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Matching slides 110,471
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68,971-69,000 of 110,471
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
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
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
26
The slide outlines a clear 4-point plan for activist intervention.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
28
The Walt Disney Company (DIS)The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 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
40
Uses a grid of logos and movie posters to illustrate poor performance across the entire Disney portfolio.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · Iceberg1 hit
50
Uses a three-column structure to frame the critique: Objectivity, Focus, and Chairman capacity.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
54
Uses a contrast-pairs framework to diagnose the root cause of Disney's streaming performance issues.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
55
Uses a two-column comparison layout to juxtapose 'Situation' vs 'Reaction'.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
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 Inaction1 hit
60
Uses a waterfall bridge to visualize the 'missing' EBIT between pro forma expectations and actual FY23 results.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
65
Uses a side-by-side comparison of the CEO's mandate and the Succession Planning Committee's composition to highlight a conflict of interest.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
72
Uses a four-column layout to contrast compensation metrics with performance outcomes.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
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 · Solution1 hit
78
Uses a contrast-pairs approach to differentiate between consultants and board members, followed by a quote-based expose of personal relationships.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
79
The Walt Disney Company (DIS)The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
91
The slide uses a numbered list format to outline specific activist demands.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
94
The slide uses a numbered list format to present specific governance recommendations.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
95
The Walt Disney Company (DIS)The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
98
The slide uses a 'Strategic Checklist' framework to highlight areas of concern for an activist investor.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
103
Uses a 'before-after' style comparison of growth rates to expose management inaction.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
104
The slide uses a ~2x multiplier annotation to highlight the growth from FY17 to FY23.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
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 · Solution1 hit
110
Part of the Trian Partners 'Restore the Magic' activist deck.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
115
The slide uses a grid layout to present eight distinct strategic concerns.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
118
Uses a waterfall-style chart to show relative stock performance vs S&P 500.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
119
The slide uses a 'villain' framing (Universal) to demand transparency on Disney's capital allocation.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
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