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93,841-93,870 of 110,471

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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
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
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
26
The slide uses a numbered list format to outline specific activist demands.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
48
Trian Partners | Activist Presentation Deck | 133 slidesTrian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
54
Uses a contrast-pairs framework to highlight the strategic misalignment.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
72
Uses 'MISS' stamps to emphasize performance failures.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
78
Uses a list of 'X' marked points to contrast consulting vs. board roles, followed by two side-by-side quotes to imply a conflict of interest.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
88
The slide uses a before-after comparison to validate Trian's investment thesis.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
90
Trian Partners | Activist Presentation Deck | 133 slidesTrian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
91
The slide uses a numbered list format to structure the four key pillars of the activist campaign.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
94
The slide uses a numbered list format to present specific governance recommendations.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Solution (Provide relief)1 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
103
The slide uses a 'before-after' style comparison of financial metrics to expose a contradiction between management's awareness and their lack of action.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
104
The chart uses a color gradient to emphasize the growth in expenses over time.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
110
Part of the Trian Partners 'Restore the Magic' activist deck.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
118
Uses analyst quotes to validate the activist's argument that the market is reacting to uncertainty rather than the investment itself.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
08
The slide highlights the reporting lines and responsibilities for sustainability within the organization.UBS | ESG Presentation Deck | 37 slides · UBS
Shareholder letter Investor relations Loop · Cost Of Inaction1 hit
12
The slide uses a horizontal timeline framework to map out specific ESG commitments from 2020 to 2050.UBS | ESG Presentation Deck | 37 slides · UBS
Shareholder letter Investor relations Loop · Golden Circle1 hit
14
Pro forma combined UBS and CS data.UBS | ESG Presentation Deck | 37 slides · UBS
Shareholder letter Investor relations Loop · Golden Circle1 hit
18
Includes Equal Salary Certified logo; data points represent 2022 actuals, 2023 actuals, and 2025 targets.UBS | ESG Presentation Deck | 37 slides · UBS
Shareholder letter Investor relations Loop · Golden Circle1 hit
19
UBS | ESG Presentation Deck | 37 slidesUBS | ESG Presentation Deck | 37 slides · UBS
Shareholder letter Investor relations Loop · Golden Circle1 hit
30
The slide uses a bar chart to compare total loan portfolio vs eligible assets vs green funding, alongside a descriptive list of framework features.UBS | ESG Presentation Deck | 37 slides · UBS
Shareholder letter Investor relations Beat · Visualization1 hit
32
UBS | ESG Presentation Deck | 37 slidesUBS | ESG Presentation Deck | 37 slides · UBS
Shareholder letter Investor relations Beat · Action1 hit
08
ValueAct Capital | Activist Presentation Deck | 19 slidesValueAct Capital | Activist Presentation Deck | 19 slides · ValueAct Capital
Activist deck Activist investor 1 hit
10
The slide serves as a transition or context-setting page for the 'Lean Into Parks' section.ValueAct Capital | Activist Presentation Deck | 19 slides · ValueAct Capital
Activist deck Activist investor 1 hit
11
The slide uses a hub-and-spoke diagram to show the competitive pressure on content owners.ValueAct Capital | Activist Presentation Deck | 19 slides · ValueAct Capital
Activist deck Activist investor 1 hit