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 26,821-26,850
Pages 10,128
Rows per page 30
Component
26,821-26,850 of 303,834
20
The slide uses a comparison frame to highlight underperformance in specific business units.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · ComplicationLoop · Iceberg2 hits
07
The slide uses red dashed boxes to highlight specific rows related to Kohl's transactions.Dillard's, Inc. (DDS) · Marcato
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Tale Two Worlds2 hits
11
Includes a secondary table showing implied Cap Rate, P/AFFO, and Dividend Yield based on PropCo multiples.Dillard's, Inc. (DDS) · Marcato
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Tale Two Worlds2 hits
02
The slide uses a two-column layout to map specific pages of the P&G presentation to the identified errors.The Procter & Gamble Company (PG) · Trian Partners
Shareholder letter Activist investor Beat · Appendix DisclosureLoop · Aha Moment2 hits
06
The slide is split into two distinct sections: a rebuttal of P&G's 'short-term' claim (Page 79) and a performance case study of Mondelēz (Pages 80-83).The Procter & Gamble Company (PG) · Trian Partners
Shareholder letter Activist investor Beat · Preempt RebuttalLoop · Zoom In2 hits
07
The slide uses a red-bordered callout box to highlight a specific quote and its subsequent clarification.The Procter & Gamble Company (PG) · Trian Partners
Shareholder letter Activist investor Beat · Expose ContradictionLoop · Iceberg2 hits
08
This slide is from a Trian Partners activist investor presentation targeting P&G, specifically refuting P&G's critique of Heinz's historical performance.The Procter & Gamble Company (PG) · Trian Partners
Shareholder letter Activist investor Beat · Preempt RebuttalLoop · Iceberg2 hits
02
Standard legal boilerplate and supporting citations for claims made in the deck.The Walt Disney Company (DIS) · Nelson Peltz
Shareholder letter Activist investor 2 hits
01
Includes call to action to vote using the blue proxy card.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 2 hits
15
Uses a 2-column list format with 'X' icons to emphasize negative performance indicators.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction2 hits
17
The slide uses a scorecard format to systematically critique board governance.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction2 hits
31
Uses a stacked bar chart within a table to visualize revenue mix.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction2 hits
34
The slide highlights the massive capital deployment relative to the company's market valuation.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction2 hits
40
Uses a grid of logos and movie posters to illustrate underperformance, followed by two contrasting quotes to frame the leadership issue.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction2 hits
52
The slide uses a 'report card' metaphor to systematically critique board performance.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction2 hits
57
The slide uses a comparison table to systematically dismantle Disney's stated goals by identifying missing details and providing a counter-argument.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction2 hits
69
The slide uses a visual gap analysis to show that compensation targets are set below the cost of capital.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction2 hits
71
Includes a 'FAIL' stamp on the 2018 data point.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction2 hits
78
Uses a list of negative points to contrast consulting vs. board seats, followed by a 'villain critique' style quote section highlighting personal relationships.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Propose Solution2 hits
114
The slide uses a table to highlight the lack of clarity and potential cannibalization risks in Disney's current and future sports product roadmap.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 2 hits
129
This is a standard proxy solicitation closing slide.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 2 hits
131
The slide uses a red dashed box to highlight the negative percentage changes, emphasizing the poor financial trajectory.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 2 hits
01
This is a classic activist investor 'proxy fight' opening letter.The Walt Disney Company (DIS) · Trian
Shareholder letter Activist investor Beat · Problem (Identify pain)2 hits
02
The slide uses external media quotes to build credibility and preemptively address the 'disruptive' narrative.The Walt Disney Company (DIS) · Trian
Shareholder letter Activist investor Beat · Agitate (Make it worse)2 hits
04
Standard legal boilerplate and source citations for a shareholder activist presentation.The Walt Disney Company (DIS) · Trian
Shareholder letter Activist investor 2 hits
02
The Walt Disney Company (DIS)The Walt Disney Company (DIS) · Trian Partners
Shareholder letter Activist investor Beat · Desire2 hits
01
This is a press release style summary slide.Solventum Corporation (SOLV) · Trian Fund Management
Activist deck Activist investor 2 hits
06
The slide argues that management is setting low bars to ensure easy beats, contrasting this with historical 3M performance and industry-wide spin-off margin expansion data.Solventum Corporation (SOLV) · Trian Fund Management
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction2 hits
07
The slide combines a quantitative precedent table with qualitative strategic recommendations for the company.Solventum Corporation (SOLV) · Trian Fund Management
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction2 hits
23
Includes a 'Restoring Performance' WholeCo Valuation Analysis table with supporting commentary.Solventum Corporation (SOLV) · Trian Fund Management
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction2 hits