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234,031-234,060 of 303,780

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83
Uses a contrast-pairs framework to highlight hypocrisy in board selection criteria.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
84
The slide uses a contrast-pairs framework to highlight the difference in performance between the two nominees.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
85
Uses a 'before-after' or 'contrast' framing to discredit a nominee by comparing their professional focus to the activist's preferred candidate.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
86
Includes a legal disclaimer at the bottom regarding the nature of the testimonials.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
87
The slide uses a grid of six testimonial boxes to build credibility for the nominees.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
89
Uses a before-after framework to demonstrate the impact of Trian's board involvement.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
92
The slide uses a two-column layout to contrast general value propositions (left) with specific nominee credentials (right).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
96
Uses a timeline-like progression of goals to show shifting targets, followed by two sections of critique.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
97
Uses a stacked bar chart to categorize cost savings and a series of metrics to highlight the negative impact of current strategy.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
98
The slide uses a 'Strategic Checklist' framework to frame the problem as a lack of transparency and strategic direction.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
99
The slide uses a green arrow to emphasize the upward trend in margins since the global streaming launch.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
100
Uses a waterfall chart to illustrate the margin bridge.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
101
This is a strategic recommendation slide from Trian Partners' activist campaign against Disney.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
102
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
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
105
Uses a three-column 'Status Quo' vs 'Proposed Review' vs 'Expected Outcome' structure.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
106
Uses a combination of press clippings and a bar chart to highlight performance decline, contrasted with a CEO quote.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
107
Uses CEO quotes to contrast internal excuses with external market reality.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
108
The chart uses a 'breakeven' threshold of ~200% to illustrate the performance gap between the two studios.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
109
Uses a 'flywheel' concept to frame the argument; contrasts historical founder philosophy with current management strategy.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
111
Uses a 'flywheel' concept to critique current operational silos.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
112
The chart uses a '?' to emphasize the uncertainty of FCF in 2025 and beyond.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
113
Includes a comparison table of benefits and a bar chart showing pro forma EBIT CAGR impact.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Solution (Provide relief)1 hit