{
  "docId": "019dd923-622b-71dc-a6db-a8948f12a2f8",
  "docSlug": "83e53ed5ec0b",
  "documentTitle": "The Walt Disney Company (DIS)",
  "authorId": "06_Trian_Partners",
  "authorName": "Trian Partners",
  "documentKindSlug": "activist-deck",
  "documentKindLabel": "Activist deck",
  "sourceTypeSlug": "activist_investor",
  "sourceTypeLabel": "Activist investor",
  "presentationDate": "2024-03-01 00:00:00",
  "orientation": "portrait",
  "aspectRatio": 0.77272725,
  "pageNumber": 57,
  "pageCount": 133,
  "prevPage": 56,
  "nextPage": 58,
  "slideType": "expose_contradiction",
  "function": "expose_contradiction",
  "density": "balanced",
  "nDataPoints": 2,
  "notes": "The slide uses a comparison table to systematically dismantle Disney's stated goals by identifying missing details and providing a counter-argument.",
  "elementsJson": [
    "headline_text",
    "subtitle_text",
    "comparison_table"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-622b-71dc-a6db-a8948f12a2f8/57",
  "deckHref": "/decks/019dd923-622b-71dc-a6db-a8948f12a2f8",
  "deckJsonHref": "/decks/019dd923-622b-71dc-a6db-a8948f12a2f8.json",
  "deckAnchorHref": "/decks/019dd923-622b-71dc-a6db-a8948f12a2f8#slide-57",
  "components": [
    {
      "bbox": null,
      "kind": "callout",
      "text": "Disney's Plan for Value Creation Appears to Lack Commitments, Guidance, and Clarity",
      "attrs": null,
      "subkind": null,
      "toolName": "Visual emphasis",
      "toolSlug": "visual-emphasis",
      "confidence": null,
      "componentId": "019dd953-14da-72ce-9f94-cd4b4754e2a2",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.02,
        "w": 0.35,
        "x": 0.17,
        "y": 0.92
      },
      "kind": "source-note",
      "text": "Source: SEC filings, Company transcripts, Company press releases and investor presentations.",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "3fb8797d-d7a2-4a05-a6b1-6f5e46b1a284",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.55,
        "w": 0.85,
        "x": 0.08,
        "y": 0.35
      },
      "kind": "table",
      "text": "Comparison table with columns: Disney's Key Building Opportunities, Disney's Statements, Crucial Missing Details, Trian's View",
      "attrs": null,
      "subkind": "data",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "ca800da1-52f5-481d-a9ed-ef53317b0f37",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.03,
        "w": 0.6,
        "x": 0.08,
        "y": 0.29
      },
      "kind": "title",
      "text": "Disney’s Plan for Value Creation Appears to Lack Commitments, Guidance, and Clarity",
      "attrs": null,
      "subkind": "action-title",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "3de8308e-09b6-4a37-9629-391254ff8ac2",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.06,
        "w": 0.8,
        "x": 0.08,
        "y": 0.13
      },
      "kind": "title",
      "text": "Disney’s Plan to Fix its Underperformance Has Amorphous Goals and is Missing Crucial Details",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "3352e171-5642-4c69-8642-34531fe795d1",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [],
  "frameworks": [
    {
      "name": "expose_contradiction",
      "slug": null,
      "matchId": "2c23b75f-22e4-4223-b66c-5a506b20f1eb",
      "evidence": "Systematic breakdown of company claims vs. missing details and investor critique.",
      "confidence": 0.9
    }
  ],
  "arcBeats": [
    {
      "to": 77,
      "from": 11,
      "beatId": "37f840cb-5286-46ae-9405-b7f93cd27795",
      "arcName": "Problem-Agitate-Solution",
      "arcSlug": "problem-agitate-solution",
      "beatName": "Expose Contradiction",
      "beatSlug": null,
      "evidence": "Multiple pages expose contradictions in Disney's statements and actions.",
      "position": 1,
      "confidence": 0.8,
      "parentBeatName": null,
      "parentBeatSlug": null
    },
    {
      "to": 91,
      "from": 26,
      "beatId": "4709246a-df86-4f24-9209-dc709e9cc918",
      "arcName": "Problem-Agitate-Solution",
      "arcSlug": "problem-agitate-solution",
      "beatName": "Propose Solution",
      "beatSlug": null,
      "evidence": "Trian presents its initiatives and nominees as a solution to Disney's problems.",
      "position": 3,
      "confidence": 0.8,
      "parentBeatName": null,
      "parentBeatSlug": null
    }
  ],
  "loops": [],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}