Nelson Peltz · activist-deck
E.I. du Pont de Nemours and Company (DuPont) (DD)
87 pages · 3 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
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Deck intelligence map
3 coverage by narrative range · generated from this deck JSON
Narrative range 76 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Problem 16 slides 100% 16/16 slides 100% 16/16 slides · 91 hits — 0/16 slides
25% 4/16 slides 75% 12/16 slides 100% 16/16 slides 68.8% 11/16 slides Agitate 17 slides 100% 17/17 slides 100% 17/17 slides · 108 hits — 0/17 slides
— 0/17 slides
76.5% 13/17 slides 100% 17/17 slides 100% 17/17 slides Solution 43 slides 100% 43/43 slides 100% 43/43 slides · 239 hits — 0/43 slides
11.6% 5/43 slides 46.5% 20/43 slides 100% 43/43 slides 100% 43/43 slides Slide inventory
87 every slide · same image gating as the playbook
01
Includes a call-to-action banner at the bottom right to vote the gold proxy card.front_matter
05
Includes a legend for board representation and a detailed disclaimer regarding investment history.establish_context
Open slide detailBeat · Problem
07
The slide uses a grid layout to showcase four primary nominees and one alternate nominee, emphasizing their corporate experience.introduce_nominees
Open slide detailBeat · Problem
08
The table uses checkmarks to indicate that all four nominees possess the listed skills, except for Board Experience which is missing for Robert.introduce_nominees
Open slide detailBeat · Problem
09
Includes a callout box highlighting potential upside from excess costs.quantify_opportunity
Open slide detailBeat · Problem
10
Uses the 'put her money where her mouth is' idiom to frame the contradiction.expose_contradiction
12
The chart uses a dual-axis approach to contrast stock price (blue line) with EPS (red line) to highlight the divergence.expose_contradiction
13
The slide uses a table to contrast Q1 2014 vs Q1 2015 performance metrics to support the activist's argument of management underperformance.expose_contradiction
14
Uses two waterfall charts to bridge 2014 normalized EPS and 2015 guidance to core EPS needed.preempt_rebuttal
15
Uses red boxes to highlight DuPont (DD) and green boxes to highlight Trian portfolio companies (IR).compare_peers
16
DuPont (DD) is highlighted in red boxes to show underperformance relative to peers.compare_peers
17
The slide uses a 'before-after' framing of management's stated goals versus the actual stock price outcome.expose_contradiction
19
The slide uses a consistent color coding where grey bars represent targets/peers and red bars represent DuPont's actual performance.expose_gap
20
The slide uses a color-coded bar chart approach to contrast DuPont (red) with peer benchmarks (blue/grey).compare_peers
21
Standard activist deck slide outlining the platform for board nominees.state_demand
22
Uses a combination of bar charts and line charts to show stagnation in sales and PTOI, contrasted with the growth in ethylene spread profits.expose_contradiction
23
Uses a red dashed box to highlight the 'unproven' segments. The slide contrasts the 'proven' Agriculture segment with the 'unproven' segments.expose_contradiction
24
Uses a series of bar charts to show EBITDA growth and discrepancies in reporting between DuPont and Axalta's S-1 filing.expose_contradiction
25
Uses a combination of bar charts and line charts to demonstrate performance gaps.expose_contradiction
26
Uses a simple input-output process flow to highlight the failure of R&D investment.expose_contradiction
27
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.expose_contradiction
28
Uses a rhetorical question to frame the contradiction.expose_contradiction
29
The slide uses a comparison-style layout to link specific governance provisions to their negative effects on shareholder value.name_villain
33
Uses a classic 'Rhetoric vs. Reality' table structure to undermine management credibility.expose_contradiction
34
The slide uses a series of bullet points to build a case for management opacity, culminating in a callout box summarizing the thesis.expose_contradiction
35
The slide uses a table to contrast DuPont's claim that Trian's analysis is unreliable with the reality of DuPont's own inconsistent reporting.expose_contradiction
36
Uses a quote-based narrative to expose management obfuscation.expose_contradiction
37
The slide uses a numbered list format to present evidence of financial reporting manipulation.expose_contradiction
38
The slide uses a 3-column matrix structure to frame the activist's narrative of past success and future opportunity.compare_peers
39
The slide uses a preemptive rebuttal strategy by addressing the 'intrusive' narrative and countering it with evidence of long-term collaborative relationships.present_solution
40
Uses a bar chart with an arrow to highlight the 2.4x growth multiplier.analyze_data
41
The table categorizes investments into 'Core Trian Investments' and 'Other Trian Investments' based on ownership percentage.cite_precedent
42
Includes call to action to vote the gold proxy card.front_matter
45
The slide uses a checkmark-based table to validate specific experience categories.introduce_nominees
46
Includes a disclaimer regarding past performance and a source citation.cite_precedent
47
Includes a disclaimer regarding the applicability of this past performance to future investments (DuPont).cite_precedent
48
Includes a testimonial from the CEO of Wendy's.cite_precedent
49
Includes a disclaimer regarding past performance and specific financial definitions.cite_precedent
52
Includes a CAGR arrow and historical AUM data points.cite_precedent
54
The slide uses a checkmark column to validate each area of expertise.introduce_nominees
55
Includes a table of key financial metrics and a bar chart comparing shareholder returns against peers.illustrate_case
58
The slide uses a combination of bar charts and a waterfall-style bridge to illustrate performance metrics and valuation uplift.cite_precedent
59
Includes logos of Trian Partners, BNY Mellon, The Wendy's Company, and Family Dollar.introduce_nominees
61
Uses a numbered list to contrast Trian-related events with macro-driven events.expose_contradiction
62
Uses a side-by-side comparison to frame management's track record as value-destructive.expose_contradiction
63
The table tracks stock change in both absolute dollar terms and percentage, comparing DuPont against the S&P 500 benchmark.analyze_data
64
The table tracks stock performance on the day following specific corporate announcements compared to the S&P 500.analyze_data
66
The slide uses a Trian Partners branded background and includes a call to action at the bottom.illustrate_case
67
Used to preemptively rebut the argument that activist investors cut capex.cite_precedent
68
The slide uses a blue background with the Trian logo and a call to action at the bottom.illustrate_case
69
Trian Partners branding; campaign slogan 'DUPONT CAN BE GREAT' and call to action 'VOTE THE GOLD PROXY CARD' included.illustrate_case
70
The slide uses a Trian Partners branded background and includes a call-to-action at the bottom.illustrate_case
72
Trian Partners branding; includes call to action at the bottom.cite_precedent
73
The slide uses a Trian Partners branded background and includes a call to action at the bottom.summarize
74
The slide uses a quote to build credibility for the activist firm.summarize
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 quote to build credibility for the activist firm.summarize
78
The slide uses a quote to establish credibility and reputation for the activist firm.illustrate_case
79
The slide uses a Trian Partners branded background with a quote from a former colleague to build credibility.illustrate_case
80
The slide uses a quote to validate the activist's thesis that the company needs external help to overcome internal inertia.cite_precedent
81
The slide uses a Trian Partners branded background with a pull-quote format.illustrate_case
82
Uses Trian Partners branding and a call to action for the gold proxy card.illustrate_case
83
Uses a third-party endorsement to preempt the 'short-term activist' narrative.summarize
85
The slide uses two distinct mathematical approaches to derive a total excess cost figure, highlighting a significant discrepancy between Axalta and DuPont's repquantify_opportunity
86
Uses a 'bottom-up' approach based on employee count allocation to validate the existence of excess costs even under conservative assumptions.preempt_rebuttal