{
  "docId": "019de077-1411-7259-873f-f79bc9fb9ee5",
  "docSlug": "240652154d35573d797d51718d5a36dc",
  "documentTitle": "Trian Partners | Activist Presentation Deck | 30 slides",
  "authorId": "trian-partners",
  "authorName": "Trian Partners",
  "documentKindSlug": "activist-deck",
  "documentKindLabel": "Activist deck",
  "sourceTypeSlug": "activist_investor",
  "sourceTypeLabel": "Activist investor",
  "presentationDate": "2024-03-01 00:00:00",
  "orientation": "landscape",
  "aspectRatio": 1.3333334,
  "pageNumber": 13,
  "pageCount": 30,
  "prevPage": 12,
  "nextPage": 14,
  "slideType": "expose_contradiction",
  "function": "expose_contradiction",
  "density": "sparse",
  "nDataPoints": 1,
  "notes": "Uses a two-column table to systematically dismantle Disney's peer group selection and performance metrics.",
  "elementsJson": null,
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019de077-1411-7259-873f-f79bc9fb9ee5/13",
  "deckHref": "/decks/019de077-1411-7259-873f-f79bc9fb9ee5",
  "deckJsonHref": "/decks/019de077-1411-7259-873f-f79bc9fb9ee5.json",
  "deckAnchorHref": "/decks/019de077-1411-7259-873f-f79bc9fb9ee5#slide-13",
  "components": [
    {
      "bbox": {
        "h": 0.1,
        "w": 0.82,
        "x": 0.09,
        "y": 0.77
      },
      "kind": "source-note",
      "text": "Media Industry Peers consist of Alphabet, Amazon, Apple, Comcast, Meta, Netflix, Paramount, and Warner Bros. Discovery...",
      "attrs": {
        "numbered": true
      },
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "73bbd239-1710-43f6-abb3-3d0dbdcad185",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.55,
        "w": 0.82,
        "x": 0.09,
        "y": 0.105
      },
      "kind": "table",
      "text": "Disney's Claim vs Trian's Response table",
      "attrs": null,
      "subkind": "data",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "a63a7b70-2f4e-4809-9b61-532a331be6e6",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.02,
        "w": 0.24,
        "x": 0.38,
        "y": 0.125
      },
      "kind": "title",
      "text": "TSR / Stock Price Performance",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "38761a00-d9b4-4b78-bce7-4ed86cc8fe51",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [],
  "frameworks": [
    {
      "name": "expose_contradiction",
      "slug": null,
      "matchId": "2efda64e-6452-4263-967e-0862c6c7b207",
      "evidence": "Direct side-by-side comparison of claims vs rebuttals",
      "confidence": 1
    }
  ],
  "arcBeats": [
    {
      "to": 20,
      "from": 11,
      "beatId": "2ca8daf9-ceb1-482f-8381-e3be3397bf96",
      "arcName": "Overcoming the Monster",
      "arcSlug": "overcoming-monster",
      "beatName": "The Struggle (Trian's efforts)",
      "beatSlug": "overcoming-monster-the-struggle",
      "evidence": "Slides detailing Trian's actions and proposals",
      "position": 2,
      "confidence": 0.8,
      "parentBeatName": "Development",
      "parentBeatSlug": "development"
    }
  ],
  "loops": [
    {
      "to": 15,
      "from": 11,
      "name": "Cost Of Inaction",
      "slug": "27-cost-of-inaction",
      "bestFor": "Urgent budget requests, compliance, risk mitigation",
      "matchId": "d4f2468c-3474-46b7-ac89-5ae5536b9d25",
      "evidence": "Slides detailing the consequences of inaction",
      "position": 1,
      "objective": "Highlight the risks of not taking action",
      "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point",
      "confidence": 0.6,
      "description": "Quantify what happens if the audience does nothing"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}