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Matching slides 26,550
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13,681-13,710 of 26,550
98
The slide uses a 'Strategic Checklist' framework to highlight areas of concern for an activist investor.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
99
Uses a quote from Netflix Q4 2023 shareholder letter to validate the margin expansion narrative.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
100
Uses a waterfall chart to bridge revenue to operating margin.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
101
The Walt Disney Company (DIS)The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
102
Part of the 'Restore the Magic' activist campaign by Trian Partners.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
103
Uses a 'before-after' style comparison of growth rates to expose management inaction.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
104
The slide uses a ~2x multiplier annotation to highlight the growth from FY17 to FY23.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
105
Uses a three-column 'before-after' style framework to contrast the status quo with the proposed review and its expected outcomes.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
106
Uses media clippings to establish the loss of market leadership and a bar chart to highlight margin deterioration.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
107
The slide uses a stacked bar chart to highlight the divergence in performance between Disney and Universal, specifically calling out Universal's recent successes.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
108
The chart uses a line graph to show performance trends against a 'breakeven' threshold.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
109
Uses a 'ceo-quote-contradiction' framework to highlight the shift in strategy from the founder to the current CEO.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
110
Part of the Trian Partners 'Restore the Magic' activist deck.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
111
Includes a visual example of a 'buy now' prompt within a streaming interface.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
112
The chart uses a waterfall-like logic to show historical FCF and highlights the uncertainty of 2025/2026.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
113
The slide uses a comparison table for benefits and a bar chart to illustrate the growth impact of the proposed strategy.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
114
The slide uses a table to highlight the lack of clarity and potential cannibalization in Disney's sports product roadmap.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
115
The slide uses a grid layout to present eight distinct strategic concerns.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
116
The slide uses a two-column comparison structure to present strategic alternatives for Disney's ESPN business.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
117
Uses a 'problem-critique' structure with red 'X' icons to emphasize failures.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
118
Uses a waterfall-style chart to show relative stock performance vs S&P 500.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
119
The slide uses a 'villain' framing (Universal) to demand transparency on Disney's capital allocation.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
120
Uses a 'before-after' or 'contrast' framing to highlight the gap between revenue extraction and service quality.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
121
The Walt Disney Company (DIS)The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
122
Uses a two-column comparison structure to systematically dismantle management's narrative.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
123
The slide uses a two-column layout to directly contrast Disney's public statements with Trian's counter-arguments.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
124
Uses a two-column layout to directly refute three distinct claims made by Disney.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
125
The Walt Disney Company (DIS)The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
126
Uses a two-column layout to contrast Disney's accusations with Trian's factual rebuttals.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
127
The Walt Disney Company (DIS)The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit