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  "docSlug": "80938ee8f28c",
  "documentTitle": "E.I. du Pont de Nemours and Company (DuPont) (DD)",
  "authorId": "06_Trian_Partners",
  "authorName": "Nelson Peltz",
  "documentKindSlug": "activist-deck",
  "documentKindLabel": "Activist deck",
  "sourceTypeSlug": "activist_investor",
  "sourceTypeLabel": "Activist investor",
  "presentationDate": "2015-04-22 00:00:00",
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  "pageNumber": 12,
  "pageCount": 88,
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  "nextPage": 13,
  "slideType": "expose_contradiction",
  "function": "expose_contradiction",
  "density": "balanced",
  "nDataPoints": 10,
  "notes": "Uses a dual-axis chart to overlay stock price (line) and EPS (red line with points) to show divergence.",
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      "kind": "callout",
      "text": "We believe DuPont's recent share price performance reflects the market's desire for Trian's involvement",
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      "kind": "chart",
      "text": "DuPont Stock Price vs. Actual/Guided EPS",
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        "y": 0.84
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      "kind": "disclaimer",
      "text": "Source: Capital IQ, DuPont Press Releases and transcripts of earnings release conference calls.",
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      "kind": "list",
      "text": "DuPont's stock price has risen ~45% since Trian's initial investment, yet EPS is below 2011 levels",
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      "text": "We believe DuPont's recent share price performance reflects the market's desire for Trian's involvement",
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      "text": "EPS: ~45%",
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      "kind": "title",
      "text": "Recent Stock Price Strength Not Driven By Fundamentals",
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      "evidence": "Contrasts stock price growth with stagnant EPS to undermine management's performance claims.",
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      "arcName": "Overcoming the Monster",
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      "beatSlug": "complication",
      "evidence": "DuPont's track record of underperformance",
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      "evidence": "Exposing contradictions in DuPont's strategy and performance",
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      "structure": "The Symptom (Visible) -> The System (Hidden) -> The Root Cause",
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