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Includes a screenshot of a CNBC news segment featuring Third Point's stance.Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor Beat · The Struggle1 hit
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The slide uses a cartoon to set a narrative tone about the historical success and eventual downfall of bond insurance.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
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The slide provides a high-level overview of the legislative mechanism used to manage Puerto Rico's debt restructuring.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
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The slide uses a juxtaposition of a pop culture reference (West Side Story) and a photo of hurricane damage to frame the severity of the event.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
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Slide 5 of the Third Point activist deck on Nestlé.Nestlé S.A. (NESN) · Third Point
Activist deck Activist investor 1 hit
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The Venn diagram illustrates the intersection of various consumer trends.Nestlé S.A. (NESN) · Third Point
Activist deck Activist investor 1 hit
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The slide includes a screenshot of the Peloton UI and bullet points summarizing the company's value proposition.Peloton Interactive (PTON) · David Einhorn
Conference presentation Activist investor Beat · Humble Origins1 hit
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This slide appears to be a placeholder or a minimal context slide in a larger deck.Peloton Interactive (PTON) · David Einhorn
Conference presentation Activist investor Beat · Early Struggles1 hit
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The slide uses a photo of Warren Buffett to establish a historical precedent for the current market environment.Solvay SA (SOLB BB) · David Einhorn
Conference presentation Activist investor 1 hit
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The slide uses a diagonal timeline arrow to anchor historical milestones against product images.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Before After1 hit
45
This is a classic 'ecosystem map' or 'brand portfolio' slide used to demonstrate the breadth of Sony's media footprint.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
09
Includes a comparison of 'Value of Property Sold' vs 'Revenue Mix' and a breakdown of sales by category.Sotheby's (BID) · Daniel S. Loeb
Activist deck Activist investor 1 hit
04
The slide uses a three-column structure to build a logical argument for investment.Danone (BN.PA) · Trian Partners
Conference presentation Activist investor 1 hit
08
The slide uses a visual grid to categorize product brands under three main business segments.Danone (BN.PA) · Trian Partners
Conference presentation Activist investor 1 hit
30
The slide serves as a firm profile and track record summary.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
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Slide 3 of the deck.General Electric (GE) · Trian Partners
Activist deck Activist investor 1 hit
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General Electric (GE)General Electric (GE) · Trian Partners
Activist deck Activist investor 1 hit
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Uses a hub-and-spoke diagram to connect the GE logo to three key pillars of value.General Electric (GE) · Trian Partners
Activist deck Activist investor 1 hit
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The slide uses a process-flow diagram to link enterprise functions to two core business model objectives.General Electric (GE) · Trian Partners
Activist deck Activist investor Beat · Solution1 hit
04
This is an introductory slide for an activist investor deck, establishing the relationship between the investor (Trian) and the target (Lazard).Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor 1 hit
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The slide uses a vertical arrow timeline to show the progression of the firm's corporate structure and management focus.Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor 1 hit
11
Slide 10 of an activist deck, providing a baseline company profile.Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor 1 hit
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The slide uses arrows to visually emphasize growth periods following market troughs.Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor Loop · Cost Of Inaction1 hit
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Slide 5 of an activist deck, likely from Trian Partners.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor 1 hit
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The slide uses a 2x2 grid to categorize product offerings.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor 1 hit
14
The slide uses a logo grid to establish the company's market position as a supplier to major global automotive manufacturers.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor 1 hit
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The slide uses a product catalog style to demonstrate the company's technical capabilities and market presence.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor Loop · Golden Circle1 hit
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The slide uses an AI-generated image to metaphorically represent the company's business transformation.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor 1 hit
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Includes a stock price chart and a brief personal closing remark.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor 1 hit
04
This slide is from a Third Point presentation regarding Yahoo.Yahoo! Inc. (YHOO) · Third Point
Conference presentation Activist investor Beat · Problem (Identify pain)1 hit