Matching slides 78,129
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49,711-49,740 of 78,129

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Slide 1
Includes a comparison table of TSR performance and a table contrasting current Disney path vs Trian's goals.The Walt Disney Company (DIS) · Nelson Peltz
Press release Activist investor Beat · Situation & Context1 hit
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
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
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
30
Uses a roller coaster graphic as a visual metaphor for the timeline.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · Iceberg1 hit
07
The chart uses a red dashed line to visually anchor the current price level against historical performance.The Walt Disney Company (DIS) · Trian Partners
Press release Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
05
The chart uses a red dashed line to visually anchor the current price level against historical performance.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Problem1 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
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
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
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
33
Uses a bar-grouped chart to compare specific financial line items between Disney (FY 2022) and Netflix (LTM Sept-22).The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
07
The slide uses a bar chart to visually demonstrate that Ferguson is trading at a lower multiple than its peers, specifically highlighting the higher multiples of 'Specialty RMI Distributors'.Ferguson plc (FERG) · Brian Baldwin
Conference presentation Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
08
The slide uses a stacked bar chart to show the transformation of the business portfolio over time.Ferguson plc (FERG) · Brian Baldwin
Conference presentation Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
10
The chart uses a broken axis to accommodate the significantly higher sales of Home Depot and Lowe's.Ferguson plc (FERG) · Brian Baldwin
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
12
The chart highlights Ferguson in red to contrast with the blue peer bars.Ferguson plc (FERG) · Brian Baldwin
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
17
The chart highlights Ferguson's performance relative to competitors in Specialty, Broadline Industrial MRO, and Home Improvement Retail sectors.Ferguson plc (FERG) · Brian Baldwin
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
18
The chart uses a waterfall-style layout to show positive vs negative margin changes, with company logos as x-axis labels.Ferguson plc (FERG) · Brian Baldwin
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
19
The chart highlights Ferguson in red to contrast its performance against peers, suggesting an opportunity for improvement.Ferguson plc (FERG) · Brian Baldwin
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
22
The slide uses a bubble chart representation to visually compare market caps.Ferguson plc (FERG) · Brian Baldwin
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
27
The chart shows a long-term shift in paint volume share from DIY/Remodeler to Paint Contractor from 1980 to 2017.PPG Industries, Inc. (PPG) · Trian Partners
Activist deck Activist investor Beat · Solution & Approach1 hit
28
The slide uses a rhetorical question as an action title to frame the lack of disclosure as a potential governance or operational failure.PPG Industries, Inc. (PPG) · Trian Partners
Activist deck Activist investor Beat · Solution & Approach1 hit
30
The slide uses a red dashed box to highlight the 'Base Case' estimate for PPG, contrasting it with the WACC and the competitor benchmark.PPG Industries, Inc. (PPG) · Trian Partners
Activist deck Activist investor Beat · Solution & Approach1 hit
31
The chart highlights PPG's valuation relative to peers, suggesting it is undervalued compared to high-quality coatings companies.PPG Industries, Inc. (PPG) · Trian Partners
Activist deck Activist investor Beat · Solution & Approach1 hit