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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 60,568
Current window 21,121-21,150
Pages 2,019
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21,121-21,150 of 60,568
04
This is an introductory slide for an activist investor deck, establishing the relationship between the investor (Trian) and the target (Lazard).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
19
Lazard Ltd (LAZ)Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor 1 hit
20
The slide uses a table to frame Lazard as an under-indexed player in the global advisory market.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
27
Lazard Ltd (LAZ)Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
30
The slide uses peer benchmarks (Greenhill, Evercore) to justify a target margin expansion for Lazard.Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
36
Includes a callout highlighting the 120% upside potential based on the Mid-case scenario.Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor 1 hit
37
Includes detailed breakdown of corporate expenses and non-recurring items.Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor 1 hit
38
The slide provides a detailed breakdown of adjustments to revenue, expenses, EBIT, net income, and EPS.Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor 1 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
18
Uses a combination of bar charts, tables, and line charts to demonstrate capital inefficiency.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
19
The slide uses a table to contrast acquisition metrics with activist investor Trian's negative assessment of the deals.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
28
The slide uses a line chart to show valuation trends and a table to summarize average multiples over three distinct time periods.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
32
Uses a comparative table to illustrate the success of a past corporate spin-off as a precedent for the current activist proposal.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit
36
The slide uses a visual hierarchy to highlight 'Alternative A' as the preferred option via a callout bubble.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit
39
The table lists 15 historical M&A deals in the consumer staples sector to justify the 8.3% synergy assumption.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit
41
Includes a specific valuation proposal for a hypothetical PEP/MDLZ merger.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit
44
The table uses 'X' to denote overlap, with shaded rows indicating current Mondelez shareholders.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit
45
Includes a specific call-out regarding Mondelez's historical precedent with Cadbury.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit
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 Worlds1 hit
52
Includes disclaimer regarding pro forma projections and GAAP compliance.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit
53
Uses a contrast-pairs framework to systematically dismantle management's stated objections.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit
29
Uses a peer comparison table to argue for operational improvements.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor 1 hit
37
Includes a valuation bridge calculation for implied share value.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor Loop · Mece Breakdown1 hit
38
Includes synergy adjustments and pro-forma calculations for 2006.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor 1 hit
39
Includes a check row to verify the bridge calculations against reported 10-K figures.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor 1 hit
40
The table demonstrates the calculation of adjusted EPS common and compares it to the reported Operating EPS from 8-K filings, showing a zero variance.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor 1 hit
41
Page number 40 at the bottom.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor 1 hit