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Matching slides 37,461
Current window 13,891-13,920
Pages 1,249
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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
42
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 · Climax1 hit
43
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 · Climax1 hit
44
Includes a column of logos of companies associated with Peltz's career.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · Climax1 hit
45
The slide uses a checkmark column to visually reinforce the 'significant experience' claim for each category.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · Climax1 hit
46
Includes a disclaimer regarding past performance and a 'Vote the Gold Proxy Card' footer.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · Climax1 hit
47
Includes a disclaimer regarding the use of this case study as an example of investment process.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · Climax1 hit
85
The slide uses two distinct calculation approaches (% of sales vs % of EBITDA) to arrive at a total excess cost estimate for DuPont.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · The VictoryLoop · Golden Circle1 hit
86
Uses a 'preempt_rebuttal' strategy by adopting the opponent's own logic to prove the activist's point.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · The VictoryLoop · Golden Circle1 hit
87
The slide uses a numbered list to detail specific operational changes, including management turnover, margin expansion, and working capital improvements.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · The VictoryLoop · Golden Circle1 hit
16
PPG Industries, Inc. (PPG)PPG Industries, Inc. (PPG) · Trian Partners
Activist deck Activist investor Beat · Solution & Approach1 hit
17
PPG Industries, Inc. (PPG)PPG Industries, Inc. (PPG) · Trian Partners
Activist deck Activist investor Beat · Solution & Approach1 hit
18
The slide uses a torn-paper visual effect to frame the quote.PPG Industries, Inc. (PPG) · Trian Partners
Activist deck Activist investor Beat · Solution & Approach1 hit
19
The chart uses a trend line to indicate the ~10% CAGR during the tenure period.PPG Industries, Inc. (PPG) · Trian Partners
Activist deck Activist investor Beat · Solution & ApproachLoop · Before After1 hit
20
The slide uses a before-after comparison of sales mix to illustrate the strategic shift.PPG Industries, Inc. (PPG) · Trian Partners
Activist deck Activist investor Beat · Solution & ApproachLoop · Before After1 hit
21
The chart highlights PPG's performance relative to a peer median of 187%.PPG Industries, Inc. (PPG) · Trian Partners
Activist deck Activist investor Beat · Solution & ApproachLoop · Before After1 hit
22
The chart uses a red bar for PPG to emphasize its position relative to peers.PPG Industries, Inc. (PPG) · Trian Partners
Activist deck Activist investor Beat · Solution & Approach1 hit
23
The slide uses a comparison framework to justify a corporate spin-off.PPG Industries, Inc. (PPG) · Trian Partners
Activist deck Activist investor Beat · Solution & Approach1 hit
24
The slide uses a list of benefits to justify the 'separation' strategy, preempting the common counter-argument regarding cost duplication.PPG Industries, Inc. (PPG) · Trian Partners
Activist deck Activist investor Beat · Solution & Approach1 hit
25
The chart shows PPG consistently underperforming compared to peers, often showing negative growth.PPG Industries, Inc. (PPG) · Trian Partners
Activist deck Activist investor Beat · Solution & Approach1 hit
26
PPG Industries, Inc. (PPG)PPG Industries, Inc. (PPG) · Trian Partners
Activist deck Activist investor Beat · Solution & Approach1 hit
27
The chart shows a long-term shift in paint volume share from DIY/Remodeler to Paint Contractor from 1980 to 2017.PPG Industries, Inc. (PPG) · Trian Partners
Activist deck Activist investor Beat · Solution & Approach1 hit
28
The slide uses a rhetorical question as an action title to frame the lack of disclosure as a potential governance or operational failure.PPG Industries, Inc. (PPG) · Trian Partners
Activist deck Activist investor Beat · Solution & Approach1 hit
29
The slide uses a combination of a time-series bar chart for SHW growth and a static bar chart for competitive landscape.PPG Industries, Inc. (PPG) · Trian Partners
Activist deck Activist investor Beat · Solution & Approach1 hit
30
The slide uses a red dashed box to highlight the 'Base Case' estimate for PPG, contrasting it with the WACC and the competitor benchmark.PPG Industries, Inc. (PPG) · Trian Partners
Activist deck Activist investor Beat · Solution & Approach1 hit
31
The chart highlights PPG's valuation relative to peers, suggesting it is undervalued compared to high-quality coatings companies.PPG Industries, Inc. (PPG) · Trian Partners
Activist deck Activist investor Beat · Solution & Approach1 hit
32
The slide uses a 'sum-of-the-parts' valuation logic to justify a corporate separation.PPG Industries, Inc. (PPG) · Trian Partners
Activist deck Activist investor Beat · Solution & ApproachLoop · 2x2 Matrix1 hit
33
The slide argues for a breakup or spin-off by highlighting the lack of operational overlap.PPG Industries, Inc. (PPG) · Trian Partners
Activist deck Activist investor Beat · Solution & ApproachLoop · 2x2 Matrix1 hit
34
The slide uses a 'ripped paper' visual effect to frame the analyst quotes.PPG Industries, Inc. (PPG) · Trian Partners
Activist deck Activist investor Beat · Solution & ApproachLoop · 2x2 Matrix1 hit
35
The slide uses a 'breakup-spinoff' logic to justify value creation through M&A capacity and operational synergies.PPG Industries, Inc. (PPG) · Trian Partners
Activist deck Activist investor Beat · Solution & Approach1 hit