slides · global inventory
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141
Uses a simple binary framework (Rational vs Emotional) to analyze a brand.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 4 hits
03
E.I. du Pont de Nemours and Company (DuPont) (DD)E.I. du Pont de Nemours and Company (DuPont) (DD) · Trian Partners
Activist deck Activist investor Beat · Situation & Context4 hits
45
The term 'Wedding cake' refers to the stacking of financial projections (Bayer + Monsanto + Synergies).Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · Action4 hits
04
The slide uses a table to expose the poor performance of individual P&G directors compared to their peers, directly contradicting P&G's 'world-class board' narrative.The Procter & Gamble Company (PG) · Trian Partners
Shareholder letter Activist investor Beat · Preempt RebuttalLoop · Zoom In4 hits
17
The slide uses a Peloton workout interface as a visual metaphor for the business model analysis.Peloton Interactive (PTON) · David Einhorn
Conference presentation Activist investor Beat · The BreakthroughLoop · Quick Win Big Bet4 hits
30
The slide includes a screenshot of a Peloton interface and a cartoon from CartoonStock.com.Peloton Interactive (PTON) · David Einhorn
Conference presentation Activist investor Beat · Ultimate Achievement4 hits
01
Includes introductory remarks about the conference format.Solvay SA (SOLB BB) · David Einhorn
Conference presentation Activist investor 4 hits
02
Solvay SA (SOLB BB)Solvay SA (SOLB BB) · David Einhorn
Conference presentation Activist investor 4 hits
03
The slide uses a cartoon as a rhetorical device to pivot the discussion.Solvay SA (SOLB BB) · David Einhorn
Conference presentation Activist investor 4 hits
25
The chart uses an index where Jan 2018 = 100.Solvay SA (SOLB BB) · David Einhorn
Conference presentation Activist investor 4 hits
27
Includes a pie chart showing segment breakdown and a combo chart showing revenue, EBITDA, and margin trends.Solvay SA (SOLB BB) · David Einhorn
Conference presentation Activist investor Beat · Business Model4 hits
35
The slide uses a Sidney Harris cartoon to lighten the tone while describing a complex, residual business segment.Solvay SA (SOLB BB) · David Einhorn
Conference presentation Activist investor 4 hits
45
The slide uses a cartoon to create a lighthearted contrast between 'panic and hysteria' and the company's goal of 'dividends and capital appreciation'.Solvay SA (SOLB BB) · David Einhorn
Conference presentation Activist investor Loop · Cost Of Inaction4 hits
01
This is a text-heavy press release document formatted as a single page.The Walt Disney Company (DIS) · Trian Partners
Press release Activist investor Beat · Problem (Identify pain)4 hits
02
This is a text-heavy press release slide outlining an activist investor's platform.The Walt Disney Company (DIS) · Trian Partners
Press release Activist investor Beat · Problem (Identify pain)Loop · Golden Circle4 hits
27
Uses a quote from the Board Chair to highlight the contradiction.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution4 hits
30
The slide serves as a firm profile and track record summary.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · Cost Of Inaction4 hits
51
Uses a circular diagram to represent a 'vicious cycle' of management failure.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor 4 hits
05
This slide serves as an executive summary of the activist campaign's core arguments.General Electric (GE) · Trian Partners
Activist deck Activist investor 4 hits
03
Lazard Ltd (LAZ)Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor 4 hits
08
The text argues that PepsiCo's centralized structure is hindering growth and that a split would allow for better management and performance.PepsiCo (PEP) · Nelson Peltz
Research note Activist investor 4 hits
09
The slide serves as a summary of a previously shared research note titled 'The Case For Separating Global Snacks & Beverages'.PepsiCo (PEP) · Nelson Peltz
Research note Activist investor 4 hits
10
This is a closing letter from an activist investor presentation.PepsiCo (PEP) · Nelson Peltz
Research note Activist investor 4 hits
23
The slide uses a 'blank sheet of paper' argument to counter management's claims of dis-synergies.PepsiCo (PEP) · Nelson Peltz
Research note Activist investor Beat · Solution (Provide relief)Loop · Logic Chain4 hits
24
The slide uses a narrative structure to argue for operational restructuring and decentralization.PepsiCo (PEP) · Nelson Peltz
Research note Activist investor Beat · Solution (Provide relief)Loop · Logic Chain4 hits
51
Uses a process-flow style to contrast management claims with actual financial outcomes.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor 4 hits
53
Uses a binary choice framework to force accountability for either operational inefficiency or market share loss.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor 4 hits
08
This is a text-heavy slide acting as a formal closing letter from an activist investor.Solventum Corporation (SOLV) · Trian Fund Management
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction4 hits
23
The slide uses direct investor quotes to undermine management credibility.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor 4 hits
31
The slide uses imagery of futuristic cars to represent the 'Future Platforms' theme.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor 4 hits