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90,331-90,360 of 96,741
25
The slide uses a list-based framework to present a menu of potential strategic actions.Saba Capital Management | Activist Presentation Deck | 33 slides · Saba Capital
Activist deck Activist investor Beat · Solution1 hit
26
The slide uses a table to highlight the misalignment between the board's compensation (AUM-based) and Saba's (share price-based).Saba Capital Management | Activist Presentation Deck | 33 slides · Saba Capital
Activist deck Activist investor 1 hit
01
Includes call to action for the blue proxy card.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor 1 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
21
The slide uses a 'FAIL' stamp to emphasize the critique of compensation practices.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
29
This slide acts as a summary/transition page for the Trian Partners activist deck.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
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
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
44
The slide uses a line chart to visualize a downward trend in brand reputation, annotated with a callout box highlighting the drop in ranking and a quote from the CEO to suggest a misalignment in priorities.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
47
The slide uses a quote from Disney's board to contrast with the visual evidence of significant market value destruction.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
53
Uses a CEO quote to establish the 'before' state of awareness, contrasted against a stacked bar chart showing the 'after' state of market decline.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
60
The slide uses a waterfall bridge to illustrate the gap between pro forma expectations and actual FY23 performance.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
63
The slide uses a timeline-to-outcome structure to highlight the contradiction between stated succession goals and actual board behavior.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
69
The slide uses a visual gap analysis to show that incentive targets are below the cost of capital.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
76
Uses a timeline to contrast Disney's claims of engagement with the reality of limited, non-substantive contact.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
95
The slide uses a semi-circle diagram to illustrate the three core functions of the proposed committee.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
98
The slide uses a 'Strategic Checklist' framework to frame the problem as a lack of transparency and strategic direction.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
108
The chart uses a 'breakeven' threshold of ~200% to illustrate the performance gap between the two studios.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
111
Uses a 'flywheel' concept to critique current operational silos.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
112
The chart uses a '?' to emphasize the uncertainty of FCF in 2025 and beyond.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
116
The slide uses a two-column comparison structure to present strategic alternatives for the Board.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
117
Uses a 'problem-solution' structure where the top section identifies failures and the bottom section proposes the Trian Partners solution.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
119
The slide uses a 'villain' framing (Universal) to create urgency for the activist's demand (Disney CapEx transparency).Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
120
Uses a 'before-after' style comparison for spending and wait times, and a 'villain-critique' style for the operational failures.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
01
Includes a call to action to vote using the blue proxy card.Trian Partners | Activist Presentation Deck | 30 slides · Trian Partners
Activist deck Activist investor 1 hit