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 77,581-77,610
Pages 3,679
Rows per page 30
Component
77,581-77,610 of 110,355
07
The slide uses a three-column structure to frame the problem (underperformance), the cause (board), and the solution (nominees).Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Logic Chain1 hit
08
The slide uses a two-column layout to contrast operational structure with financial performance and strategic moat.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Logic Chain1 hit
09
The slide highlights a significant drop in profitability and cash flow despite massive capital investment.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Logic Chain1 hit
10
Uses a before-after-framing style to contrast high revenue with low margins.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Logic Chain1 hit
11
Uses a quote-contradiction framework to undermine management's narrative.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Logic Chain1 hit
12
The slide uses a 'villain' quote to highlight the gap between management's narrative and actual financial performance.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Logic Chain1 hit
13
Uses a dot-plot (icon grid) to emphasize the overwhelming frequency of negative returns.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Logic Chain1 hit
14
Uses a three-part narrative structure: Strengths (Assets), Failures (Strategy), and Root Cause (Compensation/Oversight).Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Logic Chain1 hit
15
Uses a 2-column list format with 'X' icons to emphasize negative performance indicators.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Logic Chain1 hit
16
Uses a three-column structure to categorize board failures, culminating in a bar chart showing negative TSR.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Logic Chain1 hit
17
The slide uses a 'report card' metaphor to frame the board's failures as objective assessments.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
18
Uses 'FAIL' stamps as visual callouts for the two main critique pillars.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
19
Includes a 'FAIL' stamp graphic and specific financial comparisons of compensation and EBIT.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
20
Uses a 2x4 grid to present a chronological narrative of governance failures.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
22
The slide uses a red dashed box to highlight the 'Relative Underperformance' column, emphasizing the negative impact of the board's tenure.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
23
Includes a specific voting instruction call-to-action at the bottom.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
25
Uses 'X' icons to emphasize failures in governance process.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
27
Uses a before-after framework to expose the contradiction between pre-proxy contest rhetoric and post-involvement testimonials.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
30
Uses a rollercoaster metaphor to visualize the strategic trajectory.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
31
Uses a stacked bar chart within a table to visualize revenue mix by segment (Parks, DTC, Studio, Linear).Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
32
Part of the Trian Partners 'Restore the Magic' activist deck.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
33
The slide uses a two-column layout: qualitative strengths on the left and quantitative financial growth on the right.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
34
The slide highlights that the $200B investment is roughly equivalent to the company's current market cap, implying poor capital allocation.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
35
Uses red arrows and percentage drops to emphasize negative performance.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
36
The chart highlights the contrast between the growth in the Experiences segment and the decline in all other segments.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
37
The chart highlights the contrast between positive growth in peers and negative growth for Disney and Paramount.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
38
The chart uses a dark red bar for Disney to emphasize its low performance relative to peers.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
39
Uses a waterfall-style red arrow to visually bridge the high revenue and low margin for Disney.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
40
Uses a grid layout to present specific failure cases for five distinct Disney-owned brands.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
42
Uses a comparison frame to highlight operational inefficiency.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit