slides · global inventory
Diagnose Problem
Slide function collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 2,245
Current window 181-210
Pages 75
Rows per page 30
Slide function
181-210 of 2,245
11
Includes an Andy Warhol-style illustration of a man with a Campbell's soup can, likely referencing the brand's cultural history.Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
12
Uses a classic activist 'failure' narrative structure to build a case for board change.Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
15
Uses a quote from Piper Jaffray to reinforce the critique of management execution.Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
19
The slide uses a split-pane layout to contrast qualitative management failures with quantitative performance data.Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
25
The slide uses a red color scheme to emphasize the negative trend in ROIC.Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
17
The slide uses a metaphor (Sisyphus) to describe a business in a state of perpetual, futile decline.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
19
Uses a Monopoly 'Chance' card illustration to metaphorically represent the loss of a revenue stream.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
24
The slide uses a pun in the title to highlight the outsized exposure to New Jersey state debt.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
36
The title is a reference to Hemingway's 'The Sun Also Rises'.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
38
The chart illustrates the long-term erosion of credit confidence prior to the 2017 default.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
46
The slide contrasts market pricing with fiscal plan assumptions to quantify financial exposure.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
43
The slide uses a visual metaphor of a 'Deep Water' warning sign to contrast with the 'Shale' market.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Victory1 hit
02
This is an activist investor slide framing the problem for the board and management.Nestlé S.A. (NESN) · Third Point
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
07
Uses a blue-tinted image of a child and logos of competitor brands (Ella's Kitchen, LaCroix, a2 Milk, Blue Buffalo) to illustrate the 'missed' trends.Nestlé S.A. (NESN) · Third Point
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
08
The slide uses a causal framing (slow response -> weak performance) to justify activist intervention.Nestlé S.A. (NESN) · Third Point
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
09
Nestlé S.A. (NESN)Nestlé S.A. (NESN) · Third Point
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
14
Nestlé S.A. (NESN)Nestlé S.A. (NESN) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
19
Uses a side-by-side bar chart comparison to highlight the performance gap between core and non-core segments.Nestlé S.A. (NESN) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
28
The slide uses an org chart to visually demonstrate the complexity of the current structure.Nestlé S.A. (NESN) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
09
The slide uses a Peloton workout interface as a metaphor for the company's business performance during the pandemic.Peloton Interactive (PTON) · David Einhorn
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
12
This is a classic 'conglomerate discount' argument used by activist investors to justify a breakup or restructuring.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
24
The slide uses a simple line chart to illustrate a long-term competitive decline.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Before After1 hit
58
Includes a timeline diagram and two sections of investor relations commentary.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
61
The slide uses a structured list format to systematically dismantle the value proposition of standalone cloud gaming services like Google Stadia.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
64
The slide uses a combination of a news article screenshot, a bar chart for latency comparison, and two scatter plots with trend lines to demonstrate the linear negative impact of latency on user experience.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
65
Includes a red-circled callout on the table highlighting hardware spend per month.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
16
Uses a structured list format to categorize activist grievances.Sotheby's (BID) · Daniel S. Loeb
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
24
The chart shows a 3-year moving average for both supply and demand growth from 2000 to 2030.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Solution1 hit
08
State Street Corporation (STT)State Street Corporation (STT) · Trian Partners
Activist deck Activist investor 1 hit
11
Uses pro forma 2006 data for comparison.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor Beat · Problem1 hit