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Fraud Exposure
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Matching slides 6,793
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Framework
271-300 of 6,793
06
The slide uses a dual-axis chart to show the divergence between stock price (rising) and EPS (stagnant/declining).E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · Problem1 hit
13
Uses a series of bar charts to illustrate the 'hidden' EBITDA and the impact of corporate cost allocation.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · AgitateLoop · Zoom In1 hit
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 In1 hit
45
The slide uses a combination of a line chart for stock price and a line chart with markers for EPS to demonstrate a divergence.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor 1 hit
49
Uses a custom waterfall-style comparison to adjust reported EPS for one-time gains and tax benefits to reveal 'true' performance.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
63
Uses a 'villain' critique style to frame the company's complexity and lack of organic growth.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · Impact & Next StepsLoop · Mece Breakdown1 hit
64
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 · Impact & Next StepsLoop · Mece Breakdown1 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
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 Bet1 hit
86
The slide uses a numbered list to detail specific accounting and reporting inconsistencies.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
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 Bet1 hit
24
Uses a before-after comparison to highlight hidden value and corporate inefficiency.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · The Call to ActionLoop · The Reveal1 hit
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 Reveal1 hit
27
The slide uses a combination of bar charts and a comparison table to highlight poor capital allocation and low returns.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · The Call to ActionLoop · The Reveal1 hit
34
The slide uses a rhetorical question as a title to frame the subsequent list of failures as evidence of board incompetence or management obfuscation.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · The Struggle1 hit
35
The slide uses a contrast-based argument to highlight management's lack of transparency regarding financial reporting.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · The Struggle1 hit
37
The slide uses a numbered list format to build a case for management's lack of transparency, supported by detailed footnotes.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · The Struggle1 hit
37
The slide uses a financial bridge calculation to quantify value destruction.General Electric (GE) · Trian Partners
Activist deck Activist investor Beat · Agitate1 hit
13
The text uses a series of rhetorical questions and data comparisons to challenge management's narrative on earnings and cost-cutting.PepsiCo (PEP) · Nelson Peltz
Research note Activist investor Beat · Problem (Identify pain)Loop · Logic Chain1 hit
11
Uses a bar chart to show relative performance and a list to provide context on the starting conditions of the CEO's tenure.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor Beat · Expose Contradiction1 hit
13
Uses a comparison frame to contrast P&G's performance against peers and market benchmarks.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor Beat · Expose Contradiction1 hit
16
Uses a 'P&G Spin' vs 'Reality' structure to frame the argument.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor 1 hit
49
Uses a 'three reasons' structure to build a case against management's track record.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor 1 hit
50
The slide uses a comparison table to highlight the composition of two different productivity programs to support the claim of unrealistic targets.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor 1 hit
19
The slide uses a 'fraud-exposure' style argument to highlight management's misuse of 'non-recurring' accounting labels.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor 1 hit
22
Uses a three-part structure to frame management's strategic failures.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor Beat · Need1 hit