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Preempt Rebuttal
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91-120 of 1,189
55
The slide uses a 'ripped paper' aesthetic to present external analyst quotes as evidence against an activist investor's proposal.Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor 1 hit
38
Uses a table to contrast Trian-related events against market-driven events to isolate the activist's impact.E.I. du Pont de Nemours and Company (DuPont) (DD) · Trian Partners
Activist deck Activist investor 1 hit
44
The slide uses a 'preempt_rebuttal' strategy by adopting the opponent's own logic to arrive at a significant figure.E.I. du Pont de Nemours and Company (DuPont) (DD) · Trian Partners
Activist deck Activist investor 1 hit
14
Uses two waterfall charts to bridge 2014 normalized EPS and 2015 guidance to core EPS needed.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · ProblemLoop · Iceberg1 hit
86
Uses a 'bottom-up' approach based on employee count allocation to validate the existence of excess costs even under conservative assumptions.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor 1 hit
39
The slide uses a preemptive rebuttal strategy to counter the 'intrusive' narrative by citing specific historical relationships.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · EvidenceLoop · Quick Win Big Bet1 hit
86
Uses a 'preempt_rebuttal' strategy by adopting the opponent's logic to prove the activist's point.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor 1 hit
114
The slide uses a table to highlight the lack of clarity and potential cannibalization in Disney's sports product roadmap.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
118
Uses a waterfall-style chart to show relative stock performance vs S&P 500.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
04
The slide uses a table to expose the poor performance of individual P&G directors compared to their peers, directly contradicting P&G's 'world-class board' narrative.The Procter & Gamble Company (PG) · Trian Partners
Shareholder letter Activist investor Beat · Preempt RebuttalLoop · Zoom In1 hit
06
The slide is split into two distinct sections: a rebuttal of P&G's 'short-term' claim (Page 79) and a performance case study of Mondelēz (Pages 80-83).The Procter & Gamble Company (PG) · Trian Partners
Shareholder letter Activist investor Beat · Preempt RebuttalLoop · Zoom In1 hit
08
This slide is from a Trian Partners activist investor presentation targeting P&G, specifically refuting P&G's critique of Heinz's historical performance.The Procter & Gamble Company (PG) · Trian Partners
Shareholder letter Activist investor Beat · Preempt RebuttalLoop · Iceberg1 hit
03
Uses a before-after framework to counter the narrative that Trian is disruptive, showing a transition from initial skepticism to later endorsement by CEOs.The Walt Disney Company (DIS) · Trian
Shareholder letter Activist investor Beat · Solution (Provide relief)Loop · Before After1 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
23
Uses a combination of a transaction table and a bar chart to illustrate the financial impact of a hypothetical deal.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Agitate1 hit
36
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
72
Uses a 'preempt_rebuttal' strategy by adopting the opponent's (DuPont's) methodology to prove the activist's (Trian's) point.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · Impact & Next Steps1 hit
39
The slide uses a preemptive rebuttal strategy to frame Trian's diligence as a value-add rather than an intrusion.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · The Struggle1 hit
61
Uses a table to contrast activist-driven events with market-driven events to preemptively address potential counter-arguments about market volatility.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
06
This is a text-heavy research note page, likely part of an activist investor letter (Trian Partners).PepsiCo (PEP) · Nelson Peltz
Research note Activist investor 1 hit
07
This is a text-heavy research note page from an activist investor (Trian) arguing for the breakup of PepsiCo.PepsiCo (PEP) · Nelson Peltz
Research note Activist investor 1 hit
34
Uses a comparison framework to systematically dismantle synergy arguments.PepsiCo (PEP) · Nelson Peltz
Research note Activist investor Loop · Cost Of Inaction1 hit
36
Uses a comparison frame to systematically dismantle management's synergy claims.PepsiCo (PEP) · Nelson Peltz
Research note Activist investor Loop · Cost Of Inaction1 hit
37
Uses a contrast-pairs framework to dismantle specific management claims.PepsiCo (PEP) · Nelson Peltz
Research note Activist investor Loop · Cost Of Inaction1 hit
05
Uses a negative framing technique to neutralize potential opposition arguments.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor Beat · Problem Statement1 hit
71
Uses a case study to counter a potential criticism regarding digital competence.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor 1 hit
77
Uses a comparison table to link external CEO experience to superior 10-year TSR performance.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor 1 hit
13
The slide uses a table to contrast analyst expectations at the time of the spin-off announcement against current market pricing to argue for undervaluation.Solventum Corporation (SOLV) · Trian Fund Management
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
21
Uses case studies of GE and DuPont/Axalta to argue for corporate spin-offs.Solventum Corporation (SOLV) · Trian Fund Management
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit