slides · global inventory
Quote
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 18,554
Current window 5,971-6,000
Pages 619
Rows per page 30
Component
5,971-6,000 of 18,554
12
Automatic Data Processing (ADP) (ADP)Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor Beat · Evidence & Proof2 hits
48
The slide uses a 'villain' framing to discredit Bill Ackman's claims regarding his firm's influence.Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor Beat · Critique of Pershing SquareLoop · Cost Of Inaction2 hits
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 Chain2 hits
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 Chain2 hits
41
Includes a quote from the CFO and a disclaimer about additional capital expenditures.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution2 hits
42
Uses a combination of a data table and a grouped bar chart to illustrate the efficiency gap.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution2 hits
44
Includes a screenshot of past positive press to highlight the decline.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution2 hits
45
The slide uses a 'ceo-quote-contradiction' framework to highlight the gap between company rhetoric and actual financial performance.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · Cost Of Inaction2 hits
47
Includes a quote from Disney's board as a counterpoint/context.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · Cost Of Inaction2 hits
53
The chart uses a stacked bar format to show subscriber composition and a line graph for penetration, with a red arrow highlighting the recent decline.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · Cost Of Inaction2 hits
56
Uses a 'villain' critique style to highlight management failures via quotes and news reports.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · Cost Of Inaction2 hits
59
Uses a quote from Robert Iger to highlight the conflict of interest.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · Cost Of Inaction2 hits
63
Uses a timeline-style table to show repeated contract extensions alongside a callout box highlighting the irony of rehiring former candidates.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution2 hits
66
Uses a timeline to contrast public statements from 2022 and 2023.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution2 hits
74
The slide uses a stacked bar chart to compare peer median compensation against Iger's compensation before and after amendments.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution2 hits
75
Uses a 'contrast-pairs' framework to highlight the gap between investor expectations and management's evasive communication style.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution2 hits
83
Uses a contrast-pairs framework to highlight hypocrisy in Disney's criticism of Trian nominees.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution2 hits
96
Uses a timeline-like progression of goals to expose the lack of concrete strategy.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution2 hits
97
Uses a stacked bar chart to decompose cost savings and metrics to highlight the negative impact of price hikes and content cuts.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution2 hits
99
Uses a quote from Netflix Q4 2023 shareholder letter to validate the margin expansion narrative.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution2 hits
100
Uses a waterfall chart to bridge revenue to operating margin.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution2 hits
106
Uses media clippings to establish the loss of market leadership and a bar chart to highlight margin deterioration.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution2 hits
112
The chart uses a waterfall-like logic to show historical FCF and highlights the uncertainty of 2025/2026.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution2 hits
132
The slide uses a quote from the CEO to highlight the gap between management's narrative and actual financial performance.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution2 hits
21
Includes a quote from Jim Cramer criticizing the balance sheet.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Agitate2 hits
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 · Agitate2 hits
27
Uses a quote from the Board Chair to highlight the contradiction.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution2 hits
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 · Solution2 hits
05
This is a text-heavy slide from an activist investor deck (Trian Partners) detailing the investment thesis and subsequent disappointment regarding Solventum.Solventum Corporation (SOLV) · Trian Fund Management
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction2 hits
21
Uses case studies of GE and DuPont/Axalta to argue for corporate spin-offs.Solventum Corporation (SOLV) · Trian Fund Management
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction2 hits