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Quantify Opportunity
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Matching slides 3,378
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91-120 of 3,378
43
The slide uses two distinct financial modeling approaches to arrive at a total excess cost figure, highlighting the discrepancy between DuPont's reported figures and the activist's estimates.E.I. du Pont de Nemours and Company (DuPont) (DD) · Trian Partners
Activist deck Activist investor 1 hit
09
Includes a callout box highlighting potential upside from excess costs.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · Problem1 hit
85
The slide uses two distinct mathematical approaches to derive a total excess cost figure, highlighting a significant discrepancy between Axalta and DuPont's reported EBITDA.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor 1 hit
33
The slide uses a two-column layout: qualitative arguments on the left and quantitative financial performance charts on the right.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · Iceberg1 hit
18
Alexander & Baldwin (ALEX); GenCorp (GY); Brookfield Residential Properties (BRP)Alexander & Baldwin (ALEX); GenCorp (GY); Brookfield Residential Properties (BRP) · Marcato Capital Management
Conference presentation Activist investor 1 hit
23
The slide uses maps to visualize land distribution by type (Conservation, Ag/Pasture, Urban) for two islands.Alexander & Baldwin (ALEX); GenCorp (GY); Brookfield Residential Properties (BRP) · Marcato Capital Management
Conference presentation Activist investor 1 hit
33
Alexander & Baldwin (ALEX); GenCorp (GY); Brookfield Residential Properties (BRP)Alexander & Baldwin (ALEX); GenCorp (GY); Brookfield Residential Properties (BRP) · Marcato Capital Management
Conference presentation Activist investor 1 hit
71
Includes a callout box emphasizing the strategic timing of Sony's acquisitions.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
73
Slide uses a stacked bar chart for demographics and a scatter plot for market penetration.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
78
The slide uses a sum-of-the-parts (SOTP) logic to justify the valuation of the music segment.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
95
The slide uses a bulleted list to detail specific stakes in Sony Financial, M3, Olympus, and Spotify.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
96
The slide uses a waterfall bridge to demonstrate capital availability from cash, FCF, asset sales, and leverage.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
97
Includes key assumptions regarding asset monetization and tax rates.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
11
The slide uses a capital allocation framework to justify a shareholder return or investment thesis.Sotheby's (BID) · Marcato Capital Management
Conference presentation Activist investor Beat · AgitationLoop · Before After1 hit
43
The table demonstrates the mathematical impact of sustained share repurchases on float and insider ownership concentration.Sotheby's (BID) · Marcato Capital Management
Conference presentation Activist investor 1 hit
05
Trian Partners activist investor presentation slide.Danone (BN.PA) · Trian Partners
Conference presentation Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
09
The chart uses color coding to distinguish Danone's categories from others.Danone (BN.PA) · Trian Partners
Conference presentation Activist investor Beat · Solution1 hit
14
Uses historical FCF growth and peer FCF yield comparison to argue for undervaluation.Danone (BN.PA) · Trian Partners
Conference presentation Activist investor Beat · Valuation1 hit
09
Includes a callout box regarding potential upside from excess costs.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor 1 hit
85
The slide uses two distinct calculation approaches (% of sales vs % of EBITDA) to arrive at a total excess cost estimate for DuPont.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · The VictoryLoop · Golden Circle1 hit
19
LSD = Low Single Digit, MSD = Mid Single Digit growth.General Electric (GE) · Trian Partners
Activist deck Activist investor 1 hit
44
The chart is a waterfall-style buildup of capital return sources.General Electric (GE) · Trian Partners
Activist deck Activist investor Beat · Solution1 hit
59
The slide uses a large arrow overlay to emphasize the long-term trend of margin expansion.General Electric (GE) · Trian Partners
Activist deck Activist investor Beat · Solution1 hit
63
Includes detailed footnotes regarding pension adjustments and interest rate assumptions.General Electric (GE) · Trian Partners
Activist deck Activist investor Loop · Quick Win Big Bet1 hit
68
The chart uses a waterfall structure to build up from individual capital sources to a total 'Trian Case' capital return.General Electric (GE) · Trian Partners
Activist deck Activist investor Loop · Quick Win Big Bet1 hit
40
The slide uses a bar chart to visualize the margin gap between Mondelez and its peers, supporting an activist thesis for operational improvement.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit
52
Includes disclaimer regarding pro forma projections and GAAP compliance.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit
57
Includes detailed breakdown of debt, EBITDA, interest expense, and share buyback math.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit
05
This is a classic activist investor 'valuation gap' slide, contrasting current depressed multiples with historical performance and future potential.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor 1 hit
37
Includes a valuation bridge calculation for implied share value.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor Loop · Mece Breakdown1 hit