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Matching slides 303,780
Current window 233,941-233,970
Pages 10,126
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233,941-233,970 of 303,780

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Trian Partners | Activist Presentation Deck | 133 slidesTrian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor 1 hit
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Trian Partners | Activist Presentation Deck | 133 slidesTrian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor 1 hit
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This is a classic activist 'problem-solution' framing slide.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Logic Chain1 hit
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Trian Partners | Activist Presentation Deck | 133 slidesTrian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Logic Chain1 hit
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Includes a performance chart comparing TSR before and after Trian's involvement.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Logic Chain1 hit
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The slide uses a three-column structure to frame the problem (underperformance), the cause (board), and the solution (nominees).Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Logic Chain1 hit
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The slide highlights a significant drop in profitability and cash flow despite massive capital investment.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Logic Chain1 hit
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Uses a before-after-framing style to contrast high revenue with low margins.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Logic Chain1 hit
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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
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The slide uses a 'villain' quote to highlight the gap between management's narrative and actual financial performance.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Logic Chain1 hit
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Uses a dot-plot (icon grid) to emphasize the overwhelming frequency of negative returns.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Logic Chain1 hit
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Uses a three-part narrative structure: Strengths (Assets), Failures (Strategy), and Root Cause (Compensation/Oversight).Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Logic Chain1 hit
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Uses a three-column structure to categorize board failures, culminating in a bar chart showing negative TSR.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Logic Chain1 hit
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The slide uses a side-by-side comparison to undermine management's narrative on streaming performance.Trian Partners | Activist Presentation Deck | 30 slides · Trian Partners
Activist deck Activist investor Beat · The Call (Trian's involvement)1 hit
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Uses a two-column table to systematically dismantle Disney's peer group selection and performance metrics.Trian Partners | Activist Presentation Deck | 30 slides · Trian Partners
Activist deck Activist investor Beat · The Struggle (Trian's efforts)Loop · Cost Of Inaction1 hit
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The slide uses a side-by-side comparison to refute specific claims made by Disney management.Trian Partners | Activist Presentation Deck | 30 slides · Trian Partners
Activist deck Activist investor Beat · The Struggle (Trian's efforts)Loop · Cost Of Inaction1 hit
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Trian Partners | Activist Presentation Deck | 30 slidesTrian Partners | Activist Presentation Deck | 30 slides · Trian Partners
Activist deck Activist investor Beat · The Struggle (Trian's efforts)Loop · Cost Of Inaction1 hit
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Trian Partners | Activist Presentation Deck | 30 slidesTrian Partners | Activist Presentation Deck | 30 slides · Trian Partners
Activist deck Activist investor Beat · The Struggle (Trian's efforts)1 hit
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The slide uses a two-column table to juxtapose specific quotes from Disney against Trian's counter-arguments.Trian Partners | Activist Presentation Deck | 30 slides · Trian Partners
Activist deck Activist investor Beat · The Struggle (Trian's efforts)1 hit
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The slide uses a direct 'Claim vs. Response' structure to preemptively address and dismantle arguments against a nominee.Trian Partners | Activist Presentation Deck | 30 slides · Trian Partners
Activist deck Activist investor Beat · The Struggle (Trian's efforts)1 hit
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The slide uses a direct comparison table to refute specific management claims.Trian Partners | Activist Presentation Deck | 30 slides · Trian Partners
Activist deck Activist investor Beat · The Struggle (Trian's efforts)1 hit
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Trian Partners | Activist Presentation Deck | 30 slidesTrian Partners | Activist Presentation Deck | 30 slides · Trian Partners
Activist deck Activist investor Beat · The Struggle (Trian's efforts)1 hit
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Trian Partners | Activist Presentation Deck | 30 slidesTrian Partners | Activist Presentation Deck | 30 slides · Trian Partners
Activist deck Activist investor Beat · The Victory (desired outcome)1 hit
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The slide uses a direct 'Claim vs. Response' structure to neutralize negative characterizations.Trian Partners | Activist Presentation Deck | 30 slides · Trian Partners
Activist deck Activist investor Beat · The Victory (desired outcome)1 hit
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This slide uses a direct comparison table to frame Disney's accusations as a distraction tactic.Trian Partners | Activist Presentation Deck | 30 slides · Trian Partners
Activist deck Activist investor Beat · The Victory (desired outcome)1 hit
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The slide uses a direct comparison table to refute specific claims made by the target company.Trian Partners | Activist Presentation Deck | 30 slides · Trian Partners
Activist deck Activist investor Beat · The Victory (desired outcome)1 hit
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The slide uses a side-by-side comparison to directly address and dismiss specific allegations made by Disney.Trian Partners | Activist Presentation Deck | 30 slides · Trian Partners
Activist deck Activist investor Beat · The Victory (desired outcome)1 hit
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Trian Partners | Activist Presentation Deck | 30 slidesTrian Partners | Activist Presentation Deck | 30 slides · Trian Partners
Activist deck Activist investor Beat · The Victory (desired outcome)1 hit
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The slide uses a direct comparison table to frame Disney's claims as misleading or insufficient.Trian Partners | Activist Presentation Deck | 30 slides · Trian Partners
Activist deck Activist investor Beat · The Victory (desired outcome)1 hit
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Trian Partners | Activist Presentation Deck | 30 slidesTrian Partners | Activist Presentation Deck | 30 slides · Trian Partners
Activist deck Activist investor Beat · The Victory (desired outcome)1 hit