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Problem Agitate Solution Problem Identify Pain
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The slide uses a 'villain' narrative (complexity/conglomerate structure) to justify a proxy fight.E.I. du Pont de Nemours and Company (DuPont) (DD) · Trian Partners
Conference presentation Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
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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 · Problem1 hit
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Uses a dual-axis line chart to visually demonstrate the divergence between stock price and EPS.E.I. du Pont de Nemours and Company (DuPont) (DD) · Trian Partners
Activist deck Activist investor Beat · Problem1 hit
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DuPont (DD) is highlighted in red in both charts.E.I. du Pont de Nemours and Company (DuPont) (DD) · Trian Partners
Activist deck Activist investor Beat · Problem1 hit
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DuPont is highlighted in red in each chart to show underperformance relative to peers.E.I. du Pont de Nemours and Company (DuPont) (DD) · Trian Partners
Activist deck Activist investor Beat · Problem1 hit
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The slide uses a 'before-after' framing of management's 2003 promise vs. the 16-year reality.E.I. du Pont de Nemours and Company (DuPont) (DD) · Trian Partners
Activist deck Activist investor Beat · Problem1 hit
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Includes a legend for board representation and a detailed disclaimer regarding investment history.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · Problem1 hit
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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 · Problem1 hit
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This is a classic activist 'problem-solution' framing slide.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Problem Identification1 hit
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The Walt Disney Company (DIS)The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Problem Identification1 hit
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Includes a performance bridge chart showing TSR impact before and during Trian involvement.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Problem Identification1 hit
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Uses a three-column layout to contrast the problem (underperformance), the cause (board), and the solution (nominees).The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Problem Identification1 hit
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This is a text-heavy press release document formatted as a single page.The Walt Disney Company (DIS) · Trian Partners
Press release Activist investor Beat · Problem (Identify pain)1 hit
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This is a text-heavy press release slide outlining an activist investor's platform.The Walt Disney Company (DIS) · Trian Partners
Press release Activist investor Beat · Problem (Identify pain)Loop · Golden Circle1 hit
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The chart uses a red dashed line to visually anchor the current price level against historical performance.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Problem1 hit
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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 · Problem1 hit
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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 · Problem1 hit
05
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 · Problem1 hit
06
The slide uses a dual-axis chart to show the divergence between stock price (rising) and EPS (stagnant/declining).E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · Problem1 hit
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Uses red circles to highlight correlation between EPS spikes and price index recovery.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · Problem1 hit
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The slide uses red highlighting to draw attention to DuPont's poor performance relative to peers.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · Problem1 hit
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The slide uses a 3-column matrix structure to frame the activist's narrative of past failure, current progress, and future demands.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · Problem1 hit
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The slide uses a numbered list structure to present three core pillars of the investment thesis.Ferguson plc (FERG) · Brian Baldwin
Conference presentation Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
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Ferguson plc (FERG)Ferguson plc (FERG) · Brian Baldwin
Conference presentation Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
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The slide uses a bar chart to visually demonstrate that Ferguson is trading at a lower multiple than its peers, specifically highlighting the higher multiples of 'Specialty RMI Distributors'.Ferguson plc (FERG) · Brian Baldwin
Conference presentation Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
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The slide uses a stacked bar chart to show the transformation of the business portfolio over time.Ferguson plc (FERG) · Brian Baldwin
Conference presentation Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
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The slide is text-heavy, structured as a series of bulleted arguments.Solventum Corporation (SOLV) · Trian Fund Management
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
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Solventum Corporation (SOLV)Solventum Corporation (SOLV) · Trian Fund Management
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
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This is a formal activist letter serving as the cover/introductory page of a presentation deck.Solventum Corporation (SOLV) · Trian Fund Management
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
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This is a text-heavy slide from an activist investor deck (Trian Partners) detailing the investment thesis and subsequent disappointment regarding Solventum.Solventum Corporation (SOLV) · Trian Fund Management
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit