slides · global inventory
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Matching slides 118,471
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Pages 3,950
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16,591-16,620 of 118,471
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Uses authority-citation to validate the activist's thesis regarding board incompetence.Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor Beat · The Struggle3 hits
07
Uses a three-column layout to contrast the problem (underperformance), the cause (board), and the solution (nominees).The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Problem Identification3 hits
55
Uses a two-column comparison layout to juxtapose 'Situation' vs 'Reaction'.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · Cost Of Inaction3 hits
70
The slide uses a three-row layout to contrast specific criticisms with supporting evidence/quotes.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution3 hits
73
Uses a 'villain' framing to attack the credibility of a specific board member and the committee composition.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution3 hits
77
The slide uses a three-column layout to detail specific tactical maneuvers by the board.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution3 hits
81
Includes a footnote regarding his tenure at P&G.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution3 hits
110
Part of the Trian Partners 'Restore the Magic' activist deck.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution3 hits
01
This is the first page of a shareholder letter from Third Point to The Walt Disney Company.The Walt Disney Company (DIS) · Daniel S. Loeb
Shareholder letter Activist investor Beat · Situation & Context3 hits
02
This is page 2 of a shareholder letter, continuing a list of demands.The Walt Disney Company (DIS) · Daniel S. Loeb
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction3 hits
03
This is a page from a shareholder letter (likely an activist investor letter to Disney).The Walt Disney Company (DIS) · Daniel S. Loeb
Shareholder letter Activist investor Beat · Solution & ApproachLoop · Cost Of Inaction3 hits
04
This is the final page of a letter, containing the sign-off and a carbon copy notation.The Walt Disney Company (DIS) · Daniel S. Loeb
Shareholder letter Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction3 hits
02
The text argues for a capital allocation shift from dividends to content investment, using Netflix as a benchmark for valuation and operational metrics.The Walt Disney Company (DIS) · Daniel S. Loeb
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction3 hits
03
The text uses a 'precedent' argument to justify short-term earnings pressure for long-term value creation.The Walt Disney Company (DIS) · Daniel S. Loeb
Shareholder letter Activist investor Beat · Solution & ApproachLoop · Cost Of Inaction3 hits
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)3 hits
01
This is the opening page of a shareholder letter from Third Point regarding their activist position in Nestlé.Nestlé S.A. (NESN) · Third Point
Shareholder letter Activist investor Beat · Setup3 hits
03
This is a page from a shareholder letter (likely Third Point's letter to Nestlé).Nestlé S.A. (NESN) · Third Point
Shareholder letter Activist investor Beat · EvidenceLoop · Benchmark Gap3 hits
04
Page 4 of a shareholder letter; contains specific critique of Nestlé's margin performance relative to peers.Nestlé S.A. (NESN) · Third Point
Shareholder letter Activist investor Beat · EvidenceLoop · Benchmark Gap3 hits
06
This is a page from an activist investor letter (likely Third Point) outlining specific capital allocation and portfolio demands.Nestlé S.A. (NESN) · Third Point
Shareholder letter Activist investor Beat · Development3 hits
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 · Resolution3 hits
04
This is a standard press release footer containing company description, media/investor contacts, and extensive footnotes regarding methodology and performance attribution.The Walt Disney Company (DIS) · Trian Partners
Press release Activist investor 3 hits
03
PepsiCo (PEP)PepsiCo (PEP) · Trian Partners
Activist deck Activist investor 3 hits
12
This is a text-heavy research note page from an activist investor (Trian) presentation.PepsiCo (PEP) · Nelson Peltz
Research note Activist investor Beat · Problem (Identify pain)Loop · Logic Chain3 hits
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 Chain3 hits
03
Page number 2 indicated at bottom right.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor 3 hits
03
Page number -2- at bottom right.PPG Industries, Inc. (PPG) · Trian Partners
Activist deck Activist investor 3 hits
24
The slide uses a list of benefits to justify the 'separation' strategy, preempting the common counter-argument regarding cost duplication.PPG Industries, Inc. (PPG) · Trian Partners
Activist deck Activist investor Beat · Solution & Approach3 hits
16
The slide uses a 'before-after' style comparison of financial metrics to critique management's inability to rationalize costs.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor 3 hits
31
Uses a precedent-based argument (Heinz) to justify a specific demand for State Street.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor 3 hits
13
This is a classic activist investor slide (Third Point) framing the problem as 'failed management' and the solution as 'new leaders'.Yahoo! Inc. (YHOO) · Third Point
Conference presentation Activist investor Beat · Solution (Provide relief)3 hits