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Component collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 79,264
Current window 64,411-64,440
Pages 2,643
Rows per page 30
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64,411-64,440 of 79,264

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62
The chart uses a dual-axis approach (price and volume) with annotations marking specific events.Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor 1 hit
63
The table includes two main sections: absolute TSR and relative TSR vs. comparables, with specific adjustments for 'unaffected' pricing.Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor 1 hit
64
The table compares ADP's performance against a peer group, including market cap weighting and relative performance metrics.Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor 1 hit
65
The table compares ADP's performance against a peer group of 14 companies, including market cap, beta, and TSR metrics over 'Since Carlos', 5-year, 3-year, and 1-year periods.Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor 1 hit
66
The table compares ADP's performance against Oracle, SAP, Ultimate Software, and Workday over various time horizons (Since Carlos, 5-year, 3-year, 1-year).Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor 1 hit
67
The chart uses red bars for positive net change (dilution) and green bars for negative net change (repurchase/reduction).Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor 1 hit
68
The slide directly refutes a specific claim by an activist investor (Pershing Square).Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor 1 hit
04
Includes a call-to-action at the bottom regarding the proxy card.E.I. du Pont de Nemours and Company (DuPont) (DD) · Trian Partners
Conference presentation Activist investor Loop · Aha Moment1 hit
06
Activist investor presentation (Trian) criticizing management behavior.E.I. du Pont de Nemours and Company (DuPont) (DD) · Trian Partners
Conference presentation Activist investor Beat · Expose contradiction1 hit
07
Uses a dual-axis chart to show divergence between stock price and EPS; includes specific event annotations related to Trian's involvement.E.I. du Pont de Nemours and Company (DuPont) (DD) · Trian Partners
Conference presentation Activist investor Beat · Expose contradiction1 hit
04
Includes a callout box emphasizing the flexibility of the separation strategy based on management performance.E.I. du Pont de Nemours and Company (DuPont) (DD) · Trian Partners
Activist deck Activist investor Beat · ProblemLoop · Golden Circle1 hit
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
01
Slide 1
This is a press release style summary slide.Solventum Corporation (SOLV) · Trian Fund Management
Activist deck Activist investor 1 hit
02
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
04
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
06
The slide argues that management is setting low bars to ensure easy beats, contrasting this with historical 3M performance and industry-wide spin-off margin expansion data.Solventum Corporation (SOLV) · Trian Fund Management
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
07
The slide combines a quantitative precedent table with qualitative strategic recommendations for the company.Solventum Corporation (SOLV) · Trian Fund Management
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
10
The slide uses a table to summarize the 2023 business mix across four segments: MedSurg, Health Info Systems, Dental Solutions, and Purification & Filtration.Solventum Corporation (SOLV) · Trian Fund Management
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
11
The chart includes a table summarizing average organic growth over various time horizons (3, 5, 10, 20 years).Solventum Corporation (SOLV) · Trian Fund Management
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
13
The slide uses a table to contrast analyst expectations at the time of the spin-off announcement against current market pricing to argue for undervaluation.Solventum Corporation (SOLV) · Trian Fund Management
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
14
The chart highlights the valuation gap between Solventum and its peers, suggesting the market is underestimating its earnings potential.Solventum Corporation (SOLV) · Trian Fund Management
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
15
The slide uses a before-after framing to argue that the spin-off has resulted in performance degradation rather than the expected improvement.Solventum Corporation (SOLV) · Trian Fund Management
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
16
The chart uses a waterfall-style ordering (descending) to emphasize the current low performance.Solventum Corporation (SOLV) · Trian Fund Management
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
17
The slide highlights a discrepancy between analyst expectations and historical performance to argue for better potential.Solventum Corporation (SOLV) · Trian Fund Management
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
18
The chart highlights Solventum's outlier performance in margin deterioration compared to historical precedents.Solventum Corporation (SOLV) · Trian Fund Management
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
19
The slide uses a 'Precedent Spin Analysis' to justify a 27% margin target for Solventum.Solventum Corporation (SOLV) · Trian Fund Management
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
20
The slide uses a bar chart to compare historical Solventum allocations against peer benchmarks, arguing that Solventum was over-allocated costs by 3M.Solventum Corporation (SOLV) · Trian Fund Management
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
21
Uses case studies of GE and DuPont/Axalta to argue for corporate spin-offs.Solventum Corporation (SOLV) · Trian Fund Management
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
22
The slide uses a before-after structure to highlight the deterioration of Solventum's growth relative to peers.Solventum Corporation (SOLV) · Trian Fund Management
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
23
Includes a 'Restoring Performance' WholeCo Valuation Analysis table with supporting commentary.Solventum Corporation (SOLV) · Trian Fund Management
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit