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81
The slide uses a Trian Partners branded background and includes a call to action at the bottom.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · The VictoryLoop · Golden Circle2 hits
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 Circle2 hits
25
The slide uses a Bloomberg terminal screenshot to establish the stock price stagnation.General Electric (GE) · Trian Partners
Activist deck Activist investor Beat · ProblemLoop · Before After2 hits
28
The chart uses indexed values starting at 1.00 in 2004. The CAGR labels emphasize the divergence in growth rates.General Electric (GE) · Trian Partners
Activist deck Activist investor Beat · ProblemLoop · Before After2 hits
35
Uses a mapping diagram to show the evolution of business segments over a decade.General Electric (GE) · Trian Partners
Activist deck Activist investor Beat · Agitate2 hits
41
The slide uses a process-flow diagram to link enterprise functions to two core business model objectives.General Electric (GE) · Trian Partners
Activist deck Activist investor Beat · Solution2 hits
50
The chart highlights GE's performance relative to Siemens, Mitsubishi, Rolls-Royce, Pratt & Whitney, and Philips.General Electric (GE) · Trian Partners
Activist deck Activist investor Beat · Solution2 hits
57
Uses a dual-chart layout to show absolute dollar costs and percentage of revenue.General Electric (GE) · Trian Partners
Activist deck Activist investor Beat · Solution2 hits
58
The chart uses a split timeline to emphasize the contrast between the stagnant period (2004-2012) and the improvement period (2012-2014).General Electric (GE) · Trian Partners
Activist deck Activist investor Beat · Solution2 hits
59
The slide uses a large arrow overlay to emphasize the long-term trend of margin expansion.General Electric (GE) · Trian Partners
Activist deck Activist investor Beat · Solution2 hits
61
Includes a footnote regarding the calculation of net debt and EBITDA.General Electric (GE) · Trian Partners
Activist deck Activist investor Loop · Quick Win Big Bet2 hits
62
The slide uses a hypothetical scenario to demonstrate the benefit of capital structure optimization.General Electric (GE) · Trian Partners
Activist deck Activist investor Loop · Quick Win Big Bet2 hits
04
The slide uses a two-part structure: identifying the problem and proposing a solution, followed by a credibility-building callout box.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor Beat · Problem Statement2 hits
05
Uses a negative framing technique to neutralize potential opposition arguments.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor Beat · Problem Statement2 hits
07
Uses a combination of bar charts for internal performance and text-based callouts for industry trends.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor Beat · Expose Contradiction2 hits
11
Uses a bar chart to show relative performance and a list to provide context on the starting conditions of the CEO's tenure.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor Beat · Expose Contradiction2 hits
14
Uses a 'before-after' style comparison of spend and quotes to highlight management's failure to follow through on stated strategy.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor Beat · Expose Contradiction2 hits
15
Uses a quote from David Taylor to highlight the contradiction between stated market growth and internal targets.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor Beat · Expose Contradiction2 hits
16
Uses a 'P&G Spin' vs 'Reality' structure to frame the argument.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor 2 hits
23
Includes a table of average volume growth during the CEO's tenure and a callout quantifying the performance gap.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor Loop · Pattern Hunter2 hits
25
Includes a specific callout for Core EPS (as Reported) as the most comparable metric.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor Loop · Pattern Hunter2 hits
28
Uses two bar charts to visualize the decline in performance targets over a 12-year period.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor Loop · Cost Of Inaction2 hits
29
The slide uses a 'preempt_rebuttal' callout box to clarify that the activist is not anti-investment, but pro-return.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor Loop · Cost Of Inaction2 hits
32
The Procter & Gamble Company (PG)The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor 2 hits
34
The slide uses a problem-solution structure to critique P&G's organizational complexity.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor 2 hits
36
Uses a combination of bar charts and a callout box to quantify the 'implied operating profit opportunity'.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor 2 hits
38
The slide uses a 'before-after' style logic to highlight the lack of impact of a strategic initiative.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor 2 hits
49
Uses a 'three reasons' structure to build a case against management's track record.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor 2 hits
57
Includes a preemptive rebuttal box clarifying that Trian is not advocating for R&D cuts.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor 2 hits
62
The Procter & Gamble Company (PG)The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor 2 hits