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64,141-64,170 of 79,264

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23
Uses a red dashed box to group the 'unproven' segments. The slide contrasts revenue growth and EBIT margins for Nutrition & Health and Industrial Biosciences against Agriculture.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · The Call to ActionLoop · The Reveal1 hit
24
Uses a before-after comparison to highlight hidden value and corporate inefficiency.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · The Call to ActionLoop · The Reveal1 hit
25
Uses a combination of bar charts and line charts to demonstrate underperformance.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · The Call to ActionLoop · The Reveal1 hit
26
Uses a simple input-output process diagram 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 · The Call to ActionLoop · The Reveal1 hit
27
The slide uses a combination of bar charts and a comparison table to highlight poor capital allocation and low returns.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · The Call to ActionLoop · The Reveal1 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 · The Call to ActionLoop · The Reveal1 hit
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 Struggle1 hit
40
Uses a bar chart to show performance improvement; includes extensive legal disclaimers regarding attribution of growth.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · The Struggle1 hit
41
The table categorizes investments into 'Core Trian Investments' and 'Other Trian Investments', highlighting board representation with asterisks.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · The Victory1 hit
46
Includes a disclaimer regarding the applicability of past performance to future investments (DuPont).E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · The VictoryLoop · Golden Circle1 hit
47
Includes a waterfall-style bridge for enterprise value and a bar chart for sales volume trends.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · The VictoryLoop · Golden Circle1 hit
48
Includes a testimonial from the CEO of Wendy's.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · The VictoryLoop · Golden Circle1 hit
49
Includes a disclaimer regarding the relevance of this case study to other investments (specifically DuPont).E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · The VictoryLoop · Golden Circle1 hit
52
Includes a bar chart showing AUM growth from $58bn in 1996 to $200bn in 2006.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · The VictoryLoop · Golden Circle1 hit
55
Includes detailed financial table and a comparative bar chart of shareholder returns.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · The VictoryLoop · Golden Circle1 hit
58
Uses historical performance data to validate the activist's proposed management strategy.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · The VictoryLoop · Golden Circle1 hit
61
Uses a table to contrast activist-driven events with market-driven events to preemptively address potential counter-arguments about market volatility.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · The VictoryLoop · Golden Circle1 hit
62
Uses a side-by-side comparison to frame management's track record as value-destructive.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · The VictoryLoop · Golden Circle1 hit
63
The table tracks stock changes in both absolute dollar amounts and percentages, comparing DuPont's performance against the S&P 500 index.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · The VictoryLoop · Golden Circle1 hit
64
The table tracks stock performance on the day following announcements compared to the S&P 500.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · The VictoryLoop · Golden Circle1 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
04
Slide 3 of the deck.General Electric (GE) · Trian Partners
Activist deck Activist investor 1 hit
06
This slide uses a four-column structure to frame the investment case for GE, contrasting past performance with future potential.General Electric (GE) · Trian Partners
Activist deck Activist investor 1 hit
08
This is a classic activist 'value creation plan' slide.General Electric (GE) · Trian Partners
Activist deck Activist investor 1 hit
10
The slide uses a simple split-box layout to contrast the two main business units.General Electric (GE) · Trian Partners
Activist deck Activist investor 1 hit
13
The slide uses horizontal bar charts to visualize market dominance.General Electric (GE) · Trian Partners
Activist deck Activist investor 1 hit
14
The chart highlights GE's R&D spending advantage, including a visual representation of the Alstom acquisition impact.General Electric (GE) · Trian Partners
Activist deck Activist investor 1 hit
16
The chart highlights GE's significantly higher backlog ratio compared to peers.General Electric (GE) · Trian Partners
Activist deck Activist investor 1 hit