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

Trian Partners · 2015-04

arc beats above · slides in the middle · loops below · scroll → 0 LOOPS

Deck intelligence map

coverage by narrative range · generated from this deck JSON

Narrative range 26 total

Metadata

Components

Metrics

Tools

Frameworks

Beats

Loops

Problem 5 slides 100% 5/5 slides 100% 5/5 slides · 26 hits

— 0/5 slides

80% 4/5 slides 100% 5/5 slides

— 0/5 slides

Agitate 10 slides 100% 10/10 slides 100% 10/10 slides · 62 hits

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10% 1/10 slides 80% 8/10 slides 100% 10/10 slides

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Solution 11 slides 100% 11/11 slides 100% 11/11 slides · 58 hits

— 0/11 slides

18.2% 2/11 slides 72.7% 8/11 slides 100% 11/11 slides

— 0/11 slides

Slide inventory

every slide · same image gating as the playbook

Includes date and copyright information.front_matter

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Includes contact information for proxy solicitor MacKenzie Partners.front_matter

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front_matter

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transition

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The slide uses a logo grid to establish credibility and track record.other

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summarize

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The slide uses a grid layout to present headshots, titles, and company logos for each nominee.introduce_nominees

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Includes a callout box regarding potential upside from excess costs.summarize

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Uses rhetorical questions and contrast to undermine management credibility.expose_contradiction

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transition

Open slide detailBeat · Problem

Uses a dual-axis line chart to visually demonstrate the divergence between stock price and EPS.expose_contradiction

Open slide detailBeat · Problem

DuPont (DD) is highlighted in red in both charts.compare_peers

Open slide detailBeat · Problem

DuPont is highlighted in red in each chart to show underperformance relative to peers.compare_peers

Open slide detailBeat · Problem

The slide uses a 'before-after' framing of management's 2003 promise vs. the 16-year reality.expose_contradiction

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transition

Open slide detailBeat · Agitate

The slide uses a series of bar charts to highlight underperformance relative to stated targets and industry peers.expose_gap

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The slide uses red bars to highlight DuPont's underperformance relative to blue peer bars.expose_gap

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state_demand

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Uses a combination of bar charts and line charts to show stagnant growth and margin reliance on external factors.expose_contradiction

Open slide detailBeat · Agitate

The slide uses a red dashed box to group the 'Unproven' segments, contrasting them with the 'Proven' Agriculture segment.compare_peers

Open slide detailBeat · Agitate

Uses a waterfall-style logic to show EBITDA growth and cost allocation discrepancies.expose_contradiction

Open slide detailBeat · Agitate

Uses a combination of a bar chart for growth targets vs actuals and a line chart for margin erosion.expose_contradiction

Open slide detailBeat · Agitate

Uses a simple input-output flow diagram to highlight the failure of R&D investment.expose_contradiction

Open slide detailBeat · Agitate

The slide uses a combination of bar charts for revenue/EBITDA trends and a comparison bar chart for ROIC vs WACC to highlight value destruction.diagnose_problem

Open slide detailBeat · Agitate

Uses a rhetorical question to frame the contradiction.expose_contradiction

Open slide detailBeat · Solution

Highlights specific anti-takeover provisions and their negative impacts on shareholder rights.name_villain

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transition

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summarize

Open slide detailBeat · Solution

Uses a classic 'Rhetoric vs Reality' table structure to undermine management credibility.expose_contradiction

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The slide uses a rhetorical question as a title to imply management negligence or malfeasance.expose_contradiction

Open slide detailBeat · Solution

The slide uses a numbered list of 9 versions to highlight the lack of consistency in financial reporting.expose_contradiction

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The slide uses a direct quote from an analyst and management to expose a lack of transparency.expose_contradiction

Open slide detailBeat · Solution

The slide uses a numbered list format to detail specific accounting grievances against DuPont management.expose_contradiction

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Uses a 3x3 matrix structure to categorize performance issues and progress.expose_contradiction

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summarize

Open slide detailBeat · Solution

The table categorizes investments into 'Core Trian Investments' and 'Other Trian Investments', with specific footnotes explaining the methodology for calculatincite_precedent

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appendix

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Uses a table to contrast Trian-related events against market-driven events to isolate the activist's impact.preempt_rebuttal

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expose_contradiction

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The table tracks both absolute dollar change and relative performance against the S&P 500.analyze_data

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The table shows a cumulative negative impact on stock price relative to the market following these announcements.analyze_data

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appendix

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The slide uses two distinct financial modeling approaches to arrive at a total excess cost figure, highlighting the discrepancy between DuPont's reported figurequantify_opportunity

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The slide uses a 'preempt_rebuttal' strategy by adopting the opponent's own logic to arrive at a significant figure.preempt_rebuttal

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This slide serves as a case study for operational value creation, likely used to justify a similar strategy for a current target company.illustrate_case

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