Matching slides 60,568
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21,391-21,420 of 60,568

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The table categorizes investments into 'Core Trian Investments' and 'Other Trian Investments' based on ownership percentage.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
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45
The slide uses a checkmark-based table to validate specific experience categories.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
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48
Includes a testimonial from the CEO of Wendy's.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
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49
Includes a disclaimer regarding past performance and specific financial definitions.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
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51
E.I. du Pont de Nemours and Company (DuPont) (DD)E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
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54
The slide uses a checkmark column to validate each area of expertise.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
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55
Includes a table of key financial metrics and a bar chart comparing shareholder returns against peers.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
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57
E.I. du Pont de Nemours and Company (DuPont) (DD)E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
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61
Uses a numbered list to contrast Trian-related events with macro-driven events.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
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63
The table tracks stock change in both absolute dollar terms and percentage, comparing DuPont against the S&P 500 benchmark.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
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64
The table tracks stock performance on the day following specific corporate announcements compared to the S&P 500.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
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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
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01
Slide 1
The slide uses a red box to highlight the performance delta between Trian investments and P&G.The Procter & Gamble Company (PG) · Trian Partners
Shareholder letter Activist investor Beat · Expose ContradictionLoop · Aha Moment1 hit
04
The slide uses a table to expose the poor performance of individual P&G directors compared to their peers, directly contradicting P&G's 'world-class board' narrative.The Procter & Gamble Company (PG) · Trian Partners
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05
The Walt Disney Company (DIS)The Walt Disney Company (DIS) · Trian Partners
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08
The slide highlights the dominance of the Parks & Experiences segment in EBIT contribution.The Walt Disney Company (DIS) · Trian Partners
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09
The slide highlights a $200bn investment vs. deteriorating performance metrics.The Walt Disney Company (DIS) · Trian Partners
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17
The slide uses a scorecard format to systematically critique board governance.The Walt Disney Company (DIS) · Trian Partners
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21
Uses a 'FAIL' stamp to emphasize the critique of compensation practices.The Walt Disney Company (DIS) · Trian Partners
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22
The slide uses a red dashed box to highlight the 'Relative Underperformance' column, emphasizing the negative impact of the board's tenure.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
24
Uses a custom skill matrix to highlight gaps in incumbent board members' experience relative to Trian's nominees.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
31
Uses a stacked bar chart within a table to visualize revenue mix.The Walt Disney Company (DIS) · Trian Partners
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42
Uses a comparison frame to highlight operational inefficiency.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
46
The table highlights negative performance in red and positive in grey, emphasizing Disney's underperformance.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
48
The Walt Disney Company (DIS)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
52
The slide uses a 'report card' metaphor to systematically critique board performance.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
54
Uses a contrast-pairs framework to highlight the strategic misalignment.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
56
Uses a comparison table structure to contrast specific strategic initiatives with their associated failures/risks.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit