anlak storytelling
All kinds
Document kinds
Loading document kinds...

Primary corpus lens for browsing and insights. Selection lives in the URL.

All formats
Orientation
Loading formats...

Landscape, portrait, square, or unknown document geometry.

Unlock
slides · global inventory

All filtered slides

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

Search Insights JSON Unlock
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
Pending
1

Slide type composition

dynamicclickable
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

Tile area is proportional to slide count. Click a category to open its subtype map.

all document kinds · all orientations
18 30 60

Slide collection

111,061-111,120 of 319,975

filter-aware
01
Slide 1
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
02
This is page 2 of a shareholder letter, continuing a list of demands.The Walt Disney Company (DIS) · Daniel S. Loeb
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
03
This is a page from a shareholder letter (likely an activist investor letter to Disney).The Walt Disney Company (DIS) · Daniel S. Loeb
Shareholder letter Activist investor Beat · Solution & ApproachLoop · Cost Of Inaction1 hit
04
This is the final page of a letter, containing the sign-off and a carbon copy notation.The Walt Disney Company (DIS) · Daniel S. Loeb
Shareholder letter Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
05
Page number 5 at the bottom.The Walt Disney Company (DIS) · Daniel S. Loeb
Shareholder letter Activist investor 1 hit
97
Includes key assumptions regarding asset monetization and tax rates.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
98
Includes a direct quote from Apple CFO Luca Maestri regarding the 2018 buyback announcement.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
99
Sony Corporation (6758.T)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
101
The slide highlights an opportunity for asset portfolio optimization and explains a 2016 MCEV restatement.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)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
01
Slide 1
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
02
The slide uses red bars to highlight Nestlé's performance relative to peers in a series of bar charts.Nestlé S.A. (NESN) · Third Point
Shareholder letter Activist investor Beat · EvidenceLoop · Benchmark Gap1 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
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
05
The chart includes explicit margin targets for several peers, contrasting them with Nestlé's current position.Nestlé S.A. (NESN) · Third Point
Shareholder letter Activist investor Beat · EvidenceLoop · Benchmark Gap1 hit
06
This is a page from an activist investor letter (likely Third Point) outlining specific capital allocation and portfolio demands.Nestlé S.A. (NESN) · Third Point
Shareholder letter Activist investor Beat · Development1 hit
07
The slide uses a historical analogy (Baxter 2015) to build credibility for the proposed Nestlé strategy.Nestlé S.A. (NESN) · Third Point
Shareholder letter Activist investor Beat · Resolution1 hit
08
Nestlé S.A. (NESN)Nestlé S.A. (NESN) · Third Point
Shareholder letter Activist investor 1 hit
01
Slide 1
Danone (BN.PA)Danone (BN.PA) · Trian Partners
Conference presentation Activist investor 1 hit
02
Note at the bottom indicates this is part of a multi-page disclosure.Danone (BN.PA) · Trian Partners
Conference presentation Activist investor 1 hit
03
Danone (BN.PA)Danone (BN.PA) · Trian Partners
Conference presentation Activist investor 1 hit
04
The slide uses a three-column structure to build a logical argument for investment.Danone (BN.PA) · Trian Partners
Conference presentation Activist investor 1 hit
05
Trian Partners activist investor presentation slide.Danone (BN.PA) · Trian Partners
Conference presentation Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
06
Uses a classic 'Bear vs. Bull' or 'Concern vs. Rebuttal' structure.Danone (BN.PA) · Trian Partners
Conference presentation Activist investor Loop · Benchmark Gap1 hit
07
The slide uses bar charts to rank companies by total shareholder return. Note the specific exclusion of Dr Pepper from the 5-year chart.Danone (BN.PA) · Trian Partners
Conference presentation Activist investor Loop · Benchmark Gap1 hit
08
The slide uses a visual grid to categorize product brands under three main business segments.Danone (BN.PA) · Trian Partners
Conference presentation Activist investor 1 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
10
The slide uses a horizontal bar chart for company exposure and a stacked bar chart for market growth projections.Danone (BN.PA) · Trian Partners
Conference presentation Activist investor Beat · Market Size1 hit
11
Uses CEO quotes to highlight the gap between stated strategy and current portfolio composition.Danone (BN.PA) · Trian Partners
Conference presentation Activist investor Loop · Before After1 hit
12
The chart uses a regression line to show the correlation between growth and valuation, with Danone positioned below the trend line.Danone (BN.PA) · Trian Partners
Conference presentation Activist investor Beat · Valuation1 hit
13
The chart includes a 10-year average line at 18.7x and a circle highlighting the current data point.Danone (BN.PA) · Trian Partners
Conference presentation Activist investor Beat · Valuation1 hit
14
Uses historical FCF growth and peer FCF yield comparison to argue for undervaluation.Danone (BN.PA) · Trian Partners
Conference presentation Activist investor Beat · Valuation1 hit
15
This slide serves as an executive summary of an activist investor's (Trian) perspective on Danone.Danone (BN.PA) · Trian Partners
Conference presentation Activist investor 1 hit
16
Includes a summary table of financial projections and a list of major assumptions supporting the valuation.Danone (BN.PA) · Trian Partners
Conference presentation Activist investor 1 hit
01
Slide 1
State Street Corporation (STT)State Street Corporation (STT) · Trian Partners
Activist deck Activist investor 1 hit
02
Page number -1- at bottom.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor 1 hit
03
State Street Corporation (STT)State Street Corporation (STT) · Trian Partners
Activist deck Activist investor 1 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
05
This is a classic activist investor 'valuation gap' slide, contrasting current depressed multiples with historical performance and future potential.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor 1 hit
06
Slide 5 of an activist deck, likely from Trian Partners.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor 1 hit
07
The slide uses a series of ranked bar charts to highlight State Street's consistent bottom-tier performance.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor 1 hit
08
State Street Corporation (STT)State Street Corporation (STT) · Trian Partners
Activist deck Activist investor 1 hit
09
The slide uses a 'before-after' framing to contrast management's self-reported growth metrics.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor 1 hit
10
The slide is presented as a historical precedent for successful M&A integration.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor 1 hit
11
Uses pro forma 2006 data for comparison.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor Beat · Problem1 hit
12
Uses a combination of bar charts to show growth in scale (AUCA, Net Revenue) and shift in revenue mix (Net Interest vs Servicing Fees).State Street Corporation (STT) · Trian Partners
Activist deck Activist investor Beat · Agitate1 hit
13
Uses a dual-chart layout to contrast EPS decline with compensation growth.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor Beat · Agitate1 hit
14
Uses 2006PF (pro forma) as a baseline for comparison against 2010 data.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor 1 hit
15
Uses a 2x2 layout of bar charts to illustrate a causal chain of financial mismanagement.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor 1 hit
16
The slide uses a 'before-after' style comparison of financial metrics to critique management's inability to rationalize costs.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor 1 hit
17
The slide uses a structured list format to contrast management's capital allocation actions against negative outcomes.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor 1 hit
18
The slide uses a waterfall bridge to visualize share dilution.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor 1 hit
19
The slide uses a 'fraud-exposure' style argument to highlight management's misuse of 'non-recurring' accounting labels.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor 1 hit
20
The slide highlights a pattern of financial penalties and settlements, linking them to operational control failures.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor 1 hit
21
The slide uses a before-after comparison to frame the company's underperformance for shareholders.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor Loop · Cost Of Inaction1 hit
22
Uses a three-part structure to frame management's strategic failures.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor Beat · Need1 hit
23
The slide uses direct investor quotes to undermine management credibility.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor 1 hit
24
State Street Corporation (STT)State Street Corporation (STT) · Trian Partners
Activist deck Activist investor 1 hit
25
This is a classic activist investor slide diagnosing a problem (margin decline) and proposing a specific operational solution.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor Beat · Solution1 hit