slides · global inventory
Comparison Frame
Framework collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 6,294
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Framework
1,531-1,560 of 6,294
09
The slide uses a clear visual contrast (red underline for Campbell) to highlight the underperformance.Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor 1 hit
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 1 hit
33
The slide uses a contrast-heavy visual (red bar vs grey bars) to highlight the negative analyst sentiment toward Campbell.Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor Beat · The Struggle1 hit
54
The slide uses a contrast between credit and equity market sentiment to suggest a future re-rating of the stock.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
40
Assured Guaranty (AGO)Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
41
The slide uses a benchmark-based methodology to estimate debt capacity.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
31
Bayer AG (BAYN)Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · Action1 hit
41
The slide uses a visual comparison to debunk the idea that there is a significant difference in the physical infrastructure of oil vs gas drilling.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
42
The slide highlights the discrepancy between volume output and revenue generation across different well types.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
51
The slide uses a peer benchmarking table to validate a DCF-derived valuation against market-implied values.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Beat · Satisfaction1 hit
52
Uses a cartoon metaphor to illustrate the 'half-full' vs 'half-empty' perception of two companies in the same market.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Beat · Satisfaction1 hit
57
The slide uses a comparison frame to argue that the stock is overvalued based on lower internal earnings projections.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Victory1 hit
59
The slide uses a 'reality check' framing to undermine external analyst optimism.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · So What Cascade1 hit
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 Inaction1 hit
13
The slide uses a combination of a data table for margins and a grouped bar chart for organic sales growth to frame Nestlé as underperforming relative to its peer.Nestlé S.A. (NESN) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
19
Uses a side-by-side bar chart comparison to highlight the performance gap between core and non-core segments.Nestlé S.A. (NESN) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
20
The slide uses a Peloton-themed UI overlay (leaderboard, workout metrics) to present the benchmarking data.Peloton Interactive (PTON) · David Einhorn
Conference presentation Activist investor Beat · The BreakthroughLoop · Quick Win Big Bet1 hit
21
Includes a leaderboard sidebar and exercise-themed dashboard UI elements.Peloton Interactive (PTON) · David Einhorn
Conference presentation Activist investor Beat · Rising Success1 hit
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The slide uses a Peloton-themed UI overlay (leaderboard and workout stats) as a stylistic background.Peloton Interactive (PTON) · David Einhorn
Conference presentation Activist investor Beat · Rising Success1 hit
17
The slide uses a process diagram to contrast two production methods and their respective market shares.Solvay SA (SOLB BB) · David Einhorn
Conference presentation Activist investor Beat · Solution1 hit
11
The chart highlights that Sony (black bar) is consistently valued lower than its industry peers in every segment.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
13
The table compares six Sony business units across six qualitative metrics: Capital Intensity, Customers, End Market, Growth, Industry Structure, and Cyclicality.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
26
Sony Corporation (6758.T)Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Before After1 hit
38
The slide uses peer benchmarking to justify a call for increased capital expenditure at Sony.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
39
Includes external analyst commentary on Broadcom and Qualcomm to support the thesis that R&D investment drives value.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
46
Uses Tencent as a high-multiple peer benchmark to highlight Sony's undervaluation.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
29
The slide uses a line chart for historical price ratios and a stacked bar chart to illustrate the impact of carbon taxes on marginal production costs.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Solution1 hit
38
The chart shows a clear performance gap between the two stocks.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Solution1 hit
08
The slide uses a visual metaphor of a gasoline car vs an electric car to set up a future comparison.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor 1 hit
11
Uses bubble sizes to visually represent the scale of the consumer base.Yahoo! Inc. (YHOO) · Third Point
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Quick Win Big Bet1 hit