slides · global inventory
Executive Summary
Tool collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 5,545
Current window 2,011-2,040
Pages 185
Rows per page 30
Tool
2,011-2,040 of 5,545
03
Includes non-GAAP disclosure footnote.Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor Beat · Situation & Context1 hit
04
Slide 3 of a regulatory filing deck.Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor Beat · Situation & Context1 hit
13
Automatic Data Processing (ADP) (ADP)Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor Beat · Evidence & Proof1 hit
05
Campbell Soup Company (CPB)Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor Beat · The Ordinary World1 hit
01
Includes a comparison table of TSR performance and a table contrasting current Disney path vs Trian's goals.The Walt Disney Company (DIS) · Nelson Peltz
Press release Activist investor Beat · Situation & Context1 hit
29
The slide uses a contrast-based structure (Advantaged vs. Deteriorating/Lagging/Eroding/Poor) to frame the activist argument.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
01
This is the first page of a shareholder letter from Third Point to The Walt Disney Company.The Walt Disney Company (DIS) · Daniel S. Loeb
Shareholder letter Activist investor Beat · Situation & Context1 hit
04
This slide serves as the 'thesis' or 'opening hook' for the activist campaign.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
06
Slide provides a high-level company profile for an investment presentation.Alexander & Baldwin (ALEX); GenCorp (GY); Brookfield Residential Properties (BRP) · Marcato Capital Management
Conference presentation Activist investor 1 hit
07
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
04
The slide outlines the investment thesis for Sony, highlighting segment profitability, valuation gap, and capital deployment potential.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor 1 hit
06
Sony Corporation (6758.T)Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
27
Includes a technical diagram of a smartphone camera module and a product portfolio overview.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Before After1 hit
05
Sotheby's (BID)Sotheby's (BID) · Daniel S. Loeb
Activist deck Activist investor 1 hit
01
This is the opening page of a shareholder letter from Third Point regarding their activist position in Nestlé.Nestlé S.A. (NESN) · Third Point
Shareholder letter Activist investor Beat · Setup1 hit
03
This is a page from a shareholder letter (likely Third Point's letter to Nestlé).Nestlé S.A. (NESN) · Third Point
Shareholder letter Activist investor Beat · EvidenceLoop · Benchmark Gap1 hit
04
The slide uses a before-after framing to validate Trian's historical activist campaign.H.J. Heinz Company (HNZ) · Trian Partners
Activist deck Activist investor 1 hit
04
This slide serves as the 'thesis' or 'opening hook' for the activist campaign, establishing the 'company in crisis' narrative.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor 1 hit
30
The slide serves as a firm profile and track record summary.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
33
Includes a specific callout quote from a Trian press release to preempt concerns about a forced breakup.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Loop · Cost Of Inaction1 hit
04
The slide provides a snapshot of Ferguson's business profile, valuation, and strategic changes as of late 2019.Ferguson plc (FERG) · Brian Baldwin
Conference presentation Activist investor 1 hit
04
Slide 3 of the deck.General Electric (GE) · Trian Partners
Activist deck Activist investor 1 hit
10
The slide uses a simple split-box layout to contrast the two main business units.General Electric (GE) · Trian Partners
Activist deck Activist investor 1 hit
04
This is an introductory slide for an activist investor deck, establishing the relationship between the investor (Trian) and the target (Lazard).Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor 1 hit
06
Lazard Ltd (LAZ)Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor 1 hit
11
Slide 10 of an activist deck, providing a baseline company profile.Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor 1 hit
04
PepsiCo (PEP)PepsiCo (PEP) · Trian Partners
Activist deck Activist investor 1 hit
04
This is a formal activist letter serving as the cover/introductory page of a presentation deck.Solventum Corporation (SOLV) · Trian Fund Management
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
05
This is a text-heavy slide from an activist investor deck (Trian Partners) detailing the investment thesis and subsequent disappointment regarding Solventum.Solventum Corporation (SOLV) · Trian Fund Management
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
04
The slide outlines the activist thesis: identifying underperformance due to poor capital allocation and operational inefficiency, followed by a list of corrective actions.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor 1 hit