Matching slides 78,129
Current window 49,831-49,860
Pages 2,605
Rows per page 30
Component: Chartclear collectionreset all

Component

49,831-49,860 of 78,129

filter-aware
33
The slide uses a two-column layout: left side for qualitative arguments (asset quality, growth prospects) and right side for quantitative evidence (bar charts).The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
34
The slide highlights the massive capital deployment relative to the company's market valuation.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
35
Uses red arrows to emphasize the negative trend.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
36
The chart highlights the contrast between the growth in the Experiences segment and the decline in all other segments.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
37
The chart highlights the contrast between positive growth in peers and negative growth for Disney, with a specific callout regarding the 'Experiences' business.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
38
The slide uses a bar chart to visually demonstrate the performance gap between Disney and its peers.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
41
Includes a quote from Disney CFO Hugh Johnston and a disclaimer regarding excluded capital expenditures.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
42
Uses a comparison frame to highlight operational inefficiency.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
44
The slide uses a screenshot of past positive press to contrast with the current downward trend.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
45
Uses a bar chart to contrast company performance with a direct quote from management.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
47
The slide uses a quote from the company as a foil to the visual evidence of value destruction.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
49
The slide uses a three-column layout to categorize the board's failures.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
53
The slide uses a stacked bar chart to show the decline in Pay TV subscribers and a line chart for penetration, contrasting the CEO's 2015 awareness with the subsequent market decline.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
59
Uses a stacked bar chart to visualize the 'over-the-top' compensation increase.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
60
The slide uses a waterfall bridge to illustrate the gap between pro forma expectations and actual FY23 performance.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
69
The slide uses a visual gap analysis to show that compensation targets are set below the cost of capital.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
70
The slide uses a table-like structure to contrast specific criticisms with the company's actions.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
71
Includes a 'FAIL' stamp on the 2018 data point.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
74
The slide uses a stacked bar chart to compare peer median compensation against Bob Iger's compensation before and after amendments.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 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
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
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
111
Includes a visual example of a 'buy now' prompt within a streaming interface.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