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slides · global inventory

27 Cost Of Inaction

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11
Includes an Andy Warhol-style illustration of a man with a Campbell's soup can, likely referencing the brand's cultural history.Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
12
Uses a classic activist 'failure' narrative structure to build a case for board change.Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
13
Uses a direct quote to undermine the credibility of the incumbent board.Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
14
The slide uses a timeline to frame a series of acquisitions as a 'hodgepodge' of assets, questioning the board's oversight.Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
15
Uses a quote from Piper Jaffray to reinforce the critique of management execution.Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
16
Uses quotes from company filings to demonstrate management's own admission of failure.Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
10
The title is a play on 'colonoscopy', implying a deep, perhaps unpleasant, examination of the coal industry.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Beat · NeedLoop · Cost Of Inaction1 hit
11
The slide uses a 'Strange Brew' comic strip to provide a lighthearted transition or emphasis point.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Beat · NeedLoop · Cost Of Inaction1 hit
12
The slide argues for the continued necessity of coal supply despite energy transition trends.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Beat · NeedLoop · Cost Of Inaction1 hit
02
The text argues for a capital allocation shift from dividends to content investment, using Netflix as a benchmark for valuation and operational metrics.The Walt Disney Company (DIS) · Daniel S. Loeb
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
03
The text uses a 'precedent' argument to justify short-term earnings pressure for long-term value creation.The Walt Disney Company (DIS) · Daniel S. Loeb
Shareholder letter Activist investor Beat · Solution & ApproachLoop · Cost Of Inaction1 hit
07
Uses a blue-tinted image of a child and logos of competitor brands (Ella's Kitchen, LaCroix, a2 Milk, Blue Buffalo) to illustrate the 'missed' trends.Nestlé S.A. (NESN) · Third Point
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
08
The slide uses a causal framing (slow response -> weak performance) to justify activist intervention.Nestlé S.A. (NESN) · Third Point
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
09
Nestlé S.A. (NESN)Nestlé S.A. (NESN) · Third Point
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 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
09
The slide uses a Peloton workout interface as a metaphor for the company's business performance during the pandemic.Peloton Interactive (PTON) · David Einhorn
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
10
The slide uses a screenshot from a Peloton interface to contextualize a narrative about brand perception and stock volatility.Peloton Interactive (PTON) · David Einhorn
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
11
The slide uses a Peloton UI overlay to frame a cartoon about 'playing dead', drawing a parallel to the company's stock performance.Peloton Interactive (PTON) · David Einhorn
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
12
The slide uses a Peloton exercise bike interface as a thematic background for financial data.Peloton Interactive (PTON) · David Einhorn
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
13
The slide uses a hub-and-spoke diagram to illustrate product diversification.Peloton Interactive (PTON) · David Einhorn
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
14
The slide includes a screenshot of a stationary bike interface and a cartoon.Peloton Interactive (PTON) · David Einhorn
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
45
The slide uses a cartoon to create a lighthearted contrast between 'panic and hysteria' and the company's goal of 'dividends and capital appreciation'.Solvay SA (SOLB BB) · David Einhorn
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
46
The slide uses a screenshot of a ChatGPT conversation as a rhetorical device to dismiss the validity of long-term financial targets.Solvay SA (SOLB BB) · David Einhorn
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
12
The slide uses a bubble metaphor to represent speculative stocks in the electric/renewable sector.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
13
The slide uses a visual metaphor of Thomas Edison and a lightbulb to lead into a discussion about energy infrastructure.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
05
This is a classic 'sum-of-the-parts' valuation breakdown used by activist investors to highlight undervaluation.Yahoo! Inc. (YHOO) · Third Point
Conference presentation Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
06
This slide outlines a strategic vision for Yahoo, likely from a Third Point activist investor presentation.Yahoo! Inc. (YHOO) · Third Point
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
07
The chart uses a normalized index (100%) starting point to compare relative performance.Yahoo! Inc. (YHOO) · Third Point
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
08
The slide uses a bulleted list to outline the investment rationale.Yahoo! Inc. (YHOO) · Third Point
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
09
The table compares current market valuation against intrinsic, tax-efficient, and mid-term scenarios.Yahoo! Inc. (YHOO) · Third Point
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit