slides · global inventory
Summarize
Slide function collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 42,035
Current window 17,851-17,880
Pages 1,402
Rows per page 30
Slide function
17,851-17,880 of 42,035
05
Campbell Soup Company (CPB)Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor Beat · The Ordinary World1 hit
06
The slide uses a bulleted list to outline the activist thesis, citing specific performance metrics and the proposed solution of an Independent Slate.Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor 1 hit
08
Includes market cap and enterprise value in the footnote.Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor 1 hit
38
The slide uses a two-column layout to contrast brand portfolio with investment thesis.Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor Beat · The Victory1 hit
04
The slide outlines the investment thesis for Sony, highlighting segment profitability, valuation gap, and capital deployment potential.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor 1 hit
07
The slide uses two stacked bar charts to contrast the growth of 'Crown Jewel' segments against consolidated EBIT.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
20
Sony Corporation (6758.T)Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
25
Sony Corporation (6758.T)Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Before After1 hit
28
The slide uses a structured 'Commentary' vs 'Evidence' layout to validate the thesis.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Before After1 hit
43
This slide presents the core investment thesis for the 'New Sony' entity.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
59
Includes a waterfall chart explaining the FY18 to FY19 profit bridge.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
70
Includes historical CAGR data and key M&A milestones.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
80
The slide uses a split-layout to categorize assets into Film and TV franchises, utilizing logos as visual evidence of the library's depth.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
85
The slide uses a combination of a timeline-style list of corporate actions and a stacked bar chart to demonstrate the impact of restructuring on headcount.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
88
Slide 88 from an activist investor deck (Third Point).Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
04
Page 4 of a shareholder letter; contains specific critique of Nestlé's margin performance relative to peers.Nestlé S.A. (NESN) · Third Point
Shareholder letter Activist investor Beat · EvidenceLoop · Benchmark Gap1 hit
07
The slide uses a historical analogy (Baxter 2015) to build credibility for the proposed Nestlé strategy.Nestlé S.A. (NESN) · Third Point
Shareholder letter Activist investor Beat · Resolution1 hit
04
The slide uses a before-after framing to validate Trian's historical activist campaign.H.J. Heinz Company (HNZ) · Trian Partners
Activist deck Activist investor 1 hit
05
The slide uses a table to contrast performance metrics before and during the activist investment period.H.J. Heinz Company (HNZ) · Trian Partners
Activist deck Activist investor Beat · Rising Success1 hit
15
This slide serves as an executive summary of an activist investor's (Trian) perspective on Danone.Danone (BN.PA) · Trian Partners
Conference presentation Activist investor 1 hit
06
Lazard Ltd (LAZ)Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor 1 hit
07
The slide presents a classic activist investment thesis: market cycle timing combined with valuation arbitrage.Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor 1 hit
08
The slide outlines specific financial goals (margins, cash deployment) and governance changes to justify management's strategic direction.Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor 1 hit
18
The slide uses two distinct blue callout boxes to group key industry trends.Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor Beat · Complication1 hit
35
The slide uses a structured list format to present historical performance and future targets for three strategic pillars.Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor 1 hit
05
The slide outlines the core argument for a potential split or restructuring of PepsiCo.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor 1 hit
06
PepsiCo (PEP)PepsiCo (PEP) · Trian Partners
Activist deck Activist investor 1 hit
07
Includes three pie charts showing geographic and segment-based revenue/profit distribution.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor 1 hit
08
The text argues that PepsiCo's centralized structure is hindering growth and that a split would allow for better management and performance.PepsiCo (PEP) · Nelson Peltz
Research note Activist investor 1 hit
09
The slide serves as a summary of a previously shared research note titled 'The Case For Separating Global Snacks & Beverages'.PepsiCo (PEP) · Nelson Peltz
Research note Activist investor 1 hit