Matching slides 41,127
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17,251-17,280 of 41,127

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Slide 1
Includes standard activist disclaimer and proxy voting instruction.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor 1 hit
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The Walt Disney Company (DIS)The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor 1 hit
02
Includes standard forward-looking statement disclaimer and company boilerplate.Legg Mason (LM) · Legg Mason
Press release Activist investor Beat · Interest1 hit
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 1 hit
05
The slide contains a methodology description for TSR calculations followed by standard legal boilerplate for a press release.The Walt Disney Company (DIS) · Trian Partners
Press release Activist investor 1 hit
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The Walt Disney Company (DIS)The Walt Disney Company (DIS) · Trian Partners
Press release Activist investor 1 hit
08
The slide uses delta annotations to quantify the performance gap between Disney and its benchmarks.The Walt Disney Company (DIS) · Trian Partners
Press release Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
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The slide uses a strong negative framing ('Disappointing') to interpret the financial data.The Walt Disney Company (DIS) · Trian Partners
Press release Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
04
This slide serves as the 'thesis' or 'opening hook' for the activist campaign, establishing the 'company in crisis' narrative.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor 1 hit
06
The slide uses a logo grid to establish credibility through past and present investments.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor 1 hit
10
Includes a quote from former CEO David Taylor validating the significance of the change.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor 1 hit
14
The slide uses a 'before-after' comparison to frame the company's performance as a failure, specifically highlighting the impact of the 21st Century Fox deal.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Agitate1 hit
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This is a classic activist investor 'case for change' slide, grouping grievances into three thematic buckets.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Agitate1 hit
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Uses a bar-grouped chart to compare specific financial line items between Disney (FY 2022) and Netflix (LTM Sept-22).The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
01
Slide 1
Ferguson plc (FERG)Ferguson plc (FERG) · Brian Baldwin
Conference presentation Activist investor 1 hit
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Ferguson plc (FERG)Ferguson plc (FERG) · Brian Baldwin
Conference presentation Activist investor 1 hit
04
The slide provides a snapshot of Ferguson's business profile, valuation, and strategic changes as of late 2019.Ferguson plc (FERG) · Brian Baldwin
Conference presentation Activist investor 1 hit
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The chart highlights Ferguson in red to contrast its performance against peers, suggesting an opportunity for improvement.Ferguson plc (FERG) · Brian Baldwin
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
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The table uses red shading to indicate negative values (market share loss).The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor Loop · Pattern Hunter1 hit
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Uses a combination of bar charts and a callout box to quantify the 'implied operating profit opportunity'.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor 1 hit
69
The slide uses a bar chart to highlight the digital presence gap between P&G and its competitors.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor 1 hit
90
Includes a legend for the blue triangle icon indicating board representation.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor 1 hit
01
Slide 1
PPG Industries, Inc. (PPG)PPG Industries, Inc. (PPG) · Trian Partners
Activist deck Activist investor 1 hit
04
PPG Industries, Inc. (PPG)PPG Industries, Inc. (PPG) · Trian Partners
Activist deck Activist investor Beat · Situation & Context1 hit
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The slide uses a CEO quote to highlight the gap between management's stated goals and actual performance.PPG Industries, Inc. (PPG) · Trian Partners
Activist deck Activist investor Beat · Problem & ComplicationLoop · Aha Moment1 hit
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The slide uses a 'ripped paper' visual effect for the quote box.PPG Industries, Inc. (PPG) · Trian Partners
Activist deck Activist investor Beat · Problem & ComplicationLoop · Aha Moment1 hit
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PPG Industries, Inc. (PPG)PPG Industries, Inc. (PPG) · Trian Partners
Activist deck Activist investor Beat · Solution & Approach1 hit
19
The chart uses a trend line to indicate the ~10% CAGR during the tenure period.PPG Industries, Inc. (PPG) · Trian Partners
Activist deck Activist investor Beat · Solution & ApproachLoop · Before After1 hit
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The slide uses a comparison framework to justify a corporate spin-off.PPG Industries, Inc. (PPG) · Trian Partners
Activist deck Activist investor Beat · Solution & Approach1 hit
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This slide uses a 'before-after' narrative structure to credit activist intervention for operational improvements.PPG Industries, Inc. (PPG) · Trian Partners
Activist deck Activist investor Beat · Impact & Next StepsLoop · Quick Win Big Bet1 hit