Matching slides 9,820
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2,821-2,850 of 9,820

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Market data as of 6/11/2019.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
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The slide uses peer benchmarking to justify a call for increased capital expenditure at Sony.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
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Includes external analyst commentary on Broadcom and Qualcomm to support the thesis that R&D investment drives value.Sony Corporation (6758.T) · Third Point
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Uses Tencent as a high-multiple peer benchmark to highlight Sony's undervaluation.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
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Data as of 6/11/2019. Includes regional segmentation (US, China, Japan).Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
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The slide uses a before-after framing to contrast Sony's performance in two distinct console cycles.Sony Corporation (6758.T) · Third Point
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Includes historical/forecast chart and comparative table of subscriber counts and financial metrics.Sony Corporation (6758.T) · Third Point
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Includes a list of Sony studios, a benchmarking table against the 'Big 4' publishers, and a list of top 15 selling PS4 games.Sony Corporation (6758.T) · Third Point
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The slide uses a color-coded heatmap (green/yellow/red) to indicate competitive strength across different criteria.Sony Corporation (6758.T) · Third Point
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The charts use a stacked area format to visualize the transition from physical/download to streaming revenue.Sony Corporation (6758.T) · Third Point
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The slide uses a dashed box to highlight Sony Pictures in both charts. Netflix data is noted as total company, not just studio.Sony Corporation (6758.T) · Third Point
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Includes two tables of financial/market data and three pie charts illustrating market share shifts.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
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Includes a product review snippet for the Sony Z9G Master Series 8K TV.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
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Sony Corporation (6758.T)Sony Corporation (6758.T) · Third Point
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02
The slide uses red bars to highlight Nestlé's performance relative to peers in a series of bar charts.Nestlé S.A. (NESN) · Third Point
Shareholder letter Activist investor Beat · EvidenceLoop · Benchmark Gap1 hit
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The chart includes explicit margin targets for several peers, contrasting them with Nestlé's current position.Nestlé S.A. (NESN) · Third Point
Shareholder letter Activist investor Beat · EvidenceLoop · Benchmark Gap1 hit
07
The slide uses bar charts to rank companies by total shareholder return. Note the specific exclusion of Dr Pepper from the 5-year chart.Danone (BN.PA) · Trian Partners
Conference presentation Activist investor Loop · Benchmark Gap1 hit
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The slide uses a horizontal bar chart for company exposure and a stacked bar chart for market growth projections.Danone (BN.PA) · Trian Partners
Conference presentation Activist investor Beat · Market Size1 hit
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Uses CEO quotes to highlight the gap between stated strategy and current portfolio composition.Danone (BN.PA) · Trian Partners
Conference presentation Activist investor Loop · Before After1 hit
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The chart uses a regression line to show the correlation between growth and valuation, with Danone positioned below the trend line.Danone (BN.PA) · Trian Partners
Conference presentation Activist investor Beat · Valuation1 hit
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Lazard Ltd (LAZ)Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor 1 hit
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The slide uses a comparative framework to argue for Lazard's superior stability and scale.Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor 1 hit
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The slide uses a grouped bar chart approach to highlight Lazard's superior scale and productivity metrics.Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor 1 hit
07
The slide uses a series of ranked bar charts to highlight State Street's consistent bottom-tier performance.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor 1 hit
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The slide uses a series of bar charts to contrast STT and BNY Mellon, emphasizing that STT's operational advantages are not translating into margin superiority.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor Loop · 2x2 Matrix1 hit
27
Uses a specific metric introduced by BNY Mellon in Q1 2011 to argue for operational inefficiency at State Street.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor 1 hit
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The chart uses a mix of grey and colored bars to highlight the average and the subject company (SSGA).State Street Corporation (STT) · Trian Partners
Activist deck Activist investor 1 hit
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Uses a peer comparison table to argue for operational improvements.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor 1 hit
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The chart highlights SSgA in blue to distinguish it from peers.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor 1 hit
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The chart uses a green bar for the industry average and a blue bar for State Street to emphasize the comparison.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor 1 hit