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

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Slide collection

112,201-112,260 of 319,975

filter-aware
69
Trian Partners branding; campaign slogan 'DUPONT CAN BE GREAT' and call to action 'VOTE THE GOLD PROXY CARD' included.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
70
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
71
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
72
Trian Partners branding; includes 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
73
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
74
The slide uses a quote to build credibility for the activist firm.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
75
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
76
The slide uses a quote to build credibility for the activist firm.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
77
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
78
The slide uses a quote to establish credibility and reputation for the activist firm.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
79
The slide uses a Trian Partners branded background with a quote from a former colleague to build credibility.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
80
The slide uses a quote to validate the activist's thesis that the company needs external help to overcome internal inertia.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
81
The slide uses a Trian Partners branded background with a pull-quote format.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor 1 hit
82
Uses Trian Partners branding and a call to action for the gold proxy card.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor 1 hit
83
Uses a third-party endorsement to preempt the 'short-term activist' narrative.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor 1 hit
84
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 1 hit
85
The slide uses two distinct mathematical approaches to derive a total excess cost figure, highlighting a significant discrepancy between Axalta and DuPont's reported EBITDA.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor 1 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
87
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 1 hit
01
Slide 1
The slide uses a red box to highlight the performance delta between Trian investments and P&G.The Procter & Gamble Company (PG) · Trian Partners
Shareholder letter Activist investor Beat · Expose ContradictionLoop · Aha Moment1 hit
02
The slide uses a two-column layout to map specific pages of the P&G presentation to the identified errors.The Procter & Gamble Company (PG) · Trian Partners
Shareholder letter Activist investor Beat · Appendix DisclosureLoop · Aha Moment1 hit
03
This is a classic activist investor 'fact-check' slide, specifically targeting P&G's presentation of peer data.The Procter & Gamble Company (PG) · Trian Partners
Shareholder letter Activist investor Beat · Expose ContradictionLoop · Aha Moment1 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
05
The slide uses a multi-step chart to visualize investment performance and then provides a detailed rebuttal of P&G's methodology.The Procter & Gamble Company (PG) · Trian Partners
Shareholder letter Activist investor Beat · Expose ContradictionLoop · 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
07
The slide uses a red-bordered callout box to highlight a specific quote and its subsequent clarification.The Procter & Gamble Company (PG) · Trian Partners
Shareholder letter Activist investor Beat · Expose ContradictionLoop · Iceberg1 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
09
Includes performance metrics for Wendy's vs P&G and S&P 500.The Procter & Gamble Company (PG) · Trian Partners
Shareholder letter Activist investor Beat · Appendix DisclosureLoop · Iceberg1 hit
10
The Procter & Gamble Company (PG)The Procter & Gamble Company (PG) · Trian Partners
Shareholder letter Activist investor Beat · Disclaimer1 hit
01
Slide 1
Includes specific voting instructions for the proxy card.The Walt Disney Company (DIS) · Nelson Peltz
Shareholder letter Activist investor Beat · Attention1 hit
02
Standard legal boilerplate and supporting citations for claims made in the deck.The Walt Disney Company (DIS) · Nelson Peltz
Shareholder letter Activist investor 1 hit
01
Slide 1
Includes call to action to vote using the blue proxy card.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
02
The Walt Disney Company (DIS)The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
03
The Walt Disney Company (DIS)The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
04
This slide serves as the 'thesis' or 'opening hook' for the activist campaign.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
05
The Walt Disney Company (DIS)The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
06
Includes a performance comparison chart showing TSR relative to S&P 500 before and during Trian's involvement.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
07
Uses a three-column structure to frame the problem (underperformance), the villain (the board), and the solution (nominees).The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Problem Statement1 hit
08
The slide highlights the dominance of the Parks & Experiences segment in EBIT contribution.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
09
The slide highlights a $200bn investment vs. deteriorating performance metrics.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
10
Uses a two-part bar chart to contrast revenue scale with margin efficiency.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Loop · Aha Moment1 hit
11
Uses a quote-contradiction framework to undermine management's narrative.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
12
The slide uses a CEO quote to frame the company's internal optimism against the objective reality of poor stock performance.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
13
Uses a dot-plot to emphasize the overwhelming frequency of negative returns.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
14
Uses a three-column structure to contrast Disney's inherent strengths with management's reactive failures and the board's misaligned compensation practices.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
15
Uses a 2-column list format with 'X' icons to emphasize negative performance indicators.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
16
Uses a three-column structure to categorize board failures.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
17
The slide uses a scorecard format to systematically critique board governance.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
18
Uses 'FAIL' stamps to emphasize the critique of the board's performance.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
19
The slide uses a 'FAIL' callout to emphasize the critique of the Board's capital allocation decisions.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
20
Uses a 2x4 grid to detail 8 specific failures in the succession process.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
21
Uses a 'FAIL' stamp to emphasize the critique of compensation practices.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 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
23
Includes a specific voting instruction call-to-action at the bottom.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
01
Slide 1
This is a classic activist investor 'proxy fight' opening letter.The Walt Disney Company (DIS) · Trian
Shareholder letter Activist investor Beat · Problem (Identify pain)1 hit
02
The slide uses external media quotes to build credibility and preemptively address the 'disruptive' narrative.The Walt Disney Company (DIS) · Trian
Shareholder letter Activist investor Beat · Agitate (Make it worse)1 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
04
Standard legal boilerplate and source citations for a shareholder activist presentation.The Walt Disney Company (DIS) · Trian
Shareholder letter Activist investor 1 hit
01
Slide 1
The slide functions as a formal proxy solicitation letter.The Walt Disney Company (DIS) · Trian Partners
Shareholder letter Activist investor Beat · Attention1 hit
02
The Walt Disney Company (DIS)The Walt Disney Company (DIS) · Trian Partners
Shareholder letter Activist investor Beat · Desire1 hit