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  "documentTitle": "Disney | Shareholder Engagement Presentation Deck | 66 slides",
  "authorId": "disney",
  "authorName": "The Walt Disney Company",
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  "presentationDate": "2024-03-01 00:00:00",
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  "notes": "Uses external media quotes to discredit the activist's competence.",
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      "text": "Peltz has ignored the central challenges Disney is facing and the core strengths it is leveraging to successfully navigate this moment in time. The media sector is undergoing generational disruption. We have made great strides executing our strategic plan. Disney has positioned itself to thrive in the evolving media ecosystem. Managing creative businesses is different than managing a hedge fund. We already have in motion the vast majority of Peltz's \"suggestions,\" and his \"novel ideas\" demonstrate how unequipped he is for boardroom and strategy discussions at Disney",
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      "kind": "quote",
      "text": "\"His agenda includes a few notable but perplexing goals. Foremost among them is: Get the board to review Disney's \"creative processes and structure\" to enable Disney to reclaim its box office luster. Okay, I get this. But I'm not sure what a board of directors can do to inspire the rank and file to make better movies. Another is: Get management to make Disney's streaming business as profitable as Netflix's. Okay, that's a worthy goal. But these are two very different companies. Netflix had a blank sheet of paper when it came to developing its streaming business. It's not so simple for Disney...\" —Puck",
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      "text": "\"I don't know if he [Peltz] has any idea what to do with a media company. He used to do consumer products companies and Jeff Sonnenfeld said he has no idea what he's doing. So he likes to go in and stir things up ... He [Peltz] wants a higher stock price but I don't think he has any idea how to get there.\" —CNBC",
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      "text": "CNBC, Squawk Box, 01/08/24; Puck, The Crocodile's Idea, 01/08/24",
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