Matching slides 11,188
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4,321-4,350 of 11,188

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15
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 · Agitate1 hit
16
The slide uses a series of bar charts to highlight underperformance relative to stated targets and industry peers.E.I. du Pont de Nemours and Company (DuPont) (DD) · Trian Partners
Activist deck Activist investor Beat · Agitate1 hit
17
The slide uses red bars to highlight DuPont's underperformance relative to blue peer bars.E.I. du Pont de Nemours and Company (DuPont) (DD) · Trian Partners
Activist deck Activist investor Beat · Agitate1 hit
18
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 · Agitate1 hit
19
Uses a combination of bar charts and line charts to show stagnant growth and margin reliance on external factors.E.I. du Pont de Nemours and Company (DuPont) (DD) · Trian Partners
Activist deck Activist investor Beat · Agitate1 hit
20
The slide 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) · Trian Partners
Activist deck Activist investor Beat · Agitate1 hit
21
Uses a waterfall-style logic to show EBITDA growth and cost allocation discrepancies.E.I. du Pont de Nemours and Company (DuPont) (DD) · Trian Partners
Activist deck Activist investor Beat · Agitate1 hit
22
Uses a combination of a bar chart for growth targets vs actuals and a line chart for margin erosion.E.I. du Pont de Nemours and Company (DuPont) (DD) · Trian Partners
Activist deck Activist investor Beat · Agitate1 hit
23
Uses a simple input-output flow diagram to highlight the failure of R&D investment.E.I. du Pont de Nemours and Company (DuPont) (DD) · Trian Partners
Activist deck Activist investor Beat · Agitate1 hit
24
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.E.I. du Pont de Nemours and Company (DuPont) (DD) · Trian Partners
Activist deck Activist investor Beat · Agitate1 hit
21
Standard activist deck slide outlining the platform for board nominees.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
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.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
23
Uses a red dashed box to highlight the 'unproven' segments. The slide contrasts the 'proven' Agriculture segment with the 'unproven' segments.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
24
Uses a series of bar charts to show EBITDA growth and discrepancies in reporting between DuPont and Axalta's S-1 filing.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
25
Uses a combination of bar charts and line charts to demonstrate performance gaps.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
26
Uses a simple input-output process flow to highlight the failure of R&D investment.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
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.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
28
Uses a rhetorical question to frame the contradiction.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
29
The slide uses a comparison-style layout to link specific governance provisions to their negative effects on shareholder value.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
30
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 · AgitateLoop · Cost Of Inaction1 hit
31
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 · AgitateLoop · Cost Of Inaction1 hit
32
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 · AgitateLoop · Cost Of Inaction1 hit
33
Uses a classic 'Rhetoric vs. Reality' table structure to undermine management credibility.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
34
The slide uses a series of bullet points to build a case for management opacity, culminating in a callout box summarizing the thesis.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
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.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
36
Uses a quote-based narrative to expose management obfuscation.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
37
The slide uses a numbered list format to present evidence of financial reporting manipulation.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
04
Dillard's, Inc. (DDS)Dillard's, Inc. (DDS) · Marcato
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Tale Two Worlds1 hit
02
The slide uses external media quotes to build credibility and preemptively address the 'disruptive' narrative.The Walt Disney Company (DIS) · Trian
Shareholder letter Activist investor Beat · Agitate (Make it worse)1 hit
14
The chart highlights the valuation gap between Solventum and its peers, suggesting the market is underestimating its earnings potential.Solventum Corporation (SOLV) · Trian Fund Management
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit