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Matching slides 110,471
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34,771-34,800 of 110,471
16
Uses a 'before-after' or 'cause-effect' style comparison to highlight misalignment in executive compensation.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · AgitateLoop · Zoom In2 hits
17
The slide uses a 'preempt_rebuttal' strategy by addressing the 'intrusive' narrative directly in the bottom callout box.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · AgitateLoop · Zoom In2 hits
21
Includes a disclaimer regarding the applicability of this past performance to future investments (DuPont).E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · Solution2 hits
32
The slide uses a preemptive rebuttal strategy in the bottom callout box to address potential characterizations of 'intrusiveness'.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Loop · Cost Of Inaction2 hits
39
Uses a comparison frame to highlight the discrepancy between management's narrative and the activist's analytical framework.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Loop · Cost Of Inaction2 hits
40
Uses a scatter plot to show correlation and a bar chart to show performance gap.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Loop · Cost Of Inaction2 hits
46
Uses a line chart to visualize the delta between promised and actual performance, highlighting a 51% shortfall.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor 2 hits
57
Uses a contrast-pairs framework to highlight the gap between ideal performance and current reality.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor 2 hits
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 Breakdown2 hits
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 Steps2 hits
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 Steps2 hits
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 Bet2 hits
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 Bet2 hits
09
Includes a callout box regarding potential upside from excess costs.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor 2 hits
14
Uses a waterfall bridge to demonstrate the gap between current performance and required guidance.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · The ProblemLoop · Pattern Hunter2 hits
30
The slide uses a mix of rhetorical questioning and industry data to challenge current board composition.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · The Struggle2 hits
35
The slide uses a contrast-based argument to highlight management's lack of transparency regarding financial reporting.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · The Struggle2 hits
39
The slide uses a preemptive rebuttal strategy to frame Trian's diligence as a value-add rather than an intrusion.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · The Struggle2 hits
50
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 · The VictoryLoop · Golden Circle2 hits
07
The slide presents a classic activist investment thesis: market cycle timing combined with valuation arbitrage.Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor 2 hits
11
Slide 10 of an activist deck, providing a baseline company profile.Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor 2 hits
18
The slide uses two distinct blue callout boxes to group key industry trends.Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor Beat · Complication2 hits
22
Uses a bracketed list to contrast long-term drivers with a short-term inhibitor.Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor Loop · Cost Of Inaction2 hits
31
The slide uses a two-part structure: Current Status vs. Capital Plan.Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor Beat · Solution2 hits
33
The slide uses a bar chart to show the growth from IPO to 2011 and sets a target for 2014.Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor 2 hits
15
The slide uses a narrative critique style to highlight organizational misalignment.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction2 hits
27
The slide uses a two-column comparison structure to argue for the benefits of a spin-off.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds2 hits
34
The chart highlights KRAFT in red to emphasize its valuation premium relative to peers.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds2 hits
32
Includes pro-forma adjustments for acquisitions (PBG, PAS, WBD) and tax effects.PepsiCo (PEP) · Nelson Peltz
Research note Activist investor Loop · Cost Of Inaction2 hits
28
The chart uses a mix of grey and colored bars to highlight the average and the subject company (SSGA).State Street Corporation (STT) · Trian Partners
Activist deck Activist investor 2 hits