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Cite Precedent
Slide function collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 2,146
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Pages 72
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Slide function
601-630 of 2,146
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Uses a pull-quote from a WSJ 'Heard on the Street' column to build credibility for the activist's position.Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor Beat · The Struggle1 hit
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Uses authority-citation to validate the activist's thesis regarding board incompetence.Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor Beat · The Struggle1 hit
03
The slide uses a personal anecdote to establish credibility and set the stage for a short-selling thesis.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
09
The slide uses a screenshot of a Moody's document as primary evidence for the historical shift in rating methodology.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
30
The slide uses a direct quote from a financial filing to support a claim about how internal credit ratings impact balance sheet reserves.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
28
The slide includes a screenshot of a Peloton investor presentation slide, which itself contains a bar chart and a leaderboard UI element.Peloton Interactive (PTON) · David Einhorn
Conference presentation Activist investor Beat · Ultimate Achievement1 hit
42
Solvay SA (SOLB BB)Solvay SA (SOLB BB) · David Einhorn
Conference presentation Activist investor Beat · Financials1 hit
98
Includes a direct quote from Apple CFO Luca Maestri regarding the 2018 buyback announcement.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
36
Teck Resources (TECK)Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Solution1 hit
21
Includes a disclaimer regarding the applicability of this past performance to future investments (DuPont).E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
22
Includes a waterfall-style bridge for enterprise value and a bar chart for sales volume trends.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
24
The slide uses a bar chart to show AUM growth from $58bn to $200bn over a decade.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
26
Includes a detailed disclaimer and footnotes regarding the investment performance.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
28
The slide uses a 'before-after' logic to demonstrate the impact of divestiture on valuation multiples.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
66
Uses a combination of a stock price line chart and bar charts to illustrate the 'before' (discount) and 'after' (re-rating) states of a spin-off transaction.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · Impact & Next StepsLoop · Mece Breakdown1 hit
94
Uses Gibson Dunn publication as the primary source for both citations.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · Impact & Next Steps1 hit
41
The table categorizes investments into 'Core Trian Investments' and 'Other Trian Investments', highlighting board representation with asterisks.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · The Victory1 hit
46
Includes a disclaimer regarding the applicability of past performance to future investments (DuPont).E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · The VictoryLoop · Golden Circle1 hit
47
Includes a waterfall-style bridge for enterprise value and a bar chart for sales volume trends.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · The VictoryLoop · Golden Circle1 hit
48
Includes a testimonial from the CEO of Wendy's.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · The VictoryLoop · Golden Circle1 hit
30
Uses historical stock performance data to validate the thesis that spin-offs create shareholder value.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit
32
Uses a comparative table to illustrate the success of a past corporate spin-off as a precedent for the current activist proposal.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit
33
The slide uses a 'breakup-spinoff' framework to justify the potential value of a PepsiCo spin-off.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit
39
The table lists 15 historical M&A deals in the consumer staples sector to justify the 8.3% synergy assumption.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit
41
Includes a specific valuation proposal for a hypothetical PEP/MDLZ merger.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit
42
The slide uses external analyst validation to build credibility for the activist's thesis.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit
46
The slide uses historical performance data to validate a strategic thesis for M&A.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit
47
The slide uses a combination of a sensitivity table for accretion/dilution and a precedent transaction table to justify a capital allocation strategy.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit
25
The slide uses historical case studies to argue for the benefits of corporate focus and independent management teams.PepsiCo (PEP) · Nelson Peltz
Research note Activist investor Beat · Solution (Provide relief)Loop · Logic Chain1 hit
10
The slide is presented as a historical precedent for successful M&A integration.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor 1 hit