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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.

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319,975
Described
319,974
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Slide type

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

111,001-111,060 of 319,975

filter-aware
37
The slide uses a list-based structure to present a strategic argument for a corporate spin-off.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
38
The slide uses peer benchmarking to justify a call for increased capital expenditure at Sony.Sony Corporation (6758.T) · Third Point
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39
Includes external analyst commentary on Broadcom and Qualcomm to support the thesis that R&D investment drives value.Sony Corporation (6758.T) · Third Point
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40
Uses historical data to argue for the benefits of corporate spin-offs.Sony Corporation (6758.T) · Third Point
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41
Includes detailed legal/tax criteria for a corporate split in Japan.Sony Corporation (6758.T) · Third Point
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42
Sony Corporation (6758.T)Sony Corporation (6758.T) · Third Point
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43
This slide presents the core investment thesis for the 'New Sony' entity.Sony Corporation (6758.T) · Third Point
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44
The slide uses pie charts to show current segment mix and a stacked bar chart to show historical and projected EBIT growth.Sony Corporation (6758.T) · Third Point
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45
This is a classic 'ecosystem map' or 'brand portfolio' slide used to demonstrate the breadth of Sony's media footprint.Sony Corporation (6758.T) · Third Point
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46
Uses Tencent as a high-multiple peer benchmark to highlight Sony's undervaluation.Sony Corporation (6758.T) · Third Point
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47
Data as of 6/11/2019. Includes regional segmentation (US, China, Japan).Sony Corporation (6758.T) · Third Point
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48
Includes historical data and forward-looking estimates for revenue and operating profit.Sony Corporation (6758.T) · Third Point
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49
The slide uses a dual-chart layout to establish market growth and competitive positioning.Sony Corporation (6758.T) · Third Point
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50
The slide uses a before-after framing to contrast Sony's performance in two distinct console cycles.Sony Corporation (6758.T) · Third Point
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51
Shows revenue composition change over time, highlighting the impact of PS4 launch and PS Plus.Sony Corporation (6758.T) · Third Point
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52
The slide uses a stacked area chart for revenue mix and a line chart with vertical cycle markers for operating margins.Sony Corporation (6758.T) · Third Point
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53
Includes historical/forecast chart and comparative table of subscriber counts and financial metrics.Sony Corporation (6758.T) · Third Point
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54
The slide uses a stacked bar chart to show historical and estimated trends in sales mix, and a grouped bar chart to compare profit margins across first-party and third-party games.Sony Corporation (6758.T) · Third Point
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55
Includes a list of Sony studios, a benchmarking table against the 'Big 4' publishers, and a list of top 15 selling PS4 games.Sony Corporation (6758.T) · Third Point
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56
Includes a historical chart of Sony's operating profit trends and a comparison table of emerging cloud gaming services.Sony Corporation (6758.T) · Third Point
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57
The slide uses historical data to establish a pattern of console life cycles to support a bearish outlook on near-term unit sales.Sony Corporation (6758.T) · Third Point
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58
Includes a timeline diagram and two sections of investor relations commentary.Sony Corporation (6758.T) · Third Point
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59
Includes a waterfall chart explaining the FY18 to FY19 profit bridge.Sony Corporation (6758.T) · Third Point
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60
The slide uses two bar charts to contrast loyalty (repurchase intent) and churn (switching intent).Sony Corporation (6758.T) · Third Point
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61
The slide uses a structured list format to systematically dismantle the value proposition of standalone cloud gaming services like Google Stadia.Sony Corporation (6758.T) · Third Point
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62
The slide uses a simple logo-grid to frame the competitive landscape.Sony Corporation (6758.T) · Third Point
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63
Uses historical screenshots of articles from 2007, 2012, and 2013 to establish a pattern of false alarms.Sony Corporation (6758.T) · Third Point
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64
The slide uses a combination of a news article screenshot, a bar chart for latency comparison, and two scatter plots with trend lines to demonstrate the linear negative impact of latency on user experience.Sony Corporation (6758.T) · Third Point
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65
Includes a red-circled callout on the table highlighting hardware spend per month.Sony Corporation (6758.T) · Third Point
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66
Uses a comparison table to highlight the differences between the two industries.Sony Corporation (6758.T) · Third Point
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67
The slide uses a color-coded heatmap (green/yellow/red) to indicate competitive strength across different criteria.Sony Corporation (6758.T) · Third Point
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68
Uses a news clipping as a visual anchor to establish the premise of the partnership.Sony Corporation (6758.T) · Third Point
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69
The slide uses a 10-12x EBIT multiple to justify a $35-43bn valuation, arguing it is a conservative premium to Japanese peers and a discount to US/China peers.Sony Corporation (6758.T) · Third Point
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70
Includes historical CAGR data and key M&A milestones.Sony Corporation (6758.T) · Third Point
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71
Includes a callout box emphasizing the strategic timing of Sony's acquisitions.Sony Corporation (6758.T) · Third Point
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72
Uses a combination of a stacked bar chart for subscriber growth and a stacked area chart for industry revenue to illustrate the thesis.Sony Corporation (6758.T) · Third Point
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73
Slide uses a stacked bar chart for demographics and a scatter plot for market penetration.Sony Corporation (6758.T) · Third Point
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74
Includes revenue from recorded music, publishing, and merchandising/other. Sony Music excludes 'Visual Media & Platform'.Sony Corporation (6758.T) · Third Point
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75
The charts use a stacked area format to visualize the transition from physical/download to streaming revenue.Sony Corporation (6758.T) · Third Point
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76
Includes a direct quote from Spotify CFO Barry McCarthy to support the argument regarding platform-label negotiations.Sony Corporation (6758.T) · Third Point
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77
Includes a valuation sensitivity table for UMG based on enterprise value.Sony Corporation (6758.T) · Third Point
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78
The slide uses a sum-of-the-parts (SOTP) logic to justify the valuation of the music segment.Sony Corporation (6758.T) · Third Point
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79
Includes historical CAGR data and organizational structure diagram.Sony Corporation (6758.T) · Third Point
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80
The slide uses a split-layout to categorize assets into Film and TV franchises, utilizing logos as visual evidence of the library's depth.Sony Corporation (6758.T) · Third Point
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81
The slide uses a dashed box to highlight Sony Pictures in both charts. Netflix data is noted as total company, not just studio.Sony Corporation (6758.T) · Third Point
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82
Includes a callout box with CAGR data for 2013-2018.Sony Corporation (6758.T) · Third Point
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83
The slide uses two line charts to illustrate the decline in film output per studio and in aggregate.Sony Corporation (6758.T) · Third Point
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84
Includes a table of entertainment studio transaction comps, a summary P&L for Sony Pictures, and an indicative valuation range for YE 2021.Sony Corporation (6758.T) · Third Point
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85
The slide uses a combination of a timeline-style list of corporate actions and a stacked bar chart to demonstrate the impact of restructuring on headcount.Sony Corporation (6758.T) · Third Point
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86
The slide uses red boxes to highlight key negative phrases in the analyst reports.Sony Corporation (6758.T) · Third Point
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87
Includes a table of analyst sum-of-the-parts valuations and a bar chart comparing EV/EBIT multiples of peers.Sony Corporation (6758.T) · Third Point
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88
Slide 88 from an activist investor deck (Third Point).Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
89
Includes two tables of financial/market data and three pie charts illustrating market share shifts.Sony Corporation (6758.T) · Third Point
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90
Includes a product review snippet for the Sony Z9G Master Series 8K TV.Sony Corporation (6758.T) · Third Point
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91
Sony Corporation (6758.T)Sony Corporation (6758.T) · Third Point
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92
Includes a valuation table for segments and a bar chart for peer EV/EBIT multiples.Sony Corporation (6758.T) · Third Point
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93
Sony Corporation (6758.T)Sony Corporation (6758.T) · Third Point
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94
Sony Corporation (6758.T)Sony Corporation (6758.T) · Third Point
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95
The slide uses a bulleted list to detail specific stakes in Sony Financial, M3, Olympus, and Spotify.Sony Corporation (6758.T) · Third Point
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96
The slide uses a waterfall bridge to demonstrate capital availability from cash, FCF, asset sales, and leverage.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit