slides · global inventory
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Matching slides 78,129
Current window 15,601-15,630
Pages 2,605
Rows per page 30
Component
15,601-15,630 of 78,129
14
Uses historical FCF growth and peer FCF yield comparison to argue for undervaluation.Danone (BN.PA) · Trian Partners
Conference presentation Activist investor Beat · Valuation2 hits
07
Uses red circles to highlight correlation between EPS spikes and price index recovery.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · Problem2 hits
08
The slide uses red highlighting to draw attention to DuPont's poor performance relative to peers.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · Problem2 hits
14
Uses a combination of bar charts for growth targets vs actuals and a line chart for margin degradation.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · AgitateLoop · Zoom In2 hits
21
Includes a disclaimer regarding the applicability of this past performance to future investments (DuPont).E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · Solution2 hits
22
Includes a waterfall-style bridge for enterprise value and a bar chart for sales volume trends.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · Solution2 hits
40
Uses a scatter plot to show correlation and a bar chart to show performance gap.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Loop · Cost Of Inaction2 hits
42
Uses red circles to highlight the correlation between EPS growth and the chemical price index recovery.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor 2 hits
47
The slide uses a red highlight box to draw attention to DuPont's (DD) negative performance relative to peers.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor 2 hits
53
Uses two waterfall charts to bridge EPS and a table to calculate implied growth.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor 2 hits
65
Uses Trian's 'DuPont Can Be Great' branding; highlights DuPont (DD) in red against peers in blue.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · Impact & Next StepsLoop · Mece Breakdown2 hits
68
Case study of Trian's investment in Ingersoll-Rand.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · Impact & Next StepsLoop · Mece Breakdown2 hits
84
The slide uses a combination of bar and line charts to contrast targets against actual performance, specifically highlighting a 33% drop in profitability.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · Impact & Next StepsLoop · Quick Win Big Bet2 hits
87
Uses two bar charts to show percentile ranking of revenue vs TSR performance.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · Impact & Next StepsLoop · Quick Win Big Bet2 hits
88
Uses a 'before-after' style comparison to highlight the disconnect between company performance and executive compensation.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · Impact & Next StepsLoop · Quick Win Big Bet2 hits
14
Uses a waterfall bridge to demonstrate the gap between current performance and required guidance.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · The ProblemLoop · Pattern Hunter2 hits
15
Trian Portfolio Company (IR) is highlighted in green; DuPont (DD) is highlighted in red.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · The ProblemLoop · Pattern Hunter2 hits
25
Uses a combination of bar charts and line charts to demonstrate underperformance.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · The Call to ActionLoop · The Reveal2 hits
15
The slide uses a gap analysis between GDP contribution and AUM penetration to argue for future growth in emerging markets.Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor 2 hits
11
The slide uses a combination of a time-series bar chart and a peer-comparison bar chart to highlight underperformance.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction2 hits
12
The slide uses a combination of a line chart to show the downward trend of EPS estimates and a bar chart to compare 2013 growth expectations against peers and internal guidance.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction2 hits
16
Uses two line charts to show correlation between beverage volume decline and Frito-Lay volume deceleration.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction2 hits
18
Uses a combination of bar charts, tables, and line charts to demonstrate capital inefficiency.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction2 hits
43
The slide uses stock price data to argue that the market viewed a potential merger as value-accretive for both parties.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds2 hits
29
Uses Trian estimates for PepsiCo beverage margins; includes detailed methodology notes regarding advertising spend adjustments.PepsiCo (PEP) · Nelson Peltz
Research note Activist investor Loop · Cost Of Inaction2 hits
30
The slide uses a dual-chart layout to show absolute EPS growth over time and relative growth against peers.PepsiCo (PEP) · Nelson Peltz
Research note Activist investor Loop · Cost Of Inaction2 hits
31
Includes specific analyst quotes from Bernstein and Consumer Edge regarding earnings quality.PepsiCo (PEP) · Nelson Peltz
Research note Activist investor Loop · Cost Of Inaction2 hits
11
Uses pro forma 2006 data for comparison.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor Beat · Problem2 hits
13
Uses a dual-chart layout to contrast EPS decline with compensation growth.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor Beat · Agitate2 hits
21
The slide uses a before-after comparison to frame the company's underperformance for shareholders.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor Loop · Cost Of Inaction2 hits