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234,001-234,030 of 303,780

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51
Uses a combination of a comparative bar chart and a cumulative bar chart to illustrate misalignment.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
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
55
Uses a 'Situation vs. Reaction' comparison frame to expose management's lack of discipline.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
56
Uses a quote from Bob Iger's own book to highlight the irony of 'management by press release'.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
57
Uses a 4-column comparison table to systematically dismantle management's strategic narrative.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
58
Uses a 'before-after' framing to highlight failed strategic promises.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
59
Uses a quote from Iger to highlight the aggressive bidding strategy, contrasting it with the compensation increase.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
61
Uses two news clippings as evidence of a toxic corporate culture.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
62
Uses a 'blame-shifting' framework to highlight accountability gaps.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
64
Uses a timeline-based table to contrast board actions with reported quotes/events.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
65
Uses a 'villain critique' style to highlight conflicts of interest and lack of accountability in corporate governance.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
66
Uses a timeline to highlight the shift in messaging regarding CEO succession.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
67
Uses a dual-chart layout to contrast cumulative compensation vs. TSR and annual bonus payout percentages.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
68
Part of the 'Restore the Magic' activist campaign by Trian Partners.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
70
Uses a three-row table structure to highlight specific criticisms and poor performance grades.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
71
The slide highlights a 'FAIL' point in 2018 and uses a red dashed line to indicate Disney's 70% average.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
73
Uses a table-like structure to present historical performance data for a specific board member.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
74
Uses a stacked bar chart to compare peer median compensation against various iterations of Iger's pay package.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
75
Uses a 'contrast-pairs' framework to highlight the gap between investor expectations and management communication.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
77
Uses a three-column layout to categorize specific tactical maneuvers by the board.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Solution (Provide relief)1 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
79
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
81
Includes a detailed list of current and past directorships and a summary of professional experience.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
82
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