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  "documentTitle": "Blackwells Capital | Activist Presentation Deck | 101 slides",
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  "presentationDate": "2024-03-01 00:00:00",
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      "text": "Each of Trian’s nominees, Mr. Peltz and Mr. Rasulo, along with their key supporter, Mr. Perlmutter, appear to harbor personal animus towards Disney, because of their prior relationship with the Company, Board, or Mr. Iger\nA proxy contest at a Company as important as Disney cannot be allowed to become a forum for the pursuit of personal grievances or vendettas\nThis is the second time Mr. Peltz has run a campaign at Disney, after previously withdrawing from one in 2023\nBy Disney’s contention, Mr. Peltz asked Disney for a seat on the Board over 24 times and did not present a single strategic idea",
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      "text": "The public record suggests that even if Mr. Peltz had the relevant skills to fill gaps that exist on the Disney Board, he would bring too much baggage into the boardroom to be an appropriate agent for change (1)",
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      "text": "Source: Fortune.\nNote: (1) Fortune – “Nelson Peltz is still trying to get seats on Disney’s board–but Bob Iger is no easy target for the activist investor’s 25th attempt to take control of the company” – February 6, 2024.",
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      "text": "A MISGUIDED CAMPAIGN",
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