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Matching slides 41,127
Current window 17,101-17,130
Pages 1,371
Rows per page 30
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17,101-17,130 of 41,127

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Campbell Soup Company (CPB)Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor Beat · The Ordinary World1 hit
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Campbell Soup Company (CPB)Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor Beat · The Ordinary World1 hit
31
Uses a red callout box to emphasize the fiduciary duty failure.Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor Beat · The Struggle1 hit
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The slide uses a quote from a 10-K to point out a potential conflict or unusual practice in credit rating methodology.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
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The chart highlights a widening performance gap over longer time horizons, culminating in a 119% underperformance over 10 years.Nestlé S.A. (NESN) · Third Point
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
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The slide uses a combination of a data table for margins and a grouped bar chart for organic sales growth to frame Nestlé as underperforming relative to its peer.Nestlé S.A. (NESN) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
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Uses a quote from the Swiss Code of Best Practice to establish a baseline expectation for board composition.Nestlé S.A. (NESN) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
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The ice cream cone image serves as a visual metaphor for the 'other' categories (likely referring to Nestlé's ice cream business).Nestlé S.A. (NESN) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
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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)1 hit
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)1 hit
34
Nestlé S.A. (NESN)Nestlé S.A. (NESN) · Third Point
Activist deck Activist investor 1 hit
02
The slide uses a Peloton UI overlay to frame the legal disclaimer as a 'fitness waiver'.Peloton Interactive (PTON) · David Einhorn
Conference presentation Activist investor Beat · Humble Origins1 hit
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The slide outlines the investment thesis for Sony, highlighting segment profitability, valuation gap, and capital deployment potential.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor 1 hit
10
The slide argues that the market is mispricing Sony given its shift toward higher-multiple businesses.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
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Includes specific references to Sony 2019 IR Day slides 145, 150, and 153.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
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Uses Tencent as a high-multiple peer benchmark to highlight Sony's undervaluation.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
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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)1 hit
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The slide uses a waterfall bridge to demonstrate capital availability from cash, FCF, asset sales, and leverage.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
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Includes key assumptions regarding asset monetization and tax rates.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
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)1 hit
04
Sotheby's (BID)Sotheby's (BID) · Daniel S. Loeb
Activist deck Activist investor 1 hit
09
Includes a comparison of 'Value of Property Sold' vs 'Revenue Mix' and a breakdown of sales by category.Sotheby's (BID) · Daniel S. Loeb
Activist deck Activist investor 1 hit
11
The slide highlights the growth of the target market for Sotheby's, framing it as a structural tailwind.Sotheby's (BID) · Daniel S. Loeb
Activist deck Activist investor 1 hit
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The slide uses red dashed boxes to highlight specific rows for replacement by the shareholder slate.Sotheby's (BID) · Daniel S. Loeb
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
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The slide uses a 'before-after' logic to highlight the delta between actual performance and potential performance.Sotheby's (BID) · Daniel S. Loeb
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
01
Slide 1
Danone (BN.PA)Danone (BN.PA) · Trian Partners
Conference presentation Activist investor 1 hit
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Note at the bottom indicates this is part of a multi-page disclosure.Danone (BN.PA) · Trian Partners
Conference presentation Activist investor 1 hit
02
Vitesco Technologies (VTSC)Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor 1 hit
01
Slide 1
Yahoo! Inc. (YHOO)Yahoo! Inc. (YHOO) · Third Point
Conference presentation Activist investor 1 hit
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Yahoo! Inc. (YHOO)Yahoo! Inc. (YHOO) · Third Point
Conference presentation Activist investor 1 hit