Matching slides 60,568
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21,211-21,240 of 60,568

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The slide uses a pro forma adjustment to justify a specific margin target, typical of activist investor presentations.General Electric (GE) · Trian Partners
Activist deck Activist investor Beat · Solution1 hit
62
The slide uses a hypothetical scenario to demonstrate the benefit of capital structure optimization.General Electric (GE) · Trian Partners
Activist deck Activist investor Loop · Quick Win Big Bet1 hit
63
Includes detailed footnotes regarding pension adjustments and interest rate assumptions.General Electric (GE) · Trian Partners
Activist deck Activist investor Loop · Quick Win Big Bet1 hit
65
The slide uses a precedent table to establish a pattern of overpayment or inconsistent performance in M&A.General Electric (GE) · Trian Partners
Activist deck Activist investor Loop · Quick Win Big Bet1 hit
73
The slide uses a combination of a peer comparison table and a time-series chart to justify a valuation premium.General Electric (GE) · Trian Partners
Activist deck Activist investor 1 hit
75
The slide uses a 'Greater Scale + Better Mix = Worse Valuation?' logic to argue for undervaluation.General Electric (GE) · Trian Partners
Activist deck Activist investor 1 hit
76
Includes a specific callout box for 'Time (years) 2.25' which acts as a variable for the IRR calculation.General Electric (GE) · Trian Partners
Activist deck Activist investor 1 hit
78
The table shows the calculation of Operating EPS by adjusting reported EPS for non-operating pension costs, net of tax.General Electric (GE) · Trian Partners
Activist deck Activist investor 1 hit
79
The table includes pro forma adjustments to remove NBCU and isolate core industrial equipment financials.General Electric (GE) · Trian Partners
Activist deck Activist investor 1 hit
80
Includes adjustments for NBCU, corporate items, pension, restructuring, and insurance activities.General Electric (GE) · Trian Partners
Activist deck Activist investor 1 hit
10
Uses a table to highlight the gap between director tenure and TSR performance.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor Beat · Expose Contradiction1 hit
16
Uses a 'P&G Spin' vs 'Reality' structure to frame the argument.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor 1 hit
17
The slide uses a 'before and after' framing to demonstrate that initial resistance from management turns into positive collaboration.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor 1 hit
23
Includes a table of average volume growth during the CEO's tenure and a callout quantifying the performance gap.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor Loop · Pattern Hunter1 hit
24
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
25
Includes a specific callout for Core EPS (as Reported) as the most comparable metric.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor Loop · Pattern Hunter1 hit
37
Uses a comparison table structure to highlight contradictions in corporate messaging.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor 1 hit
39
Uses a 'before-after' framing to demonstrate lack of progress or repetitive management cycles.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor 1 hit
46
The slide uses a contrast-pair framework to argue for organizational restructuring.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor 1 hit
50
The slide uses a comparison table to highlight the composition of two different productivity programs to support the claim of unrealistic targets.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor 1 hit
55
The slide uses a before-after framing to demonstrate that cost-cutting does not necessarily hinder growth.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor 1 hit
57
Includes a preemptive rebuttal box clarifying that Trian is not advocating for R&D cuts.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor 1 hit
62
The Procter & Gamble Company (PG)The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor 1 hit
64
The slide highlights P&G's low M&A activity compared to competitors like Reckitt Benckiser and Henkel.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor 1 hit
65
The slide uses a bracketed categorization (Gave Up / Struggling) to frame the M&A history as a failure of core capability.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor 1 hit
68
Uses a side-by-side comparison of P&G management quotes against activist 'Areas of Concern' boxes.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor 1 hit
76
The slide is used to argue that P&G's leadership is insular by showing that almost all top executives have spent their entire careers at the company.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor 1 hit
77
Uses a comparison table to link external CEO experience to superior 10-year TSR performance.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor 1 hit
80
The slide uses a checkmark matrix to highlight the nominee's qualifications relative to existing board members.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor 1 hit
81
The Procter & Gamble Company (PG)The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor 1 hit