slides · global inventory
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Matching slides 8,104
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Pages 271
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3,151-3,180 of 8,104
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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
40
Assured Guaranty (AGO)Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
41
The slide uses a benchmark-based methodology to estimate debt capacity.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
04
The chart illustrates P/E multiple expansion for Microsoft and Adobe between 2010 and 2020 to support the argument for subscription-based business models.The Walt Disney Company (DIS) · Daniel S. Loeb
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Mece Breakdown1 hit
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Nestlé S.A. (NESN)Nestlé S.A. (NESN) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
13
The slide uses a hub-and-spoke diagram to illustrate product diversification.Peloton Interactive (PTON) · David Einhorn
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
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The slide uses a Peloton workout interface as a thematic background.Peloton Interactive (PTON) · David Einhorn
Conference presentation Activist investor Beat · Ultimate Achievement1 hit
13
The chart highlights that Soda Ash and Derivatives is the largest segment at 43%.Solvay SA (SOLB BB) · David Einhorn
Conference presentation Activist investor Beat · Problem1 hit
15
The slide uses a visual breakdown of percentages for Soda Ash applications and highlights Bicar as a distinct, higher-value derivative.Solvay SA (SOLB BB) · David Einhorn
Conference presentation Activist investor Beat · Solution1 hit
29
The slide uses a stacked bar chart to compare total market capacity vs. Solvay's regional capacity breakdown.Solvay SA (SOLB BB) · David Einhorn
Conference presentation Activist investor Beat · Business Model1 hit
36
The chart combines a bar chart for revenue/EBITDA and a line chart for EBITDA margin, with an inset pie chart for segment composition.Solvay SA (SOLB BB) · David Einhorn
Conference presentation Activist investor 1 hit
41
The slide uses a visual hierarchy to show three equal buckets of capital allocation.Solvay SA (SOLB BB) · David Einhorn
Conference presentation Activist investor Beat · Financials1 hit
14
The slide uses a table to demonstrate that most analysts use electronics-focused valuation methods rather than SOTP, which the activist argues is more appropriate for Sony's entertainment-heavy portfolio.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
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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
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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
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
75
The charts use a stacked area format to visualize the transition from physical/download to streaming revenue.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
100
Sony Corporation (6758.T)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
49
Teck Resources (TECK)Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Solution1 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
09
The slide uses a 3-column matrix structure to frame the activist's narrative of past failure, current progress, and future demands.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · Problem1 hit
35
The slide uses a 3x3 matrix structure to contrast historical failures, recent management actions, and ongoing investor concerns.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Loop · Cost Of Inaction1 hit
16
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
19
Lazard Ltd (LAZ)Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor 1 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
07
Includes three pie charts showing geographic and segment-based revenue/profit distribution.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor 1 hit
34
The chart highlights KRAFT in red to emphasize its valuation premium relative to peers.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit
03
The chart highlights a significant trend of capital moving from active to passive management, with a notable divergence in recent years.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor Loop · Pattern Hunter1 hit
13
The slide uses a 2x2 grid to categorize product offerings.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor 1 hit
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The slide uses a table format to rank competitors across multiple dimensions, highlighting the subject company's strong market position.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor 1 hit