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Disney · activist-deck

Disney | Shareholder Engagement Presentation Deck | 16 slides

16 pages · 4 arc beats · 3 loops

Activist-Deck Download JSON
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Disney | Shareholder Engagement Presentation Deck | 16 slides

Disney · 2023-01
arc beats above · slides in the middle · loops below · scroll → 3 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 1
— No image bound to this slide. Wire up imgproxy to display the rendered slide JPEG.
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Deck intelligence map

4
coverage by narrative range · generated from this deck JSON
Narrative range 15 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Situation & Context 3 slides 100% 3/3 slides 100% 3/3 slides · 12 hits
— 0/3 slides
66.7% 2/3 slides · 3 hits
— 0/3 slides
100% 3/3 slides
— 0/3 slides
Problem & Complication 1 slides 100% 1/1 slides 100% 1/1 slides
— 0/1 slides
— 0/1 slides
— 0/1 slides
100% 1/1 slides 100% 1/1 slides Evidence & Proof 7 slides 100% 7/7 slides 100% 7/7 slides · 47 hits
— 0/7 slides
42.9% 3/7 slides · 5 hits 85.7% 6/7 slides 100% 7/7 slides 42.9% 3/7 slides Impact & Next Steps 4 slides 100% 4/4 slides 100% 4/4 slides · 12 hits
— 0/4 slides
— 0/4 slides
50% 2/4 slides 100% 4/4 slides
— 0/4 slides

Slide inventory

16
every slide · same image gating as the playbook
01
Slide 1
Includes a subtle Mickey Mouse silhouette watermark.front_matter
Open slide detailBeat · Situation & Context
02
other
Open slide detailBeat · Situation & Context
03
The slide uses a bulleted list structure to highlight board achievements and specific director qualifications, followed by a summary metric row.summarize
Open slide detailBeat · Situation & Context
04
summarize
Open slide detail
05
The slide uses a watermark of the Disney Mickey Mouse logo as a background element.frame_problem
Open slide detailBeat · Problem & ComplicationLoop · Myth Buster
06
Uses a line chart for historical performance and a bar chart for peer benchmarking.compare_peers
Open slide detailBeat · Evidence & Proof
07
The slide uses a combination of bubble charts for market cap, logos for M&A, and a stacked bar chart for capital returns.summarize
Open slide detailBeat · Evidence & Proof
08
Uses a 'ripped paper' visual motif to frame the quotes as historical clippings.preempt_rebuttal
Open slide detailBeat · Evidence & ProofLoop · Iceberg
09
Uses a two-column layout for rationale vs. rebuttal, followed by an asset inventory.preempt_rebuttal
Open slide detailBeat · Evidence & ProofLoop · Iceberg
10
Uses a bar chart to compare multiples and a list to refute Trian's claims.preempt_rebuttal
Open slide detailBeat · Evidence & Proof
11
Uses a combination of a bar chart and a bulleted list to contrast financial data with qualitative explanations of pandemic impact.preempt_rebuttal
Open slide detailBeat · Evidence & ProofLoop · Cost Of Inaction
12
Uses a combination of performance data and direct quotes to undermine the activist's credibility.name_villain
Open slide detailBeat · Evidence & Proof
13
Uses a classic 'Claim vs. Fact' structure to undermine the activist's credibility.expose_contradiction
Open slide detailBeat · Impact & Next Steps
14
appendix
Open slide detailBeat · Impact & Next Steps
15
The slide emphasizes the frequency of engagement to preempt claims of lack of communication.summarize
Open slide detailBeat · Impact & Next Steps
16
The table includes adjustments for non-cash items, interest, and specific corporate expenses to arrive at EBITDA, followed by a calculation of net debt and leveanalyze_data
Open slide detailBeat · Impact & Next Steps