slides · global inventory
Source Note
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 110,355
Current window 37,201-37,230
Pages 3,679
Rows per page 30
Component
37,201-37,230 of 110,355
03
Includes a bridge from 4-Wall EBITDAR to EBITDA and standard valuation multiples.Dillard's, Inc. (DDS) · Marcato
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Tale Two Worlds1 hit
84
The slide uses a contrast-pair framework to highlight the difference in performance between the two nominees.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Propose Solution1 hit
85
Uses a 'before-after' style comparison to frame the opponent's experience as irrelevant compared to the activist's track record.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Propose Solution1 hit
88
Includes a specific rebuttal paragraph addressing Disney's methodology for evaluating Trian's investments.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Propose Solution1 hit
89
Uses a before-after framework to demonstrate the impact of Trian's board involvement.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Propose Solution1 hit
92
The slide uses a two-column layout to contrast the general value proposition of the nominees with their specific professional backgrounds.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
93
The slide uses a table to establish credibility through historical precedent.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
94
Part of the 'Restore the Magic' activist campaign by Trian Partners.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
97
Uses a stacked bar chart to categorize cost savings and metrics to highlight the negative impact of current strategies.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
99
The slide uses a quote from Netflix's Q4 2023 Letter to Shareholders to validate the margin expansion data.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
100
Includes a waterfall chart illustrating the margin bridge.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
102
Part of the 'Restore the Magic' activist deck by Trian Partners.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
103
Uses two side-by-side bar charts and data tables to demonstrate the 'jaws' effect where costs grow faster than or decline slower than sales.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
104
Uses a bar chart to show the growth of unallocated shared expenses from FY17 to FY23, highlighting a ~2x increase.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
106
Uses a combination of press clippings and a bar chart to frame Disney's studio performance as a 'black box' of declining profitability.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
107
The slide uses a 'villain critique' approach by juxtaposing management's excuses with competitive data.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
108
The chart uses a smoothed line (spline) to represent yield trends over time.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
109
Uses a red arrow to emphasize the upward trend in sequel production.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
112
Includes a waterfall-style chart showing historical FCF and the uncertainty of future years.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
113
The slide uses a comparison table to list benefits and a bar chart to illustrate the growth impact of the proposed strategy.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
114
The slide uses a table to highlight the lack of clarity and potential cannibalization risks in Disney's current and future sports product roadmap.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
119
The slide uses a 'villain' framing (Universal) to demand increased capital expenditure from Disney.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
120
Uses a 'before-after' or 'contrast' structure to highlight the gap between pricing power and service quality.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
122
Uses a two-column layout to directly refute specific quotes from Disney management.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
123
Uses a two-column comparison table to systematically refute four distinct claims.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
124
This is a classic 'expose contradiction' slide used in activist campaigns to undermine management credibility.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
126
Uses a two-column layout to contrast Disney's claims with Trian's rebuttals.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
128
This slide uses a three-column structure to frame the problem (underperformance), the villain (the Board), and the solution (nominees).The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
131
The slide uses a red dashed box to highlight the negative percentage changes, emphasizing the poor financial trajectory.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
132
The slide uses a 'Since Trian Resurfaced' period to highlight a recent positive trend while showing long-term underperformance.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit