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Matching slides 303,780
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232,741-232,770 of 303,780

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33
The top three rows (Craig Hatkoff, Jessica Schell, Leah Solivan) are highlighted with a dashed box to emphasize the Blackwells' nominees.Blackwells Capital | Activist Presentation Deck | 101 slides · Blackwells Capital
Activist deck Activist investor 1 hit
35
Uses a stacked bar chart to show pay components alongside annual share price performance bubbles.Blackwells Capital | Activist Presentation Deck | 101 slides · Blackwells Capital
Activist deck Activist investor 1 hit
36
Uses AI-generated imagery of the three nominees.Blackwells Capital | Activist Presentation Deck | 101 slides · Blackwells Capital
Activist deck Activist investor 1 hit
37
The image uses a chess metaphor to represent strategic governance.Blackwells Capital | Activist Presentation Deck | 101 slides · Blackwells Capital
Activist deck Activist investor 1 hit
39
Uses a Cinderella metaphor to critique the board's selection process.Blackwells Capital | Activist Presentation Deck | 101 slides · Blackwells Capital
Activist deck Activist investor 1 hit
40
The slide uses a split-pane layout to define the methodology (left) and the key findings/implications (right).Blackwells Capital | Activist Presentation Deck | 101 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 | 101 slides · Blackwells Capital
Activist deck Activist investor 1 hit
45
Uses an illustrative metaphor of mice digging under a house to represent the activist's perspective on the Board's actions.Blackwells Capital | Activist Presentation Deck | 101 slides · Blackwells Capital
Activist deck Activist investor 1 hit
46
Uses a cartoon duck character as a visual metaphor for 'stamping' or auditing, likely referencing Disney's mascot.Blackwells Capital | Activist Presentation Deck | 101 slides · Blackwells Capital
Activist deck Activist investor 1 hit
47
The slide uses a floating bar chart (range chart) to illustrate valuation upside.Blackwells Capital | Activist Presentation Deck | 101 slides · Blackwells Capital
Activist deck Activist investor 1 hit
51
Includes a list of logos of companies associated with the nominee.Blackwells Capital | Activist Presentation Deck | 101 slides · Blackwells Capital
Activist deck Activist investor 1 hit
52
The slide uses a highly stylized, AI-generated artistic background to set a visionary tone.Blackwells Capital | Activist Presentation Deck | 101 slides · Blackwells Capital
Activist deck Activist investor 1 hit
53
Uses a numbered list structure to categorize failures, leading to a specific board nominee recommendation.Blackwells Capital | Activist Presentation Deck | 101 slides · Blackwells Capital
Activist deck Activist investor 1 hit
54
The chart shows a transition from negative operating margins to a projected positive margin in 4Q24.Blackwells Capital | Activist Presentation Deck | 101 slides · Blackwells Capital
Activist deck Activist investor 1 hit
55
The chart uses a dashed box to highlight the 4Q22 peak, emphasizing the stagnation or decline since that point.Blackwells Capital | Activist Presentation Deck | 101 slides · Blackwells Capital
Activist deck Activist investor 1 hit
56
The slide uses a horizontal bar chart to benchmark Disney's churn against competitors, framing the gap as a strategic imperative.Blackwells Capital | Activist Presentation Deck | 101 slides · Blackwells Capital
Activist deck Activist investor 1 hit
57
Uses news headlines as evidence of market trends.Blackwells Capital | Activist Presentation Deck | 101 slides · Blackwells Capital
Activist deck Activist investor 1 hit
58
The slide presents four distinct strategic 'lanes' for ESPN's future, implying that trying to execute all simultaneously is problematic.Blackwells Capital | Activist Presentation Deck | 101 slides · Blackwells Capital
Activist deck Activist investor 1 hit
59
Uses a metaphorical image of a mouse watching TV to represent Disney.Blackwells Capital | Activist Presentation Deck | 101 slides · Blackwells Capital
Activist deck Activist investor 1 hit
60
The slide uses keyword frequency as a proxy for strategic focus, highlighting Disney's relative under-indexing on monetization and bundling compared to peers.Blackwells Capital | Activist Presentation Deck | 101 slides · Blackwells Capital
Activist deck Activist investor 1 hit
62
The slide uses a stacked bar chart to visualize the compression of release windows. The red circle highlights the specific data point for Disney's 2022 transactional window.Blackwells Capital | Activist Presentation Deck | 101 slides · Blackwells Capital
Activist deck Activist investor 1 hit
63
Uses a before-after framing to highlight a negative trend in content quality/performance.Blackwells Capital | Activist Presentation Deck | 101 slides · Blackwells Capital
Activist deck Activist investor 1 hit
64
Uses an AI-generated image of a bored mouse in a theater to illustrate the 'stale content' argument.Blackwells Capital | Activist Presentation Deck | 101 slides · Blackwells Capital
Activist deck Activist investor 1 hit
65
Blackwells Capital | Activist Presentation Deck | 101 slidesBlackwells Capital | Activist Presentation Deck | 101 slides · Blackwells Capital
Activist deck Activist investor 1 hit
67
The slide uses a highly stylized, AI-generated aesthetic to set a visionary tone.Blackwells Capital | Activist Presentation Deck | 101 slides · Blackwells Capital
Activist deck Activist investor 1 hit
68
Uses a numbered list format to categorize specific organizational and strategic failures.Blackwells Capital | Activist Presentation Deck | 101 slides · Blackwells Capital
Activist deck Activist investor 1 hit
69
Uses an org-chart style diagram to highlight the lack of a unified technology leader.Blackwells Capital | Activist Presentation Deck | 101 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 operating like a technology firm.Blackwells Capital | Activist Presentation Deck | 101 slides · Blackwells Capital
Activist deck Activist investor 1 hit
72
The slide uses an AI-generated illustration of mice to metaphorically represent Disney, contrasting with the quantitative data on the right.Blackwells Capital | Activist Presentation Deck | 101 slides · Blackwells Capital
Activist deck Activist investor 1 hit
74
Uses a screenshot of a ranking table to highlight Disney's poor performance (rank 80) compared to tech-led companies.Blackwells Capital | Activist Presentation Deck | 101 slides · Blackwells Capital
Activist deck Activist investor 1 hit