{
  "docId": "019de076-fef3-706c-bc82-60252d13854f",
  "docSlug": "e4e7cc3e0eeb46066c2f1c4cdb4f85fa",
  "documentTitle": "Disney | Shareholder Engagement Presentation Deck | 3 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": 1.7777778,
  "pageNumber": 2,
  "pageCount": 3,
  "prevPage": 1,
  "nextPage": 3,
  "slideType": "expose_contradiction",
  "function": "expose_contradiction",
  "density": "balanced",
  "nDataPoints": 10,
  "notes": "The slide uses a timeline-annotated line chart to attribute stock price movements to specific corporate events.",
  "elementsJson": null,
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019de076-fef3-706c-bc82-60252d13854f/2",
  "deckHref": "/decks/019de076-fef3-706c-bc82-60252d13854f",
  "deckJsonHref": "/decks/019de076-fef3-706c-bc82-60252d13854f.json",
  "deckAnchorHref": "/decks/019de076-fef3-706c-bc82-60252d13854f#slide-2",
  "components": [
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        "h": 0.6,
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        "x": 0.05,
        "y": 0.25
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      "kind": "chart",
      "text": "Disney share price performance from Oct 2023 to Mar 2024",
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        "x": 0.05,
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      },
      "kind": "list",
      "text": "Annotations of key events: Trian Stake, Hulu Purchase, FY23 Earnings, Trian Nominations, Q1 FY24 Earnings, ISS Recommendation, Barclays/UBS target price updates.",
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        "y": 0.92
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      "kind": "source-note",
      "text": "Source: Company filings, Trian investor presentation dated 03/04/24, FactSet as of 03/27/24. Note: Percentages in annotations reflect one-day impact to unaffected.",
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      "kind": "title",
      "text": "Disney’s strong performance has driven its 46% share price gain, not Peltz",
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      "matchId": "00e5c4e9-5ffd-4bd9-a679-d37b7739742f",
      "evidence": "The slide explicitly attempts to debunk a narrative (Peltz's claim) by presenting contradictory data points.",
      "confidence": 0.85
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      "beatId": "4fa8d821-5b20-4c85-ab5c-effa8cdc76d4",
      "arcName": "Overcoming the Monster",
      "arcSlug": "overcoming-monster",
      "beatName": "The Struggle",
      "beatSlug": "overcoming-monster-the-struggle",
      "evidence": "The second slide directly addresses Peltz's claims",
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      "parentBeatName": "Development",
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      "name": "The Reveal",
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      "evidence": "The second slide explicitly states the contradiction",
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      "structure": "Setup the Question -> Build Suspense -> The Big Reveal",
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