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slides · global inventory

Expose Contradiction

Framework collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 1,114
Current window 121-150
Pages 38
Rows per page 30
Framework: Expose Contradictionclear collectionreset all
18 30 60

Framework

121-150 of 1,114

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47
The slide uses a timeline-based table to highlight inconsistency in Pershing Square's demands (Board seats, CEO confidence, proxy extension).Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor Beat · Critique of Pershing SquareLoop · Cost Of Inaction1 hit
49
Uses a 'Pershing Assertion' vs 'Fact' structure to systematically debunk activist claims.Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor Beat · Critique of Pershing SquareLoop · Cost Of Inaction1 hit
52
The slide uses a comparison of fee structures to frame the subject's behavior as contradictory to shareholder interests.Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor Beat · Critique of Pershing SquareLoop · Cost Of Inaction1 hit
68
The slide directly refutes a specific claim by an activist investor (Pershing Square).Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor 1 hit
38
Uses a waterfall chart to show projected growth components and a bar chart with target overlays to show the gap between actual and projected EPS.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
39
The slide uses a red dashed line to represent the target and a red arrow to visualize the 'ROE Gap'.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
07
Uses a dual-axis chart to show divergence between stock price and EPS; includes specific event annotations related to Trian's involvement.E.I. du Pont de Nemours and Company (DuPont) (DD) · Trian Partners
Conference presentation Activist investor Beat · Expose contradiction1 hit
12
Uses a rhetorical question to frame the contradiction.E.I. du Pont de Nemours and Company (DuPont) (DD) · Trian Partners
Conference presentation Activist investor Beat · Expose contradictionLoop · Cost Of Inaction1 hit
11
Uses a dual-axis line chart to visually demonstrate the divergence between stock price and EPS.E.I. du Pont de Nemours and Company (DuPont) (DD) · Trian Partners
Activist deck Activist investor Beat · Problem1 hit
12
The chart uses a dual-axis approach to contrast stock price (blue line) with EPS (red line) to highlight the divergence.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · ProblemLoop · Iceberg1 hit
22
Uses a combination of bar charts and line charts to show stagnation in sales and PTOI, contrasted with the growth in ethylene spread profits.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
12
Uses a dual-axis chart to overlay stock price (line) and EPS (red line with points) to show divergence.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · ComplicationLoop · Iceberg1 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
77
The slide uses a three-column layout to detail specific tactical maneuvers by the board.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
103
Uses a 'before-after' style comparison of growth rates to expose management inaction.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
123
The slide uses a two-column layout to directly contrast Disney's public statements with Trian's counter-arguments.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
125
The Walt Disney Company (DIS)The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
126
Uses a two-column layout to contrast Disney's accusations with Trian's factual rebuttals.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
05
The slide uses a 'Marcato' branding, likely an activist investor presentation.Epiq Systems, Inc. (EPIQ) · Marcato
Activist deck Activist investor Beat · The MonsterLoop · David Goliath1 hit
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
05
The slide uses a multi-step chart to visualize investment performance and then provides a detailed rebuttal of P&G's methodology.The Procter & Gamble Company (PG) · Trian Partners
Shareholder letter Activist investor Beat · Expose ContradictionLoop · Zoom In1 hit
34
The slide highlights the massive capital deployment relative to the company's market valuation.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
57
The slide uses a comparison table to systematically dismantle Disney's stated goals by identifying missing details and providing a counter-argument.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
58
Uses a 'before-after' framing to highlight failed strategic promises.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
76
The slide uses a timeline to contrast Disney's claims of 'meaningful interactions' with the reality of brief, non-substantive contact.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
96
Uses a timeline-like structure to show goal evolution followed by two sections of critical analysis.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
122
Uses a two-column layout to directly refute specific quotes from Disney management.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
124
This is a classic 'expose contradiction' slide used in activist campaigns to undermine management credibility.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
126
Uses a two-column layout to contrast Disney's claims with Trian's rebuttals.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
08
The slide uses a dual-axis chart to highlight the disconnect between revenue and profit, a classic 'expose contradiction' tactic in activist investor presentations.Sotheby's (BID) · Marcato Capital Management
Conference presentation Activist investor Beat · Problem Identification1 hit