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Matching slides 18,554
Current window 10,981-11,010
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Component
10,981-11,010 of 18,554
14
The slide uses a 'before-after' framing of management's 2003 promise vs. the 16-year reality.E.I. du Pont de Nemours and Company (DuPont) (DD) · Trian Partners
Activist deck Activist investor Beat · Problem1 hit
29
Uses a classic 'Rhetoric vs Reality' table structure to undermine management credibility.E.I. du Pont de Nemours and Company (DuPont) (DD) · Trian Partners
Activist deck Activist investor Beat · Solution1 hit
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 · Solution1 hit
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 · Solution1 hit
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 1 hit
17
The slide uses a 'before-after' framing of management's stated goals versus the actual stock price outcome.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · ProblemLoop · Iceberg1 hit
33
Uses a classic 'Rhetoric vs. Reality' table structure to undermine management credibility.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
35
The slide uses a table to contrast DuPont's claim that Trian's analysis is unreliable with the reality of DuPont's own inconsistent reporting.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
36
Uses a quote-based narrative to expose management obfuscation.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
52
Includes a CAGR arrow and historical AUM data points.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 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
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
07
The slide uses a red-bordered callout box to highlight a specific quote and its subsequent clarification.The Procter & Gamble Company (PG) · Trian Partners
Shareholder letter Activist investor Beat · Expose ContradictionLoop · Iceberg1 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
02
Standard legal boilerplate and supporting citations for claims made in the deck.The Walt Disney Company (DIS) · Nelson Peltz
Shareholder letter Activist investor 1 hit
18
Uses 'FAIL' stamps to emphasize the critique of the board's performance.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
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 Contradiction1 hit
27
Uses a before-after framework to demonstrate the shift in management sentiment toward Trian.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
38
The slide uses a bar chart to visually demonstrate the performance gap between Disney and its peers.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
50
Uses a three-column structure to highlight specific governance concerns: objectivity, focus, and over-commitment.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
61
Uses two news article screenshots as evidence of a toxic, conformist culture.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
62
The slide uses a 'Problem' vs 'Explanation' vs 'Blame' structure to systematically dismantle management's narrative.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
64
Uses a timeline-based structure to contrast board actions with reported quotes/events.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
72
Uses 'MISS' stamps to emphasize performance failures against consensus estimates.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
76
The slide uses a timeline to contrast Disney's claims of 'meaningful interactions' with the reality of brief, non-substantive contact.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
81
Includes a detailed list of current and past board directorships.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Propose Solution1 hit
84
The slide uses a contrast-pair framework to highlight the difference in performance between the two nominees.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Propose Solution1 hit
85
Uses a 'before-after' style comparison to frame the opponent's experience as irrelevant compared to the activist's track record.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Propose Solution1 hit
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 After1 hit
01
The slide functions as a formal proxy solicitation letter.The Walt Disney Company (DIS) · Trian Partners
Shareholder letter Activist investor Beat · Attention1 hit