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Global slide inventory for the active corpus filters, with each row opening the slide detail view.

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Corpus coverage

319,975 slides

319,974 are described (100%), so the treemap can explain the corpus instead of just counting files.

Total slides
319,975
Described
319,974
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1

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Slide type

Showing 319,974 described slides — 100.0% of 319,975 rendered pages

+Context & problem43,76713.7% · 6,592 docs+Data & charts72,62022.7% · 8,666 docs+Meta & navigation45,93614.4% · 9,739 docs+Recommend & act67,04121.0% · 9,324 docs+Cases & evidence31,2569.8% · 6,067 docs+Frameworks2,1230.7% · 1,232 docs+Appendix35,68211.2% · 6,614 docs+Other21,5496.7% · 5,566 docs

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Slide collection

111,241-111,300 of 319,975

filter-aware
07
The slide uses a 'ripped paper' visual effect to frame the three testimonial blocks.H.J. Heinz Company (HNZ) · Trian Partners
Activist deck Activist investor Beat · Ultimate AchievementLoop · Voice Of Customer1 hit
01
Slide 1
Includes Trian Partners logo and DuPont logo.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · Problem1 hit
02
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 · Problem1 hit
03
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 · Problem1 hit
04
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 · Problem1 hit
05
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 · Problem1 hit
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
08
The slide uses red highlighting to draw attention to DuPont's poor performance relative to peers.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · Problem1 hit
09
The slide uses a 3-column matrix structure to frame the activist's narrative of past failure, current progress, and future demands.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
17
The slide uses a 'preempt_rebuttal' strategy by addressing the 'intrusive' narrative directly in the bottom callout box.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · AgitateLoop · Zoom In1 hit
18
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 · AgitateLoop · Zoom In1 hit
01
Slide 1
PepsiCo (PEP)PepsiCo (PEP) · Nelson Peltz
Research note Activist investor 1 hit
02
PepsiCo (PEP)PepsiCo (PEP) · Nelson Peltz
Research note Activist investor 1 hit
03
PepsiCo (PEP)PepsiCo (PEP) · Nelson Peltz
Research note Activist investor 1 hit
04
PepsiCo (PEP)PepsiCo (PEP) · Nelson Peltz
Research note Activist investor 1 hit
05
This is a formal activist investor letter. It frames the problem as underperformance and proposes a structural split.PepsiCo (PEP) · Nelson Peltz
Research note Activist investor 1 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
08
The text argues that PepsiCo's centralized structure is hindering growth and that a split would allow for better management and performance.PepsiCo (PEP) · Nelson Peltz
Research note Activist investor 1 hit
09
The slide serves as a summary of a previously shared research note titled 'The Case For Separating Global Snacks & Beverages'.PepsiCo (PEP) · Nelson Peltz
Research note Activist investor 1 hit
10
This is a closing letter from an activist investor presentation.PepsiCo (PEP) · Nelson Peltz
Research note Activist investor 1 hit
11
The slide uses a narrative structure to contrast the historical success of decentralized, distinct business units (Pepsi vs. Frito-Lay) with the current state of centralized corporate control.PepsiCo (PEP) · Nelson Peltz
Research note Activist investor Beat · Problem (Identify pain)Loop · Logic Chain1 hit
12
This is a text-heavy research note page from an activist investor (Trian) presentation.PepsiCo (PEP) · Nelson Peltz
Research note Activist investor Beat · Problem (Identify pain)Loop · Logic Chain1 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
16
The slide uses the 'prisoner's dilemma' framework to explain the competitive pricing environment between PepsiCo and Coca-Cola.PepsiCo (PEP) · Nelson Peltz
Research note Activist investor Beat · Agitate (Make it worse)Loop · Logic Chain1 hit
17
The slide uses a diagnostic framework (symptoms vs. causes) to explain financial underperformance.PepsiCo (PEP) · Nelson Peltz
Research note Activist investor Beat · Agitate (Make it worse)Loop · Logic Chain1 hit
18
The slide uses a list-based format to detail specific operational and strategic failures at PepsiCo, including brand mismanagement and failed product launches.PepsiCo (PEP) · Nelson Peltz
Research note Activist investor Beat · Agitate (Make it worse)Loop · Logic Chain1 hit
19
The text uses the 'robbing Peter to pay Paul' metaphor to describe the internal capital allocation conflict.PepsiCo (PEP) · Nelson Peltz
Research note Activist investor Beat · Agitate (Make it worse)Loop · Logic Chain1 hit
20
The slide uses a series of arguments to challenge the 'Power of One' strategy, citing historical performance and market share data.PepsiCo (PEP) · Nelson Peltz
Research note Activist investor Beat · Agitate (Make it worse)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
22
The slide uses a series of paragraphs to critique PepsiCo's international strategy, focusing on market concentration, EBIT margins, and brand management.PepsiCo (PEP) · Nelson Peltz
Research note Activist investor Loop · Logic Chain1 hit
23
The slide uses a 'blank sheet of paper' argument to counter management's claims of dis-synergies.PepsiCo (PEP) · Nelson Peltz
Research note Activist investor Beat · Solution (Provide relief)Loop · Logic Chain1 hit
24
The slide uses a narrative structure to argue for operational restructuring and decentralization.PepsiCo (PEP) · Nelson Peltz
Research note Activist investor Beat · Solution (Provide relief)Loop · Logic Chain1 hit
25
The slide uses historical case studies to argue for the benefits of corporate focus and independent management teams.PepsiCo (PEP) · Nelson Peltz
Research note Activist investor Beat · Solution (Provide relief)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
27
This is a text-heavy research note page from Trian Partners regarding PepsiCo.PepsiCo (PEP) · Nelson Peltz
Research note Activist investor Beat · Solution (Provide relief)Loop · Logic Chain1 hit
28
The slide highlights PepsiCo's consistent underperformance relative to its peer group across all measured timeframes.PepsiCo (PEP) · Nelson Peltz
Research note Activist investor Loop · Cost Of Inaction1 hit
29
Uses Trian estimates for PepsiCo beverage margins; includes detailed methodology notes regarding advertising spend adjustments.PepsiCo (PEP) · Nelson Peltz
Research note Activist investor Loop · Cost Of Inaction1 hit
30
The slide uses a dual-chart layout to show absolute EPS growth over time and relative growth against peers.PepsiCo (PEP) · Nelson Peltz
Research note Activist investor Loop · Cost Of Inaction1 hit
31
Includes specific analyst quotes from Bernstein and Consumer Edge regarding earnings quality.PepsiCo (PEP) · Nelson Peltz
Research note Activist investor Loop · Cost Of Inaction1 hit
32
Includes pro-forma adjustments for acquisitions (PBG, PAS, WBD) and tax effects.PepsiCo (PEP) · Nelson Peltz
Research note Activist investor Loop · Cost Of Inaction1 hit
33
The slide uses a vertical arrow timeline to organize quotes by year.PepsiCo (PEP) · Nelson Peltz
Research note Activist investor Loop · Cost Of Inaction1 hit
34
Uses a comparison framework to systematically dismantle synergy arguments.PepsiCo (PEP) · Nelson Peltz
Research note Activist investor Loop · Cost Of Inaction1 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
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
38
The table highlights market share erosion in key strategic markets as defined by PepsiCo management.PepsiCo (PEP) · Nelson Peltz
Research note Activist investor Loop · Cost Of Inaction1 hit
39
The chart includes a regression line with a very low R-squared value, indicating no statistical significance.PepsiCo (PEP) · Nelson Peltz
Research note Activist investor Loop · Cost Of Inaction1 hit
40
Contains 37 numbered source citations.PepsiCo (PEP) · Nelson Peltz
Research note Activist investor 1 hit
41
This page contains endnotes and footnotes (numbered xxxviii to lxxiii) providing context and data sources for previous slides.PepsiCo (PEP) · Nelson Peltz
Research note Activist investor 1 hit