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09
The slide justifies the selection of S&P 500, broader tech/services, HCM-related players, and Gartner Magic Quadrant participants as relevant benchmarks for TSR.Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor Beat · Evidence & ProofLoop · Anchor2 hits
16
Includes market size projections and specific market share/positioning metrics by service line.Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor Beat · Evidence & ProofLoop · Mece Breakdown2 hits
17
Includes a 2x2 matrix from NelsonHall 2017 and a stacked bar chart showing market growth.Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor Beat · Evidence & ProofLoop · Mece Breakdown2 hits
36
The chart shows the bridge from 20% margin in FY17 to 21-22% in FY20F, accounting for various operational levers and pass-through drags.Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor 2 hits
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 2 hits
68
The slide directly refutes a specific claim by an activist investor (Pershing Square).Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor 2 hits
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 contradiction2 hits
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 contradiction2 hits
08
The slide uses a 'villain' narrative (complexity/conglomerate structure) to justify a proxy fight.E.I. du Pont de Nemours and Company (DuPont) (DD) · Trian Partners
Conference presentation Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction2 hits
10
The slide uses a series of bar charts to illustrate the 'before and after' of corporate cost allocation.E.I. du Pont de Nemours and Company (DuPont) (DD) · Trian Partners
Conference presentation Activist investor Beat · Expose contradictionLoop · Zoom In2 hits
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 Circle2 hits
21
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 Beat · Problem & ComplicationLoop · Cost Of Inaction2 hits
22
Uses a combination of bar and line charts to demonstrate stagnant growth and margin reliance on external factors.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction2 hits
24
Uses a before-after-bridge style comparison to highlight the discrepancy in EBITDA reporting between DuPont and the new owners.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction2 hits
35
The slide uses a table to highlight the lack of transparency in financial reporting.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · EvidenceLoop · Quick Win Big Bet2 hits
36
Uses a callout box to frame the contradiction as a governance failure.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · EvidenceLoop · Quick Win Big Bet2 hits
50
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 Beat · Climax2 hits
61
The slide uses a numbered list to rank performance days and contrasts Trian-driven events with macro-driven events.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor 2 hits
66
The slide uses a testimonial to build credibility for the activist's track record.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor 2 hits
68
The slide uses a quote to build credibility for Trian's activist strategy.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor 2 hits
73
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 2 hits
74
The slide uses a Trian Partners branded background with a pull-quote format.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor 2 hits
75
The slide uses a quote to validate the activist's track record in corporate governance.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor 2 hits
76
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 2 hits
77
The slide uses a Trian Partners branded background with a pull-quote format.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor 2 hits
80
The slide uses a testimonial/quote to validate the activist's thesis.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor 2 hits
81
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 2 hits
110
Part of the Trian Partners 'Restore the Magic' activist deck.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution2 hits
111
Includes a visual example of a 'buy now' prompt within a streaming interface.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution2 hits
129
The Walt Disney Company (DIS)The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution2 hits