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Disney | Shareholder Engagement Presentation Deck | 66 slidesDisney | Shareholder Engagement Presentation Deck | 66 slides · The Walt Disney Company
Activist deck Investor relations Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
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Uses a waterfall chart to explain the bridge from Q4 FY22 operating income to Q1 FY24, and a comparison table for Netflix vs Disney.Disney | Shareholder Engagement Presentation Deck | 66 slides · The Walt Disney Company
Activist deck Investor relations Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
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Uses a structured comparison framework to preempt investor concerns regarding profitability gaps.Disney | Shareholder Engagement Presentation Deck | 66 slides · The Walt Disney Company
Activist deck Investor relations Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
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The slide uses a 2x4 grid layout to present eight key strategic points about ESPN's market position and future direction.Disney | Shareholder Engagement Presentation Deck | 66 slides · The Walt Disney Company
Activist deck Investor relations Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
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The slide uses a semi-circular fan diagram to illustrate strategic initiatives radiating from a central core.Disney | Shareholder Engagement Presentation Deck | 66 slides · The Walt Disney Company
Activist deck Investor relations Beat · Solution (Provide relief)Loop · Mece Breakdown1 hit
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Slide 22 of an activist deck, likely from Trian Partners or similar.Disney | Shareholder Engagement Presentation Deck | 66 slides · The Walt Disney Company
Activist deck Investor relations Beat · Solution (Provide relief)Loop · Mece Breakdown1 hit
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Includes a donut chart for capital allocation and a timeline for innovation awards.Disney | Shareholder Engagement Presentation Deck | 66 slides · The Walt Disney Company
Activist deck Investor relations Beat · Solution (Provide relief)Loop · Mece Breakdown1 hit
23
Includes a quote preempting activist criticism by suggesting management was already executing on cost cuts.Disney | Shareholder Engagement Presentation Deck | 66 slides · The Walt Disney Company
Activist deck Investor relations Beat · Solution (Provide relief)Loop · Mece Breakdown1 hit
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Slide 6 of an activist deck, likely from Disney management defending their capital allocation track record.Disney | Shareholder Engagement Presentation Deck | 66 slides · The Walt Disney Company
Activist deck Investor relations Beat · Solution (Provide relief)Loop · Mece Breakdown1 hit
25
Includes both historical trend (FY17-Q1 FY24) and peer benchmarking.Disney | Shareholder Engagement Presentation Deck | 66 slides · The Walt Disney Company
Activist deck Investor relations Beat · Solution (Provide relief)Loop · Mece Breakdown1 hit
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Uses a before-after framework to highlight strategic turnaround progress.Disney | Shareholder Engagement Presentation Deck | 66 slides · The Walt Disney Company
Activist deck Investor relations Beat · Solution (Provide relief)1 hit
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Disney | Shareholder Engagement Presentation Deck | 66 slidesDisney | Shareholder Engagement Presentation Deck | 66 slides · The Walt Disney Company
Activist deck Investor relations Beat · Solution (Provide relief)1 hit
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Includes a quote from Puck challenging the value of the activist nominee in light of existing committee members.Disney | Shareholder Engagement Presentation Deck | 66 slides · The Walt Disney Company
Activist deck Investor relations Beat · Solution (Provide relief)1 hit
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Uses external testimonials to validate the 'seamless' nature of the transitions.Disney | Shareholder Engagement Presentation Deck | 66 slides · The Walt Disney Company
Activist deck Investor relations Beat · Solution (Provide relief)1 hit
30
The slide uses a grid of 12 headshots with biographical summaries. Asterisks denote recent additions to the board.Disney | Shareholder Engagement Presentation Deck | 66 slides · The Walt Disney Company
Activist deck Investor relations Beat · Solution (Provide relief)1 hit
31
The slide uses a legend of symbols to denote specific types of expertise (CEO, CFO, ESG, Brand).Disney | Shareholder Engagement Presentation Deck | 66 slides · The Walt Disney Company
Activist deck Investor relations Beat · Solution (Provide relief)1 hit
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This slide is part of a defense against an activist campaign (Trian).Disney | Shareholder Engagement Presentation Deck | 66 slides · The Walt Disney Company
Activist deck Investor relations Beat · Solution (Provide relief)1 hit
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This slide is part of a defense against an activist campaign, specifically defending an incumbent director.Disney | Shareholder Engagement Presentation Deck | 66 slides · The Walt Disney Company
Activist deck Investor relations Beat · Solution (Provide relief)1 hit
34
The slide uses a 'villain' framing to discredit activist nominees by listing specific negative attributes and past performance issues.Disney | Shareholder Engagement Presentation Deck | 66 slides · The Walt Disney Company
Activist deck Investor relations Beat · Solution (Provide relief)1 hit
35
The slide uses a stacked bar chart to show the composition of Disney's compensation and a bar chart to compare total compensation levels against peers.Disney | Shareholder Engagement Presentation Deck | 66 slides · The Walt Disney Company
Activist deck Investor relations Beat · Solution (Provide relief)1 hit
36
Uses a mix of big numbers, comparison, and a pie chart to discredit the activist's claims.Disney | Shareholder Engagement Presentation Deck | 66 slides · The Walt Disney Company
Activist deck Investor relations Beat · Solution (Provide relief)1 hit
37
This is a high-impact, minimalist slide used to frame the core argument of the deck.Disney | Shareholder Engagement Presentation Deck | 66 slides · The Walt Disney Company
Activist deck Investor relations Beat · Solution (Provide relief)1 hit
38
Disney | Shareholder Engagement Presentation Deck | 66 slidesDisney | Shareholder Engagement Presentation Deck | 66 slides · The Walt Disney Company
Activist deck Investor relations Beat · Solution (Provide relief)1 hit
39
Uses external media quotes to discredit the activist's competence.Disney | Shareholder Engagement Presentation Deck | 66 slides · The Walt Disney Company
Activist deck Investor relations Beat · Solution (Provide relief)1 hit
40
Uses a three-column comparison table to frame the activist's own words as evidence of incompetence.Disney | Shareholder Engagement Presentation Deck | 66 slides · The Walt Disney Company
Activist deck Investor relations Beat · Solution (Provide relief)1 hit
41
Uses a 'villain' framing for Jay Rasulo by linking his criticism to his poor track record at iHeartMedia.Disney | Shareholder Engagement Presentation Deck | 66 slides · The Walt Disney Company
Activist deck Investor relations Beat · Solution (Provide relief)1 hit
42
The slide uses a direct comparison framework to discredit an activist investor's proposals.Disney | Shareholder Engagement Presentation Deck | 66 slides · The Walt Disney Company
Activist deck Investor relations Beat · Solution (Provide relief)1 hit
43
Uses red X icons for negative points and green checkmarks for positive endorsements/quotes.Disney | Shareholder Engagement Presentation Deck | 66 slides · The Walt Disney Company
Activist deck Investor relations Beat · Solution (Provide relief)1 hit
44
The slide uses a 'villain' framing technique to discredit the activist nominees by highlighting their personal history and past professional failures.Disney | Shareholder Engagement Presentation Deck | 66 slides · The Walt Disney Company
Activist deck Investor relations Beat · Solution (Provide relief)1 hit
45
Uses a contrast-pairs framework to highlight the disparity between the activist's behavior and the company's response.Disney | Shareholder Engagement Presentation Deck | 66 slides · The Walt Disney Company
Activist deck Investor relations Beat · Solution (Provide relief)1 hit