slides · global inventory
Frame Situation
Slide function collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 2,219
Current window 61-90
Pages 74
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Slide function
61-90 of 2,219
275
The slide uses a 'sum of the parts' argument to justify corporate breakup.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
280
The slide uses a 'thesis-headline' structure where the top box acts as the governing thought for the subsequent arguments and data.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
03
The slide outlines the core investment thesis for Sandell Asset Management regarding Bob Evans Farms.Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor Beat · Situation & Context1 hit
04
The slide uses a standard activist investment thesis structure: problem identification followed by a strategic roadmap.Buffalo Wild Wings (BWLD) · Marcato
Activist deck Activist investor 1 hit
07
This slide serves as a summary of the activist's position against the Dell/DVMT merger.Dell Technologies (Class V / DVMT tracking stock) (DVMT) · Carl C. Icahn
Activist deck Activist investor Beat · Problem1 hit
11
ADT Corporation (ADT)ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
51
Includes a quote from a former Unilever executive to validate the market attractiveness.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
58
The slide uses a 'however' transition to pivot from the brand's success to its geographic limitation.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
01
This is a shareholder letter from Oasis Management to Nintendo, dated June 11, 2013.Nintendo Co., Ltd. (7974) · Seth Fischer
Shareholder letter Activist investor Beat · Attention1 hit
04
The slide uses a globe graphic with circular callouts for key financial metrics.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Hook1 hit
06
Outerwall Inc. (OUTR)Outerwall Inc. (OUTR) · Engaged Capital
Activist deck Activist investor Beat · Situation & Context1 hit
30
The slide uses a rollercoaster visual metaphor to frame the narrative of Disney's performance over time.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
03
The slide highlights a specific accounting mechanism (GAAP Codification Section 360) that creates a discrepancy between book value and market value.Alexander & Baldwin (ALEX); GenCorp (GY); Brookfield Residential Properties (BRP) · Marcato Capital Management
Conference presentation Activist investor 1 hit
18
The slide uses a hub-and-spoke diagram to illustrate the conglomerate structure and lack of synergy.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · AgitateLoop · Mece Breakdown1 hit
06
Sony Corporation (6758.T)Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
01
This is the opening page of a shareholder letter from Third Point regarding their activist position in Nestlé.Nestlé S.A. (NESN) · Third Point
Shareholder letter Activist investor Beat · Setup1 hit
03
This is a page from a shareholder letter (likely Third Point's letter to Nestlé).Nestlé S.A. (NESN) · Third Point
Shareholder letter Activist investor Beat · EvidenceLoop · Benchmark Gap1 hit
06
This is a classic activist 'case for change' slide, framing the incumbent board as the villain and the activist as the catalyst for accountability.Elanco Animal Health (ELAN) · Ancora
Activist deck Activist investor Beat · The Monster1 hit
05
The Timken Company (TKR)The Timken Company (TKR) · CalSTRS
Activist deck Activist investor Beat · Problem1 hit
31
This slide serves as a section divider or thesis statement for a valuation analysis section.The Timken Company (TKR) · CalSTRS
Activist deck Activist investor Beat · SolutionLoop · Mece Breakdown1 hit
04
This slide serves as the 'thesis' or 'opening hook' for the activist campaign, establishing the 'company in crisis' narrative.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor 1 hit
10
The slide uses a simple split-box layout to contrast the two main business units.General Electric (GE) · Trian Partners
Activist deck Activist investor 1 hit
32
Uses a 'Yesterday vs Today' framework to highlight corporate restructuring.General Electric (GE) · Trian Partners
Activist deck Activist investor Beat · Agitate1 hit
21
Page number 20 included in footer.Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor Loop · Cost Of Inaction1 hit
25
Lazard Ltd (LAZ)Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor Beat · Solution1 hit
11
The slide uses a narrative structure to contrast the historical success of decentralized, distinct business units (Pepsi vs. Frito-Lay) with the current state of centralized corporate control.PepsiCo (PEP) · Nelson Peltz
Research note Activist investor Beat · Problem (Identify pain)Loop · Logic Chain1 hit
04
PPG Industries, Inc. (PPG)PPG Industries, Inc. (PPG) · Trian Partners
Activist deck Activist investor Beat · Situation & Context1 hit
04
This is a formal activist letter serving as the cover/introductory page of a presentation deck.Solventum Corporation (SOLV) · Trian Fund Management
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
34
Uses a causal chain/logical equation structure (A+B+C+D=E).Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor Beat · Solution1 hit
78
Viacom (VIAB)Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Solution (Provide relief)1 hit