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45
The slide uses a visual metaphor of alphabet soup to reinforce the campaign slogan.Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor Beat · The Victory2 hits
15
The slide uses a quote from Goldman Sachs to validate the 'villain' (complexity) and a bar chart to quantify the impact (conglomerate discount).Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Agitate (Make it worse)2 hits
20
Sony Corporation (6758.T)Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Agitate (Make it worse)2 hits
47
Data as of 6/11/2019. Includes regional segmentation (US, China, Japan).Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)2 hits
82
Includes a callout box with CAGR data for 2013-2018.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)2 hits
04
The slide uses a before-after framing to validate Trian's historical activist campaign.H.J. Heinz Company (HNZ) · Trian Partners
Activist deck Activist investor 2 hits
13
The chart includes a 10-year average line at 18.7x and a circle highlighting the current data point.Danone (BN.PA) · Trian Partners
Conference presentation Activist investor Beat · Valuation2 hits
10
The slide uses a contrast-pairs framework to juxtapose DuPont's narrative of disruption against Trian's history of collaboration.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · AgitateLoop · Zoom In2 hits
12
The chart highlights specific corporate events (divestitures/acquisitions) against the stock price timeline to illustrate the lack of value creation.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · AgitateLoop · Zoom In2 hits
13
Uses a series of bar charts to illustrate the 'hidden' EBITDA and the impact of corporate cost allocation.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · AgitateLoop · Zoom In2 hits
23
Includes logos of GE Asset Management, Legg Mason, and Hilton.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · Solution2 hits
25
E.I. du Pont de Nemours and Company (DuPont) (DD)E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · Solution2 hits
33
Includes a specific callout quote from a Trian press release to preempt concerns about a forced breakup.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Loop · Cost Of Inaction2 hits
36
The slide uses a callout box to emphasize the failure of management and the irony of their board composition stance.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Loop · Cost Of Inaction2 hits
41
Uses a bar chart to highlight a specific period of underperformance to challenge management's narrative.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor 2 hits
46
Uses a line chart to visualize the delta between promised and actual performance, highlighting a 51% shortfall.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor 2 hits
05
The slide uses a vertical arrow timeline to show the progression of the firm's corporate structure and management focus.Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor 2 hits
09
The slide uses a standard Bloomberg terminal export format to highlight poor stock performance.Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor Beat · Problem Statement2 hits
18
The slide uses two distinct blue callout boxes to group key industry trends.Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor Beat · Complication2 hits
21
Page number 20 included in footer.Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor Loop · Cost Of Inaction2 hits
27
Lazard Ltd (LAZ)Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet2 hits
33
The slide uses a bar chart to show the growth from IPO to 2011 and sets a target for 2014.Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor 2 hits
35
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 2 hits
18
Uses a combination of bar charts, tables, and line charts to demonstrate capital inefficiency.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction2 hits
21
Uses a 'before-after' or 'short-term vs long-term' framing to critique management's capital allocation decisions.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction2 hits
22
Uses a 'before-after' comparison structure to demonstrate the lack of EPS growth despite claimed savings.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction2 hits
14
The text uses Roman numeral citations (xxii-xxvi) typical of equity research notes.PepsiCo (PEP) · Nelson Peltz
Research note Activist investor Beat · Problem (Identify pain)Loop · Logic Chain2 hits
17
The slide uses a diagnostic framework (symptoms vs. causes) to explain financial underperformance.PepsiCo (PEP) · Nelson Peltz
Research note Activist investor Beat · Agitate (Make it worse)Loop · Logic Chain2 hits
05
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 2 hits
19
The slide uses a 'fraud-exposure' style argument to highlight management's misuse of 'non-recurring' accounting labels.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor 2 hits