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Matching slides 110,355
Current window 77,041-77,070
Pages 3,679
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77,041-77,070 of 110,355

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31
Uses a matrix to visualize board member skills, specifically highlighting the absence of 'Media & Entertainment' as a tracked skill in 2023 and limited representation in 2024.Blackwells Capital | Activist Presentation Deck | 101 slides · Blackwells Capital
Activist deck Activist investor 1 hit
32
The slide uses a red 'x' and green checkmark visual to emphasize the lack of experience across the board.Blackwells Capital | Activist Presentation Deck | 101 slides · Blackwells Capital
Activist deck Activist investor 1 hit
33
The top three rows (Craig Hatkoff, Jessica Schell, Leah Solivan) are highlighted with a dashed box to emphasize the Blackwells' nominees.Blackwells Capital | Activist Presentation Deck | 101 slides · Blackwells Capital
Activist deck Activist investor 1 hit
35
Uses a stacked bar chart to show pay components alongside annual share price performance bubbles.Blackwells Capital | Activist Presentation Deck | 101 slides · Blackwells Capital
Activist deck Activist investor 1 hit
38
Uses a two-column layout to contrast board issues with valuation/strategic issues.Blackwells Capital | Activist Presentation Deck | 101 slides · Blackwells Capital
Activist deck Activist investor 1 hit
41
The slide uses a dual-chart layout to contrast historical volatility with projected growth scenarios.Blackwells Capital | Activist Presentation Deck | 101 slides · Blackwells Capital
Activist deck Activist investor 1 hit
43
Uses an AI-generated illustration of Donald Duck in a futuristic setting to metaphorically represent Disney's struggle with technology.Blackwells Capital | Activist Presentation Deck | 101 slides · Blackwells Capital
Activist deck Activist investor 1 hit
45
Uses an illustrative metaphor of mice digging under a house to represent the activist's perspective on the Board's actions.Blackwells Capital | Activist Presentation Deck | 101 slides · Blackwells Capital
Activist deck Activist investor 1 hit
47
The slide uses a floating bar chart (range chart) to illustrate valuation upside.Blackwells Capital | Activist Presentation Deck | 101 slides · Blackwells Capital
Activist deck Activist investor 1 hit
48
The slide uses a 'conglomerate discount' argument to justify a potential breakup or restructuring.Blackwells Capital | Activist Presentation Deck | 101 slides · Blackwells Capital
Activist deck Activist investor 1 hit
49
The slide uses a 'breakup-spinoff' logic to argue for asset separation.Blackwells Capital | Activist Presentation Deck | 101 slides · Blackwells Capital
Activist deck Activist investor 1 hit
50
The slide uses a 'problem-solution' structure where the charts establish the valuation gap and the numbered list provides the strategic remedy.Blackwells Capital | Activist Presentation Deck | 101 slides · Blackwells Capital
Activist deck Activist investor 1 hit
53
Uses a numbered list structure to categorize failures, leading to a specific board nominee recommendation.Blackwells Capital | Activist Presentation Deck | 101 slides · Blackwells Capital
Activist deck Activist investor 1 hit
54
The chart shows a transition from negative operating margins to a projected positive margin in 4Q24.Blackwells Capital | Activist Presentation Deck | 101 slides · Blackwells Capital
Activist deck Activist investor 1 hit
55
The chart uses a dashed box to highlight the 4Q22 peak, emphasizing the stagnation or decline since that point.Blackwells Capital | Activist Presentation Deck | 101 slides · Blackwells Capital
Activist deck Activist investor 1 hit
56
The slide uses a horizontal bar chart to benchmark Disney's churn against competitors, framing the gap as a strategic imperative.Blackwells Capital | Activist Presentation Deck | 101 slides · Blackwells Capital
Activist deck Activist investor 1 hit
57
Uses news headlines as evidence of market trends.Blackwells Capital | Activist Presentation Deck | 101 slides · Blackwells Capital
Activist deck Activist investor 1 hit
58
The slide presents four distinct strategic 'lanes' for ESPN's future, implying that trying to execute all simultaneously is problematic.Blackwells Capital | Activist Presentation Deck | 101 slides · Blackwells Capital
Activist deck Activist investor 1 hit
60
The slide uses keyword frequency as a proxy for strategic focus, highlighting Disney's relative under-indexing on monetization and bundling compared to peers.Blackwells Capital | Activist Presentation Deck | 101 slides · Blackwells Capital
Activist deck Activist investor 1 hit
61
The chart highlights the volume of content currently locked to proprietary platforms that could be licensed elsewhere.Blackwells Capital | Activist Presentation Deck | 101 slides · Blackwells Capital
Activist deck Activist investor 1 hit
62
The slide uses a stacked bar chart to visualize the compression of release windows. The red circle highlights the specific data point for Disney's 2022 transactional window.Blackwells Capital | Activist Presentation Deck | 101 slides · Blackwells Capital
Activist deck Activist investor 1 hit
63
Uses a before-after framing to highlight a negative trend in content quality/performance.Blackwells Capital | Activist Presentation Deck | 101 slides · Blackwells Capital
Activist deck Activist investor 1 hit
64
Uses an AI-generated image of a bored mouse in a theater to illustrate the 'stale content' argument.Blackwells Capital | Activist Presentation Deck | 101 slides · Blackwells Capital
Activist deck Activist investor 1 hit
68
Uses a numbered list format to categorize specific organizational and strategic failures.Blackwells Capital | Activist Presentation Deck | 101 slides · Blackwells Capital
Activist deck Activist investor 1 hit
69
Uses an org-chart style diagram to highlight the lack of a unified technology leader.Blackwells Capital | Activist Presentation Deck | 101 slides · Blackwells Capital
Activist deck Activist investor 1 hit
71
The slide uses R&D spend as a proxy for innovation capability to argue that Disney is not operating like a technology firm.Blackwells Capital | Activist Presentation Deck | 101 slides · Blackwells Capital
Activist deck Activist investor 1 hit
72
The slide uses an AI-generated illustration of mice to metaphorically represent Disney, contrasting with the quantitative data on the right.Blackwells Capital | Activist Presentation Deck | 101 slides · Blackwells Capital
Activist deck Activist investor 1 hit
74
Uses a screenshot of a ranking table to highlight Disney's poor performance (rank 80) compared to tech-led companies.Blackwells Capital | Activist Presentation Deck | 101 slides · Blackwells Capital
Activist deck Activist investor 1 hit
76
Uses screenshots of news articles to illustrate peer innovation.Blackwells Capital | Activist Presentation Deck | 101 slides · Blackwells Capital
Activist deck Activist investor 1 hit
77
Uses visual evidence to frame Disney's tech as unoriginal.Blackwells Capital | Activist Presentation Deck | 101 slides · Blackwells Capital
Activist deck Activist investor 1 hit