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Global slide inventory for the active corpus filters, with each row opening the slide detail view.

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Corpus coverage

319,975 slides

319,974 are described (100%), so the treemap can explain the corpus instead of just counting files.

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319,975
Described
319,974
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Showing 319,974 described slides — 100.0% of 319,975 rendered pages

+Context & problem43,76713.7% · 6,592 docs+Data & charts72,62022.7% · 8,666 docs+Meta & navigation45,93614.4% · 9,739 docs+Recommend & act67,04121.0% · 9,324 docs+Cases & evidence31,2569.8% · 6,067 docs+Frameworks2,1230.7% · 1,232 docs+Appendix35,68211.2% · 6,614 docs+Other21,5496.7% · 5,566 docs

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Slide collection

147,781-147,840 of 319,975

filter-aware
03
Third Point Management | Activist Presentation Deck | 102 slidesThird Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
04
This is a classic activist investor thesis summary slide.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
05
Uses a numbered list to structure five distinct thematic contradictions.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
06
Third Point Management | Activist Presentation Deck | 102 slidesThird Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
07
The slide uses two stacked bar charts to contrast the growth of specific segments versus consolidated performance.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
08
Includes a waterfall chart for FCF components and a grouped bar chart for EBIT/FCF outlook.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
09
The slide uses stacked bar charts to illustrate business transformation. Note the exclusion of loss-making electronics segments in the operating income chart.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Before After1 hit
10
The chart illustrates multiple compression over a 5-year period.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Before After1 hit
11
The chart highlights Sony's valuation gap relative to industry peers.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Before After1 hit
12
This is a classic 'conglomerate discount' argument used by activist investors to justify a breakup or spinoff.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Before After1 hit
13
The slide uses a comparison matrix to show the lack of operational synergy between Sony's entertainment and industrial/financial segments.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Before After1 hit
14
The table demonstrates a lack of consensus in valuation methodologies and multiples, suggesting a knowledge gap among analysts.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Before After1 hit
15
The chart illustrates the 'conglomerate discount' phenomenon, a common activist argument for divestiture or restructuring.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Before After1 hit
16
The slide outlines a strategic preference for spin-offs over other corporate restructuring methods.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Before After1 hit
17
The slide uses a clear list-based structure to present a multi-pronged activist strategy.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Before After1 hit
18
The slide uses a hierarchical diagram to illustrate the proposed spin-off and divestiture strategy.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Before After1 hit
19
Waterfall chart used to bridge individual business unit valuations to a total SOTP value.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Before After1 hit
20
Third Point Management | Activist Presentation Deck | 102 slidesThird Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
21
Third Point Management | Activist Presentation Deck | 102 slidesThird Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
22
This slide uses a 'problem-solution' structure to justify a corporate breakup.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
23
Includes logos of NEC, Sony, Hitachi, Sharp, and Toshiba.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
24
The chart highlights a long-term structural decline in a key industry.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
25
Third Point Management | Activist Presentation Deck | 102 slidesThird Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
26
Third Point Management | Activist Presentation Deck | 102 slidesThird Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
27
Includes a technical diagram of a smartphone camera module and a revenue growth chart.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
28
Uses a three-row structure to map qualitative claims to quantitative evidence.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
29
The slide uses a combination of a bar-line chart for historical/projected growth and a pie chart for market segmentation.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
30
Includes a TAM calculation table and a historical/projected bar chart of cameras per phone.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
31
Includes a TAM calculation table and a historical chart of CIS units per vehicle.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
32
The slide uses three distinct charts to illustrate the growth thesis for Sony's semiconductor business.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
33
Includes annotations linking table cells to specific 2019 IR Day slides.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
34
Market data as of 6/11/2019.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
35
Uses an arrow-based process diagram to illustrate the benefits of a spin-off.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
36
This is a classic activist investor proposal for a corporate breakup/spinoff.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
37
Third Point Management | Activist Presentation Deck | 102 slidesThird Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
38
The slide uses analyst commentary to justify why Sony should increase its capex despite investor concerns about free cash flow.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
39
Uses peer benchmarking to argue for increased R&D autonomy for Sony Semiconductors.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
40
Uses a before-and-after narrative to argue for corporate separation.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
41
Includes footnotes referencing Nikkei Asian Review and definitions of corporate split schemes.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor 1 hit
42
Third Point Management | Activist Presentation Deck | 102 slidesThird Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor 1 hit
43
This slide presents the core investment thesis for the activist campaign.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor 1 hit
44
The slide uses three pie charts to show the shift in revenue, EBIT, and FCF composition, alongside a stacked bar chart for EBIT growth projections.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor 1 hit
45
This slide serves as a landscape overview of Sony's media ecosystem.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor 1 hit
46
The slide uses a peer comparison to justify a valuation re-rating for Sony by highlighting its growth and market position relative to Tencent.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor 1 hit
47
Data as of 6/11/2019. Multiples are fully burdened for share-based compensation.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor 1 hit
48
Includes historical and estimated data for revenue and operating profit, plus a competitive comparison of console installed base.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor 1 hit
49
The slide uses a combination of a stacked bar chart for market growth and a bar chart for competitive ranking.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor 1 hit
50
Uses a before-after framework to illustrate a market shift.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor 1 hit
51
The chart shows a clear shift in revenue composition over time, specifically highlighting the growth of the green 'PS Plus' segment in later years.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor 1 hit
52
The slide uses a before-after framing to justify a valuation re-rating based on business model transformation.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor 1 hit
53
Includes historical/forecast chart of PS Plus vs PS4 installed base and a bar chart of subscriber counts.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor 1 hit
54
Includes two charts: a stacked bar chart showing the shift in sales mix over time and a grouped bar chart comparing profit per unit for first-party vs third-party games.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor 1 hit
55
Includes a table of Sony studios, a benchmarking table against the 'Big 4' publishers, and a list of top 15 PS4 games.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor 1 hit
56
The slide uses a 'bear case' framing to address potential investor skepticism.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor 1 hit
57
The slide uses historical data to argue that console sales follow a predictable cycle, implying a decline in the current cycle.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor 1 hit
58
Uses a timeline diagram to illustrate the shift in industry business models.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor 1 hit
59
Includes a waterfall chart illustrating the profit bridge from FY18 to FY19.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor 1 hit
60
Data sourced from a Third Point commissioned survey, March 2019.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor 1 hit
61
The slide uses a structured list format to present four distinct arguments against the viability of pure cloud gaming.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor 1 hit
62
The slide uses a simple logo-grid layout to frame the competitive landscape.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor 1 hit