The Walt Disney Company (DIS)

Daniel S. Loeb · 2022-08

arc beats above · slides in the middle · loops below · scroll → 1 LOOPS

Deck intelligence map

coverage by narrative range · generated from this deck JSON

Narrative range 4 total

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Situation & Context 1 slides 100% 1/1 slides 100% 1/1 slides · 5 hits

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Problem & Complication 1 slides 100% 1/1 slides 100% 1/1 slides · 8 hits

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100% 1/1 slides 100% 1/1 slides Solution & Approach 1 slides 100% 1/1 slides 100% 1/1 slides · 6 hits

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100% 1/1 slides 100% 1/1 slides 100% 1/1 slides Impact & Next Steps 1 slides 100% 1/1 slides 100% 1/1 slides · 5 hits

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every slide · same image gating as the playbook

This is the first page of a shareholder letter from Third Point to The Walt Disney Company.front_matter

Open slide detailBeat · Situation & Context

This is page 2 of a shareholder letter, continuing a list of demands.state_demand

Open slide detailBeat · Problem & ComplicationLoop · Cost Of Inaction

This is a page from a shareholder letter (likely an activist investor letter to Disney).propose_solution

Open slide detailBeat · Solution & ApproachLoop · Cost Of Inaction

This is the final page of a letter, containing the sign-off and a carbon copy notation.closing_ask

Open slide detailBeat · Impact & Next StepsLoop · Cost Of Inaction

Page number 5 at the bottom.other