Matching slides 79,264
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64,321-64,350 of 79,264

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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
14
Uses a three-column structure to contrast Disney's inherent strengths against the Board's failures.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
19
The slide uses a 'FAIL' callout to emphasize the critique of the Board's oversight.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · AgitationLoop · Logic Chain1 hit
21
Uses a 'FAIL' stamp to emphasize the critique of compensation practices.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor 1 hit
22
The slide uses a red dashed box to emphasize the 'Relative Underperformance' column, which is the primary argument.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor 1 hit
25
The slide uses a series of 'X' icons to emphasize the failure of the Board to engage.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
31
Uses a stacked bar chart within a table to visualize revenue mix.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · Iceberg1 hit
33
The slide uses a two-column layout: qualitative arguments on the left and quantitative financial performance charts on the right.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · Iceberg1 hit
34
The slide uses a 'villain critique' style to frame capital allocation as value-destructive.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · Iceberg1 hit
35
Uses a 'before-after' visual structure to highlight significant declines in shareholder value metrics.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · Iceberg1 hit
36
The chart uses a waterfall bridge to illustrate the delta between FY 2018 and FY 2023 EBIT.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · Iceberg1 hit
37
The chart highlights the contrast between positive growth in peers and negative growth in Disney, Paramount, and Warner Bros. Discovery.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · Iceberg1 hit
38
The slide uses a red bar for Disney to highlight its poor performance relative to the grey bars of its peers.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · Iceberg1 hit
39
Uses a dual-chart layout to contrast revenue volume with profitability efficiency.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · Iceberg1 hit
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 · Solution1 hit
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 · Solution1 hit
43
Uses a 'broken flywheel' narrative to contrast investment vs. return.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
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