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slides · global inventory

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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 64,531-64,560
Pages 2,643
Rows per page 30
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18 30 60

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64,531-64,560 of 79,264

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58
The slide uses a combination of bar charts and a waterfall-style bridge to illustrate performance metrics and valuation uplift.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
61
Uses a numbered list to contrast Trian-related events with macro-driven events.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 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 · SolutionLoop · Quick Win Big Bet1 hit
63
The table tracks stock change in both absolute dollar terms and percentage, comparing DuPont against the S&P 500 benchmark.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
64
The table tracks stock performance on the day following specific corporate announcements compared to the S&P 500.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
85
The slide uses two distinct mathematical approaches to derive a total excess cost figure, highlighting a significant discrepancy between Axalta and DuPont's reported EBITDA.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor 1 hit
86
Uses a 'bottom-up' approach based on employee count allocation to validate the existence of excess costs even under conservative assumptions.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor 1 hit
87
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 1 hit
01
Slide 1
The slide uses a red box to highlight the performance delta between Trian investments and P&G.The Procter & Gamble Company (PG) · Trian Partners
Shareholder letter Activist investor Beat · Expose ContradictionLoop · Aha Moment1 hit
03
This is a classic activist investor 'fact-check' slide, specifically targeting P&G's presentation of peer data.The Procter & Gamble Company (PG) · Trian Partners
Shareholder letter Activist investor Beat · Expose ContradictionLoop · Aha Moment1 hit
04
The slide uses a table to expose the poor performance of individual P&G directors compared to their peers, directly contradicting P&G's 'world-class board' narrative.The Procter & Gamble Company (PG) · Trian Partners
Shareholder letter Activist investor Beat · Preempt RebuttalLoop · Zoom In1 hit
05
The slide uses a multi-step chart to visualize investment performance and then provides a detailed rebuttal of P&G's methodology.The Procter & Gamble Company (PG) · Trian Partners
Shareholder letter Activist investor Beat · Expose ContradictionLoop · Zoom In1 hit
06
The slide is split into two distinct sections: a rebuttal of P&G's 'short-term' claim (Page 79) and a performance case study of Mondelēz (Pages 80-83).The Procter & Gamble Company (PG) · Trian Partners
Shareholder letter Activist investor Beat · Preempt RebuttalLoop · Zoom In1 hit
08
This slide is from a Trian Partners activist investor presentation targeting P&G, specifically refuting P&G's critique of Heinz's historical performance.The Procter & Gamble Company (PG) · Trian Partners
Shareholder letter Activist investor Beat · Preempt RebuttalLoop · Iceberg1 hit
09
Includes performance metrics for Wendy's vs P&G and S&P 500.The Procter & Gamble Company (PG) · Trian Partners
Shareholder letter Activist investor Beat · Appendix DisclosureLoop · Iceberg1 hit
06
Includes a performance comparison chart showing TSR relative to S&P 500 before and during Trian's involvement.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
07
Uses a three-column structure to frame the problem (underperformance), the villain (the board), and the solution (nominees).The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Problem Statement1 hit
08
The slide highlights the dominance of the Parks & Experiences segment in EBIT contribution.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
09
The slide highlights a $200bn investment vs. deteriorating performance metrics.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
10
Uses a two-part bar chart to contrast revenue scale with margin efficiency.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Loop · Aha Moment1 hit
11
Uses a quote-contradiction framework to undermine management's narrative.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
12
The slide uses a CEO quote to frame the company's internal optimism against the objective reality of poor stock performance.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
13
Uses a dot-plot to emphasize the overwhelming frequency of negative returns.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
16
Uses a three-column structure to categorize board failures.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
19
The slide uses a 'FAIL' callout to emphasize the critique of the Board's capital allocation decisions.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
21
Uses a 'FAIL' stamp to emphasize the critique of compensation practices.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
22
The slide uses a red dashed box to highlight the 'Relative Underperformance' column, emphasizing the negative impact of the board's tenure.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
25
Uses red 'X' icons to emphasize failures in governance process.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
31
Uses a stacked bar chart within a table to visualize revenue mix.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
33
The slide uses a two-column layout: left side for qualitative arguments (asset quality, growth prospects) and right side for quantitative evidence (bar charts).The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit