slides · global inventory
Callout
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 96,741
Current window 9,001-9,030
Pages 3,225
Rows per page 30
Component
9,001-9,030 of 96,741
19
The slide uses a 'FAIL' callout to emphasize the critique of the Board's oversight.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · AgitationLoop · Logic Chain2 hits
20
Uses a chronological grid to highlight repeated failures and contradictions in governance.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · AgitationLoop · Logic Chain2 hits
21
Uses a 'FAIL' stamp to emphasize the critique of compensation practices.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor 2 hits
23
Includes a specific voting instruction call-to-action at the bottom.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution2 hits
25
The slide uses a series of 'X' icons to emphasize the failure of the Board to engage.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution2 hits
34
The slide uses a 'villain critique' style to frame capital allocation as value-destructive.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · Iceberg2 hits
37
The chart highlights the contrast between positive growth in peers and negative growth in Disney, Paramount, and Warner Bros. Discovery.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · Iceberg2 hits
38
The slide uses a red bar for Disney to highlight its poor performance relative to the grey bars of its peers.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · Iceberg2 hits
42
Uses a combination of a data table and a grouped bar chart to illustrate the efficiency gap.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution2 hits
53
The chart uses a stacked bar format to show subscriber composition and a line graph for penetration, with a red arrow highlighting the recent decline.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · Cost Of Inaction2 hits
63
Uses a timeline-style table to show repeated contract extensions alongside a callout box highlighting the irony of rehiring former candidates.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution2 hits
71
Includes a 'FAIL' callout on the 2018 data point.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution2 hits
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 · Solution2 hits
07
The chart uses a red dashed line to visually anchor the current price level against historical performance.The Walt Disney Company (DIS) · Trian Partners
Press release Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction2 hits
05
The chart uses a red dashed line to visually anchor the current price level against historical performance.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Problem2 hits
08
The slide focuses on a single headline metric (~900bps) and provides extensive legal/methodological disclaimers.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor 2 hits
25
The slide contrasts a long history of dividend growth with the sudden elimination of the dividend in 2020 due to financial pressures.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution2 hits
07
The slide uses a bar chart to visually demonstrate that Ferguson is trading at a lower multiple than its peers, specifically highlighting the higher multiples of 'Specialty RMI Distributors'.Ferguson plc (FERG) · Brian Baldwin
Conference presentation Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction2 hits
10
The chart uses a broken axis to accommodate the significantly higher sales of Home Depot and Lowe's.Ferguson plc (FERG) · Brian Baldwin
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction2 hits
15
The slide uses a checkmark/cross comparison to highlight Ferguson's superior market positioning.Ferguson plc (FERG) · Brian Baldwin
Conference presentation Activist investor Loop · Cost Of Inaction2 hits
22
The slide uses a bubble chart representation to visually compare market caps.Ferguson plc (FERG) · Brian Baldwin
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction2 hits
75
The slide uses a contrast between the current state (yellow box) and the proposed future state (blue box) connected by a red arrow.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor 2 hits
79
The slide uses a contrast-based argument to frame the incumbent board as disconnected and underperforming compared to Trian's proposed governance standards.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor 2 hits
82
Includes a testimonial quote from Mike Weinstein regarding the Snapple turnaround.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor 2 hits
89
The slide uses a 'track record' framing to establish credibility for Trian's operational improvement strategy.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor 2 hits
92
Includes a direct testimonial from Mike Weinstein.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor 2 hits
21
The chart highlights PPG's performance relative to a peer median of 187%.PPG Industries, Inc. (PPG) · Trian Partners
Activist deck Activist investor Beat · Solution & ApproachLoop · Before After2 hits
28
The slide uses a rhetorical question as an action title to frame the lack of disclosure as a potential governance or operational failure.PPG Industries, Inc. (PPG) · Trian Partners
Activist deck Activist investor Beat · Solution & Approach2 hits
32
The slide uses a 'sum-of-the-parts' valuation logic to justify a corporate separation.PPG Industries, Inc. (PPG) · Trian Partners
Activist deck Activist investor Beat · Solution & ApproachLoop · 2x2 Matrix2 hits
33
The slide argues for a breakup or spin-off by highlighting the lack of operational overlap.PPG Industries, Inc. (PPG) · Trian Partners
Activist deck Activist investor Beat · Solution & ApproachLoop · 2x2 Matrix2 hits