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slides · global inventory

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

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Matching slides 110,355
Current window 36,871-36,900
Pages 3,679
Rows per page 30
Component: Source Noteclear collectionreset all
18 30 60

Component

36,871-36,900 of 110,355

filter-aware
06
Includes a performance bridge chart showing TSR impact before and during Trian involvement.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Problem Identification1 hit
07
Uses a three-column layout to contrast the problem (underperformance), the cause (board), and the solution (nominees).The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Problem Identification1 hit
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
09
This slide serves as a historical precedent for Trian's activist strategy.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor 1 hit
11
Uses a before-after framework to attribute performance improvements to Trian's board involvement.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor 1 hit
12
Uses a before-after framing to demonstrate credibility and relationship-building.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor 1 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
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
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
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
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