Matching slides 9,820
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2,911-2,940 of 9,820

filter-aware
09
The slide uses a comparison table to frame the company's performance as a failure relative to capital invested.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · AgitationLoop · Logic Chain1 hit
08
The slide uses delta annotations to quantify the performance gap between Disney and its benchmarks.The Walt Disney Company (DIS) · Trian Partners
Press release Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
13
Uses red delta annotations to highlight the performance gap between Disney and its benchmarks.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Agitate1 hit
16
The slide uses a table to link individual board members to poor historical stock performance, framing them as responsible for strategic failures.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Agitate1 hit
32
The slide uses a split bar chart to contrast Disney's historical/projected performance with Netflix's LTM performance.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
33
Uses a bar-grouped chart to compare specific financial line items between Disney (FY 2022) and Netflix (LTM Sept-22).The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
09
The slide uses a comparison framework to argue for a valuation discrepancy based on geographic business quality.Ferguson plc (FERG) · Brian Baldwin
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
11
The slide uses a checkmark/cross system to indicate if a top shareholder in the sector is also a top Ferguson holder.Ferguson plc (FERG) · Brian Baldwin
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
12
The chart highlights Ferguson in red to contrast with the blue peer bars.Ferguson plc (FERG) · Brian Baldwin
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
14
Uses checkmarks and X-marks to visually contrast business models.Ferguson plc (FERG) · Brian Baldwin
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
15
The slide uses a checkmark/cross comparison to highlight Ferguson's superior market positioning.Ferguson plc (FERG) · Brian Baldwin
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
16
RMI likely stands for Repair, Maintenance, and Improvement.Ferguson plc (FERG) · Brian Baldwin
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
17
The chart highlights Ferguson's performance relative to competitors in Specialty, Broadline Industrial MRO, and Home Improvement Retail sectors.Ferguson plc (FERG) · Brian Baldwin
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
18
The chart uses a waterfall-style layout to show positive vs negative margin changes, with company logos as x-axis labels.Ferguson plc (FERG) · Brian Baldwin
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
19
The chart highlights Ferguson in red to contrast its performance against peers, suggesting an opportunity for improvement.Ferguson plc (FERG) · Brian Baldwin
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
22
The slide uses a bubble chart representation to visually compare market caps.Ferguson plc (FERG) · Brian Baldwin
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
62
The Procter & Gamble Company (PG)The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor 1 hit
64
The slide highlights P&G's low M&A activity compared to competitors like Reckitt Benckiser and Henkel.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor 1 hit
69
The slide uses a bar chart to highlight the digital presence gap between P&G and its competitors.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor 1 hit
80
The slide uses a checkmark matrix to highlight the nominee's qualifications relative to existing board members.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor 1 hit
08
The slide uses a comparative bar chart to highlight PPG's underperformance relative to peers and the broader market.PPG Industries, Inc. (PPG) · Trian Partners
Activist deck Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
09
The slide highlights a performance gap between PPG and its competitors, specifically referencing volume growth targets relative to GDP.PPG Industries, Inc. (PPG) · Trian Partners
Activist deck Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
21
The chart highlights PPG's performance relative to a peer median of 187%.PPG Industries, Inc. (PPG) · Trian Partners
Activist deck Activist investor Beat · Solution & ApproachLoop · Before After1 hit
22
The chart uses a red bar for PPG to emphasize its position relative to peers.PPG Industries, Inc. (PPG) · Trian Partners
Activist deck Activist investor Beat · Solution & Approach1 hit
25
The chart shows PPG consistently underperforming compared to peers, often showing negative growth.PPG Industries, Inc. (PPG) · Trian Partners
Activist deck Activist investor Beat · Solution & Approach1 hit
26
PPG Industries, Inc. (PPG)PPG Industries, Inc. (PPG) · Trian Partners
Activist deck Activist investor Beat · Solution & Approach1 hit
29
The slide uses a combination of a time-series bar chart for SHW growth and a static bar chart for competitive landscape.PPG Industries, Inc. (PPG) · Trian Partners
Activist deck Activist investor Beat · Solution & Approach1 hit
30
The slide uses a red dashed box to highlight the 'Base Case' estimate for PPG, contrasting it with the WACC and the competitor benchmark.PPG Industries, Inc. (PPG) · Trian Partners
Activist deck Activist investor Beat · Solution & Approach1 hit
31
The chart highlights PPG's valuation relative to peers, suggesting it is undervalued compared to high-quality coatings companies.PPG Industries, Inc. (PPG) · Trian Partners
Activist deck Activist investor Beat · Solution & Approach1 hit
42
The slide uses a series of bar charts to demonstrate consistent outperformance of spin-offs over the S&P 500.PPG Industries, Inc. (PPG) · Trian Partners
Activist deck Activist investor Beat · Impact & Next StepsLoop · Quick Win Big Bet1 hit