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Matching slides 41,127
Current window 17,131-17,160
Pages 1,371
Rows per page 30
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18 30 60

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17,131-17,160 of 41,127

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01
Slide 1
Lazard Ltd (LAZ)Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor 1 hit
02
Page number -1- at the bottom.Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor 1 hit
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 1 hit
07
The slide presents a classic activist investment thesis: market cycle timing combined with valuation arbitrage.Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor 1 hit
08
The slide outlines specific financial goals (margins, cash deployment) and governance changes to justify management's strategic direction.Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor 1 hit
15
The slide uses a gap analysis between GDP contribution and AUM penetration to argue for future growth in emerging markets.Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor 1 hit
16
The slide uses a comparative framework to argue for Lazard's superior stability and scale.Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor 1 hit
26
The slide uses arrows to visually indicate the direction of change for expense ratios and EBIT.Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
39
The slide provides a granular reconciliation of GAAP compensation to 'Awarded Compensation' for two peer firms.Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor 1 hit
01
Slide 1
PepsiCo (PEP)PepsiCo (PEP) · Trian Partners
Activist deck Activist investor 1 hit
05
The slide outlines the core argument for a potential split or restructuring of PepsiCo.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor 1 hit
06
PepsiCo (PEP)PepsiCo (PEP) · Trian Partners
Activist deck Activist investor 1 hit
11
The slide uses a combination of a time-series bar chart and a peer-comparison bar chart to highlight underperformance.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
12
The slide uses a combination of a line chart to show the downward trend of EPS estimates and a bar chart to compare 2013 growth expectations against peers and internal guidance.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
14
Uses a causal equation structure (Snacks + Beverage = Structural Challenges).PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
26
The slide uses a clear problem-solution structure, identifying structural underperformance as the catalyst for the proposed separation.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit
27
The slide uses a two-column comparison structure to argue for the benefits of a spin-off.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit
29
Uses a peer benchmark table to imply that PepsiCo Snacks, if separated, would command a higher valuation multiple.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit
30
Uses historical stock performance data to validate the thesis that spin-offs create shareholder value.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit
31
The slide uses a bar chart to visualize the profit growth and tables to show revenue and margin expansion.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit
33
The slide uses a 'breakup-spinoff' framework to justify the potential value of a PepsiCo spin-off.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit
01
Slide 1
State Street Corporation (STT)State Street Corporation (STT) · Trian Partners
Activist deck Activist investor 1 hit
02
Page number -1- at bottom.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor 1 hit
06
Slide 5 of an activist deck, likely from Trian Partners.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor 1 hit
11
Uses pro forma 2006 data for comparison.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor Beat · Problem1 hit
15
Uses a 2x2 layout of bar charts to illustrate a causal chain of financial mismanagement.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor 1 hit
21
The slide uses a before-after comparison to frame the company's underperformance for shareholders.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor Loop · Cost Of Inaction1 hit
25
This is a classic activist investor slide diagnosing a problem (margin decline) and proposing a specific operational solution.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor Beat · Solution1 hit
36
State Street Corporation (STT)State Street Corporation (STT) · Trian Partners
Activist deck Activist investor Beat · Satisfaction1 hit
38
Includes synergy adjustments and pro-forma calculations for 2006.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor 1 hit