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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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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

146,461-146,520 of 319,975

filter-aware
37
Includes a 53rd week adjustment note for 2016. Contains annotations highlighting specific CAGR metrics.Pershing Square | Activist Presentation Deck | 43 slides · Pershing Square
Activist deck Activist investor 1 hit
38
The table uses a contribution-to-SSS model to derive total growth figures.Pershing Square | Activist Presentation Deck | 43 slides · Pershing Square
Activist deck Activist investor 1 hit
39
Pershing Square | Activist Presentation Deck | 43 slidesPershing Square | Activist Presentation Deck | 43 slides · Pershing Square
Activist deck Activist investor 1 hit
40
The chart uses a bridge format to decompose EPS growth drivers.Pershing Square | Activist Presentation Deck | 43 slides · Pershing Square
Activist deck Activist investor 1 hit
41
The slide uses a clear 'Base' vs 'Upside' comparison to justify a bullish investment thesis.Pershing Square | Activist Presentation Deck | 43 slides · Pershing Square
Activist deck Activist investor 1 hit
42
Includes historical context at the bottom to frame the sensitivity analysis.Pershing Square | Activist Presentation Deck | 43 slides · Pershing Square
Activist deck Activist investor 1 hit
43
The slide uses color-coded bars to categorize different aspects of the investment thesis.Pershing Square | Activist Presentation Deck | 43 slides · Pershing Square
Activist deck Activist investor 1 hit
01
Slide 1
The graphic is a parody of Andy Warhol's Campbell's Soup cans, replacing the brand name with 'INDEPENDENT SLATE' and adding the Third Point logo.Third Point Management | Activist Presentation Deck | 45 slides · Third Point
Activist deck Activist investor 1 hit
02
Third Point Management | Activist Presentation Deck | 45 slidesThird Point Management | Activist Presentation Deck | 45 slides · Third Point
Activist deck Activist investor 1 hit
03
Third Point Management | Activist Presentation Deck | 45 slidesThird Point Management | Activist Presentation Deck | 45 slides · Third Point
Activist deck Activist investor 1 hit
04
The graphic is a direct visual reference to Andy Warhol's Campbell's Soup Cans, used here as a branding metaphor for the activist campaign.Third Point Management | Activist Presentation Deck | 45 slides · Third Point
Activist deck Activist investor 1 hit
05
The slide uses a bulleted list structure to present firm credentials and specific case study outcomes.Third Point Management | Activist Presentation Deck | 45 slides · Third Point
Activist deck Activist investor 1 hit
06
The slide outlines the core thesis for an activist campaign against Campbell Soup Company.Third Point Management | Activist Presentation Deck | 45 slides · Third Point
Activist deck Activist investor 1 hit
07
The soup can label is modified to read 'THIRD POINT' and 'INDEPENDENT SLATE', signaling the activist's intent.Third Point Management | Activist Presentation Deck | 45 slides · Third Point
Activist deck Activist investor 1 hit
08
Slide provides a high-level snapshot of the company's portfolio and sales distribution.Third Point Management | Activist Presentation Deck | 45 slides · Third Point
Activist deck Activist investor 1 hit
09
The chart uses a red bar for Campbell's to emphasize the negative performance gap.Third Point Management | Activist Presentation Deck | 45 slides · Third Point
Activist deck Activist investor 1 hit
10
The slide highlights Campbell's consistent underperformance relative to peers across all timeframes.Third Point Management | Activist Presentation Deck | 45 slides · Third Point
Activist deck Activist investor 1 hit
11
Uses an Andy Warhol-style illustration of a man with a Campbell's soup can to evoke brand decline.Third Point Management | Activist Presentation Deck | 45 slides · Third Point
Activist deck Activist investor Beat · The Monster (incumbent Board)Loop · Cost Of Inaction1 hit
12
The slide uses a classic 'blame' structure common in activist investor presentations to justify board replacement.Third Point Management | Activist Presentation Deck | 45 slides · Third Point
Activist deck Activist investor Beat · The Monster (incumbent Board)Loop · Cost Of Inaction1 hit
13
Uses the 'ceo-quote-contradiction' framework to highlight management's own admission of failure.Third Point Management | Activist Presentation Deck | 45 slides · Third Point
Activist deck Activist investor Beat · The Monster (incumbent Board)Loop · Cost Of Inaction1 hit
14
The slide uses a timeline to visualize a series of acquisitions, framing them as a 'hodgepodge' to support an activist critique of the board's governance.Third Point Management | Activist Presentation Deck | 45 slides · Third Point
Activist deck Activist investor Beat · The Monster (incumbent Board)Loop · Cost Of Inaction1 hit
15
Uses a quote from Piper Jaffray to reinforce the 'abysmal execution' narrative.Third Point Management | Activist Presentation Deck | 45 slides · Third Point
Activist deck Activist investor Beat · The Monster (incumbent Board)Loop · Cost Of Inaction1 hit
16
Uses a side-by-side comparison of two failed acquisitions to critique corporate strategy.Third Point Management | Activist Presentation Deck | 45 slides · Third Point
Activist deck Activist investor Beat · The Monster (incumbent Board)Loop · Cost Of Inaction1 hit
17
Uses media headlines to frame the investment as a failure.Third Point Management | Activist Presentation Deck | 45 slides · Third Point
Activist deck Activist investor Beat · The Monster (incumbent Board)Loop · Cost Of Inaction1 hit
18
Part of an activist investor presentation (Third Point) criticizing management.Third Point Management | Activist Presentation Deck | 45 slides · Third Point
Activist deck Activist investor Beat · The Monster (incumbent Board)Loop · Cost Of Inaction1 hit
19
The slide uses a 'problem-evidence' split layout, combining qualitative management admission with quantitative performance data.Third Point Management | Activist Presentation Deck | 45 slides · Third Point
Activist deck Activist investor Beat · The Monster (incumbent Board)Loop · Cost Of Inaction1 hit
20
The slide uses a 'problem-evidence' structure to validate the activist's critique of management.Third Point Management | Activist Presentation Deck | 45 slides · Third Point
Activist deck Activist investor Beat · The Monster (incumbent Board)Loop · Cost Of Inaction1 hit
21
Uses a third-party quote from UBS to validate the activist's critique.Third Point Management | Activist Presentation Deck | 45 slides · Third Point
Activist deck Activist investor Beat · The Monster (incumbent Board)Loop · Cost Of Inaction1 hit
22
The slide uses a combination of qualitative text and a quantitative bar chart to demonstrate the deterioration of the deal's performance.Third Point Management | Activist Presentation Deck | 45 slides · Third Point
Activist deck Activist investor Beat · The Monster (incumbent Board)Loop · Cost Of Inaction1 hit
23
Uses a before-after framing style to contrast current disaster with future outlook.Third Point Management | Activist Presentation Deck | 45 slides · Third Point
Activist deck Activist investor Beat · The Monster (incumbent Board)Loop · Cost Of Inaction1 hit
24
Uses a kitchen fire illustration to metaphorically represent the 'negative impact' and 'headwinds' mentioned in the text.Third Point Management | Activist Presentation Deck | 45 slides · Third Point
Activist deck Activist investor Beat · The Monster (incumbent Board)Loop · Cost Of Inaction1 hit
25
The chart uses a red color scheme to emphasize the negative trend in ROIC.Third Point Management | Activist Presentation Deck | 45 slides · Third Point
Activist deck Activist investor Beat · The Monster (incumbent Board)1 hit
26
Uses a strong accusatory tone to frame the Board's actions as either incompetence or deceit.Third Point Management | Activist Presentation Deck | 45 slides · Third Point
Activist deck Activist investor Beat · The Monster (incumbent Board)1 hit
27
Uses a Benjamin Franklin quote as a rhetorical device to highlight the Board's failure.Third Point Management | Activist Presentation Deck | 45 slides · Third Point
Activist deck Activist investor Beat · The Monster (incumbent Board)1 hit
28
Includes a screenshot of a CNBC news segment featuring Third Point's position.Third Point Management | Activist Presentation Deck | 45 slides · Third Point
Activist deck Activist investor Beat · The Monster (incumbent Board)Loop · The Reveal1 hit
29
The slide uses a pull-quote format to leverage third-party authority (J.P. Morgan) to validate the activist's thesis.Third Point Management | Activist Presentation Deck | 45 slides · Third Point
Activist deck Activist investor Beat · The StruggleLoop · The Reveal1 hit
30
Uses authority bias to validate the activist's thesis.Third Point Management | Activist Presentation Deck | 45 slides · Third Point
Activist deck Activist investor Beat · The StruggleLoop · The Reveal1 hit
31
Uses a red callout box to emphasize the accusation of fiduciary failure.Third Point Management | Activist Presentation Deck | 45 slides · Third Point
Activist deck Activist investor Beat · The StruggleLoop · The Reveal1 hit
32
Uses callout boxes to present external validation for the activist's thesis.Third Point Management | Activist Presentation Deck | 45 slides · Third Point
Activist deck Activist investor Beat · The StruggleLoop · The Reveal1 hit
33
The slide uses a combination of a bar chart and a table to highlight negative analyst sentiment.Third Point Management | Activist Presentation Deck | 45 slides · Third Point
Activist deck Activist investor Beat · The StruggleLoop · The Reveal1 hit
34
The slide uses a pop-art visual metaphor (Warhol-style Campbell's soup can) to brand the activist slate.Third Point Management | Activist Presentation Deck | 45 slides · Third Point
Activist deck Activist investor Beat · The Victory (Third Point's Independent Slate)Loop · The Reveal1 hit
35
The slide uses a grid of headshots with names and key affiliations below each.Third Point Management | Activist Presentation Deck | 45 slides · Third Point
Activist deck Activist investor Beat · The Victory (Third Point's Independent Slate)Loop · The Reveal1 hit
36
The slide uses a categorical grouping of nominees to build credibility for the proposed slate.Third Point Management | Activist Presentation Deck | 45 slides · Third Point
Activist deck Activist investor Beat · The Victory (Third Point's Independent Slate)1 hit
37
Uses contrast-principle to frame the incumbent board as stagnant.Third Point Management | Activist Presentation Deck | 45 slides · Third Point
Activist deck Activist investor Beat · The Victory (Third Point's Independent Slate)1 hit
38
Third Point Management | Activist Presentation Deck | 45 slidesThird Point Management | Activist Presentation Deck | 45 slides · Third Point
Activist deck Activist investor Beat · The Victory (Third Point's Independent Slate)1 hit
39
Third Point Management | Activist Presentation Deck | 45 slidesThird Point Management | Activist Presentation Deck | 45 slides · Third Point
Activist deck Activist investor Beat · The Victory (Third Point's Independent Slate)1 hit
40
The slide uses a two-column layout to contrast brand assets with the strategic investment thesis.Third Point Management | Activist Presentation Deck | 45 slides · Third Point
Activist deck Activist investor Beat · The Victory (Third Point's Independent Slate)1 hit
41
Third Point Management | Activist Presentation Deck | 45 slidesThird Point Management | Activist Presentation Deck | 45 slides · Third Point
Activist deck Activist investor Beat · The Victory (Third Point's Independent Slate)1 hit
42
The slide uses comparable transaction multiples to justify a potential acquisition price range.Third Point Management | Activist Presentation Deck | 45 slides · Third Point
Activist deck Activist investor Beat · The Victory (Third Point's Independent Slate)1 hit
43
Uses a famous quote to frame the incumbent board's actions as ineffective.Third Point Management | Activist Presentation Deck | 45 slides · Third Point
Activist deck Activist investor Beat · The Victory (Third Point's Independent Slate)1 hit
44
The graphic is a direct reference to Andy Warhol's Campbell's Soup Cans, used here as a visual metaphor for the activist campaign.Third Point Management | Activist Presentation Deck | 45 slides · Third Point
Activist deck Activist investor Beat · The Victory (Third Point's Independent Slate)1 hit
45
Uses a visual metaphor of alphabet soup to reinforce the campaign hashtag.Third Point Management | Activist Presentation Deck | 45 slides · Third Point
Activist deck Activist investor Beat · The Victory (Third Point's Independent Slate)1 hit
01
Slide 1
Trian Partners | Activist Presentation Deck | 42 slidesTrian Partners | Activist Presentation Deck | 42 slides · Trian Partners
Activist deck Activist investor 1 hit
02
Trian Partners | Activist Presentation Deck | 42 slidesTrian Partners | Activist Presentation Deck | 42 slides · Trian Partners
Activist deck Activist investor 1 hit
03
Page number - 2 - is visible in the bottom right corner.Trian Partners | Activist Presentation Deck | 42 slides · Trian Partners
Activist deck Activist investor 1 hit
04
This is a classic activist investor 'Situation Overview' slide, framing the company as undervalued and poorly managed to justify intervention.Trian Partners | Activist Presentation Deck | 42 slides · Trian Partners
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
05
The chart uses a red dashed oval to highlight the recent divergence in the discount metrics.Trian Partners | Activist Presentation Deck | 42 slides · Trian Partners
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
06
The slide uses a precedent transaction analysis to argue that the subject company is undervalued.Trian Partners | Activist Presentation Deck | 42 slides · Trian Partners
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
07
Trian Partners | Activist Presentation Deck | 42 slidesTrian Partners | Activist Presentation Deck | 42 slides · Trian Partners
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
08
The slide uses a clear contrast between positive (blue) and negative (red) performance to highlight PPG's underperformance.Trian Partners | Activist Presentation Deck | 42 slides · Trian Partners
Activist deck Activist investor Beat · Problem (Identify pain)1 hit