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Matching slides 18,554
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10,891-10,920 of 18,554
38
The slide uses peer benchmarking to justify a call for increased capital expenditure at Sony.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
41
Includes detailed legal/tax criteria for a corporate split in Japan.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
58
Includes a timeline diagram and two sections of investor relations commentary.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
61
The slide uses a structured list format to systematically dismantle the value proposition of standalone cloud gaming services like Google Stadia.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
63
Uses historical screenshots of articles from 2007, 2012, and 2013 to establish a pattern of false alarms.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
64
The slide uses a combination of a news article screenshot, a bar chart for latency comparison, and two scatter plots with trend lines to demonstrate the linear negative impact of latency on user experience.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
86
The slide uses red boxes to highlight key negative phrases in the analyst reports.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
88
Slide 88 from an activist investor deck (Third Point).Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
07
The slide uses a historical analogy (Baxter 2015) to build credibility for the proposed Nestlé strategy.Nestlé S.A. (NESN) · Third Point
Shareholder letter Activist investor Beat · Resolution1 hit
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 In1 hit
11
Uses a 'before-after' style logic to debunk current claims by citing historical precedent.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · AgitateLoop · Zoom In1 hit
21
Includes a disclaimer regarding the applicability of this past performance to future investments (DuPont).E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
18
The slide uses two distinct blue callout boxes to group key industry trends.Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor Beat · Complication1 hit
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 1 hit
15
The slide uses a narrative critique style to highlight organizational misalignment.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
42
The slide uses external analyst validation to build credibility for the activist's thesis.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit
05
This is a formal activist investor letter. It frames the problem as underperformance and proposes a structural split.PepsiCo (PEP) · Nelson Peltz
Research note Activist investor 1 hit
07
This is a text-heavy research note page from an activist investor (Trian) arguing for the breakup of PepsiCo.PepsiCo (PEP) · Nelson Peltz
Research note Activist investor 1 hit
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 1 hit
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 Chain1 hit
15
The slide uses two tables to contrast historical performance with recent declines, highlighting a failure to meet promised growth targets.PepsiCo (PEP) · Nelson Peltz
Research note Activist investor Beat · Problem (Identify pain)Loop · Logic Chain1 hit
18
The slide uses a list-based format to detail specific operational and strategic failures at PepsiCo, including brand mismanagement and failed product launches.PepsiCo (PEP) · Nelson Peltz
Research note Activist investor Beat · Agitate (Make it worse)Loop · Logic Chain1 hit
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 Chain1 hit
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 Chain1 hit
25
The slide uses historical case studies to argue for the benefits of corporate focus and independent management teams.PepsiCo (PEP) · Nelson Peltz
Research note Activist investor Beat · Solution (Provide relief)Loop · Logic Chain1 hit
26
The slide uses historical case studies (Dr Pepper Snapple, Cadbury) to challenge PepsiCo's integrated business model.PepsiCo (PEP) · Nelson Peltz
Research note Activist investor Beat · Solution (Provide relief)Loop · Logic Chain1 hit
33
The slide uses a vertical arrow timeline to organize quotes by year.PepsiCo (PEP) · Nelson Peltz
Research note Activist investor Loop · Cost Of Inaction1 hit
40
Contains 37 numbered source citations.PepsiCo (PEP) · Nelson Peltz
Research note Activist investor 1 hit
41
This page contains endnotes and footnotes (numbered xxxviii to lxxiii) providing context and data sources for previous slides.PepsiCo (PEP) · Nelson Peltz
Research note Activist investor 1 hit
23
The slide uses direct investor quotes to undermine management credibility.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor 1 hit