Matching slides 26,550
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13,441-13,470 of 26,550

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61
E.I. du Pont de Nemours and Company (DuPont) (DD)E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · Impact & Next StepsLoop · Mece Breakdown1 hit
62
E.I. du Pont de Nemours and Company (DuPont) (DD)E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · Impact & Next StepsLoop · Mece Breakdown1 hit
63
Uses a 'villain' critique style to frame the company's complexity and lack of organic growth.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · Impact & Next StepsLoop · Mece Breakdown1 hit
64
Uses a red dashed box to group the 'Unproven' segments, contrasting them with the 'Proven' Agriculture segment.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · Impact & Next StepsLoop · Mece Breakdown1 hit
65
Uses Trian's 'DuPont Can Be Great' branding; highlights DuPont (DD) in red against peers in blue.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · Impact & Next StepsLoop · Mece Breakdown1 hit
66
Uses a combination of a stock price line chart and bar charts to illustrate the 'before' (discount) and 'after' (re-rating) states of a spin-off transaction.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · Impact & Next StepsLoop · Mece Breakdown1 hit
67
This slide serves as a historical case study of Trian's activist strategy, specifically highlighting the 'breakup' or 'spinoff' thesis.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · Impact & Next StepsLoop · Mece Breakdown1 hit
68
Case study of Trian's investment in Ingersoll-Rand.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · Impact & Next StepsLoop · Mece Breakdown1 hit
69
E.I. du Pont de Nemours and Company (DuPont) (DD)E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · Impact & Next StepsLoop · Mece Breakdown1 hit
70
Uses a 'before-after' logic to expose hidden corporate costs.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · Impact & Next StepsLoop · Mece Breakdown1 hit
71
The slide uses two distinct calculation approaches (% of sales vs % of EBITDA) to derive total excess corporate costs.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · Impact & Next Steps1 hit
72
Uses a 'preempt_rebuttal' strategy by adopting the opponent's (DuPont's) methodology to prove the activist's (Trian's) point.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · Impact & Next Steps1 hit
73
The slide uses a numbered list to detail specific management, cultural, growth, margin, and capital improvements.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · Impact & Next Steps1 hit
74
Uses direct quotes from earnings transcripts to undermine management credibility.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · Impact & Next Steps1 hit
75
E.I. du Pont de Nemours and Company (DuPont) (DD)E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · Impact & Next Steps1 hit
76
Uses a causal-chain style diagram to show the disconnect between investment and results.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · Impact & Next Steps1 hit
77
Uses a side-by-side comparison to frame DuPont's R&D and legal strategy as a failure.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · Impact & Next Steps1 hit
78
The slide uses a combination of bar charts for historical performance and a comparison chart for ROIC vs WACC to highlight value destruction.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · Impact & Next Steps1 hit
79
Uses red arrows to emphasize negative bps changes and green for positive.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · Impact & Next Steps1 hit
80
Uses a before-after/promise-results framing to highlight management failure.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · Impact & Next StepsLoop · Quick Win Big Bet1 hit
81
The slide uses a table to contrast expansion plans with negative industry headwinds to argue against management's capital allocation strategy.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · Impact & Next StepsLoop · Quick Win Big Bet1 hit
82
Uses a classic 'Rhetoric vs. Reality' contrast frame.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · Impact & Next StepsLoop · Quick Win Big Bet1 hit
83
Uses a competitor (Monsanto) as a benchmark to highlight DuPont's inefficiency.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · Impact & Next StepsLoop · Quick Win Big Bet1 hit
84
The slide uses a combination of bar and line charts to contrast targets against actual performance, specifically highlighting a 33% drop in profitability.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · Impact & Next StepsLoop · Quick Win Big Bet1 hit
85
E.I. du Pont de Nemours and Company (DuPont) (DD)E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · Impact & Next StepsLoop · Quick Win Big Bet1 hit
86
The slide uses a numbered list to detail specific accounting and reporting inconsistencies.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · Impact & Next StepsLoop · Quick Win Big Bet1 hit
87
Uses two bar charts to show percentile ranking of revenue vs TSR performance.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · Impact & Next StepsLoop · Quick Win Big Bet1 hit
88
Uses a 'before-after' style comparison to highlight the disconnect between company performance and executive compensation.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · Impact & Next StepsLoop · Quick Win Big Bet1 hit
89
Uses a contrast-pairs framework to highlight the gap between corporate narrative and actual performance metrics.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · Impact & Next StepsLoop · Quick Win Big Bet1 hit
90
Uses a two-column comparison table to systematically dismantle management's performance claims.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · Impact & Next StepsLoop · Quick Win Big Bet1 hit