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Slide 1
Includes date and copyright information.E.I. du Pont de Nemours and Company (DuPont) (DD) · Trian Partners
Activist deck Activist investor 1 hit
05
The slide uses a logo grid to establish credibility and track record.E.I. du Pont de Nemours and Company (DuPont) (DD) · Trian Partners
Activist deck Activist investor 1 hit
07
The slide uses a grid layout to present headshots, titles, and company logos for each nominee.E.I. du Pont de Nemours and Company (DuPont) (DD) · Trian Partners
Activist deck Activist investor 1 hit
08
Includes a callout box regarding potential upside from excess costs.E.I. du Pont de Nemours and Company (DuPont) (DD) · Trian Partners
Activist deck Activist investor 1 hit
12
DuPont (DD) is highlighted in red in both charts.E.I. du Pont de Nemours and Company (DuPont) (DD) · Trian Partners
Activist deck Activist investor Beat · Problem1 hit
13
DuPont is highlighted in red in each chart to show underperformance relative to peers.E.I. du Pont de Nemours and Company (DuPont) (DD) · Trian Partners
Activist deck Activist investor Beat · Problem1 hit
17
The slide uses red bars to highlight DuPont's underperformance relative to blue peer bars.E.I. du Pont de Nemours and Company (DuPont) (DD) · Trian Partners
Activist deck Activist investor Beat · Agitate1 hit
20
The slide uses a red dashed box to group the 'Unproven' segments, contrasting them with the 'Proven' Agriculture segment.E.I. du Pont de Nemours and Company (DuPont) (DD) · Trian Partners
Activist deck Activist investor Beat · Agitate1 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
33
The slide uses a numbered list format to detail specific accounting grievances against DuPont management.E.I. du Pont de Nemours and Company (DuPont) (DD) · Trian Partners
Activist deck Activist investor Beat · Solution1 hit
39
E.I. du Pont de Nemours and Company (DuPont) (DD)E.I. du Pont de Nemours and Company (DuPont) (DD) · Trian Partners
Activist deck Activist investor 1 hit
05
Includes a legend for board representation and a detailed disclaimer regarding investment history.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · Problem1 hit
07
The slide uses a grid layout to showcase four primary nominees and one alternate nominee, emphasizing their corporate experience.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · Problem1 hit
09
Includes a callout box highlighting potential upside from excess costs.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · Problem1 hit
10
Uses the 'put her money where her mouth is' idiom to frame the contradiction.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · ProblemLoop · Iceberg1 hit
16
DuPont (DD) is highlighted in red boxes to show underperformance relative to peers.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · ProblemLoop · Iceberg1 hit
20
The slide uses a color-coded bar chart approach to contrast DuPont (red) with peer benchmarks (blue/grey).E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · ProblemLoop · Iceberg1 hit
23
Uses a red dashed box to highlight the 'unproven' segments. The slide contrasts the 'proven' Agriculture segment with the 'unproven' segments.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
37
The slide uses a numbered list format to present evidence of financial reporting manipulation.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
17
The slide uses a line chart with annotations of key corporate events to contrast management's stated strategy with actual stock performance.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · ComplicationLoop · Iceberg1 hit
19
The slide uses bar charts to contrast DuPont's actual performance against 2011/2013 targets and specific peer benchmarks.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · ComplicationLoop · Iceberg1 hit
23
Uses a red dashed box to group the 'unproven' segments, contrasting them with the 'proven' Agriculture segment.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
37
The slide uses a numbered list format to present evidence of financial reporting manipulation.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · EvidenceLoop · Quick Win Big Bet1 hit
40
The slide uses a bar chart to demonstrate performance improvement, framing Trian's involvement as the catalyst for growth.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · EvidenceLoop · Quick Win Big Bet1 hit
46
Includes a disclaimer regarding past performance and a 'Vote the Gold Proxy Card' footer.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · Climax1 hit
47
Includes a disclaimer regarding the use of this case study as an example of investment process.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · Climax1 hit
48
Includes a testimonial from Emil J. Brolick.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · Climax1 hit
49
Includes a disclaimer regarding the nature of the case study and specific financial definitions.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · Climax1 hit
55
Includes a disclaimer regarding the illustrative nature of the case study.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor 1 hit
58
The slide uses a before-after comparison of valuation multiples and performance metrics to justify a specific activist thesis.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor 1 hit