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Matching slides 303,834
Current window 26,671-26,700
Pages 10,128
Rows per page 30
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26,671-26,700 of 303,834

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06
The slide uses a bulleted list to outline the activist thesis, citing specific performance metrics and the proposed solution of an Independent Slate.Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor 2 hits
10
The slide uses red bars to highlight Campbell's negative performance in the 3YR and 1YR charts.Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor 2 hits
12
Uses a classic activist 'failure' narrative structure to build a case for board change.Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction2 hits
15
Uses a quote from Piper Jaffray to reinforce the critique of management execution.Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction2 hits
01
Slide 1
Includes Third Point logo at top and Nestlé logo at bottom.Nestlé S.A. (NESN) · Third Point
Activist deck Activist investor 2 hits
10
The chart highlights a widening performance gap over longer time horizons, culminating in a 119% underperformance over 10 years.Nestlé S.A. (NESN) · Third Point
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction2 hits
23
The slide uses a 'before-after' or 'swap' logic to illustrate portfolio restructuring.Nestlé S.A. (NESN) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Mece Breakdown2 hits
07
Uses a structured list format to categorize misrepresentations into False statements, Disingenuous criticism, and Misleading quotations.Sotheby's (BID) · Daniel S. Loeb
Activist deck Activist investor 2 hits
08
Sotheby's (BID)Sotheby's (BID) · Daniel S. Loeb
Activist deck Activist investor 2 hits
09
Includes a comparison of 'Value of Property Sold' vs 'Revenue Mix' and a breakdown of sales by category.Sotheby's (BID) · Daniel S. Loeb
Activist deck Activist investor 2 hits
10
The slide uses a Bloomberg terminal screenshot to provide objective, third-party data to undermine the board's narrative.Sotheby's (BID) · Daniel S. Loeb
Activist deck Activist investor 2 hits
11
The slide highlights the growth of the target market for Sotheby's, framing it as a structural tailwind.Sotheby's (BID) · Daniel S. Loeb
Activist deck Activist investor 2 hits
12
The slide uses a contrast-pairs approach to frame the problem of market stagnation in art relative to broader luxury goods.Sotheby's (BID) · Daniel S. Loeb
Activist deck Activist investor 2 hits
13
Uses a dual-axis chart and a stacked bar chart to illustrate the divergence between total sales and core art sales.Sotheby's (BID) · Daniel S. Loeb
Activist deck Activist investor 2 hits
14
Uses red circles and arrows to highlight the delta between 2007 and 2013 for both revenue and expenses.Sotheby's (BID) · Daniel S. Loeb
Activist deck Activist investor 2 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)2 hits
17
The slide uses red dashed boxes to highlight specific rows for replacement by the shareholder slate.Sotheby's (BID) · Daniel S. Loeb
Activist deck Activist investor Beat · Agitate (Make it worse)2 hits
18
Uses ISS QuickScore 2.0 as an external authority to critique board independence.Sotheby's (BID) · Daniel S. Loeb
Activist deck Activist investor Beat · Agitate (Make it worse)2 hits
19
Includes a visual metaphor of pills to represent the 'poison pill' defense.Sotheby's (BID) · Daniel S. Loeb
Activist deck Activist investor Beat · Agitate (Make it worse)2 hits
20
Uses a 'before-after' style logic to show the gap between potential and actual margins.Sotheby's (BID) · Daniel S. Loeb
Activist deck Activist investor Beat · Agitate (Make it worse)2 hits
21
Uses a dual-axis chart to show diverging trends between compensation and EPS.Sotheby's (BID) · Daniel S. Loeb
Activist deck Activist investor Beat · Agitate (Make it worse)2 hits
22
The slide uses a bar chart to visualize the disparity between total expenses and the small amount of savings identified.Sotheby's (BID) · Daniel S. Loeb
Activist deck Activist investor Beat · Agitate (Make it worse)2 hits
23
Sotheby's (BID)Sotheby's (BID) · Daniel S. Loeb
Activist deck Activist investor Beat · Solution (Provide relief)2 hits
24
This is an activist investor slide from Third Point LLC, proposing strategic shifts to the company.Sotheby's (BID) · Daniel S. Loeb
Activist deck Activist investor Beat · Solution (Provide relief)2 hits
25
The slide uses a 'before-after' logic to highlight the delta between actual performance and potential performance.Sotheby's (BID) · Daniel S. Loeb
Activist deck Activist investor Beat · Solution (Provide relief)2 hits
26
Sotheby's (BID)Sotheby's (BID) · Daniel S. Loeb
Activist deck Activist investor Beat · Solution (Provide relief)2 hits
27
Sotheby's (BID)Sotheby's (BID) · Daniel S. Loeb
Activist deck Activist investor 2 hits
28
Sotheby's (BID)Sotheby's (BID) · Daniel S. Loeb
Activist deck Activist investor 2 hits
29
Sotheby's (BID)Sotheby's (BID) · Daniel S. Loeb
Activist deck Activist investor 2 hits
30
Sotheby's (BID)Sotheby's (BID) · Daniel S. Loeb
Activist deck Activist investor 2 hits