slides · global inventory
Expose Contradiction
Slide function collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 14,162
Current window 961-990
Pages 473
Rows per page 30
Slide function
961-990 of 14,162
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
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
20
Includes a quote from a board member/interim CEO to validate the claim of mismanagement.Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
22
The slide uses a combination of bulleted text and a bar chart to demonstrate the deterioration of the deal's performance.Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
23
Uses a before-after framing to contrast current disaster with future hopelessness.Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
24
Uses a visual metaphor of a kitchen fire to represent operational issues.Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
26
Uses a classic 'say vs. do' contradiction framework to undermine board credibility.Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
31
Uses a red callout box to emphasize the fiduciary duty failure.Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor Beat · The Struggle1 hit
16
Uses a quote from the Swiss Code of Best Practice to establish a baseline expectation for board composition.Nestlé S.A. (NESN) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
18
The ice cream cone image serves as a visual metaphor for the 'other' categories (likely referring to Nestlé's ice cream business).Nestlé S.A. (NESN) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
20
Uses brand logos and product imagery to illustrate the small scale of divestitures relative to the company's total portfolio.Nestlé S.A. (NESN) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
27
Nestlé S.A. (NESN)Nestlé S.A. (NESN) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
05
Uses a numbered list to structure five distinct areas of investor concern.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
66
Uses a comparison table to highlight the differences between the two industries.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
86
The slide uses red boxes to highlight key negative phrases in the analyst reports.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
33
The slide uses a bar chart to show the growth from IPO to 2011 and sets a target for 2014.Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor 1 hit
16
Uses two line charts to show correlation between beverage volume decline and Frito-Lay volume deceleration.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
18
Uses a combination of bar charts, tables, and line charts to demonstrate capital inefficiency.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
09
The slide uses a 'before-after' framing to contrast management's self-reported growth metrics.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor 1 hit
12
Uses a combination of bar charts to show growth in scale (AUCA, Net Revenue) and shift in revenue mix (Net Interest vs Servicing Fees).State Street Corporation (STT) · Trian Partners
Activist deck Activist investor Beat · Agitate1 hit
13
Uses a dual-chart layout to contrast EPS decline with compensation growth.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor Beat · Agitate1 hit
14
Uses 2006PF (pro forma) as a baseline for comparison against 2010 data.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor 1 hit
15
Uses a 2x2 layout of bar charts to illustrate a causal chain of financial mismanagement.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor 1 hit
16
The slide uses a 'before-after' style comparison of financial metrics to critique management's inability to rationalize costs.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor 1 hit
17
The slide uses a structured list format to contrast management's capital allocation actions against negative outcomes.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor 1 hit
18
The slide uses a waterfall bridge to visualize share dilution.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor 1 hit
19
The slide uses a 'fraud-exposure' style argument to highlight management's misuse of 'non-recurring' accounting labels.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor 1 hit
22
Uses a three-part structure to frame management's strategic failures.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor Beat · Need1 hit
23
The slide uses direct investor quotes to undermine management credibility.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor 1 hit