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slides · global inventory

Problem Agitate Solution

Arc collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 26,550
Current window 13,561-13,590
Pages 885
Rows per page 30
Arc: Problem Agitate Solutionclear collectionreset all
18 30 60

Arc

13,561-13,590 of 26,550

filter-aware
04
This is a classic activist 'problem-solution' framing slide.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Problem Identification1 hit
05
The Walt Disney Company (DIS)The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Problem Identification1 hit
03
The slide uses a contrast-pairs framework to dispel potential misconceptions about the activist investor's intentions.The Walt Disney Company (DIS) · Trian Partners
Press release Activist investor Beat · Solution (Provide relief)Loop · Golden Circle1 hit
07
The chart uses a red dashed line to visually anchor the current price level against historical performance.The Walt Disney Company (DIS) · Trian Partners
Press release Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
08
The slide uses delta annotations to quantify the performance gap between Disney and its benchmarks.The Walt Disney Company (DIS) · Trian Partners
Press release Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
09
The slide uses a strong negative framing ('Disappointing') to interpret the financial data.The Walt Disney Company (DIS) · Trian Partners
Press release Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
05
The chart uses a red dashed line to visually anchor the current price level against historical performance.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Problem1 hit
13
Uses red delta annotations to highlight the performance gap between Disney and its benchmarks.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Agitate1 hit
14
The slide uses a 'before-after' comparison to frame the company's performance as a failure, specifically highlighting the impact of the 21st Century Fox deal.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Agitate1 hit
15
Includes a pull-quote from MoffettNathanson regarding the earnings call.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Agitate1 hit
16
The slide uses a table to link individual board members to poor historical stock performance, framing them as responsible for strategic failures.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Agitate1 hit
17
This is a classic activist investor 'case for change' slide, grouping grievances into three thematic buckets.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Agitate1 hit
18
The slide uses a before-after framing to highlight the negative impact of capital allocation on shareholder earnings.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Agitate1 hit
19
The slide uses a bridge format to isolate the 'Fox Traditional Media' assets and derive the 26.5x multiple.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Agitate1 hit
20
Uses a waterfall-bridge style to illustrate the gap between projected and actual performance.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Agitate1 hit
21
Includes a quote from Jim Cramer criticizing the balance sheet.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Agitate1 hit
22
Uses a waterfall-style bridge to show the drop from the final offer price to current valuation.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Agitate1 hit
23
Uses a combination of a transaction table and a bar chart to illustrate the financial impact of a hypothetical deal.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Agitate1 hit
24
Uses red dashed lines to visually anchor the 2018 peak performance against subsequent years.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Agitate1 hit
25
The slide contrasts a long history of dividend growth with the sudden elimination of the dividend in 2020 due to financial pressures.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
26
Uses a rhetorical question in a callout box to frame the contradiction.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
27
Uses a quote from the Board Chair to highlight the contradiction.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
28
The slide uses a timeline to demonstrate a pattern of governance failure.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
29
The slide uses a stacked bar chart to break down compensation components and a bridge-style comparison to show the delta between actual and proposed pay.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
30
Uses a comparison table to contrast FY 2019 targets with current targets to show the strategic pivot.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
31
The chart uses a waterfall-style accumulation to show the growth of losses over time, highlighting the gap between historical performance and management's break-even guidance.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
32
The slide uses a split bar chart to contrast Disney's historical/projected performance with Netflix's LTM performance.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
33
Uses a bar-grouped chart to compare specific financial line items between Disney (FY 2022) and Netflix (LTM Sept-22).The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
34
Uses a quote-slide style box at the bottom to highlight the contradiction between management's stated goals and actual financial performance.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
35
The slide uses a combination of financial data and qualitative arguments about employee treatment to frame the company's current strategy as short-sighted.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit