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27 Cost Of Inaction
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The chart uses a red dashed line to visually anchor the current price level against historical performance.The Walt Disney Company (DIS) · Trian Partners
Press release Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
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The slide uses delta annotations to quantify the performance gap between Disney and its benchmarks.The Walt Disney Company (DIS) · Trian Partners
Press release Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
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The slide uses a strong negative framing ('Disappointing') to interpret the financial data.The Walt Disney Company (DIS) · Trian Partners
Press release Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
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The slide uses a callout box to emphasize the failure of management and the irony of their board composition stance.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Loop · Cost Of Inaction1 hit
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Uses a three-column comparison structure to highlight historical inaccuracy of incumbent board rhetoric.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Loop · Cost Of Inaction1 hit
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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 Loop · Cost Of Inaction1 hit
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Uses a comparison frame to highlight the discrepancy between management's narrative and the activist's analytical framework.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Loop · Cost Of Inaction1 hit
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Uses a scatter plot to show correlation and a bar chart to show performance gap.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Loop · Cost Of Inaction1 hit
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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
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Ferguson plc (FERG)Ferguson plc (FERG) · Brian Baldwin
Conference presentation Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
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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
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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
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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
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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
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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
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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
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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
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Uses checkmarks and X-marks to visually contrast business models.Ferguson plc (FERG) · Brian Baldwin
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
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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
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RMI likely stands for Repair, Maintenance, and Improvement.Ferguson plc (FERG) · Brian Baldwin
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
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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
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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
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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
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Ferguson plc (FERG)Ferguson plc (FERG) · Brian Baldwin
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
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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
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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
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Ferguson plc (FERG)Ferguson plc (FERG) · Brian Baldwin
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
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Uses two bar charts to visualize the decline in performance targets over a 12-year period.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor Loop · Cost Of Inaction1 hit
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The slide uses a 'preempt_rebuttal' callout box to clarify that the activist is not anti-investment, but pro-return.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor Loop · Cost Of Inaction1 hit
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The Procter & Gamble Company (PG)The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor Loop · Cost Of Inaction1 hit