The Walt Disney Company (DIS) · page 2 of 9
This is a text-heavy press release slide outlining an activist investor's platform.
Press release · key_messages · propose_solution · overcrowded density
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Audience Definition slide · 70%
At companies in which Trian has invested where Mr. Peltz has served on the board of directors, company TSR growth during Mr. Peltz's board tenure has, on average, outpaced the S&P 500 by ~900 basis points
Thesis archetype slide · 80%Trian believes Nelson Peltz can help Disney address its challenges
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