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Campaigns / Trian Partners → Solventum Corporation
Trian Partners vs. Solventum Corporation

Solventum Corporation · SOLV

1 deck published between 2025-01-08 and 2025-01-08 — 25 pages, 25 analysed slides total.

initial thesis

Timeline

Each deck in chronological order — click to open. This is the story of the campaign as it unfolded.

  1. 2025-01-08 initial thesis

    2025 01 Trian Solventum Healthcare Trian Solventum Presentation Jan 2025

    25pp · full_deck

    Solventum's post-spin performance collapse is nearly worst-in-class; restoring 3M-era 3-4% growth and 26% margins plus simplifying the portfolio can double shares to $140 by 2027.