Nelson Peltz · activist-deck
E.I. du Pont de Nemours and Company (DuPont) (DD)
87 pages · 4 arc beats · 3 loops
E.I. du Pont de Nemours and Company (DuPont) (DD)
Nelson Peltz · 2015-04 arc beats above · slides in the middle · loops below · scroll → 3 LOOPS
151015202530354045505560657075808587
Deck intelligence map
4 coverage by narrative range · generated from this deck JSON
Narrative range 77 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
The Problem 10 slides 100% 10/10 slides 100% 10/10 slides · 56 hits — 0/10 slides
10% 1/10 slides 70% 7/10 slides 100% 10/10 slides 100% 10/10 slides The Call to Action 8 slides 100% 8/8 slides 100% 8/8 slides · 61 hits — 0/8 slides
37.5% 3/8 slides · 4 hits 100% 8/8 slides 100% 8/8 slides 100% 8/8 slides The Struggle 12 slides 100% 12/12 slides 100% 12/12 slides · 64 hits — 0/12 slides
8.3% 1/12 slides 75% 9/12 slides · 10 hits 100% 12/12 slides — 0/12 slides
The Victory 47 slides 100% 47/47 slides 100% 47/47 slides · 271 hits — 0/47 slides
63.8% 30/47 slides · 31 hits 42.6% 20/47 slides 100% 47/47 slides 93.6% 44/47 slides Slide inventory
87 every slide · same image gating as the playbook
01
Includes the 'Vote the Gold Proxy Card' call to action in the bottom right corner.front_matter
05
Includes a disclaimer regarding the selection criteria for the displayed portfolio companies.front_matter
06
The slide uses a structured list format to highlight Trian's historical performance and engagement style.summarize
08
The slide uses a checkmark matrix to demonstrate that all four nominees possess all listed qualifications.introduce_nominees
09
Includes a callout box regarding potential upside from excess costs.quantify_opportunity
10
Uses the 'put your money where your mouth is' rhetorical device to frame the CEO's actions as hypocritical.expose_contradiction
Open slide detailLoop · Pattern Hunter
12
The chart uses a dual-axis line/scatter hybrid to contrast stock price (blue) with EPS (red).expose_contradiction
13
The slide uses a table to contrast Q1 2014 vs Q1 2015 performance metrics.expose_contradiction
14
Uses a waterfall bridge to demonstrate the gap between current performance and required guidance.expose_contradiction
15
Trian Portfolio Company (IR) is highlighted in green; DuPont (DD) is highlighted in red.compare_peers
16
DuPont is highlighted in red in each chart to show underperformance relative to peers.compare_peers
17
The slide uses a line chart to annotate key corporate events (divestitures/acquisitions) against a 16-year stock price trend.expose_contradiction
19
The slide uses a series of bar charts to highlight the gap between DuPont's actual performance (red bars) and its targets/peers (grey/blue bars).expose_gap
20
The slide uses a red-vs-blue color coding to visually emphasize the gap between DuPont (red) and its peers (blue/grey).expose_gap
22
The slide uses a 'before-after' style logic to contrast headline performance with underlying operational reality.expose_contradiction
23
Uses a red dashed box to group the 'unproven' segments. The slide contrasts revenue growth and EBIT margins for Nutrition & Health and Industrial Biosciences agexpose_contradiction
24
Uses a before-after comparison to highlight hidden value and corporate inefficiency.expose_contradiction
25
Uses a combination of bar charts and line charts to demonstrate underperformance.expose_contradiction
26
Uses a simple input-output process diagram to highlight the failure of R&D investment.expose_contradiction
27
The slide uses a combination of bar charts and a comparison table to highlight poor capital allocation and low returns.expose_contradiction
28
Uses a rhetorical question to frame the contradiction.expose_contradiction
29
Uses a comparison table structure to link specific governance provisions to their negative effects.name_villain
Open slide detailBeat · The Struggle
30
The slide uses a mix of rhetorical questioning and industry data to challenge current board composition.diagnose_problem
Open slide detailBeat · The Struggle
33
Uses a classic 'Rhetoric vs. Reality' table structure to undermine management credibility.expose_contradiction
Open slide detailBeat · The Struggle
34
The slide uses a rhetorical question as a title to frame the subsequent list of failures as evidence of board incompetence or management obfuscation.expose_contradiction
Open slide detailBeat · The Struggle
35
The slide uses a contrast-based argument to highlight management's lack of transparency regarding financial reporting.expose_contradiction
Open slide detailBeat · The Struggle
36
Uses a callout box to summarize the core accusation of lack of transparency.expose_contradiction
Open slide detailBeat · The Struggle
37
The slide uses a numbered list format to build a case for management's lack of transparency, supported by detailed footnotes.expose_contradiction
Open slide detailBeat · The Struggle
38
The slide uses a 3x3 matrix structure to frame the activist argument.expose_contradiction
Open slide detailBeat · The Struggle
39
The slide uses a preemptive rebuttal strategy to frame Trian's diligence as a value-add rather than an intrusion.preempt_rebuttal
Open slide detailBeat · The Struggle
40
Uses a bar chart to show performance improvement; includes extensive legal disclaimers regarding attribution of growth.illustrate_case
Open slide detailBeat · The Struggle
41
The table categorizes investments into 'Core Trian Investments' and 'Other Trian Investments', highlighting board representation with asterisks.cite_precedent
Open slide detailBeat · The Victory
44
Includes a column of company logos on the left and a bulleted list of career highlights on the right.introduce_nominees
46
Includes a disclaimer regarding the applicability of past performance to future investments (DuPont).cite_precedent
47
Includes a waterfall-style bridge for enterprise value and a bar chart for sales volume trends.cite_precedent
48
Includes a testimonial from the CEO of Wendy's.cite_precedent
49
Includes a disclaimer regarding the relevance of this case study to other investments (specifically DuPont).cite_precedent
52
Includes a bar chart showing AUM growth from $58bn in 1996 to $200bn in 2006.cite_precedent
54
The slide uses a table format to map specific experience categories to supporting evidence.introduce_nominees
55
Includes detailed financial table and a comparative bar chart of shareholder returns.cite_precedent
57
The slide uses a checkmark column to validate each competency area.introduce_nominees
58
Uses historical performance data to validate the activist's proposed management strategy.cite_precedent
61
Uses a table to contrast activist-driven events with market-driven events to preemptively address potential counter-arguments about market volatility.preempt_rebuttal
62
Uses a side-by-side comparison to frame management's track record as value-destructive.expose_contradiction
63
The table tracks stock changes in both absolute dollar amounts and percentages, comparing DuPont's performance against the S&P 500 index.analyze_data
64
The table tracks stock performance on the day following announcements compared to the S&P 500.cite_precedent
66
The slide uses a Trian Partners branded background with a pull-quote format.illustrate_case
67
The slide uses a quote to preemptively rebut the narrative that Trian cuts capex.cite_precedent
68
The slide uses a dark blue background with a geometric pattern and the Trian logo.illustrate_case
69
Trian Partners branding with a quote from a former colleague.illustrate_case
70
The slide uses a Trian Partners branded background with a quote to build credibility for the activist's collaborative style.illustrate_case
71
The slide uses a strong blue background with the Trian Partners logo and a call-to-action at the bottom.illustrate_case
72
Trian Partners branding, activist campaign slide.other
74
The slide uses a blue geometric background typical of Trian's branding.illustrate_case
75
The slide uses a Trian Partners branded background and includes a call to action at the bottom.illustrate_case
76
The slide uses a blue background with a subtle geometric pattern, typical of Trian's branding.summarize
77
The slide uses a Trian Partners branded background with a quote from a former board colleague.illustrate_case
79
The slide uses a quote to build credibility for the activist's past performance.illustrate_case
80
The slide uses a quote to establish credibility and frame Trian as a constructive partner rather than a hostile actor.illustrate_case
81
The slide uses a Trian Partners branded background and includes a call to action at the bottom.illustrate_case
82
Uses Trian Partners branding and 'Vote the Gold Proxy Card' call to action.illustrate_case
83
The slide uses a quote to preemptively address concerns about short-termism.summarize
85
The slide uses two distinct calculation approaches (% of sales vs % of EBITDA) to arrive at a total excess cost estimate for DuPont.quantify_opportunity
86
Uses a 'preempt_rebuttal' strategy by adopting the opponent's own logic to prove the activist's point.preempt_rebuttal
87
The slide uses a numbered list to detail specific operational changes, including management turnover, margin expansion, and working capital improvements.summarize