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Matching slides 110,355
Current window 77,071-77,100
Pages 3,679
Rows per page 30
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77,071-77,100 of 110,355

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78
The slide uses visual evidence of Disney's current tech efforts (Holotile and Disney+ on Apple Vision Pro) to argue they are merely reacting to industry trends.Blackwells Capital | Activist Presentation Deck | 101 slides · Blackwells Capital
Activist deck Activist investor 1 hit
83
The slide uses a 'gap analysis' approach to critique the current board composition.Blackwells Capital | Activist Presentation Deck | 101 slides · Blackwells Capital
Activist deck Activist investor 1 hit
84
The slide uses a table to highlight Disney's poor performance (rank 63) compared to the top 10 innovative companies.Blackwells Capital | Activist Presentation Deck | 101 slides · Blackwells Capital
Activist deck Activist investor 1 hit
86
Uses a comparative valuation methodology based on AI-driven market cap expansion of peers.Blackwells Capital | Activist Presentation Deck | 101 slides · Blackwells Capital
Activist deck Activist investor 1 hit
87
Blackwells Capital | Activist Presentation Deck | 101 slidesBlackwells Capital | Activist Presentation Deck | 101 slides · Blackwells Capital
Activist deck Activist investor 1 hit
89
Uses a split-pane layout to contrast a summary statement with supporting bullet points.Blackwells Capital | Activist Presentation Deck | 101 slides · Blackwells Capital
Activist deck Activist investor 1 hit
91
The slide uses a comparison table to frame the activist's proposals as lacking substance compared to the incumbent's stated path.Blackwells Capital | Activist Presentation Deck | 101 slides · Blackwells Capital
Activist deck Activist investor 1 hit
92
The slide uses a split-pane layout to contrast the headline claim with specific supporting arguments.Blackwells Capital | Activist Presentation Deck | 101 slides · Blackwells Capital
Activist deck Activist investor 1 hit
93
Uses color-coded dots (teal for positive, red for negative) to contrast nominees.Blackwells Capital | Activist Presentation Deck | 101 slides · Blackwells Capital
Activist deck Activist investor 1 hit
95
The slide uses a negative framing to discredit the activist's track record.Blackwells Capital | Activist Presentation Deck | 101 slides · Blackwells Capital
Activist deck Activist investor 1 hit
96
The slide uses a red dashed line to emphasize the downward trend and the 85% loss.Blackwells Capital | Activist Presentation Deck | 101 slides · Blackwells Capital
Activist deck Activist investor 1 hit
98
Blackwells Capital | Activist Presentation Deck | 101 slidesBlackwells Capital | Activist Presentation Deck | 101 slides · Blackwells Capital
Activist deck Activist investor 1 hit
99
Uses a dot-matrix visualization to highlight skill gaps (red dots) vs. strengths (green dots).Blackwells Capital | Activist Presentation Deck | 101 slides · Blackwells Capital
Activist deck Activist investor 1 hit
08
Uses a 4-quadrant layout to highlight governance failures.Blackwells Capital | Activist Presentation Deck | 115 slides · Blackwells Capital
Activist deck Activist investor 1 hit
10
Uses a numbered list format to critique specific areas of Disney's corporate management.Blackwells Capital | Activist Presentation Deck | 115 slides · Blackwells Capital
Activist deck Activist investor 1 hit
17
The slide uses a line chart to visually demonstrate the gap between Disney's stock performance and benchmarks.Blackwells Capital | Activist Presentation Deck | 115 slides · Blackwells Capital
Activist deck Activist investor 1 hit
18
The table explicitly calculates the delta between Disney stock performance and the S&P 500 for each director's tenure.Blackwells Capital | Activist Presentation Deck | 115 slides · Blackwells Capital
Activist deck Activist investor 1 hit
19
The chart uses a diverging bar structure to highlight negative performance for Disney and two other peers.Blackwells Capital | Activist Presentation Deck | 115 slides · Blackwells Capital
Activist deck Activist investor 1 hit
20
The chart uses a common baseline to show relative divergence between the two assets.Blackwells Capital | Activist Presentation Deck | 115 slides · Blackwells Capital
Activist deck Activist investor 1 hit
21
The chart highlights Disney's significant underperformance relative to its peers.Blackwells Capital | Activist Presentation Deck | 115 slides · Blackwells Capital
Activist deck Activist investor 1 hit
22
The chart uses a red line for Disney and a green line for the S&P 500, with callouts showing total percentage change.Blackwells Capital | Activist Presentation Deck | 115 slides · Blackwells Capital
Activist deck Activist investor 1 hit
23
The chart highlights a significant valuation compression over the three-year period.Blackwells Capital | Activist Presentation Deck | 115 slides · Blackwells Capital
Activist deck Activist investor 1 hit
25
The slide uses a 'problem-solution' framing to position Blackwells' candidates as superior to Trian's approach.Blackwells Capital | Activist Presentation Deck | 115 slides · Blackwells Capital
Activist deck Activist investor 1 hit
27
Uses a metaphorical illustration of a juggler to imply board members are over-committed.Blackwells Capital | Activist Presentation Deck | 115 slides · Blackwells Capital
Activist deck Activist investor 1 hit
28
The chart uses a stacked bar approach to show CEO vs Non-CEO board members.Blackwells Capital | Activist Presentation Deck | 115 slides · Blackwells Capital
Activist deck Activist investor 1 hit
29
Uses a hub-and-spoke style diagram to highlight conflicts of interest and personal relationships.Blackwells Capital | Activist Presentation Deck | 115 slides · Blackwells Capital
Activist deck Activist investor 1 hit
30
The chart highlights the significant experience gap between the nominee and the current board members.Blackwells Capital | Activist Presentation Deck | 115 slides · Blackwells Capital
Activist deck Activist investor 1 hit
31
Uses a matrix to visualize the absence of 'Media & Entertainment' as a tracked skill set in the 2023 proxy.Blackwells Capital | Activist Presentation Deck | 115 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 among the majority of the board.Blackwells Capital | Activist Presentation Deck | 115 slides · Blackwells Capital
Activist deck Activist investor 1 hit
33
The slide uses a visual highlight (dashed box) to emphasize the Blackwells' nominees and a red background row to highlight specific current board members.Blackwells Capital | Activist Presentation Deck | 115 slides · Blackwells Capital
Activist deck Activist investor 1 hit