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slides · global inventory

11 Golden Circle

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Matching slides 13,983
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6,091-6,120 of 13,983

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04
Includes a callout box emphasizing the flexibility of the separation strategy based on management performance.E.I. du Pont de Nemours and Company (DuPont) (DD) · Trian Partners
Activist deck Activist investor Beat · ProblemLoop · Golden Circle1 hit
01
Slide 1
The document details the strategic rationale for the board expansion, including Trian Partners' 9.9% stake and Barings' $354 billion AUM.Invesco Ltd. (IVZ) · Invesco
Press release Activist investor Beat · AttentionLoop · Golden Circle1 hit
02
This is a standard press release boilerplate section.Invesco Ltd. (IVZ) · Invesco
Press release Activist investor Beat · DesireLoop · Golden Circle1 hit
02
This is a text-heavy press release slide outlining an activist investor's platform.The Walt Disney Company (DIS) · Trian Partners
Press release Activist investor Beat · Problem (Identify pain)Loop · Golden Circle1 hit
03
The slide uses a contrast-pairs framework to dispel potential misconceptions about the activist investor's intentions.The Walt Disney Company (DIS) · Trian Partners
Press release Activist investor Beat · Solution (Provide relief)Loop · Golden Circle1 hit
82
Uses Trian Partners branding and 'Vote the Gold Proxy Card' call to action.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · The VictoryLoop · Golden Circle1 hit
83
The slide uses a quote to preemptively address concerns about short-termism.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · The VictoryLoop · Golden Circle1 hit
84
E.I. du Pont de Nemours and Company (DuPont) (DD)E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · The VictoryLoop · Golden Circle1 hit
85
The slide uses two distinct calculation approaches (% of sales vs % of EBITDA) to arrive at a total excess cost estimate for DuPont.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · The VictoryLoop · Golden Circle1 hit
86
Uses a 'preempt_rebuttal' strategy by adopting the opponent's own logic to prove the activist's point.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · The VictoryLoop · Golden Circle1 hit
87
The slide uses a numbered list to detail specific operational changes, including management turnover, margin expansion, and working capital improvements.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · The VictoryLoop · Golden Circle1 hit
05
The slide uses a numbered list structure to present three core pillars of the investment thesis.Ferguson plc (FERG) · Brian Baldwin
Conference presentation Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
06
Ferguson plc (FERG)Ferguson plc (FERG) · Brian Baldwin
Conference presentation Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
07
The slide uses a bar chart to visually demonstrate that Ferguson is trading at a lower multiple than its peers, specifically highlighting the higher multiples of 'Specialty RMI Distributors'.Ferguson plc (FERG) · Brian Baldwin
Conference presentation Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
08
The slide uses a stacked bar chart to show the transformation of the business portfolio over time.Ferguson plc (FERG) · Brian Baldwin
Conference presentation Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
09
The slide uses a comparison framework to argue for a valuation discrepancy based on geographic business quality.Ferguson plc (FERG) · Brian Baldwin
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
10
The chart uses a broken axis to accommodate the significantly higher sales of Home Depot and Lowe's.Ferguson plc (FERG) · Brian Baldwin
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
11
The slide uses a checkmark/cross system to indicate if a top shareholder in the sector is also a top Ferguson holder.Ferguson plc (FERG) · Brian Baldwin
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
12
The chart highlights Ferguson in red to contrast with the blue peer bars.Ferguson plc (FERG) · Brian Baldwin
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
13
The slide uses a checkmark/cross matrix to illustrate the analytical gap in peer selection.Ferguson plc (FERG) · Brian Baldwin
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
14
Uses checkmarks and X-marks to visually contrast business models.Ferguson plc (FERG) · Brian Baldwin
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
15
The slide uses a checkmark/cross comparison to highlight Ferguson's superior market positioning.Ferguson plc (FERG) · Brian Baldwin
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
16
RMI likely stands for Repair, Maintenance, and Improvement.Ferguson plc (FERG) · Brian Baldwin
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
17
The chart highlights Ferguson's performance relative to competitors in Specialty, Broadline Industrial MRO, and Home Improvement Retail sectors.Ferguson plc (FERG) · Brian Baldwin
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
18
The chart uses a waterfall-style layout to show positive vs negative margin changes, with company logos as x-axis labels.Ferguson plc (FERG) · Brian Baldwin
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
19
The chart highlights Ferguson in red to contrast its performance against peers, suggesting an opportunity for improvement.Ferguson plc (FERG) · Brian Baldwin
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
20
Ferguson plc (FERG)Ferguson plc (FERG) · Brian Baldwin
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
21
The slide uses specific case studies (Invesco, Signet, Barrick/Randgold) to build credibility for a proposed US re-listing strategy.Ferguson plc (FERG) · Brian Baldwin
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
22
The slide uses a bubble chart representation to visually compare market caps.Ferguson plc (FERG) · Brian Baldwin
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
23
Ferguson plc (FERG)Ferguson plc (FERG) · Brian Baldwin
Conference presentation Activist investor Loop · Cost Of Inaction1 hit