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Matching slides 78,138
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66,121-66,150 of 78,138
17
Includes Refinitiv ESG score progression and BIST Sustainability Index inclusion.Sisecam Resources | Results Presentation Deck | 24 slides · Şişecam
Conference presentation Investor relations Beat · Sustainability StrategyLoop · Cost Of Inaction1 hit
19
Sisecam Resources | Results Presentation Deck | 24 slidesSisecam Resources | Results Presentation Deck | 24 slides · Şişecam
Conference presentation Investor relations Beat · Sustainability StrategyLoop · Cost Of Inaction1 hit
06
Includes a performance chart comparing TSR before and after Trian's involvement.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Logic Chain1 hit
07
The slide uses a three-column structure to frame the problem (underperformance), the cause (board), and the solution (nominees).Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Logic Chain1 hit
11
Uses a quote-contradiction framework to undermine management's narrative.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Logic Chain1 hit
12
The slide uses a 'villain' quote to highlight the gap between management's narrative and actual financial performance.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Logic Chain1 hit
16
Uses a three-column structure to categorize board failures, culminating in a bar chart showing negative TSR.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Logic Chain1 hit
31
Uses a stacked bar chart within a table to visualize revenue mix by segment (Parks, DTC, Studio, Linear).Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
33
The slide uses a two-column layout: qualitative strengths on the left and quantitative financial growth on the right.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
34
The slide highlights that the $200B investment is roughly equivalent to the company's current market cap, implying poor capital allocation.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
35
Uses red arrows and percentage drops to emphasize negative performance.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
36
The chart highlights the contrast between the growth in the Experiences segment and the decline in all other segments.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
37
The chart highlights the contrast between positive growth in peers and negative growth for Disney and Paramount.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
38
The chart uses a dark red bar for Disney to emphasize its low performance relative to peers.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
41
The slide uses a stacked bar chart to visualize the compounding nature of the losses, juxtaposed with a quote from the CFO to highlight a perceived contradiction.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
42
Uses a comparison frame to highlight operational inefficiency.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
44
The slide uses a line chart to visualize a downward trend in brand reputation, annotated with a callout box highlighting the drop in ranking and a quote from the CEO to suggest a misalignment in priorities.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
45
Uses a broken-axis bar chart to highlight the contrast between company claims and actual performance.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
47
The slide uses a quote from Disney's board to contrast with the visual evidence of significant market value destruction.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
49
Uses a three-column layout to categorize the critique of the Disney Board.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
53
Uses a CEO quote to establish the 'before' state of awareness, contrasted against a stacked bar chart showing the 'after' state of market decline.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
59
Uses a quote from Iger to highlight the aggressive bidding strategy, contrasting it with the compensation increase.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
60
The slide uses a waterfall bridge to illustrate the gap between pro forma expectations and actual FY23 performance.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
69
The slide uses a visual gap analysis to show that incentive targets are below the cost of capital.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
71
The slide highlights a 'FAIL' point in 2018 and uses a red dashed line to indicate Disney's 70% average.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
74
Uses a stacked bar chart to compare peer median compensation against various iterations of Iger's pay package.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
89
Uses a before-after framework to demonstrate the impact of Trian's board involvement.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
97
Uses a stacked bar chart to categorize cost savings and a series of metrics to highlight the negative impact of current strategy.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
99
The slide uses a green arrow to emphasize the upward trend in margins since the global streaming launch.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
100
Uses a waterfall chart to illustrate the margin bridge.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Solution (Provide relief)1 hit