slides · global inventory
List
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 110,471
Current window 19,621-19,650
Pages 3,683
Rows per page 30
Component
19,621-19,650 of 110,471
37
The slide uses a contrast-based framing to position the Independent Slate against the incumbent board.Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor Beat · The Victory3 hits
17
Nestlé S.A. (NESN)Nestlé S.A. (NESN) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)3 hits
21
Uses a 'superhero' metaphor illustration to emphasize the 'bold' recommendation.Nestlé S.A. (NESN) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)3 hits
04
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 3 hits
41
Includes detailed legal/tax criteria for a corporate split in Japan.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)3 hits
43
This slide presents the core investment thesis for the 'New Sony' entity.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)3 hits
76
Includes a direct quote from Spotify CFO Barry McCarthy to support the argument regarding platform-label negotiations.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)3 hits
05
Sotheby's (BID)Sotheby's (BID) · Daniel S. Loeb
Activist deck Activist investor 3 hits
16
Uses a structured list format to categorize activist grievances.Sotheby's (BID) · Daniel S. Loeb
Activist deck Activist investor Beat · Problem (Identify pain)3 hits
04
The slide uses a three-column structure to build a logical argument for investment.Danone (BN.PA) · Trian Partners
Conference presentation Activist investor 3 hits
09
The chart uses color coding to distinguish Danone's categories from others.Danone (BN.PA) · Trian Partners
Conference presentation Activist investor Beat · Solution3 hits
22
Includes a waterfall-style bridge for enterprise value and a bar chart for sales volume trends.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · Solution3 hits
31
E.I. du Pont de Nemours and Company (DuPont) (DD)E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Loop · Cost Of Inaction3 hits
93
The slide uses a comparison-style layout to list provisions and their negative effects.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · Impact & Next Steps3 hits
06
Lazard Ltd (LAZ)Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor 3 hits
35
The slide uses a structured list format to present historical performance and future targets for three strategic pillars.Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor 3 hits
06
PepsiCo (PEP)PepsiCo (PEP) · Trian Partners
Activist deck Activist investor 3 hits
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 Inaction3 hits
14
Uses a causal equation structure (Snacks + Beverage = Structural Challenges).PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction3 hits
16
Uses two line charts to show correlation between beverage volume decline and Frito-Lay volume deceleration.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction3 hits
20
This slide frames the company's strategic initiative as a failure, using the 'distraction' narrative to justify activist intervention.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction3 hits
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 Worlds3 hits
38
This is a classic activist investor 'breakup' thesis slide.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds3 hits
48
This slide details the 'Alternative A' scenario, likely part of an activist investor's proposal for corporate restructuring.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds3 hits
06
This is a text-heavy research note page, likely part of an activist investor letter (Trian Partners).PepsiCo (PEP) · Nelson Peltz
Research note 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
22
Uses a three-part structure to frame management's strategic failures.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor Beat · Need3 hits
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 · Solution3 hits
29
Uses a peer comparison table to argue for operational improvements.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