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Matching slides 9,820
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2,971-3,000 of 9,820
12
DuPont (DD) is highlighted in red in both charts.E.I. du Pont de Nemours and Company (DuPont) (DD) · Trian Partners
Activist deck Activist investor Beat · Problem1 hit
13
DuPont is highlighted in red in each chart to show underperformance relative to peers.E.I. du Pont de Nemours and Company (DuPont) (DD) · Trian Partners
Activist deck Activist investor Beat · Problem1 hit
20
The slide 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) · Trian Partners
Activist deck Activist investor Beat · Agitate1 hit
15
Uses red boxes to highlight DuPont (DD) and green boxes to highlight Trian portfolio companies (IR).E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · ProblemLoop · Iceberg1 hit
16
DuPont (DD) is highlighted in red boxes to show underperformance relative to peers.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · ProblemLoop · Iceberg1 hit
20
The slide uses a color-coded bar chart approach to contrast DuPont (red) with peer benchmarks (blue/grey).E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · ProblemLoop · Iceberg1 hit
38
The slide uses a 3-column matrix structure to frame the activist's narrative of past success and future opportunity.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
15
Trian Portfolio Company (IR) is highlighted in green; DuPont (DD) is highlighted in red.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · ComplicationLoop · Iceberg1 hit
16
DuPont is highlighted in red boxes across all three charts to emphasize its underperformance relative to peers.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · ComplicationLoop · Iceberg1 hit
19
The slide uses bar charts to contrast DuPont's actual performance against 2011/2013 targets and specific peer benchmarks.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · ComplicationLoop · Iceberg1 hit
20
The slide uses a comparison frame to highlight underperformance in specific business units.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · ComplicationLoop · Iceberg1 hit
41
The slide uses a table to demonstrate historical investment success, specifically highlighting board representation.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor 1 hit
09
Data presented for CY14 and CY15.Dillard's, Inc. (DDS) · Marcato
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Tale Two Worlds1 hit
10
Includes two distinct peer groups with calculated averages for each.Dillard's, Inc. (DDS) · Marcato
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Tale Two Worlds1 hit
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
31
Uses a stacked bar chart within a table to visualize revenue mix.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
37
The chart highlights the contrast between positive growth in peers and negative growth for Disney, with a specific callout regarding the 'Experiences' business.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
38
The slide uses a bar chart to visually demonstrate the performance gap between Disney and its peers.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
39
Uses a dual-chart layout to highlight the discrepancy between scale (revenue) and efficiency (margins).The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
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
84
The slide uses a contrast-pair framework to highlight the difference in performance between the two nominees.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Propose Solution1 hit
108
The chart uses a smoothed line (spline) to represent yield trends over time.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
131
The slide uses a red dashed box to highlight the negative percentage changes, emphasizing the poor financial trajectory.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
16
The chart uses a stacked bar approach to show net share ownership changes, highlighting that external investors (Marcato/Third Point) have net positive accumulation compared to insiders.Sotheby's (BID) · Marcato Capital Management
Conference presentation Activist investor Beat · SolutionLoop · Before After1 hit
17
This is a classic activist investor slide framing the incumbent as stagnant and the activist as the solution.Sotheby's (BID) · Marcato Capital Management
Conference presentation Activist investor Beat · SolutionLoop · Before After1 hit
22
The slide uses a 'Delta' row to explicitly highlight the performance gap between Dillard's and its peers.Sotheby's (BID) · Marcato Capital Management
Conference presentation Activist investor Beat · SolutionLoop · Before After1 hit
19
The slide uses a 'Precedent Spin Analysis' to justify a 27% margin target for Solventum.Solventum Corporation (SOLV) · Trian Fund Management
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
20
The slide uses a bar chart to compare historical Solventum allocations against peer benchmarks, arguing that Solventum was over-allocated costs by 3M.Solventum Corporation (SOLV) · Trian Fund Management
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit