slides · global inventory
Title
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 303,834
Current window 26,761-26,790
Pages 10,128
Rows per page 30
Component
26,761-26,790 of 303,834
03
Includes footer with source notes for performance metrics and quotes.The Walt Disney Company (DIS) · Nelson Peltz
Press release Activist investor 2 hits
01
Includes standard activist disclaimer and proxy voting instruction.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor 2 hits
15
Uses a grid of 'X' icons to visually signal negative performance indicators.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · AgitationLoop · Logic Chain2 hits
17
The slide uses a 'report card' metaphor to systematically critique board performance.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · AgitationLoop · Logic Chain2 hits
31
Uses a stacked bar chart within a table to visualize revenue mix.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · Iceberg2 hits
40
Uses a grid of logos and movie posters to illustrate poor performance across the entire Disney portfolio.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · Iceberg2 hits
43
Uses a 'broken flywheel' narrative to contrast investment vs. return.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution2 hits
44
Includes a screenshot of past positive press to highlight the decline.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution2 hits
50
Uses a three-column structure to frame the critique: Objectivity, Focus, and Chairman capacity.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · Cost Of Inaction2 hits
02
Includes standard forward-looking statement disclaimer and company boilerplate.Legg Mason (LM) · Legg Mason
Press release Activist investor Beat · Interest2 hits
03
The slide uses a contrast-pairs framework to dispel potential misconceptions about the activist investor's intentions.The Walt Disney Company (DIS) · Trian Partners
Press release Activist investor Beat · Solution (Provide relief)Loop · Golden Circle2 hits
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 2 hits
07
The chart uses a red dashed line to visually anchor the current price level against historical performance.The Walt Disney Company (DIS) · Trian Partners
Press release Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction2 hits
09
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 Inaction2 hits
05
The chart uses a red dashed line to visually anchor the current price level against historical performance.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Problem2 hits
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 · Agitate2 hits
07
The slide uses a bar chart to visually demonstrate that Ferguson is trading at a lower multiple than its peers, specifically highlighting the higher multiples of 'Specialty RMI Distributors'.Ferguson plc (FERG) · Brian Baldwin
Conference presentation Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction2 hits
08
The slide uses a stacked bar chart to show the transformation of the business portfolio over time.Ferguson plc (FERG) · Brian Baldwin
Conference presentation Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction2 hits
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The chart highlights Ferguson's performance relative to competitors in Specialty, Broadline Industrial MRO, and Home Improvement Retail sectors.Ferguson plc (FERG) · Brian Baldwin
Conference presentation Activist investor Loop · Cost Of Inaction2 hits
18
The chart uses a waterfall-style layout to show positive vs negative margin changes, with company logos as x-axis labels.Ferguson plc (FERG) · Brian Baldwin
Conference presentation Activist investor Loop · Cost Of Inaction2 hits
22
The slide uses a bubble chart representation to visually compare market caps.Ferguson plc (FERG) · Brian Baldwin
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction2 hits
41
The slide uses a butterfly chart layout to correlate market share decline with revenue scale.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor 2 hits
53
Uses a binary choice framework to force accountability for either operational inefficiency or market share loss.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor 2 hits
92
Includes a direct testimonial from Mike Weinstein.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor 2 hits
93
The slide uses a consistent structure for each case study: investment period, operating results, and learnings relevant to P&G.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor 2 hits
21
The chart highlights PPG's performance relative to a peer median of 187%.PPG Industries, Inc. (PPG) · Trian Partners
Activist deck Activist investor Beat · Solution & ApproachLoop · Before After2 hits
28
The slide uses a rhetorical question as an action title to frame the lack of disclosure as a potential governance or operational failure.PPG Industries, Inc. (PPG) · Trian Partners
Activist deck Activist investor Beat · Solution & Approach2 hits
30
The slide uses a red dashed box to highlight the 'Base Case' estimate for PPG, contrasting it with the WACC and the competitor benchmark.PPG Industries, Inc. (PPG) · Trian Partners
Activist deck Activist investor Beat · Solution & Approach2 hits
39
Uses red X icons to visually emphasize missed targets.PPG Industries, Inc. (PPG) · Trian Partners
Activist deck Activist investor Beat · Impact & Next StepsLoop · Quick Win Big Bet2 hits
42
The slide uses a series of bar charts to demonstrate consistent outperformance of spin-offs over the S&P 500.PPG Industries, Inc. (PPG) · Trian Partners
Activist deck Activist investor Beat · Impact & Next StepsLoop · Quick Win Big Bet2 hits