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slides · global inventory

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Global slide inventory for the active corpus filters, with each row opening the slide detail view.

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Corpus coverage

319,975 slides

319,974 are described (100%), so the treemap can explain the corpus instead of just counting files.

Total slides
319,975
Described
319,974
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1

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Showing 319,974 described slides — 100.0% of 319,975 rendered pages

+Context & problem43,76713.7% · 6,592 docs+Data & charts72,62022.7% · 8,666 docs+Meta & navigation45,93614.4% · 9,739 docs+Recommend & act67,04121.0% · 9,324 docs+Cases & evidence31,2569.8% · 6,067 docs+Frameworks2,1230.7% · 1,232 docs+Appendix35,68211.2% · 6,614 docs+Other21,5496.7% · 5,566 docs

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Slide collection

110,941-111,000 of 319,975

filter-aware
22
The slide uses a combination of bulleted text and a bar chart to demonstrate the deterioration of the deal's performance.Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
23
Uses a before-after framing to contrast current disaster with future hopelessness.Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
24
Uses a visual metaphor of a kitchen fire to represent operational issues.Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
25
The slide uses a red color scheme to emphasize the negative trend in ROIC.Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
26
Uses a classic 'say vs. do' contradiction framework to undermine board credibility.Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
27
Uses a Benjamin Franklin quote to emphasize the failure of the board to plan.Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
28
Includes a screenshot of a CNBC news segment featuring Third Point's stance.Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor Beat · The Struggle1 hit
29
The slide uses a pull-quote format to leverage third-party authority to validate the activist's thesis.Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor Beat · The Struggle1 hit
30
Uses a pull-quote from a WSJ 'Heard on the Street' column to build credibility for the activist's position.Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor Beat · The Struggle1 hit
31
Uses a red callout box to emphasize the fiduciary duty failure.Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor Beat · The Struggle1 hit
32
Uses authority-citation to validate the activist's thesis regarding board incompetence.Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor Beat · The Struggle1 hit
33
The slide uses a contrast-heavy visual (red bar vs grey bars) to highlight the negative analyst sentiment toward Campbell.Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor Beat · The Struggle1 hit
34
The visual is a direct parody of Andy Warhol's Campbell's Soup Cans, substituting the brand name with 'INDEPENDENT SLATE' and adding a 'THIRD POINT' logo on the can.Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor Beat · The VictoryLoop · The Reveal1 hit
35
The slide uses a grid of headshots with names and key affiliations below each.Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor Beat · The VictoryLoop · The Reveal1 hit
36
Campbell Soup Company (CPB)Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor Beat · The VictoryLoop · The Reveal1 hit
37
The slide uses a contrast-based framing to position the Independent Slate against the incumbent board.Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor Beat · The Victory1 hit
38
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
39
Campbell Soup Company (CPB)Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor Beat · The Victory1 hit
40
The slide uses a split-layout to contrast the brand portfolio with the investment thesis.Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor Beat · The Victory1 hit
41
Campbell Soup Company (CPB)Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor Beat · The Victory1 hit
42
The slide uses a bar chart to show EV/EBITDA multiples of recent transactions to support a target price range.Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor Beat · The Victory1 hit
43
Uses a classic quote as a rhetorical device to frame the incumbent board's strategy as 'insanity'.Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor Beat · The Victory1 hit
44
The slide uses a pop-art aesthetic referencing Andy Warhol's Campbell's Soup Cans to brand the activist campaign.Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor Beat · The Victory1 hit
45
The slide uses a visual metaphor of alphabet soup to reinforce the campaign slogan.Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor Beat · The Victory1 hit
01
Slide 1
Sony Corporation (6758.T)Sony Corporation (6758.T) · Third Point
Activist deck Activist investor 1 hit
02
Sony Corporation (6758.T)Sony Corporation (6758.T) · Third Point
Activist deck Activist investor 1 hit
03
Sony Corporation (6758.T)Sony Corporation (6758.T) · Third Point
Activist deck 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
05
Uses a numbered list to structure five distinct areas of investor concern.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 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
07
The slide uses two stacked bar charts to contrast the growth of 'Crown Jewel' segments against consolidated EBIT.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
08
The slide uses a waterfall-style logic for the first chart and a grouped bar chart for the second to demonstrate FCF health.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
09
The slide uses stacked bar charts to illustrate business mix transformation.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
10
The slide argues that the market is mispricing Sony given its shift toward higher-multiple businesses.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
11
The chart highlights that Sony (black bar) is consistently valued lower than its industry peers in every segment.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
12
This is a classic 'conglomerate discount' argument used by activist investors to justify a breakup or restructuring.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
13
The table compares six Sony business units across six qualitative metrics: Capital Intensity, Customers, End Market, Growth, Industry Structure, and Cyclicality.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Agitate (Make it worse)1 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
15
The slide uses a quote from Goldman Sachs to validate the 'villain' (complexity) and a bar chart to quantify the impact (conglomerate discount).Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
16
The slide outlines a strategic preference for spin-offs over other corporate restructuring methods.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
17
This slide outlines the core activist thesis for Third Point's campaign against Sony.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
18
The slide uses a hub-and-spoke diagram to illustrate a corporate breakup/spinoff strategy.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
19
The chart uses a standard waterfall bridge to reconcile segment values to an enterprise value and finally an SOTP total, compared against the current share price.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
20
Sony Corporation (6758.T)Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
21
Sony Corporation (6758.T)Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Before After1 hit
22
This slide uses a classic 'conglomerate discount' argument structure.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Before After1 hit
23
The slide uses a diagonal timeline arrow to anchor historical milestones against product images.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Before After1 hit
24
The slide uses a simple line chart to illustrate a long-term competitive decline.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Before After1 hit
25
Sony Corporation (6758.T)Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Before After1 hit
26
Sony Corporation (6758.T)Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Before After1 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
28
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
29
Includes a dual-axis chart showing TAM in $bn and Y/Y growth percentage, alongside a pie chart of market mix.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Before After1 hit
30
Includes a market sizing table for CIS (CMOS Image Sensor) units and a historical/projected bar chart of cameras per phone.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Before After1 hit
31
Includes a TAM calculation table, a historical bar chart of units per vehicle, and a Tesla Model 3 sensor diagram.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
32
The slide uses a combination of stacked area charts, donut charts, and a process flow to illustrate the investment thesis.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
33
Includes specific references to Sony 2019 IR Day slides 145, 150, and 153.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
34
Market data as of 6/11/2019.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
35
Uses an arrow-based process diagram to illustrate the benefits of a spin-off.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
36
Sony Corporation (6758.T)Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit