{
  "docId": "019de076-fd9d-73d2-8e05-3055a9cfa543",
  "docSlug": "90f942664dc4b257b81b443a064a153d",
  "documentTitle": "Disney | Shareholder Engagement Presentation Deck | 66 slides",
  "authorId": "disney",
  "authorName": "The Walt Disney Company",
  "documentKindSlug": "activist-deck",
  "documentKindLabel": "Activist deck",
  "sourceTypeSlug": "investor_relations",
  "sourceTypeLabel": "Investor relations",
  "presentationDate": "2024-03-01 00:00:00",
  "orientation": "landscape",
  "aspectRatio": 1.7744917,
  "pageNumber": 34,
  "pageCount": 66,
  "prevPage": 33,
  "nextPage": 35,
  "slideType": "villain_critique",
  "function": "name_villain",
  "density": "balanced",
  "nDataPoints": 2,
  "notes": "The slide uses a 'villain' framing to discredit activist nominees by listing specific negative attributes and past performance issues.",
  "elementsJson": null,
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019de076-fd9d-73d2-8e05-3055a9cfa543/34",
  "deckHref": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543",
  "deckJsonHref": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543.json",
  "deckAnchorHref": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543#slide-34",
  "components": [
    {
      "bbox": {
        "h": 0.12,
        "w": 0.08,
        "x": 0.05,
        "y": 0.00175
      },
      "kind": "image",
      "text": "Nelson Peltz",
      "attrs": null,
      "subkind": "headshot",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "49a2dcdd-dff2-4b4b-8db4-4552f8912db3",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.12,
        "w": 0.08,
        "x": 0.05,
        "y": 0.58
      },
      "kind": "image",
      "text": "Jay Rasulo",
      "attrs": null,
      "subkind": "headshot",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "8e8aeb10-30fa-4279-88a8-9482cc05b8f3",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.35,
        "w": 0.82,
        "x": 0.14,
        "y": 0.18
      },
      "kind": "list",
      "text": "No media expertise... His only novel ideas... In previous Board experience... Creates maximum disruption... Track record of value destruction... Ike Perlmutter... history with Bob Iger",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "c8d39ff3-9319-401e-9104-c671e10b02ea",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.25,
        "w": 0.82,
        "x": 0.14,
        "y": 0.58
      },
      "kind": "list",
      "text": "At Disney, Bob Iger... His leadership of Parks... No further executive experience... His perspectives are stale... Exceptionally poor TSR as Lead Independent Director at iHeartMedia",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "dcb23c34-48a0-4c75-82a9-64d03013e842",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.03,
        "w": 0.35,
        "x": 0.03,
        "y": 0.92
      },
      "kind": "source-note",
      "text": "Source: FactSet as of 03/23/24; 1 Reflects stock performance of iHeartMedia from 06/17/19 to 03/23/24",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "f2d1098e-0f35-4fd9-a7f5-2d2a468b317e",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.08,
        "w": 0.75,
        "x": 0.03,
        "y": 0.03
      },
      "kind": "title",
      "text": "Trian wants to replace these valuable directors with nominees who lack relevant and non-duplicative expertise",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "48293f27-33e7-4bc5-afff-6d2a83507f14",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [
    {
      "name": "Thesis archetype",
      "slug": "thesis-archetype",
      "agent": null,
      "layer": "slide",
      "matchId": "fc041849-c3b5-4463-b957-3a9db395b50a",
      "evidence": "Trian wants to replace these valuable directors with nominees who lack relevant and non-duplicative expertise",
      "confidence": 0.7
    },
    {
      "name": "Villain slide",
      "slug": "villain-slide",
      "agent": null,
      "layer": "slide",
      "matchId": "fb251469-c200-4fd9-bcfe-297033ced60e",
      "evidence": "Trian wants to replace these valuable directors with nominees who lack relevant and non-duplicative expertise",
      "confidence": 0.9
    }
  ],
  "frameworks": [
    {
      "name": "antagonist-introduction",
      "slug": null,
      "matchId": "b39925b9-665f-4bf6-8042-9bc0f00f953e",
      "evidence": "The slide explicitly frames the nominees as threats to the company's success.",
      "confidence": 0.9
    }
  ],
  "arcBeats": [
    {
      "to": 66,
      "from": 20,
      "beatId": "e9631bee-9a5d-46fe-b3bc-e6226ede5fbe",
      "arcName": "Problem-Agitate-Solution",
      "arcSlug": "problem-agitate-solution",
      "beatName": "Solution (Provide relief)",
      "beatSlug": "problem-agitate-solution-solution-provide-relief",
      "evidence": "The document offers a solution through Disney's strategic transformation, focusing on core brands and franchises, building leading global streaming platforms, and investing in Experiences.",
      "position": 2,
      "confidence": 0.8,
      "parentBeatName": "Resolution",
      "parentBeatSlug": "resolution"
    }
  ],
  "loops": [],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}