slides · global inventory
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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 118,471
Current window 74,761-74,790
Pages 3,950
Rows per page 30
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74,761-74,790 of 118,471
01
Automatic Data Processing (ADP) (ADP)Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor 1 hit
04
Slide 3 of a regulatory filing deck.Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor Beat · Situation & Context1 hit
12
Automatic Data Processing (ADP) (ADP)Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor Beat · Evidence & Proof1 hit
59
The slide provides a reconciliation-style explanation of non-GAAP metrics.Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor 1 hit
60
Includes detailed footnotes explaining adjustments for Service Alignment Initiative and Workforce Optimization Effort.Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor 1 hit
82
The Walt Disney Company (DIS)The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
84
The slide uses a red 'X' for negative outcomes and a blue checkmark for positive outcomes to visually reinforce the contrast.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
85
Uses a 'contrast-pairs' framework to juxtapose the relevance of two candidates' professional backgrounds.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
88
Includes a specific rebuttal to Disney's methodology regarding measurement windows.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
95
The Walt Disney Company (DIS)The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
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 · Solution1 hit
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 · 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
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 · Solution1 hit
100
Uses a waterfall chart to bridge revenue to operating margin.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
101
The Walt Disney Company (DIS)The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
102
Part of the 'Restore the Magic' activist campaign by Trian Partners.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
105
Uses a three-column 'before-after' style framework to contrast the status quo with the proposed review and its expected outcomes.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
107
The slide uses a stacked bar chart to highlight the divergence in performance between Disney and Universal, specifically calling out Universal's recent successes.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
109
Uses a 'ceo-quote-contradiction' framework to highlight the shift in strategy from the founder to the current CEO.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
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 · Solution1 hit
113
The slide uses a comparison table for benefits and a bar chart to illustrate the growth impact of the proposed strategy.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
116
The slide uses a two-column comparison structure to present strategic alternatives for Disney's ESPN business.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
131
The slide uses a red dashed box to highlight the negative percentage changes, emphasizing the poor financial trajectory.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit