{
  "docId": "019de076-fcfb-706a-946f-42be144c6bd3",
  "docSlug": "7027726b1775f85d02bd6eb95846d5c2",
  "documentTitle": "Disney | Shareholder Engagement Presentation Deck | 20 slides",
  "authorId": "disney",
  "authorName": "Disney",
  "documentKindSlug": "activist-deck",
  "documentKindLabel": "Activist deck",
  "sourceTypeSlug": "investor_relations",
  "sourceTypeLabel": "Investor relations",
  "presentationDate": "2024-03-01 00:00:00",
  "orientation": "landscape",
  "aspectRatio": 1.7827299,
  "pageNumber": 15,
  "pageCount": 20,
  "prevPage": 14,
  "nextPage": 16,
  "slideType": "expose_contradiction",
  "function": "expose_contradiction",
  "density": "sparse",
  "nDataPoints": 0,
  "notes": "Includes a pull-quote from Jim Tisch regarding board dynamics.",
  "elementsJson": null,
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019de076-fcfb-706a-946f-42be144c6bd3/15",
  "deckHref": "/decks/019de076-fcfb-706a-946f-42be144c6bd3",
  "deckJsonHref": "/decks/019de076-fcfb-706a-946f-42be144c6bd3.json",
  "deckAnchorHref": "/decks/019de076-fcfb-706a-946f-42be144c6bd3#slide-15",
  "components": [
    {
      "bbox": {
        "h": 0.2,
        "w": 0.35,
        "x": 0.6,
        "y": 0.65
      },
      "kind": "quote",
      "text": "You have no idea what this guy is going to do to the dynamics of this board... You're adding one person, you're adding a quantum of disruption and division",
      "attrs": null,
      "subkind": "pull-quote",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "8145592b-c2ba-4650-9e0f-e9024dce32db",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.03,
        "w": 0.3,
        "x": 0.05,
        "y": 0.92
      },
      "kind": "source-note",
      "text": "Please see page 2 for how target ROIC is calculated; Puck, Josh Irer's Full Meltdown, 03/15/24",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "256f5596-4168-4cea-a4bd-d6c00ce15fc4",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.75,
        "w": 0.9,
        "x": 0.05,
        "y": 0.15
      },
      "kind": "table",
      "text": "Comparison table with columns 'Trian's Whitepaper Claims' and 'The Actual Facts'",
      "attrs": null,
      "subkind": "data",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "0360e321-868c-4955-bf10-27cdce706c03",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.5,
        "x": 0.05,
        "y": 0.05
      },
      "kind": "title",
      "text": "The facts don't support Trian's assertions (cont.)",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "4f1cfbcf-ed2f-49da-a5bd-8f2790967486",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [],
  "frameworks": [
    {
      "name": "fraud-exposure",
      "slug": null,
      "matchId": "ec2fb766-9309-449c-83b2-5f9a62bb8d30",
      "evidence": "Systematic refutation of opponent claims using factual evidence.",
      "confidence": 0.9
    }
  ],
  "arcBeats": [
    {
      "to": 16,
      "from": 6,
      "beatId": "257823eb-0432-4b9a-9e5a-ac3e8564aced",
      "arcName": "The Consultant's Gambit",
      "arcSlug": "consultants-gambit",
      "beatName": "Evidence & Proof",
      "beatSlug": "consultants-gambit-evidence-proof",
      "evidence": "Slides 6-16 provide evidence and proof to counter Trian's assertions",
      "position": 2,
      "confidence": 0.8,
      "parentBeatName": "Evidence",
      "parentBeatSlug": "evidence"
    }
  ],
  "loops": [],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}