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Matching slides 78,129
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15,571-15,600 of 78,129
08
The slide uses a causal framing (slow response -> weak performance) to justify activist intervention.Nestlé S.A. (NESN) · Third Point
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction2 hits
09
Nestlé S.A. (NESN)Nestlé S.A. (NESN) · Third Point
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction2 hits
19
Uses a side-by-side bar chart comparison to highlight the performance gap between core and non-core segments.Nestlé S.A. (NESN) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)2 hits
25
The slide uses a comparative valuation chart and an EPS accretion impact chart to justify a divestment strategy.Nestlé S.A. (NESN) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)2 hits
07
The slide uses two stacked bar charts to contrast the growth of 'Crown Jewel' segments against consolidated EBIT.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction2 hits
08
The slide uses a waterfall-style logic for the first chart and a grouped bar chart for the second to demonstrate FCF health.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction2 hits
09
The slide uses stacked bar charts to illustrate business mix transformation.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction2 hits
29
Includes a dual-axis chart showing TAM in $bn and Y/Y growth percentage, alongside a pie chart of market mix.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Before After2 hits
32
The slide uses a combination of stacked area charts, donut charts, and a process flow to illustrate the investment thesis.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)2 hits
39
Includes external analyst commentary on Broadcom and Qualcomm to support the thesis that R&D investment drives value.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)2 hits
40
Uses historical data to argue for the benefits of corporate spin-offs.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)2 hits
49
The slide uses a dual-chart layout to establish market growth and competitive positioning.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)2 hits
52
The slide uses a stacked area chart for revenue mix and a line chart with vertical cycle markers for operating margins.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)2 hits
53
Includes historical/forecast chart and comparative table of subscriber counts and financial metrics.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)2 hits
54
The slide uses a stacked bar chart to show historical and estimated trends in sales mix, and a grouped bar chart to compare profit margins across first-party and third-party games.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)2 hits
57
The slide uses historical data to establish a pattern of console life cycles to support a bearish outlook on near-term unit sales.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)2 hits
60
The slide uses two bar charts to contrast loyalty (repurchase intent) and churn (switching intent).Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)2 hits
70
Includes historical CAGR data and key M&A milestones.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)2 hits
72
Uses a combination of a stacked bar chart for subscriber growth and a stacked area chart for industry revenue to illustrate the thesis.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)2 hits
73
Slide uses a stacked bar chart for demographics and a scatter plot for market penetration.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)2 hits
74
Includes revenue from recorded music, publishing, and merchandising/other. Sony Music excludes 'Visual Media & Platform'.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)2 hits
79
Includes historical CAGR data and organizational structure diagram.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)2 hits
81
The slide uses a dashed box to highlight Sony Pictures in both charts. Netflix data is noted as total company, not just studio.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
83
The slide uses two line charts to illustrate the decline in film output per studio and in aggregate.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)2 hits
89
Includes two tables of financial/market data and three pie charts illustrating market share shifts.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)2 hits
100
Sony Corporation (6758.T)Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)2 hits
101
The slide highlights an opportunity for asset portfolio optimization and explains a 2016 MCEV restatement.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)2 hits
102
Includes historical CAGR charts and consensus financial forecasts.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)2 hits
10
The slide uses a horizontal bar chart for company exposure and a stacked bar chart for market growth projections.Danone (BN.PA) · Trian Partners
Conference presentation Activist investor Beat · Market Size2 hits