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Matching slides 60,568
Current window 21,331-21,360
Pages 2,019
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Component
21,331-21,360 of 60,568
60
Includes detailed footnotes explaining adjustments for Service Alignment Initiative and Workforce Optimization Effort.Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor 1 hit
61
Includes footnotes explaining adjustments for Workforce Optimization Effort, Service Alignment Initiative, and client funds extended investment strategy.Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor 1 hit
63
The table includes two main sections: absolute TSR and relative TSR vs. comparables, with specific adjustments for 'unaffected' pricing.Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor 1 hit
64
The table compares ADP's performance against a peer group, including market cap weighting and relative performance metrics.Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor 1 hit
65
The table compares ADP's performance against a peer group of 14 companies, including market cap, beta, and TSR metrics over 'Since Carlos', 5-year, 3-year, and 1-year periods.Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor 1 hit
66
The table compares ADP's performance against Oracle, SAP, Ultimate Software, and Workday over various time horizons (Since Carlos, 5-year, 3-year, 1-year).Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor 1 hit
69
The slide uses a matrix-like layout to map specific products to their respective accolades and analyst endorsements.Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor 1 hit
05
This is a sum-of-the-parts valuation model used by Trian Partners in their 2014 activist campaign.E.I. du Pont de Nemours and Company (DuPont) (DD) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Golden Circle1 hit
08
The table uses checkmarks to indicate that all nominees possess the listed skills, with one exception (Board Experience for Robert).E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor 1 hit
13
The slide highlights a recurring pattern of management missing guidance despite Q1 beats.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · ComplicationLoop · Iceberg1 hit
14
Uses a waterfall-bridge framework to reconcile EPS figures.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · ComplicationLoop · Iceberg1 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
27
Uses a combination of bar charts and a table to demonstrate value destruction.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
28
Uses a visual 'not equal' sign to emphasize the discrepancy between corporate and individual performance ratings.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
29
Uses a comparison table structure to link governance mechanisms to their negative impacts on shareholders.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 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 · EvidenceLoop · Quick Win Big Bet1 hit
35
The slide uses a table to highlight the lack of transparency in financial reporting.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · EvidenceLoop · Quick Win Big Bet1 hit
38
This is a classic activist 'before/after/remaining' table used to justify the need for further intervention.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · EvidenceLoop · Quick Win Big Bet1 hit
41
The slide uses a table to demonstrate historical investment success, specifically highlighting board representation.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor 1 hit
45
The slide uses a checkmark column to visually reinforce the 'significant experience' claim for each category.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
06
The slide argues that management is setting low bars to ensure easy beats, contrasting this with historical 3M performance and industry-wide spin-off margin expansion data.Solventum Corporation (SOLV) · Trian Fund Management
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
07
The slide combines a quantitative precedent table with qualitative strategic recommendations for the company.Solventum Corporation (SOLV) · Trian Fund Management
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
10
The slide uses a table to summarize the 2023 business mix across four segments: MedSurg, Health Info Systems, Dental Solutions, and Purification & Filtration.Solventum Corporation (SOLV) · Trian Fund Management
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
11
The chart includes a table summarizing average organic growth over various time horizons (3, 5, 10, 20 years).Solventum Corporation (SOLV) · Trian Fund Management
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
13
The slide uses a table to contrast analyst expectations at the time of the spin-off announcement against current market pricing to argue for undervaluation.Solventum Corporation (SOLV) · Trian Fund Management
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
17
The slide highlights a discrepancy between analyst expectations and historical performance to argue for better potential.Solventum Corporation (SOLV) · Trian Fund Management
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
19
The slide uses a 'Precedent Spin Analysis' to justify a 27% margin target for Solventum.Solventum Corporation (SOLV) · Trian Fund Management
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
23
Includes a 'Restoring Performance' WholeCo Valuation Analysis table with supporting commentary.Solventum Corporation (SOLV) · Trian Fund Management
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
24
Solventum Corporation (SOLV)Solventum Corporation (SOLV) · Trian Fund Management
Activist deck Activist investor 1 hit