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  "documentTitle": "Disney | Shareholder Engagement Presentation Deck | 66 slides",
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  "authorName": "The Walt Disney Company",
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  "presentationDate": "2024-03-01 00:00:00",
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  "notes": "Uses a mix of big numbers, comparison, and a pie chart to discredit the activist's claims.",
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      "kind": "callout",
      "text": "Assets Under Management — particularly assets someone else owns and manages themselves — are not the right criterion for assessing director effectiveness",
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      "text": "Trian claims ownership of >$3bn of Disney stock ... in reality, Trian only owns ~$650mm Disney shares",
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      "text": "$1.6mm EACH",
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      "kind": "quote",
      "text": "[Trian] sold stock from the third quarter to the fourth quarter ... It's odd to see a company and/or an investment manager sell stock during a proxy fight ...",
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      "kind": "title",
      "text": "This Board has “skin in the game” and, more importantly, has the expertise to deliver on our growth strategy",
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