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Sequoia Pitch
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12,241-12,270 of 43,093
01
Includes corporate branding for both DuPont and Trian Partners, and a proxy voting call-to-action.E.I. du Pont de Nemours and Company (DuPont) (DD) · Trian Partners
Activist deck Activist investor Beat · Situation & Context1 hit
02
E.I. du Pont de Nemours and Company (DuPont) (DD)E.I. du Pont de Nemours and Company (DuPont) (DD) · Trian Partners
Activist deck Activist investor Beat · Situation & Context1 hit
03
E.I. du Pont de Nemours and Company (DuPont) (DD)E.I. du Pont de Nemours and Company (DuPont) (DD) · Trian Partners
Activist deck Activist investor Beat · Situation & Context1 hit
04
Includes a callout box emphasizing the flexibility of the separation strategy based on management performance.E.I. du Pont de Nemours and Company (DuPont) (DD) · Trian Partners
Activist deck Activist investor Beat · ProblemLoop · Golden Circle1 hit
05
This is a sum-of-the-parts valuation model used by Trian Partners in their 2014 activist campaign.E.I. du Pont de Nemours and Company (DuPont) (DD) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Golden Circle1 hit
02
This is a research note from Muddy Waters, LLC.Bolloré SA (BOL FP) · Carson C Block
Research note Short seller Beat · ProblemLoop · Voice Of Customer1 hit
01
The slide serves as a formal press release cover page.Digital Garage Inc. (4819 JT) · Seth Fischer
Press release Activist investor Beat · SetupLoop · Why Now1 hit
02
This is a text-heavy press release or investor letter slide outlining a corporate restructuring proposal.Digital Garage Inc. (4819 JT) · Seth Fischer
Press release Activist investor Beat · Problem (Identify pain)Loop · Why Now1 hit
03
The slide contains a mix of activist investor demands and legal disclaimers regarding stewardship and regulatory compliance.Digital Garage Inc. (4819 JT) · Seth Fischer
Press release Activist investor Beat · ResolutionLoop · Why Now1 hit
09
The chart uses color coding to distinguish Danone's categories from others.Danone (BN.PA) · Trian Partners
Conference presentation Activist investor Beat · Solution1 hit
10
The slide uses a horizontal bar chart for company exposure and a stacked bar chart for market growth projections.Danone (BN.PA) · Trian Partners
Conference presentation Activist investor Beat · Market Size1 hit
12
The chart uses a regression line to show the correlation between growth and valuation, with Danone positioned below the trend line.Danone (BN.PA) · Trian Partners
Conference presentation Activist investor Beat · Valuation1 hit
13
The chart includes a 10-year average line at 18.7x and a circle highlighting the current data point.Danone (BN.PA) · Trian Partners
Conference presentation Activist investor Beat · Valuation1 hit
04
The slide uses academic citations to establish a baseline of historical corporate governance.Multiple (ValueAct portfolio: Moody's, CBRE, Motorola Solutions, Adobe, Halliburton, Autodesk, Gardner Denver, Sara Lee, Verisign, CR Bard) · Jeff Ubben
Conference presentation Activist investor Beat · ProblemLoop · Tale Two Worlds1 hit
05
The slide uses a 2x2 matrix to illustrate the interaction between governance quality and shareholder activism levels.Multiple (ValueAct portfolio: Moody's, CBRE, Motorola Solutions, Adobe, Halliburton, Autodesk, Gardner Denver, Sara Lee, Verisign, CR Bard) · Jeff Ubben
Conference presentation Activist investor Beat · ProblemLoop · Tale Two Worlds1 hit
06
Originally conceived by VAC investor Nancy Donohue.Multiple (ValueAct portfolio: Moody's, CBRE, Motorola Solutions, Adobe, Halliburton, Autodesk, Gardner Denver, Sara Lee, Verisign, CR Bard) · Jeff Ubben
Conference presentation Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit
07
The diagram depicts a flywheel-like process involving Quality business, Access, Relationship, Board Service, and Value Creation.Multiple (ValueAct portfolio: Moody's, CBRE, Motorola Solutions, Adobe, Halliburton, Autodesk, Gardner Denver, Sara Lee, Verisign, CR Bard) · Jeff Ubben
Conference presentation Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit
08
The slide uses a table to map business attributes (Pricing Power, Industry Structure, Barriers to Entry) to specific company examples.Multiple (ValueAct portfolio: Moody's, CBRE, Motorola Solutions, Adobe, Halliburton, Autodesk, Gardner Denver, Sara Lee, Verisign, CR Bard) · Jeff Ubben
Conference presentation Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit
09
The chart highlights the significant divergence between the broader market and the financial sector, particularly following the 2008 financial crisis.Multiple (ValueAct portfolio: Moody's, CBRE, Motorola Solutions, Adobe, Halliburton, Autodesk, Gardner Denver, Sara Lee, Verisign, CR Bard) · Jeff Ubben
Conference presentation Activist investor Beat · ProductLoop · Cost Of Inaction1 hit
10
Uses a checkmark overlay on boxes to signify selection criteria.Multiple (ValueAct portfolio: Moody's, CBRE, Motorola Solutions, Adobe, Halliburton, Autodesk, Gardner Denver, Sara Lee, Verisign, CR Bard) · Jeff Ubben
Conference presentation Activist investor Beat · ProductLoop · Cost Of Inaction1 hit
11
The slide uses a stacked bar chart to show revenue breakdown by segment over time.Multiple (ValueAct portfolio: Moody's, CBRE, Motorola Solutions, Adobe, Halliburton, Autodesk, Gardner Denver, Sara Lee, Verisign, CR Bard) · Jeff Ubben
Conference presentation Activist investor Beat · ProductLoop · Cost Of Inaction1 hit
12
Multiple (ValueAct portfolio: Moody's, CBRE, Motorola Solutions, Adobe, Halliburton, Autodesk, Gardner Denver, Sara Lee, Verisign, CR Bard)Multiple (ValueAct portfolio: Moody's, CBRE, Motorola Solutions, Adobe, Halliburton, Autodesk, Gardner Denver, Sara Lee, Verisign, CR Bard) · Jeff Ubben
Conference presentation Activist investor Beat · Market Size1 hit
13
The chart compares two different study vintages (2011 vs 2012) to show how maturity projections have shifted over time.Multiple (ValueAct portfolio: Moody's, CBRE, Motorola Solutions, Adobe, Halliburton, Autodesk, Gardner Denver, Sara Lee, Verisign, CR Bard) · Jeff Ubben
Conference presentation Activist investor Beat · Market Size1 hit
14
The slide highlights the shift from bank-dominated financing to capital market (bond) financing in Europe.Multiple (ValueAct portfolio: Moody's, CBRE, Motorola Solutions, Adobe, Halliburton, Autodesk, Gardner Denver, Sara Lee, Verisign, CR Bard) · Jeff Ubben
Conference presentation Activist investor Beat · Market Size1 hit
15
The chart illustrates a decoupling between market employment trends and company sales performance.Multiple (ValueAct portfolio: Moody's, CBRE, Motorola Solutions, Adobe, Halliburton, Autodesk, Gardner Denver, Sara Lee, Verisign, CR Bard) · Jeff Ubben
Conference presentation Activist investor Beat · CompetitionLoop · Before After1 hit
16
Multiple (ValueAct portfolio: Moody's, CBRE, Motorola Solutions, Adobe, Halliburton, Autodesk, Gardner Denver, Sara Lee, Verisign, CR Bard)Multiple (ValueAct portfolio: Moody's, CBRE, Motorola Solutions, Adobe, Halliburton, Autodesk, Gardner Denver, Sara Lee, Verisign, CR Bard) · Jeff Ubben
Conference presentation Activist investor Beat · CompetitionLoop · Before After1 hit
17
Uses a vertical arrow-based list structure to categorize competitive advantages.Multiple (ValueAct portfolio: Moody's, CBRE, Motorola Solutions, Adobe, Halliburton, Autodesk, Gardner Denver, Sara Lee, Verisign, CR Bard) · Jeff Ubben
Conference presentation Activist investor Beat · CompetitionLoop · Before After1 hit
24
The table shows high concentration of revenue/profit in core business segments for Motorola Solutions, Adobe, and Moody's.Multiple (ValueAct portfolio: Moody's, CBRE, Motorola Solutions, Adobe, Halliburton, Autodesk, Gardner Denver, Sara Lee, Verisign, CR Bard) · Jeff Ubben
Conference presentation Activist investor Beat · Team1 hit
25
The slide uses a table to illustrate how cyclical companies manage leverage and revenue stability.Multiple (ValueAct portfolio: Moody's, CBRE, Motorola Solutions, Adobe, Halliburton, Autodesk, Gardner Denver, Sara Lee, Verisign, CR Bard) · Jeff Ubben
Conference presentation Activist investor Beat · Team1 hit
26
The slide contrasts negative governance experiences with a proactive mitigation strategy.Multiple (ValueAct portfolio: Moody's, CBRE, Motorola Solutions, Adobe, Halliburton, Autodesk, Gardner Denver, Sara Lee, Verisign, CR Bard) · Jeff Ubben
Conference presentation Activist investor Beat · Team1 hit