Matching slides 60,568
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21,151-21,180 of 60,568

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05
The slide uses a table to contrast performance metrics before and during the activist investment period.H.J. Heinz Company (HNZ) · Trian Partners
Activist deck Activist investor Beat · Rising Success1 hit
06
Includes detailed footnotes regarding activist involvement timeline and disclaimer on attribution.H.J. Heinz Company (HNZ) · Trian Partners
Activist deck Activist investor Beat · Rising Success1 hit
09
The slide uses a 3-column matrix structure to frame the activist's narrative of past failure, current progress, and future demands.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · Problem1 hit
11
Uses a 'before-after' style logic to debunk current claims by citing historical precedent.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · AgitateLoop · Zoom In1 hit
12
The chart highlights specific corporate events (divestitures/acquisitions) against the stock price timeline to illustrate the lack of value creation.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · AgitateLoop · Zoom In1 hit
26
Includes a detailed disclaimer and footnotes regarding the investment performance.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
35
The slide uses a 3x3 matrix structure to contrast historical failures, recent management actions, and ongoing investor concerns.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Loop · Cost Of Inaction1 hit
37
Uses a three-column comparison structure to highlight historical inaccuracy of incumbent board rhetoric.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Loop · Cost Of Inaction1 hit
39
Uses a comparison frame to highlight the discrepancy between management's narrative and the activist's analytical framework.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Loop · Cost Of Inaction1 hit
50
The slide highlights the magnitude of earnings adjustments made by management.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor 1 hit
52
The slide uses a 'bridge' style table to reconcile reported EPS to adjusted EPS by stripping out one-time gains.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor 1 hit
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 1 hit
56
The chart highlights specific corporate events (divestitures/acquisitions) against the stock price trajectory.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor 1 hit
57
Uses a contrast-pairs framework to highlight the gap between ideal performance and current reality.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor 1 hit
66
Uses a combination of a stock price line chart and bar charts to illustrate the 'before' (discount) and 'after' (re-rating) states of a spin-off transaction.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · Impact & Next StepsLoop · Mece Breakdown1 hit
72
Uses a 'preempt_rebuttal' strategy by adopting the opponent's (DuPont's) methodology to prove the activist's (Trian's) point.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · Impact & Next Steps1 hit
77
Uses a side-by-side comparison to frame DuPont's R&D and legal strategy as a failure.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · Impact & Next Steps1 hit
78
The slide uses a combination of bar charts for historical performance and a comparison 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 · Impact & Next Steps1 hit
81
The slide uses a table to contrast expansion plans with negative industry headwinds to argue against management's capital allocation strategy.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · Impact & Next StepsLoop · Quick Win Big Bet1 hit
82
Uses a classic 'Rhetoric vs. Reality' contrast frame.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · Impact & Next StepsLoop · Quick Win Big Bet1 hit
89
Uses a contrast-pairs framework to highlight the gap between corporate narrative and actual performance metrics.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · Impact & Next StepsLoop · Quick Win Big Bet1 hit
90
Uses a two-column comparison table to systematically dismantle management's performance claims.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · Impact & Next StepsLoop · Quick Win Big Bet1 hit
56
Includes specific leverage targets, growth rates, and valuation multiples for the two resulting entities.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit
59
The slide uses a waterfall-like comparison to show value creation from different spin-off and acquisition scenarios.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit
32
Includes pro-forma adjustments for acquisitions (PBG, PAS, WBD) and tax effects.PepsiCo (PEP) · Nelson Peltz
Research note Activist investor Loop · Cost Of Inaction1 hit
34
Uses a comparison framework to systematically dismantle synergy arguments.PepsiCo (PEP) · Nelson Peltz
Research note Activist investor Loop · Cost Of Inaction1 hit
35
This slide uses a comparison frame to systematically dismantle corporate synergy claims.PepsiCo (PEP) · Nelson Peltz
Research note Activist investor Loop · Cost Of Inaction1 hit
36
Uses a comparison frame to systematically dismantle management's synergy claims.PepsiCo (PEP) · Nelson Peltz
Research note Activist investor Loop · Cost Of Inaction1 hit
37
Uses a contrast-pairs framework to dismantle specific management claims.PepsiCo (PEP) · Nelson Peltz
Research note Activist investor Loop · Cost Of Inaction1 hit
38
The table highlights market share erosion in key strategic markets as defined by PepsiCo management.PepsiCo (PEP) · Nelson Peltz
Research note Activist investor Loop · Cost Of Inaction1 hit