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Trian Partners · activist-deck

Trian Partners | Activist Presentation Deck | 30 slides

30 pages · 4 arc beats · 2 loops

Activist-Deck Download JSON
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Trian Partners | Activist Presentation Deck | 30 slides

Trian Partners · 2024-03
arc beats above · slides in the middle · loops below · scroll → 2 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.
—

Deck intelligence map

4
coverage by narrative range · generated from this deck JSON
Narrative range 29 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
The Monster (Disney's challenges) 5 slides 100% 5/5 slides 100% 5/5 slides · 20 hits
— 0/5 slides
— 0/5 slides
100% 5/5 slides 100% 5/5 slides 100% 5/5 slides The Call (Trian's involvement) 4 slides 100% 4/4 slides 100% 4/4 slides · 12 hits
— 0/4 slides
— 0/4 slides
100% 4/4 slides 100% 4/4 slides
— 0/4 slides
The Struggle (Trian's efforts) 10 slides 100% 10/10 slides 100% 10/10 slides · 29 hits
— 0/10 slides
10% 1/10 slides 100% 10/10 slides · 12 hits 100% 10/10 slides 50% 5/10 slides The Victory (desired outcome) 10 slides 100% 10/10 slides 100% 10/10 slides · 30 hits
— 0/10 slides
— 0/10 slides
90% 9/10 slides 100% 10/10 slides
— 0/10 slides

Slide inventory

30
every slide · same image gating as the playbook
01
Slide 1
Includes a call to action to vote using the blue proxy card.front_matter
Open slide detail
02
Uses a two-column table to contrast corporate claims with activist rebuttal.expose_contradiction
Open slide detailBeat · The Monster (Disney's challenges)Loop · Tale Two Worlds
03
Uses a two-column table to directly refute management's narrative.expose_contradiction
Open slide detailBeat · The Monster (Disney's challenges)Loop · Tale Two Worlds
04
The slide uses a direct comparison table to frame Disney's narrative as self-contradictory or insufficient.expose_contradiction
Open slide detailBeat · The Monster (Disney's challenges)Loop · Tale Two Worlds
05
Uses a two-column table to frame the activist's rebuttal against management's narrative.expose_contradiction
Open slide detailBeat · The Monster (Disney's challenges)Loop · Tale Two Worlds
06
The slide uses a table format to directly refute specific management claims with counter-arguments regarding accounting definitions and cost of capital.expose_contradiction
Open slide detailBeat · The Monster (Disney's challenges)Loop · Tale Two Worlds
07
The slide uses a two-column table to contrast corporate messaging with activist skepticism.expose_contradiction
Open slide detailBeat · The Call (Trian's involvement)
08
Part of an activist investor deck (Trian Partners) challenging Disney management.expose_contradiction
Open slide detailBeat · The Call (Trian's involvement)
09
The slide uses a direct 'Claim vs. Response' format to undermine management's narrative.expose_contradiction
Open slide detailBeat · The Call (Trian's involvement)
10
The slide uses a side-by-side comparison to undermine management's narrative on streaming performance.expose_contradiction
Open slide detailBeat · The Call (Trian's involvement)
11
Part of the 'Restore the Magic' activist deck by Trian Partners.expose_contradiction
Open slide detailBeat · The Struggle (Trian's efforts)Loop · Cost Of Inaction
12
The slide uses a direct 'Claim vs. Response' format to undermine Disney's narrative on streaming profitability and sports strategy.expose_contradiction
Open slide detailBeat · The Struggle (Trian's efforts)Loop · Cost Of Inaction
13
Uses a two-column table to systematically dismantle Disney's peer group selection and performance metrics.expose_contradiction
Open slide detailBeat · The Struggle (Trian's efforts)Loop · Cost Of Inaction
14
The slide uses a side-by-side comparison to refute specific claims made by Disney management.expose_contradiction
Open slide detailBeat · The Struggle (Trian's efforts)Loop · Cost Of Inaction
15
expose_contradiction
Open slide detailBeat · The Struggle (Trian's efforts)Loop · Cost Of Inaction
16
expose_contradiction
Open slide detailBeat · The Struggle (Trian's efforts)
17
The slide uses a two-column table to juxtapose specific quotes from Disney against Trian's counter-arguments.preempt_rebuttal
Open slide detailBeat · The Struggle (Trian's efforts)
18
The slide uses a direct 'Claim vs. Response' structure to preemptively address and dismantle arguments against a nominee.expose_contradiction
Open slide detailBeat · The Struggle (Trian's efforts)
19
The slide uses a direct comparison table to refute specific management claims.expose_contradiction
Open slide detailBeat · The Struggle (Trian's efforts)
20
expose_contradiction
Open slide detailBeat · The Struggle (Trian's efforts)
21
The slide uses a direct comparison format to systematically dismantle Disney's arguments.expose_contradiction
Open slide detailBeat · The Victory (desired outcome)
22
expose_contradiction
Open slide detailBeat · The Victory (desired outcome)
23
The slide uses a direct 'Claim vs. Response' structure to neutralize negative characterizations.preempt_rebuttal
Open slide detailBeat · The Victory (desired outcome)
24
This slide uses a direct comparison table to frame Disney's accusations as a distraction tactic.expose_contradiction
Open slide detailBeat · The Victory (desired outcome)
25
The slide uses a direct comparison table to refute specific claims made by the target company.expose_contradiction
Open slide detailBeat · The Victory (desired outcome)
26
This slide uses a direct 'Claim vs. Response' format to preemptively address and refute a specific narrative.expose_contradiction
Open slide detailBeat · The Victory (desired outcome)
27
The slide uses a side-by-side comparison to directly address and dismiss specific allegations made by Disney.preempt_rebuttal
Open slide detailBeat · The Victory (desired outcome)
28
preempt_rebuttal
Open slide detailBeat · The Victory (desired outcome)
29
The slide uses a direct comparison table to frame Disney's claims as misleading or insufficient.expose_contradiction
Open slide detailBeat · The Victory (desired outcome)
30
other
Open slide detailBeat · The Victory (desired outcome)