slides · global inventory
Source Note
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 110,355
Current window 77,101-77,130
Pages 3,679
Rows per page 30
Component
77,101-77,130 of 110,355
35
Uses a stacked bar chart to show pay components alongside annual share price performance bubbles.Blackwells Capital | Activist Presentation Deck | 115 slides · Blackwells Capital
Activist deck Activist investor 1 hit
38
The slide uses a two-column layout to contrast board issues with valuation/strategic issues.Blackwells Capital | Activist Presentation Deck | 115 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 | 115 slides · Blackwells Capital
Activist deck Activist investor 1 hit
43
Uses an AI-generated image of Donald Duck in a futuristic setting to metaphorically represent Disney's struggle with technology.Blackwells Capital | Activist Presentation Deck | 115 slides · Blackwells Capital
Activist deck Activist investor 1 hit
45
Uses an illustrative metaphor of mice/ducks digging a hole to represent the board's actions.Blackwells Capital | Activist Presentation Deck | 115 slides · Blackwells Capital
Activist deck Activist investor 1 hit
47
The slide uses a floating bar chart (range chart) to visualize valuation ranges.Blackwells Capital | Activist Presentation Deck | 115 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 | 115 slides · Blackwells Capital
Activist deck Activist investor 1 hit
49
The slide highlights a lack of real estate expertise on the Board as a contributing factor to the current valuation gap.Blackwells Capital | Activist Presentation Deck | 115 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 | 115 slides · Blackwells Capital
Activist deck Activist investor 1 hit
53
Uses a three-pillar structure to categorize performance failures.Blackwells Capital | Activist Presentation Deck | 115 slides · Blackwells Capital
Activist deck Activist investor 1 hit
54
Uses a waterfall-style bar chart to show historical and projected operating income margins.Blackwells Capital | Activist Presentation Deck | 115 slides · Blackwells Capital
Activist deck Activist investor 1 hit
55
The chart uses a dashed box to highlight the 4Q22 peak as a reference point for stagnation.Blackwells Capital | Activist Presentation Deck | 115 slides · Blackwells Capital
Activist deck Activist investor 1 hit
56
The slide uses a horizontal bar chart to visualize churn rates, positioning Disney and Hulu as underperformers compared to Netflix.Blackwells Capital | Activist Presentation Deck | 115 slides · Blackwells Capital
Activist deck Activist investor 1 hit
57
Uses news headlines as evidence of market trends.Blackwells Capital | Activist Presentation Deck | 115 slides · Blackwells Capital
Activist deck Activist investor 1 hit
58
The slide uses a numbered list format to present strategic alternatives, implying a need for prioritization or selection.Blackwells Capital | Activist Presentation Deck | 115 slides · Blackwells Capital
Activist deck Activist investor 1 hit
60
The slide uses frequency of keyword mentions in filings as a proxy for strategic focus.Blackwells Capital | Activist Presentation Deck | 115 slides · Blackwells Capital
Activist deck Activist investor 1 hit
61
The chart highlights the volume of content currently locked within specific studio platforms that could be licensed elsewhere.Blackwells Capital | Activist Presentation Deck | 115 slides · Blackwells Capital
Activist deck Activist investor 1 hit
63
Uses a before-after framing to contrast historical success with recent failures.Blackwells Capital | Activist Presentation Deck | 115 slides · Blackwells Capital
Activist deck Activist investor 1 hit
64
Uses an AI-generated image of a bored mouse in a theater to symbolize audience fatigue with Disney content.Blackwells Capital | Activist Presentation Deck | 115 slides · Blackwells Capital
Activist deck Activist investor 1 hit
68
Uses a numbered list format to structure the critique of Disney's technological strategy.Blackwells Capital | Activist Presentation Deck | 115 slides · Blackwells Capital
Activist deck Activist investor 1 hit
69
Uses an org-chart style diagram to visualize the fragmentation and the proposed solution.Blackwells Capital | Activist Presentation Deck | 115 slides · Blackwells Capital
Activist deck Activist investor 1 hit
70
Uses CEO quotes as authority citations to support the argument against fragmentation.Blackwells Capital | Activist Presentation Deck | 115 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 currently operating as a technology firm.Blackwells Capital | Activist Presentation Deck | 115 slides · Blackwells Capital
Activist deck Activist investor 1 hit
72
The slide uses an AI-generated illustration of mice to metaphorically represent Disney, contrasting it with the patent data.Blackwells Capital | Activist Presentation Deck | 115 slides · Blackwells Capital
Activist deck Activist investor 1 hit
74
Uses a screenshot of a CEOWORLD Magazine ranking to highlight Disney's poor position (80th) compared to tech-led companies.Blackwells Capital | Activist Presentation Deck | 115 slides · Blackwells Capital
Activist deck Activist investor 1 hit
76
Uses screenshots of news articles to illustrate peer innovation.Blackwells Capital | Activist Presentation Deck | 115 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 | 115 slides · Blackwells Capital
Activist deck Activist investor 1 hit
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 | 115 slides · Blackwells Capital
Activist deck Activist investor 1 hit
83
The slide uses a checkmark/cross matrix to highlight a gap in board composition.Blackwells Capital | Activist Presentation Deck | 115 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 | 115 slides · Blackwells Capital
Activist deck Activist investor 1 hit