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319,975 slides

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319,974
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01
Slide 1
The slide features a geometric pattern of squares in blue and green tones, characteristic of The Carlyle Group's branding.Carlyle | Investor Conference Presentation Deck | 27 slides · Carlyle
Conference presentation Investor relations 1 hit
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Carlyle | Investor Conference Presentation Deck | 27 slidesCarlyle | Investor Conference Presentation Deck | 27 slides · Carlyle
Conference presentation Investor relations 1 hit
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Carlyle | Investor Conference Presentation Deck | 27 slidesCarlyle | Investor Conference Presentation Deck | 27 slides · Carlyle
Conference presentation Investor relations Beat · Situation & Context1 hit
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Slide 4 of a presentation, dated 9/30/2019.Carlyle | Investor Conference Presentation Deck | 27 slides · Carlyle
Conference presentation Investor relations Beat · Situation & Context1 hit
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The chart displays AUM by segment ($45B, $84B, $45B, $48B) and total AUM ($222B) plus available capital ($73B).Carlyle | Investor Conference Presentation Deck | 27 slides · Carlyle
Conference presentation Investor relations Beat · Evidence & Proof1 hit
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The slide uses a 2x2 grid layout to present high-level financial metrics.Carlyle | Investor Conference Presentation Deck | 27 slides · Carlyle
Conference presentation Investor relations Beat · Evidence & Proof1 hit
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Carlyle | Investor Conference Presentation Deck | 27 slidesCarlyle | Investor Conference Presentation Deck | 27 slides · Carlyle
Conference presentation Investor relations Beat · Evidence & ProofLoop · Golden Circle1 hit
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The chart highlights a 10-year CAGR for various asset classes and notes a total AUM exceeding $6 trillion.Carlyle | Investor Conference Presentation Deck | 27 slides · Carlyle
Conference presentation Investor relations Beat · Evidence & Proof1 hit
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The slide uses bar charts to illustrate performance spreads (bps) between private asset classes and public indices.Carlyle | Investor Conference Presentation Deck | 27 slides · Carlyle
Conference presentation Investor relations Beat · Evidence & Proof1 hit
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Carlyle | Investor Conference Presentation Deck | 27 slidesCarlyle | Investor Conference Presentation Deck | 27 slides · Carlyle
Conference presentation Investor relations Beat · Interest1 hit
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The chart is a waterfall-style bridge showing the components of value creation (2.9% base + 3.7% growth + 3.5% margin = 10.1% total, with a 720 bps delta).Carlyle | Investor Conference Presentation Deck | 27 slides · Carlyle
Conference presentation Investor relations Beat · Interest1 hit
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The chart illustrates a clear inverse correlation between private equity inventory and public market listings.Carlyle | Investor Conference Presentation Deck | 27 slides · Carlyle
Conference presentation Investor relations Beat · Interest1 hit
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Carlyle | Investor Conference Presentation Deck | 27 slidesCarlyle | Investor Conference Presentation Deck | 27 slides · Carlyle
Conference presentation Investor relations 1 hit
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The chart uses a stacked bar format to distinguish between Core and Legacy AUM, with a trend line indicating growth in Core AUM.Carlyle | Investor Conference Presentation Deck | 27 slides · Carlyle
Conference presentation Investor relations 1 hit
15
The chart uses a dual-axis combination of stacked bars (FRE) and a line (FRE Margin).Carlyle | Investor Conference Presentation Deck | 27 slides · Carlyle
Conference presentation Investor relations 1 hit
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Carlyle | Investor Conference Presentation Deck | 27 slidesCarlyle | Investor Conference Presentation Deck | 27 slides · Carlyle
Conference presentation Investor relations 1 hit
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Data as of 9/30/2019.Carlyle | Investor Conference Presentation Deck | 27 slides · Carlyle
Conference presentation Investor relations 1 hit
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Carlyle | Investor Conference Presentation Deck | 27 slidesCarlyle | Investor Conference Presentation Deck | 27 slides · Carlyle
Conference presentation Investor relations Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
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The slide outlines the rationale for the corporate conversion using a five-pillar benefit framework.Carlyle | Investor Conference Presentation Deck | 27 slides · Carlyle
Conference presentation Investor relations Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
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The chart shows the impact of the Blackstone (BX) conversion on trading volume for peers.Carlyle | Investor Conference Presentation Deck | 27 slides · Carlyle
Conference presentation Investor relations Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
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Uses a causal chain/additive framework to present three pillars of investment thesis.Carlyle | Investor Conference Presentation Deck | 27 slides · Carlyle
Conference presentation Investor relations Beat · Impact & Next Steps1 hit
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Carlyle | Investor Conference Presentation Deck | 27 slidesCarlyle | Investor Conference Presentation Deck | 27 slides · Carlyle
Conference presentation Investor relations Beat · Impact & Next Steps1 hit
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Carlyle | Investor Conference Presentation Deck | 27 slidesCarlyle | Investor Conference Presentation Deck | 27 slides · Carlyle
Conference presentation Investor relations 1 hit
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Carlyle | Investor Conference Presentation Deck | 27 slidesCarlyle | Investor Conference Presentation Deck | 27 slides · Carlyle
Conference presentation Investor relations 1 hit
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The slide contains two side-by-side tables: Quarterly Data (4Q17-3Q19) and Annual Data (2014-YTD 2019).Carlyle | Investor Conference Presentation Deck | 27 slides · Carlyle
Conference presentation Investor relations 1 hit
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Data as of 9/30/2019.Carlyle | Investor Conference Presentation Deck | 27 slides · Carlyle
Conference presentation Investor relations 1 hit
27
The table provides a detailed breakdown of adjustments including unrealized revenues, investment income, equity-based compensation, and other non-operating items.Carlyle | Investor Conference Presentation Deck | 27 slides · Carlyle
Conference presentation Investor relations 1 hit
01
Slide 1
Features Tom Brady in a Patriots uniform.DraftKings | SPAC Presentation Deck | 26 slides · DraftKings
Pitch deck Investment bank 1 hit
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DraftKings | SPAC Presentation Deck | 26 slidesDraftKings | SPAC Presentation Deck | 26 slides · DraftKings
Pitch deck Investment bank 1 hit
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DraftKings | SPAC Presentation Deck | 26 slidesDraftKings | SPAC Presentation Deck | 26 slides · DraftKings
Pitch deck Investment bank 1 hit
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DraftKings | SPAC Presentation Deck | 26 slidesDraftKings | SPAC Presentation Deck | 26 slides · DraftKings
Pitch deck Investment bank 1 hit
05
The slide uses a numbered list format to present key investment theses, each supported by quantitative metrics.DraftKings | SPAC Presentation Deck | 26 slides · DraftKings
Pitch deck Investment bank 1 hit
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The slide uses a combination of a map, a donut chart, and a stacked bar chart to illustrate market size and growth.DraftKings | SPAC Presentation Deck | 26 slides · DraftKings
Pitch deck Investment bank Beat · Market Size1 hit
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The chart uses international market data (NJ, UK, AU) to extrapolate the potential size of the U.S. market at maturity.DraftKings | SPAC Presentation Deck | 26 slides · DraftKings
Pitch deck Investment bank Beat · Market Size1 hit
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Includes a bar chart for market growth and a stacked bar chart for market share.DraftKings | SPAC Presentation Deck | 26 slides · DraftKings
Pitch deck Investment bank Beat · Market Size1 hit
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Uses a multiplicative formula to derive revenue projections from TAM, population penetration, and market share assumptions.DraftKings | SPAC Presentation Deck | 26 slides · DraftKings
Pitch deck Investment bank Beat · Market Size1 hit
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Overstock | Results Presentation Deck | 57 slidesOverstock | Results Presentation Deck | 57 slides · Overstock
Conference presentation Investor relations 1 hit
01
Slide 1
Trian Partners | Activist Presentation Deck | 23 slidesTrian Partners | Activist Presentation Deck | 23 slides · Trian Partners
Conference presentation Activist investor Beat · Setup1 hit
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Trian Partners | Activist Presentation Deck | 23 slidesTrian Partners | Activist Presentation Deck | 23 slides · Trian Partners
Conference presentation Activist investor Beat · Setup1 hit
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Trian Partners | Activist Presentation Deck | 23 slidesTrian Partners | Activist Presentation Deck | 23 slides · Trian Partners
Conference presentation Activist investor Beat · Setup1 hit
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The slide provides a snapshot of the company's valuation, market share, and corporate structure.Trian Partners | Activist Presentation Deck | 23 slides · Trian Partners
Conference presentation Activist investor Beat · Problem IdentificationLoop · Cost Of Inaction1 hit
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The slide uses a numbered list structure to present the core pillars of an activist investor's thesis.Trian Partners | Activist Presentation Deck | 23 slides · Trian Partners
Conference presentation Activist investor Beat · Problem IdentificationLoop · Cost Of Inaction1 hit
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Trian Partners | Activist Presentation Deck | 23 slidesTrian Partners | Activist Presentation Deck | 23 slides · Trian Partners
Conference presentation Activist investor Beat · Problem IdentificationLoop · Cost Of Inaction1 hit
07
The chart uses a color-coded bar for Ferguson (red) vs peers (blue) to highlight the valuation gap.Trian Partners | Activist Presentation Deck | 23 slides · Trian Partners
Conference presentation Activist investor Beat · Problem IdentificationLoop · Cost Of Inaction1 hit
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The slide uses a before-after comparison to justify a valuation thesis based on business transformation.Trian Partners | Activist Presentation Deck | 23 slides · Trian Partners
Conference presentation Activist investor Beat · Agitation1 hit
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The slide uses a comparison framework to justify a valuation thesis.Trian Partners | Activist Presentation Deck | 23 slides · Trian Partners
Conference presentation Activist investor Beat · Agitation1 hit
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The chart uses a broken axis for the x-axis to accommodate the significantly larger sales of Home Depot and Lowe's.Trian Partners | Activist Presentation Deck | 23 slides · Trian Partners
Conference presentation Activist investor Beat · Agitation1 hit
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The slide uses checkmarks and X's to indicate if a top shareholder in the sector is also a top 25 Ferguson holder.Trian Partners | Activist Presentation Deck | 23 slides · Trian Partners
Conference presentation Activist investor Beat · Agitation1 hit
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The chart highlights Ferguson in red and uses a dashed box to emphasize its position relative to the peer average line.Trian Partners | Activist Presentation Deck | 23 slides · Trian Partners
Conference presentation Activist investor Beat · Agitation1 hit
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The slide uses a checkmark/cross matrix to illustrate the analytical gap in peer selection.Trian Partners | Activist Presentation Deck | 23 slides · Trian Partners
Conference presentation Activist investor Beat · Agitation1 hit
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Uses checkmarks and X-marks to visually contrast business models.Trian Partners | Activist Presentation Deck | 23 slides · Trian Partners
Conference presentation Activist investor Beat · Solution1 hit
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The slide uses a checkmark/cross comparison matrix to differentiate Ferguson from its peers.Trian Partners | Activist Presentation Deck | 23 slides · Trian Partners
Conference presentation Activist investor Beat · Solution1 hit
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The slide uses checkmarks to indicate alignment across multiple business attributes.Trian Partners | Activist Presentation Deck | 23 slides · Trian Partners
Conference presentation Activist investor Beat · Solution1 hit
17
The chart highlights Ferguson's performance relative to competitors, with a callout indicating that the top two performers represent 90% of Ferguson's EBITDA.Trian Partners | Activist Presentation Deck | 23 slides · Trian Partners
Conference presentation Activist investor Beat · Solution1 hit
18
The chart uses color coding to distinguish between Specialty/RMI-Oriented (green), Broadline Industrial MRO (grey), and Home Improvement Retail (blue) companies.Trian Partners | Activist Presentation Deck | 23 slides · Trian Partners
Conference presentation Activist investor Beat · Solution1 hit
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The chart uses color coding to categorize companies into Specialty, Broadline Industrial, and Home Improvement segments.Trian Partners | Activist Presentation Deck | 23 slides · Trian Partners
Conference presentation Activist investor Beat · Solution1 hit
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The slide uses a torn-paper visual effect to highlight the announcement details.Trian Partners | Activist Presentation Deck | 23 slides · Trian Partners
Conference presentation Activist investor Beat · Solution1 hit
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Uses company logos and specific press release quotes to build credibility for a proposed re-listing strategy.Trian Partners | Activist Presentation Deck | 23 slides · Trian Partners
Conference presentation Activist investor Beat · Impact and Next StepsLoop · Why Now1 hit
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The slide uses a bubble chart representation to visually compare market caps.Trian Partners | Activist Presentation Deck | 23 slides · Trian Partners
Conference presentation Activist investor Beat · Impact and Next StepsLoop · Why Now1 hit
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Trian Partners | Activist Presentation Deck | 23 slidesTrian Partners | Activist Presentation Deck | 23 slides · Trian Partners
Conference presentation Activist investor Beat · Impact and Next StepsLoop · Why Now1 hit