of fixing recent challenges.Pershing Square | Activist Presentation Deck | 43 slides · Pershing Square
Activist deck Activist investor 1 hit
37
Includes a 53rd week adjustment note for 2016. Contains annotations highlighting specific CAGR metrics.Pershing Square | Activist Presentation Deck | 43 slides · Pershing Square
Activist deck Activist investor 1 hit
39
Pershing Square | Activist Presentation Deck | 43 slidesPershing Square | Activist Presentation Deck | 43 slides · Pershing Square
Activist deck Activist investor 1 hit
41
The slide uses a clear 'Base' vs 'Upside' comparison to justify a bullish investment thesis.Pershing Square | Activist Presentation Deck | 43 slides · Pershing Square
Activist deck Activist investor 1 hit
42
Includes historical context at the bottom to frame the sensitivity analysis.Pershing Square | Activist Presentation Deck | 43 slides · Pershing Square
Activist deck Activist investor 1 hit
43
The slide uses color-coded bars to categorize different aspects of the investment thesis.Pershing Square | Activist Presentation Deck | 43 slides · Pershing Square
Activist deck Activist investor 1 hit
09
The chart uses a red bar for Campbell's to emphasize the negative performance gap.Third Point Management | Activist Presentation Deck | 45 slides · Third Point
Activist deck Activist investor 1 hit
11
Uses an Andy Warhol-style illustration of a man with a Campbell's soup can to evoke brand decline.Third Point Management | Activist Presentation Deck | 45 slides · Third Point
Activist deck Activist investor Beat · The Monster (incumbent Board)Loop · Cost Of Inaction1 hit
14
The slide uses a timeline to visualize a series of acquisitions, framing them as a 'hodgepodge' to support an activist critique of the board's governance.Third Point Management | Activist Presentation Deck | 45 slides · Third Point
Activist deck Activist investor Beat · The Monster (incumbent Board)Loop · Cost Of Inaction1 hit
17
Uses media headlines to frame the investment as a failure.Third Point Management | Activist Presentation Deck | 45 slides · Third Point
Activist deck Activist investor Beat · The Monster (incumbent Board)Loop · Cost Of Inaction1 hit
25
The chart uses a red color scheme to emphasize the negative trend in ROIC.Third Point Management | Activist Presentation Deck | 45 slides · Third Point
Activist deck Activist investor Beat · The Monster (incumbent Board)1 hit
26
Uses a strong accusatory tone to frame the Board's actions as either incompetence or deceit.Third Point Management | Activist Presentation Deck | 45 slides · Third Point
Activist deck Activist investor Beat · The Monster (incumbent Board)1 hit
31
Uses a red callout box to emphasize the accusation of fiduciary failure.Third Point Management | Activist Presentation Deck | 45 slides · Third Point
Activist deck Activist investor Beat · The StruggleLoop · The Reveal1 hit
37
Uses contrast-principle to frame the incumbent board as stagnant.Third Point Management | Activist Presentation Deck | 45 slides · Third Point
Activist deck Activist investor Beat · The Victory (Third Point's Independent Slate)1 hit
42
The slide uses comparable transaction multiples to justify a potential acquisition price range.Third Point Management | Activist Presentation Deck | 45 slides · Third Point
Activist deck Activist investor Beat · The Victory (Third Point's Independent Slate)1 hit
45
Uses a visual metaphor of alphabet soup to reinforce the campaign hashtag.Third Point Management | Activist Presentation Deck | 45 slides · Third Point
Activist deck Activist investor Beat · The Victory (Third Point's Independent Slate)1 hit
05
The chart uses a red dashed oval to highlight the recent divergence in the discount metrics.Trian Partners | Activist Presentation Deck | 42 slides · Trian Partners
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
11
Uses a comparison of consensus vs revised guidance to demonstrate a pattern of poor performance.Trian Partners | Activist Presentation Deck | 42 slides · Trian Partners
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
21
The chart highlights PPG's performance relative to a peer median of 187%.Trian Partners | Activist Presentation Deck | 42 slides · Trian Partners
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
28
The slide uses a bar chart to highlight a plateau in store growth and a callout to highlight the cessation of reporting.Trian Partners | Activist Presentation Deck | 42 slides · Trian Partners
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
29
The slide highlights a strategic gap between PPG and its primary competitor, Sherwin-Williams.Trian Partners | Activist Presentation Deck | 42 slides · Trian Partners
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
30
The slide uses a red dashed box to highlight the 'Base Case' estimate, contrasting it with the WACC and the competitor's performance.Trian Partners | Activist Presentation Deck | 42 slides · Trian Partners
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
32
The slide uses a red arrow graphic to visually bridge the segment valuations to the final value unlock claim.Trian Partners | Activist Presentation Deck | 42 slides · Trian Partners
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
33
The slide argues for a breakup or strategic separation by highlighting the lack of integration benefits.Trian Partners | Activist Presentation Deck | 42 slides · Trian Partners
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Before After1 hit
38
The slide highlights a specific failure of a 2018 shareholder proposal due to turnout issues.Trian Partners | Activist Presentation Deck | 42 slides · Trian Partners
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
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Uses red X marks to visually emphasize the failure to meet targets.Trian Partners | Activist Presentation Deck | 42 slides · Trian Partners
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
41
The slide uses a series of bar charts to demonstrate margin improvement post-separation.Trian Partners | Activist Presentation Deck | 42 slides · Trian Partners
Activist deck Activist investor Beat · Solution (Provide relief)1 hit