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Trian Partners · conference-presentation

E.I. du Pont de Nemours and Company (DuPont) (DD)

12 pages · 3 arc beats · 3 loops

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E.I. du Pont de Nemours and Company (DuPont) (DD)

Trian Partners · 2015-04
arc beats above · slides in the middle · loops below · scroll → 3 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 1
— No image bound to this slide. Wire up imgproxy to display the rendered slide JPEG.
—

Deck intelligence map

3
coverage by narrative range · generated from this deck JSON
Narrative range 9 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Problem (Identify pain) 1 slides 100% 1/1 slides 100% 1/1 slides · 10 hits
— 0/1 slides
— 0/1 slides
100% 1/1 slides 100% 1/1 slides · 2 hits 100% 1/1 slides Expose contradiction 7 slides 100% 7/7 slides 100% 7/7 slides · 52 hits
— 0/7 slides
— 0/7 slides
100% 7/7 slides 100% 7/7 slides · 9 hits 71.4% 5/7 slides · 6 hits Impact & Next Steps 1 slides 100% 1/1 slides 100% 1/1 slides · 8 hits
— 0/1 slides
— 0/1 slides
100% 1/1 slides 100% 1/1 slides · 2 hits 100% 1/1 slides

Slide inventory

12
every slide · same image gating as the playbook
01
Slide 1
Includes a call-to-action banner at the bottom right.front_matter
Open slide detail
02
Includes contact information for proxy solicitor MacKenzie Partners, Inc.other
Open slide detail
03
other
Open slide detail
04
Includes a call-to-action at the bottom regarding the proxy card.present_solution
Open slide detailLoop · Aha Moment
05
This is a classic activist investor slide designed to cast doubt on incumbent management.name_villain
Open slide detail
06
Activist investor presentation (Trian) criticizing management behavior.expose_contradiction
Open slide detailBeat · Expose contradiction
07
Uses a dual-axis chart to show divergence between stock price and EPS; includes specific event annotations related to Trian's involvement.expose_contradiction
Open slide detailBeat · Expose contradiction
08
The slide uses a 'villain' narrative (complexity/conglomerate structure) to justify a proxy fight.diagnose_problem
Open slide detailBeat · Problem (Identify pain)Loop · Cost Of Inaction
09
The slide uses a red dashed box to group the 'Unproven' segments, contrasting them with the 'Proven' Agriculture segment.analyze_data
Open slide detailBeat · Expose contradictionLoop · Cost Of Inaction
10
The slide uses a series of bar charts to illustrate the 'before and after' of corporate cost allocation.expose_contradiction
Open slide detailBeat · Expose contradictionLoop · Zoom In
11
This is an activist investor presentation slide (Trian Partners vs. DuPont) using a before-after style logic to highlight R&D inefficiency.expose_contradiction
Open slide detailBeat · Expose contradictionLoop · Cost Of Inaction
12
Uses a rhetorical question to frame the contradiction.expose_contradiction
Open slide detailBeat · Expose contradictionLoop · Cost Of Inaction