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slides · global inventory

Development

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

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Matching slides 11,188
Current window 4,291-4,320
Pages 373
Rows per page 30
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4,291-4,320 of 11,188

filter-aware
08
The slide uses a 'flywheel' concept to describe monetization.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · AgitationLoop · Logic Chain1 hit
09
The slide uses a comparison table to frame the company's performance as a failure relative to capital invested.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · AgitationLoop · Logic Chain1 hit
10
Uses a dual-chart layout to contrast revenue scale with margin efficiency.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · AgitationLoop · Logic Chain1 hit
11
Uses a quote from Disney management to highlight the contradiction between their narrative and the financial data.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · AgitationLoop · Logic Chain1 hit
12
The slide uses a 'villain's own words' technique by contrasting a CEO quote with negative performance data.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · AgitationLoop · Logic Chain1 hit
13
Uses a dot-matrix visualization to contrast losing vs. winning trading days.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · AgitationLoop · Logic Chain1 hit
14
Uses a three-column structure to contrast Disney's inherent strengths against the Board's failures.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · AgitationLoop · Logic Chain1 hit
15
Uses a grid of 'X' icons to visually signal negative performance indicators.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · AgitationLoop · Logic Chain1 hit
16
The slide uses a three-column structure to categorize board failures and provide quantitative evidence of underperformance.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · AgitationLoop · Logic Chain1 hit
17
The slide uses a 'report card' metaphor to systematically critique board performance.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · AgitationLoop · Logic Chain1 hit
18
Uses 'FAIL' stamps to emphasize critique points.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · AgitationLoop · Logic Chain1 hit
19
The slide uses a 'FAIL' callout to emphasize the critique of the Board's oversight.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · AgitationLoop · Logic Chain1 hit
20
Uses a chronological grid to highlight repeated failures and contradictions in governance.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · AgitationLoop · Logic Chain1 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
06
The slide argues that management is setting low bars to ensure easy beats, contrasting this with historical 3M performance and industry-wide spin-off margin expansion data.Solventum Corporation (SOLV) · Trian Fund Management
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
07
The slide combines a quantitative precedent table with qualitative strategic recommendations for the company.Solventum Corporation (SOLV) · Trian Fund Management
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
08
This is a text-heavy slide acting as a formal closing letter from an activist investor.Solventum Corporation (SOLV) · Trian Fund Management
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
09
Solventum Corporation (SOLV)Solventum Corporation (SOLV) · Trian Fund Management
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
10
The slide uses a table to summarize the 2023 business mix across four segments: MedSurg, Health Info Systems, Dental Solutions, and Purification & Filtration.Solventum Corporation (SOLV) · Trian Fund Management
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
11
The chart includes a table summarizing average organic growth over various time horizons (3, 5, 10, 20 years).Solventum Corporation (SOLV) · Trian Fund Management
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
12
The slide uses a 2x2 grid layout to present four distinct analyst perspectives.Solventum Corporation (SOLV) · Trian Fund Management
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
13
The slide uses a table to contrast analyst expectations at the time of the spin-off announcement against current market pricing to argue for undervaluation.Solventum Corporation (SOLV) · Trian Fund Management
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit