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This slide is part of a defense against an activist campaign, specifically defending an incumbent director.Disney | Shareholder Engagement Presentation Deck | 66 slides · The Walt Disney Company
Activist deck Investor relations Beat · Solution (Provide relief)1 hit
34
The slide uses a 'villain' framing to discredit activist nominees by listing specific negative attributes and past performance issues.Disney | Shareholder Engagement Presentation Deck | 66 slides · The Walt Disney Company
Activist deck Investor relations Beat · Solution (Provide relief)1 hit
35
The slide uses a stacked bar chart to show the composition of Disney's compensation and a bar chart to compare total compensation levels against peers.Disney | Shareholder Engagement Presentation Deck | 66 slides · The Walt Disney Company
Activist deck Investor relations Beat · Solution (Provide relief)1 hit
36
Uses a mix of big numbers, comparison, and a pie chart to discredit the activist's claims.Disney | Shareholder Engagement Presentation Deck | 66 slides · The Walt Disney Company
Activist deck Investor relations Beat · Solution (Provide relief)1 hit
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This is a high-impact, minimalist slide used to frame the core argument of the deck.Disney | Shareholder Engagement Presentation Deck | 66 slides · The Walt Disney Company
Activist deck Investor relations Beat · Solution (Provide relief)1 hit
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Disney | Shareholder Engagement Presentation Deck | 66 slidesDisney | Shareholder Engagement Presentation Deck | 66 slides · The Walt Disney Company
Activist deck Investor relations Beat · Solution (Provide relief)1 hit
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Uses external media quotes to discredit the activist's competence.Disney | Shareholder Engagement Presentation Deck | 66 slides · The Walt Disney Company
Activist deck Investor relations Beat · Solution (Provide relief)1 hit
40
Uses a three-column comparison table to frame the activist's own words as evidence of incompetence.Disney | Shareholder Engagement Presentation Deck | 66 slides · The Walt Disney Company
Activist deck Investor relations Beat · Solution (Provide relief)1 hit
41
Uses a 'villain' framing for Jay Rasulo by linking his criticism to his poor track record at iHeartMedia.Disney | Shareholder Engagement Presentation Deck | 66 slides · The Walt Disney Company
Activist deck Investor relations Beat · Solution (Provide relief)1 hit
42
The slide uses a direct comparison framework to discredit an activist investor's proposals.Disney | Shareholder Engagement Presentation Deck | 66 slides · The Walt Disney Company
Activist deck Investor relations Beat · Solution (Provide relief)1 hit
43
Uses red X icons for negative points and green checkmarks for positive endorsements/quotes.Disney | Shareholder Engagement Presentation Deck | 66 slides · The Walt Disney Company
Activist deck Investor relations Beat · Solution (Provide relief)1 hit
44
The slide uses a 'villain' framing technique to discredit the activist nominees by highlighting their personal history and past professional failures.Disney | Shareholder Engagement Presentation Deck | 66 slides · The Walt Disney Company
Activist deck Investor relations Beat · Solution (Provide relief)1 hit
45
Uses a contrast-pairs framework to highlight the disparity between the activist's behavior and the company's response.Disney | Shareholder Engagement Presentation Deck | 66 slides · The Walt Disney Company
Activist deck Investor relations Beat · Solution (Provide relief)1 hit
46
Includes a quote from Mason Morfit and logos of companies ValueAct has invested in.Disney | Shareholder Engagement Presentation Deck | 66 slides · The Walt Disney Company
Activist deck Investor relations Beat · Solution (Provide relief)1 hit
47
Uses comparative performance data to discredit the nominees' track records.Disney | Shareholder Engagement Presentation Deck | 66 slides · The Walt Disney Company
Activist deck Investor relations Beat · Solution (Provide relief)1 hit
48
Uses a classic 'say vs. fact' structure to undermine credibility.Disney | Shareholder Engagement Presentation Deck | 66 slides · The Walt Disney Company
Activist deck Investor relations Beat · Solution (Provide relief)1 hit
49
The chart uses a split-bar design to contrast positive and negative TSR relative to the S&P 500.Disney | Shareholder Engagement Presentation Deck | 66 slides · The Walt Disney Company
Activist deck Investor relations Beat · Solution (Provide relief)1 hit
50
Uses a line chart to show long-term performance and bar charts for peer benchmarking to counter activist claims.Disney | Shareholder Engagement Presentation Deck | 66 slides · The Walt Disney Company
Activist deck Investor relations Beat · Solution (Provide relief)1 hit
51
Disney | Shareholder Engagement Presentation Deck | 66 slidesDisney | Shareholder Engagement Presentation Deck | 66 slides · The Walt Disney Company
Activist deck Investor relations Beat · Solution (Provide relief)1 hit
52
This is a defensive slide from Disney's management against Trian Partners' activist campaign.Disney | Shareholder Engagement Presentation Deck | 66 slides · The Walt Disney Company
Activist deck Investor relations Beat · Solution (Provide relief)1 hit
53
This is a classic 'defensive' slide in a proxy fight, contrasting current board achievements with the perceived risks of the activist nominees.Disney | Shareholder Engagement Presentation Deck | 66 slides · The Walt Disney Company
Activist deck Investor relations Beat · Solution (Provide relief)1 hit
55
Uses a 'Theses vs. Reality' framework to discredit an activist investor.Disney | Shareholder Engagement Presentation Deck | 66 slides · The Walt Disney Company
Activist deck Investor relations Beat · Solution (Provide relief)1 hit
56
Features the original 1957 Walt Disney Synergy Map as evidence of the company's long-standing integrated strategy.Disney | Shareholder Engagement Presentation Deck | 66 slides · The Walt Disney Company
Activist deck Investor relations Beat · Solution (Provide relief)1 hit
57
Uses a direct 'Thesis vs. Reality' comparison structure to counter activist claims.Disney | Shareholder Engagement Presentation Deck | 66 slides · The Walt Disney Company
Activist deck Investor relations Beat · Solution (Provide relief)1 hit
58
Uses a 'Thesis vs. Reality' structure to preemptively rebut activist investor claims.Disney | Shareholder Engagement Presentation Deck | 66 slides · The Walt Disney Company
Activist deck Investor relations Beat · Solution (Provide relief)1 hit
59
Uses red 'x' icons to denote negative attributes for each nominee.Disney | Shareholder Engagement Presentation Deck | 66 slides · The Walt Disney Company
Activist deck Investor relations Beat · Solution (Provide relief)1 hit
60
Disney | Shareholder Engagement Presentation Deck | 66 slidesDisney | Shareholder Engagement Presentation Deck | 66 slides · The Walt Disney Company
Activist deck Investor relations Beat · Solution (Provide relief)1 hit
61
The slide presents two tables: one for 'Quarter Ended' (Dec 2023 vs Dec 2022) and one for 'Year Ended' (Sept 2023 vs Oct 2022).Disney | Shareholder Engagement Presentation Deck | 66 slides · The Walt Disney Company
Activist deck Investor relations Beat · Solution (Provide relief)1 hit
62
The table provides a bridge between GAAP reported figures and non-GAAP 'Excluding certain items' figures, detailing pre-tax, tax, after-tax, and EPS impacts.Disney | Shareholder Engagement Presentation Deck | 66 slides · The Walt Disney Company
Activist deck Investor relations Beat · Solution (Provide relief)1 hit
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Disney | Shareholder Engagement Presentation Deck | 66 slidesDisney | Shareholder Engagement Presentation Deck | 66 slides · The Walt Disney Company
Activist deck Investor relations Beat · Solution (Provide relief)1 hit