slides · global inventory
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Matching slides 16,285
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3,271-3,300 of 16,285
44
The slide uses a combination of a bar chart and a table to illustrate the headcount discrepancy.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
51
The slide uses a checkmark column to visually validate each competency area.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor 1 hit
54
E.I. du Pont de Nemours and Company (DuPont) (DD)E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor 1 hit
57
E.I. du Pont de Nemours and Company (DuPont) (DD)E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor 1 hit
114
The slide uses a table to highlight the lack of clarity and potential cannibalization in Disney's sports product roadmap.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
55
The 'e' suffix on loss figures likely denotes 'estimated'.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
57
The slide highlights a 2.7% reserve ratio for the specified book.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
93
Includes detailed footnotes explaining the methodology for cost and production assumptions.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
94
Base Case scenario, figures in $M unless otherwise noted.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
95
B-3CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
24
Alexander & Baldwin (ALEX); GenCorp (GY); Brookfield Residential Properties (BRP)Alexander & Baldwin (ALEX); GenCorp (GY); Brookfield Residential Properties (BRP) · Marcato Capital Management
Conference presentation Activist investor 1 hit
24
The slide provides a breakdown of capacity changes (in million mtpa) and contextualizes the impact of Chinese supply versus other global regions.Solvay SA (SOLB BB) · David Einhorn
Conference presentation Activist investor Beat · Solution1 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
102
Includes historical CAGR charts and consensus financial forecasts.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
42
The slide highlights the delta between D&A and CapEx as a driver for the difference between FCF and Net Income.Sotheby's (BID) · Marcato Capital Management
Conference presentation Activist investor 1 hit
09
The slide uses a strong negative framing ('Disappointing') to interpret the financial data.The Walt Disney Company (DIS) · Trian Partners
Press release Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
85
The slide uses two distinct calculation approaches (% of sales vs % of EBITDA) to arrive at a total excess cost estimate for DuPont.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · The VictoryLoop · Golden Circle1 hit
86
Uses a 'preempt_rebuttal' strategy by adopting the opponent's own logic to prove the activist's point.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · The VictoryLoop · Golden Circle1 hit
04
Slide 3 of the deck.General Electric (GE) · Trian Partners
Activist deck Activist investor 1 hit
39
The slide provides a granular reconciliation of GAAP compensation to 'Awarded Compensation' for two peer firms.Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor 1 hit
38
The table highlights market share erosion in key strategic markets as defined by PepsiCo management.PepsiCo (PEP) · Nelson Peltz
Research note Activist investor Loop · Cost Of Inaction1 hit
15
Uses a quote from David Taylor to highlight the contradiction between stated market growth and internal targets.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor Beat · Expose Contradiction1 hit
16
Uses a 'P&G Spin' vs 'Reality' structure to frame the argument.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor 1 hit
17
The slide uses a 'before and after' framing to demonstrate that initial resistance from management turns into positive collaboration.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor 1 hit
85
The slide uses a comparison of TSR percentiles vs bonus payouts to demonstrate a misalignment between pay and performance.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor 1 hit
86
Uses red circles to highlight poor performance percentiles and green circles to highlight low PSP payouts.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor 1 hit
06
The slide argues that management is setting low bars to ensure easy beats, contrasting this with historical 3M performance and industry-wide spin-off margin expansion data.Solventum Corporation (SOLV) · Trian Fund Management
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
10
The slide uses a table to summarize the 2023 business mix across four segments: MedSurg, Health Info Systems, Dental Solutions, and Purification & Filtration.Solventum Corporation (SOLV) · Trian Fund Management
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
16
The table uses a heatmap-style color coding where red indicates positive inflation and green indicates deflation.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor 1 hit
17
The slide includes a disclaimer that figures are Greenlight Capital estimates.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor Loop · Golden Circle1 hit