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Matching slides 96,741
Current window 9,061-9,090
Pages 3,225
Rows per page 30
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9,061-9,090 of 96,741

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19
Uses a combination of bar charts and line charts to show stagnant growth and margin reliance on external factors.E.I. du Pont de Nemours and Company (DuPont) (DD) · Trian Partners
Activist deck Activist investor Beat · Agitate2 hits
21
Uses a waterfall-style logic to show EBITDA growth and cost allocation discrepancies.E.I. du Pont de Nemours and Company (DuPont) (DD) · Trian Partners
Activist deck Activist investor Beat · Agitate2 hits
31
The slide uses a numbered list of 9 versions to highlight the lack of consistency in financial reporting.E.I. du Pont de Nemours and Company (DuPont) (DD) · Trian Partners
Activist deck Activist investor Beat · Solution2 hits
32
The slide uses a direct quote from an analyst and management to expose a lack of transparency.E.I. du Pont de Nemours and Company (DuPont) (DD) · Trian Partners
Activist deck Activist investor Beat · Solution2 hits
38
Uses a table to contrast Trian-related events against market-driven events to isolate the activist's impact.E.I. du Pont de Nemours and Company (DuPont) (DD) · Trian Partners
Activist deck Activist investor 2 hits
44
The slide uses a 'preempt_rebuttal' strategy by adopting the opponent's own logic to arrive at a significant figure.E.I. du Pont de Nemours and Company (DuPont) (DD) · Trian Partners
Activist deck Activist investor 2 hits
13
The slide uses a table to contrast Q1 2014 vs Q1 2015 performance metrics to support the activist's argument of management underperformance.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · ProblemLoop · Iceberg2 hits
22
Uses a combination of bar charts and line charts to show stagnation in sales and PTOI, contrasted with the growth in ethylene spread profits.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction2 hits
24
Uses a series of bar charts to show EBITDA growth and discrepancies in reporting between DuPont and Axalta's S-1 filing.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction2 hits
27
The slide uses a combination of bar charts for revenue/EBITDA trends and a comparison bar chart for ROIC vs WACC to highlight value destruction.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction2 hits
59
Includes logos of Trian Partners, BNY Mellon, The Wendy's Company, and Family Dollar.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet2 hits
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 Bet2 hits
68
The slide uses a blue background with the Trian logo and a call to action at the bottom.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet2 hits
69
Trian Partners branding; campaign slogan 'DUPONT CAN BE GREAT' and call to action 'VOTE THE GOLD PROXY CARD' included.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet2 hits
74
The slide uses a quote to build credibility for the activist firm.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet2 hits
79
The slide uses a Trian Partners branded background with a quote from a former colleague to build credibility.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet2 hits
80
The slide uses a quote to validate the activist's thesis that the company needs external help to overcome internal inertia.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet2 hits
81
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
82
Uses Trian Partners branding and a call to action for the gold proxy card.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor 2 hits
83
Uses a third-party endorsement to preempt the 'short-term activist' narrative.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor 2 hits
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 2 hits
82
Uses Trian Partners branding and campaign slogan.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor 2 hits
83
The slide uses a quote to establish credibility and counter the 'short-term activist' narrative.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor 2 hits
01
Slide 1
Includes specific voting instructions for the proxy card.The Walt Disney Company (DIS) · Nelson Peltz
Shareholder letter Activist investor Beat · Attention2 hits
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 Contradiction2 hits
20
Uses a 2x4 grid to detail 8 specific failures in the succession process.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction2 hits
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 Contradiction2 hits
23
Includes a specific voting instruction call-to-action at the bottom.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction2 hits
03
Uses a before-after framework to counter the narrative that Trian is disruptive, showing a transition from initial skepticism to later endorsement by CEOs.The Walt Disney Company (DIS) · Trian
Shareholder letter Activist investor Beat · Solution (Provide relief)Loop · Before After2 hits
01
Slide 1
The slide functions as a formal proxy solicitation letter.The Walt Disney Company (DIS) · Trian Partners
Shareholder letter Activist investor Beat · Attention2 hits