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72
Uses 'MISS' stamps to emphasize performance failures.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
73
Uses a table-like structure to present historical performance data for a specific board member.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
74
Uses a stacked bar chart to compare peer median compensation against various iterations of Iger's pay package.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
75
Uses a 'contrast-pairs' framework to highlight the gap between investor expectations and management communication.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
76
Uses a timeline to contrast Disney's claims of engagement with the reality of limited, non-substantive contact.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
77
Uses a three-column layout to categorize specific tactical maneuvers by the board.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
78
Uses a list of 'X' marked points to contrast consulting vs. board roles, followed by two side-by-side quotes to imply a conflict of interest.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
79
Trian Partners | Activist Presentation Deck | 133 slidesTrian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
80
The slide uses a 'Report Card' metaphor to frame the nominees' qualifications as superior to the incumbent board.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
81
Includes a detailed list of current and past directorships and a summary of professional experience.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
82
Trian Partners | Activist Presentation Deck | 133 slidesTrian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
83
Uses a contrast-pairs framework to highlight hypocrisy in board selection criteria.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
84
The slide uses a contrast-pairs framework to highlight the difference in performance between the two nominees.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
85
Uses a 'before-after' or 'contrast' framing to discredit a nominee by comparing their professional focus to the activist's preferred candidate.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
86
Includes a legal disclaimer at the bottom regarding the nature of the testimonials.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
87
The slide uses a grid of six testimonial boxes to build credibility for the nominees.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
88
The slide uses a before-after comparison to validate Trian's investment thesis.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
89
Uses a before-after framework to demonstrate the impact of Trian's board involvement.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
90
Trian Partners | Activist Presentation Deck | 133 slidesTrian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
91
The slide uses a numbered list format to structure the four key pillars of the activist campaign.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
92
The slide uses a two-column layout to contrast general value propositions (left) with specific nominee credentials (right).Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
93
The slide uses a table to establish credibility through historical precedent.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
94
The slide uses a numbered list format to present specific governance recommendations.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
95
The slide uses a semi-circle diagram to illustrate the three core functions of the proposed committee.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
96
Uses a timeline-like progression of goals to show shifting targets, followed by two sections of critique.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
97
Uses a stacked bar chart to categorize cost savings and a series of metrics to highlight the negative impact of current strategy.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
98
The slide uses a 'Strategic Checklist' framework to frame the problem as a lack of transparency and strategic direction.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
99
The slide uses a green arrow to emphasize the upward trend in margins since the global streaming launch.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
100
Uses a waterfall chart to illustrate the margin bridge.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
101
This is a strategic recommendation slide from Trian Partners' activist campaign against Disney.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Solution (Provide relief)1 hit