{
  "docId": "019de077-1511-74ad-8779-d4a5bd51f53e",
  "docSlug": "36531221f1c67575f86f87d8dbd73e65",
  "documentTitle": "Trian Partners | Activist Presentation Deck | 133 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": 1.2938006,
  "pageNumber": 114,
  "pageCount": 129,
  "prevPage": 113,
  "nextPage": 115,
  "slideType": "comparison_table",
  "function": "diagnose_problem",
  "density": "sparse",
  "nDataPoints": 12,
  "notes": "The slide uses a 'villain' framing to critique management's lack of strategic clarity.",
  "elementsJson": null,
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019de077-1511-74ad-8779-d4a5bd51f53e/114",
  "deckHref": "/decks/019de077-1511-74ad-8779-d4a5bd51f53e",
  "deckJsonHref": "/decks/019de077-1511-74ad-8779-d4a5bd51f53e.json",
  "deckAnchorHref": "/decks/019de077-1511-74ad-8779-d4a5bd51f53e#slide-114",
  "components": [
    {
      "bbox": {
        "h": 0.02,
        "w": 0.5,
        "x": 0.08,
        "y": 0.9
      },
      "kind": "source-note",
      "text": "Source: Company website, press releases, Company transcripts. Note: (1) Subject to resolution of any antitrust challenges.",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "80ee7481-47ea-4601-bfce-0bee8df56b3f",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.65,
        "w": 0.85,
        "x": 0.08,
        "y": 0.24
      },
      "kind": "table",
      "text": "Comparison of ESPN products including status, description, pricing, and issues.",
      "attrs": null,
      "subkind": "data",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "fc45b087-d7c4-43ca-babf-168e2320a93f",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.04,
        "w": 0.7,
        "x": 0.08,
        "y": 0.13
      },
      "kind": "title",
      "text": "Disney's ESPN & Sports Product Strategy Is Chaotic",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "9ced6f7b-322c-4fed-b327-3f7e01d4edda",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.02,
        "w": 0.6,
        "x": 0.08,
        "y": 0.2
      },
      "kind": "title",
      "text": "Disney Communication on ESPN Has Led to More Questions Than Answers",
      "attrs": null,
      "subkind": "subtitle",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "32c34435-ee6f-47ef-8fef-b37897911baf",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [],
  "frameworks": [
    {
      "name": "villain-critique",
      "slug": null,
      "matchId": "ac168902-a83b-4926-ac81-5f6a6d887a07",
      "evidence": "The slide explicitly labels the strategy as 'Chaotic' and lists 'Issues' for every product to undermine management credibility.",
      "confidence": 0.9
    }
  ],
  "arcBeats": [
    {
      "to": 129,
      "from": 77,
      "beatId": "bb2c33c7-1b54-4e3b-a439-4c13d2a6f61f",
      "arcName": "Problem-Agitate-Solution",
      "arcSlug": "problem-agitate-solution",
      "beatName": "Solution (Provide relief)",
      "beatSlug": "problem-agitate-solution-solution-provide-relief",
      "evidence": "The document proposes Trian Partners' nominees as a solution to restore the magic at Disney.",
      "position": 2,
      "confidence": 0.8,
      "parentBeatName": "Resolution",
      "parentBeatSlug": "resolution"
    }
  ],
  "loops": [],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}