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Expose Contradiction
Slide function collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 14,162
Current window 991-1,020
Pages 473
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Slide function
991-1,020 of 14,162
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
07
Uses red circles to highlight correlation between EPS spikes and price index recovery.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · Problem1 hit
10
The slide uses a contrast-pairs framework to juxtapose DuPont's narrative of disruption against Trian's history of collaboration.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · AgitateLoop · Zoom In1 hit
11
Uses a 'before-after' style logic to debunk current claims by citing historical precedent.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · AgitateLoop · Zoom In1 hit
12
The chart highlights specific corporate events (divestitures/acquisitions) against the stock price timeline to illustrate the lack of value creation.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · AgitateLoop · Zoom In1 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
15
Uses a causal chain/process diagram to show the failure of R&D investment.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · AgitateLoop · Zoom In1 hit
16
Uses a 'before-after' or 'cause-effect' style comparison to highlight misalignment in executive compensation.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · AgitateLoop · Zoom In1 hit
35
The slide uses a 3x3 matrix structure to contrast historical failures, recent management actions, and ongoing investor concerns.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Loop · Cost Of Inaction1 hit
37
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
39
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
41
Uses a bar chart to highlight a specific period of underperformance to challenge management's narrative.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor 1 hit
42
Uses red circles to highlight the correlation between EPS growth and the chemical price index recovery.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor 1 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
46
Uses a line chart to visualize the delta between promised and actual performance, highlighting a 51% shortfall.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
51
Uses a circular diagram to represent a 'vicious cycle' of management failure.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
19
The slide uses a table to contrast acquisition metrics with activist investor Trian's negative assessment of the deals.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
21
Uses a 'before-after' or 'short-term vs long-term' framing to critique management's capital allocation decisions.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
22
Uses a 'before-after' comparison structure to demonstrate the lack of EPS growth despite claimed savings.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
53
Uses a contrast-pairs framework to systematically dismantle management's stated objections.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds1 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
14
The text uses Roman numeral citations (xxii-xxvi) typical of equity research notes.PepsiCo (PEP) · Nelson Peltz
Research note Activist investor Beat · Problem (Identify pain)Loop · Logic Chain1 hit
15
The slide uses two tables to contrast historical performance with recent declines, highlighting a failure to meet promised growth targets.PepsiCo (PEP) · Nelson Peltz
Research note Activist investor Beat · Problem (Identify pain)Loop · Logic Chain1 hit
21
This is a text-heavy research note page. It uses a series of arguments to dismantle management's 'Power of One' synergy claims.PepsiCo (PEP) · Nelson Peltz
Research note Activist investor Loop · Logic Chain1 hit
26
The slide uses historical case studies (Dr Pepper Snapple, Cadbury) to challenge PepsiCo's integrated business model.PepsiCo (PEP) · Nelson Peltz
Research note Activist investor Beat · Solution (Provide relief)Loop · Logic Chain1 hit
35
This slide uses a comparison frame to systematically dismantle corporate synergy claims.PepsiCo (PEP) · Nelson Peltz
Research note Activist investor Loop · Cost Of Inaction1 hit