Matching slides 110,355
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36,631-36,660 of 110,355

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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
07
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
09
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
10
The slide uses a contrast-pairs framework to juxtapose DuPont's narrative of disruption against Trian's history of collaboration.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · AgitateLoop · Zoom In1 hit
13
Uses a series of bar charts to illustrate the 'hidden' EBITDA and the impact of corporate cost allocation.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · AgitateLoop · Zoom In1 hit
14
Uses a combination of bar charts for growth targets vs actuals and a line chart for margin degradation.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · AgitateLoop · Zoom In1 hit
15
Uses a causal chain/process diagram to show the failure of R&D investment.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · AgitateLoop · Zoom In1 hit
24
The slide uses a bar chart to show AUM growth from $58bn to $200bn over a decade.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
28
The slide uses a 'before-after' logic to demonstrate the impact of divestiture on valuation multiples.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 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 Loop · Cost Of Inaction1 hit
33
Includes a specific callout quote from a Trian press release to preempt concerns about a forced breakup.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Loop · Cost Of Inaction1 hit
35
The slide uses a 3x3 matrix structure to contrast historical failures, recent management actions, and ongoing investor concerns.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Loop · Cost Of Inaction1 hit
36
The slide uses a callout box to emphasize the failure of management and the irony of their board composition stance.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Loop · Cost Of Inaction1 hit
37
Uses a three-column comparison structure to highlight historical inaccuracy of incumbent board rhetoric.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Loop · Cost Of Inaction1 hit
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 Inaction1 hit
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 Inaction1 hit
41
Uses a bar chart to highlight a specific period of underperformance to challenge management's narrative.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor 1 hit
42
Uses red circles to highlight the correlation between EPS growth and the chemical price index recovery.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor 1 hit
43
The slide uses red boxes to draw attention to DuPont's (DD) position in the rankings across different timeframes.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor 1 hit
45
The slide uses a combination of a line chart for stock price and a line chart with markers for EPS to demonstrate a divergence.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor 1 hit
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 1 hit
47
The slide uses a red highlight box to draw attention to DuPont's (DD) negative performance relative to peers.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor 1 hit
48
The chart uses a red box to emphasize the negative performance of DD (DuPont).E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor 1 hit
49
Uses a custom waterfall-style comparison to adjust reported EPS for one-time gains and tax benefits to reveal 'true' performance.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor 1 hit
50
The slide highlights the magnitude of earnings adjustments made by management.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor 1 hit
52
The slide uses a 'bridge' style table to reconcile reported EPS to adjusted EPS by stripping out one-time gains.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor 1 hit
53
Uses two waterfall charts to bridge EPS and a table to calculate implied growth.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor 1 hit
54
The slide uses a color-coded bar chart to highlight DuPont's underperformance relative to various peer groups and the S&P 500.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor 1 hit
58
The slide uses a series of bar charts to highlight the gap between DuPont's actual performance (red bars) and its targets/peers (grey/blue bars).E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor 1 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