Corpus coverage

319,975 slides

319,974 are described (100%), so the treemap can explain the corpus instead of just counting files.

Total slides
319,975
Described
319,974
Pending
1

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Slide collection

229,501-229,560 of 319,975

filter-aware
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
48
The slide uses a 'conglomerate discount' argument to justify a potential breakup or restructuring.Blackwells Capital | Activist Presentation Deck | 101 slides · Blackwells Capital
Activist deck Activist investor 1 hit
49
The slide uses a 'breakup-spinoff' logic to argue for asset separation.Blackwells Capital | Activist Presentation Deck | 101 slides · Blackwells Capital
Activist deck Activist investor 1 hit
50
The slide uses a 'problem-solution' structure where the charts establish the valuation gap and the numbered list provides the strategic remedy.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
61
The chart highlights the volume of content currently locked to proprietary platforms that could be licensed elsewhere.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
66
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
70
The slide uses organizational charts to contrast the centralized CTO/leadership roles at peer companies against Disney's implied fragmentation.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
73
Uses an AI-generated illustration to convey a futuristic, high-energy vision of Disney's potential.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
75
The slide uses a layered stack diagram to illustrate the integration of AI and Spatial Computing into Disney's consumer-facing platforms.Blackwells Capital | Activist Presentation Deck | 101 slides · Blackwells Capital
Activist deck Activist investor 1 hit
76
Uses screenshots of news articles to illustrate peer innovation.Blackwells Capital | Activist Presentation Deck | 101 slides · Blackwells Capital
Activist deck Activist investor 1 hit
77
Uses visual evidence to frame Disney's tech as unoriginal.Blackwells Capital | Activist Presentation Deck | 101 slides · Blackwells Capital
Activist deck Activist investor 1 hit
78
The slide uses visual evidence of Disney's current tech efforts (Holotile and Disney+ on Apple Vision Pro) to argue they are merely reacting to industry trends.Blackwells Capital | Activist Presentation Deck | 101 slides · Blackwells Capital
Activist deck Activist investor 1 hit
79
Uses a whimsical AI-generated image of a mouse to represent Disney's brand.Blackwells Capital | Activist Presentation Deck | 101 slides · Blackwells Capital
Activist deck Activist investor 1 hit
80
The slide uses a highly stylized, futuristic AI-generated illustration to represent Disney's potential AI integration.Blackwells Capital | Activist Presentation Deck | 101 slides · Blackwells Capital
Activist deck Activist investor 1 hit
81
Uses a visual metaphor of a 'Holo Kingdom' to contrast with Disney's current 'HoloTile' offering.Blackwells Capital | Activist Presentation Deck | 101 slides · Blackwells Capital
Activist deck Activist investor 1 hit
82
Blackwells Capital | Activist Presentation Deck | 101 slidesBlackwells Capital | Activist Presentation Deck | 101 slides · Blackwells Capital
Activist deck Activist investor 1 hit
83
The slide uses a 'gap analysis' approach to critique the current board composition.Blackwells Capital | Activist Presentation Deck | 101 slides · Blackwells Capital
Activist deck Activist investor 1 hit
84
The slide uses a table to highlight Disney's poor performance (rank 63) compared to the top 10 innovative companies.Blackwells Capital | Activist Presentation Deck | 101 slides · Blackwells Capital
Activist deck Activist investor 1 hit
85
Blackwells Capital | Activist Presentation Deck | 101 slidesBlackwells Capital | Activist Presentation Deck | 101 slides · Blackwells Capital
Activist deck Activist investor 1 hit
86
Uses a comparative valuation methodology based on AI-driven market cap expansion of peers.Blackwells Capital | Activist Presentation Deck | 101 slides · Blackwells Capital
Activist deck Activist investor 1 hit
87
Blackwells Capital | Activist Presentation Deck | 101 slidesBlackwells Capital | Activist Presentation Deck | 101 slides · Blackwells Capital
Activist deck Activist investor 1 hit
88
The slide uses a highly stylized, AI-generated or cartoon-style image to frame the opponent's campaign as pathetic or misguided.Blackwells Capital | Activist Presentation Deck | 101 slides · Blackwells Capital
Activist deck Activist investor 1 hit
89
Uses a split-pane layout to contrast a summary statement with supporting bullet points.Blackwells Capital | Activist Presentation Deck | 101 slides · Blackwells Capital
Activist deck Activist investor 1 hit
90
Blackwells Capital | Activist Presentation Deck | 101 slidesBlackwells Capital | Activist Presentation Deck | 101 slides · Blackwells Capital
Activist deck Activist investor 1 hit
91
The slide uses a comparison table to frame the activist's proposals as lacking substance compared to the incumbent's stated path.Blackwells Capital | Activist Presentation Deck | 101 slides · Blackwells Capital
Activist deck Activist investor 1 hit
92
The slide uses a split-pane layout to contrast the headline claim with specific supporting arguments.Blackwells Capital | Activist Presentation Deck | 101 slides · Blackwells Capital
Activist deck Activist investor 1 hit
93
Uses color-coded dots (teal for positive, red for negative) to contrast nominees.Blackwells Capital | Activist Presentation Deck | 101 slides · Blackwells Capital
Activist deck Activist investor 1 hit
94
Uses media clippings as evidence of personal bias/animus.Blackwells Capital | Activist Presentation Deck | 101 slides · Blackwells Capital
Activist deck Activist investor 1 hit
95
The slide uses a negative framing to discredit the activist's track record.Blackwells Capital | Activist Presentation Deck | 101 slides · Blackwells Capital
Activist deck Activist investor 1 hit
96
The slide uses a red dashed line to emphasize the downward trend and the 85% loss.Blackwells Capital | Activist Presentation Deck | 101 slides · Blackwells Capital
Activist deck Activist investor 1 hit
97
The image appears to be AI-generated, featuring stylized Mickey Mouse ears in the background.Blackwells Capital | Activist Presentation Deck | 101 slides · Blackwells Capital
Activist deck Activist investor 1 hit
98
Blackwells Capital | Activist Presentation Deck | 101 slidesBlackwells Capital | Activist Presentation Deck | 101 slides · Blackwells Capital
Activist deck Activist investor 1 hit
99
Uses a dot-matrix visualization to highlight skill gaps (red dots) vs. strengths (green dots).Blackwells Capital | Activist Presentation Deck | 101 slides · Blackwells Capital
Activist deck Activist investor 1 hit
100
Blackwells Capital | Activist Presentation Deck | 101 slidesBlackwells Capital | Activist Presentation Deck | 101 slides · Blackwells Capital
Activist deck Activist investor 1 hit
101
Features AI-generated imagery of anthropomorphic animals in a political rally setting.Blackwells Capital | Activist Presentation Deck | 101 slides · Blackwells Capital
Activist deck Activist investor 1 hit
01
Slide 1
Features a futuristic, AI-generated aesthetic of Cinderella's castle.Blackwells Capital | Activist Presentation Deck | 115 slides · Blackwells Capital
Activist deck Activist investor 1 hit
02
Blackwells Capital | Activist Presentation Deck | 115 slidesBlackwells Capital | Activist Presentation Deck | 115 slides · Blackwells Capital
Activist deck Activist investor 1 hit
03
Blackwells Capital | Activist Presentation Deck | 115 slidesBlackwells Capital | Activist Presentation Deck | 115 slides · Blackwells Capital
Activist deck Activist investor 1 hit
04
Blackwells Capital | Activist Presentation Deck | 115 slidesBlackwells Capital | Activist Presentation Deck | 115 slides · Blackwells Capital
Activist deck Activist investor 1 hit
05
The quote is presented in a stylized serif font within a border, emphasizing the emotional appeal of the Disney brand.Blackwells Capital | Activist Presentation Deck | 115 slides · Blackwells Capital
Activist deck Activist investor 1 hit