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
Pending
1

Slide type composition

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Slide type

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

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Slide collection

112,141-112,200 of 319,975

filter-aware
09
Includes a callout box highlighting potential upside from excess costs.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · Problem1 hit
10
Uses the 'put her money where her mouth is' idiom to frame the contradiction.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · ProblemLoop · Iceberg1 hit
11
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 · ProblemLoop · Iceberg1 hit
12
The chart uses a dual-axis approach to contrast stock price (blue line) with EPS (red line) to highlight the divergence.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · ProblemLoop · Iceberg1 hit
13
The slide uses a table to contrast Q1 2014 vs Q1 2015 performance metrics to support the activist's argument of management underperformance.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · ProblemLoop · Iceberg1 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
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
17
The slide uses a 'before-after' framing of management's stated goals versus the actual stock price outcome.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · ProblemLoop · Iceberg1 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 · ProblemLoop · Iceberg1 hit
19
The slide uses a consistent color coding where grey bars represent targets/peers and red bars represent DuPont's actual performance.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
21
Standard activist deck slide outlining the platform for board nominees.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
22
Uses a combination of bar charts and line charts to show stagnation in sales and PTOI, contrasted with the growth in ethylene spread profits.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
23
Uses a red dashed box to highlight the 'unproven' segments. The slide contrasts the 'proven' Agriculture segment with the 'unproven' segments.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
24
Uses a series of bar charts to show EBITDA growth and discrepancies in reporting between DuPont and Axalta's S-1 filing.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
25
Uses a combination of bar charts and line charts to demonstrate performance gaps.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
26
Uses a simple input-output process flow to highlight the failure of R&D investment.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
27
The slide uses a combination of bar charts for revenue/EBITDA trends and a comparison bar chart for ROIC vs WACC to highlight value destruction.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
28
Uses a rhetorical question to frame the contradiction.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
29
The slide uses a comparison-style layout to link specific governance provisions to their negative effects on shareholder value.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
30
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 · Cost Of Inaction1 hit
31
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 · Cost Of Inaction1 hit
32
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 · Cost Of Inaction1 hit
33
Uses a classic 'Rhetoric vs. Reality' table structure to undermine management credibility.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
34
The slide uses a series of bullet points to build a case for management opacity, culminating in a callout box summarizing the thesis.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
35
The slide uses a table to contrast DuPont's claim that Trian's analysis is unreliable with the reality of DuPont's own inconsistent reporting.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
36
Uses a quote-based narrative to expose management obfuscation.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
37
The slide uses a numbered list format to present evidence of financial reporting manipulation.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 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
39
The slide uses a preemptive rebuttal strategy by addressing the 'intrusive' narrative and countering it with evidence of long-term collaborative relationships.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
40
Uses a bar chart with an arrow to highlight the 2.4x growth multiplier.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
41
The table categorizes investments into 'Core Trian Investments' and 'Other Trian Investments' based on ownership percentage.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
42
Includes call to action to vote the gold proxy card.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
43
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 · SolutionLoop · Quick Win Big Bet1 hit
44
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 · SolutionLoop · Quick Win Big Bet1 hit
45
The slide uses a checkmark-based table to validate specific experience categories.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
46
Includes a disclaimer regarding past performance and a source citation.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
47
Includes a disclaimer regarding the applicability of this past performance to future investments (DuPont).E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
48
Includes a testimonial from the CEO of Wendy's.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
49
Includes a disclaimer regarding past performance and specific financial definitions.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
50
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 · SolutionLoop · Quick Win Big Bet1 hit
51
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 · SolutionLoop · Quick Win Big Bet1 hit
52
Includes a CAGR arrow and historical AUM data points.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
53
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 · SolutionLoop · Quick Win Big Bet1 hit
54
The slide uses a checkmark column to validate each area of expertise.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
55
Includes a table of key financial metrics and a bar chart comparing shareholder returns against peers.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
56
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 · SolutionLoop · Quick Win Big Bet1 hit
57
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 · SolutionLoop · Quick Win Big Bet1 hit
58
The slide uses a combination of bar charts and a waterfall-style bridge to illustrate performance metrics and valuation uplift.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
59
Includes logos of Trian Partners, BNY Mellon, The Wendy's Company, and Family Dollar.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
60
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 · SolutionLoop · Quick Win Big Bet1 hit
61
Uses a numbered list to contrast Trian-related events with macro-driven events.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
62
Uses a side-by-side comparison to frame management's track record as value-destructive.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
63
The table tracks stock change in both absolute dollar terms and percentage, comparing DuPont against the S&P 500 benchmark.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
64
The table tracks stock performance on the day following specific corporate announcements compared to the S&P 500.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
65
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 · SolutionLoop · Quick Win Big Bet1 hit
66
The slide uses a Trian Partners branded background and includes a call to action at the bottom.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
67
Used to preemptively rebut the argument that activist investors cut capex.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
68
The slide uses a blue background with the Trian logo and a call to action at the bottom.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit