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Global slide inventory for the active corpus filters, with each row opening the slide detail view.

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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
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Slide type

Showing 319,974 described slides — 100.0% of 319,975 rendered pages

+Context & problem43,76713.7% · 6,592 docs+Data & charts72,62022.7% · 8,666 docs+Meta & navigation45,93614.4% · 9,739 docs+Recommend & act67,04121.0% · 9,324 docs+Cases & evidence31,2569.8% · 6,067 docs+Frameworks2,1230.7% · 1,232 docs+Appendix35,68211.2% · 6,614 docs+Other21,5496.7% · 5,566 docs

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Slide collection

229,561-229,620 of 319,975

filter-aware
06
Blackwells Capital | Activist Presentation Deck | 115 slidesBlackwells Capital | Activist Presentation Deck | 115 slides · Blackwells Capital
Activist deck Activist investor 1 hit
07
The slide uses a numbered list format to present four distinct arguments for Disney's underperformance.Blackwells Capital | Activist Presentation Deck | 115 slides · Blackwells Capital
Activist deck Activist investor 1 hit
08
Uses a 4-quadrant layout to highlight governance failures.Blackwells Capital | Activist Presentation Deck | 115 slides · Blackwells Capital
Activist deck Activist investor 1 hit
09
Uses a matrix-style visualization to highlight board member deficiencies.Blackwells Capital | Activist Presentation Deck | 115 slides · Blackwells Capital
Activist deck Activist investor 1 hit
10
Uses a numbered list format to critique specific areas of Disney's corporate management.Blackwells Capital | Activist Presentation Deck | 115 slides · Blackwells Capital
Activist deck Activist investor 1 hit
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Uses a numbered list structure to categorize strategic and operational failures.Blackwells Capital | Activist Presentation Deck | 115 slides · Blackwells Capital
Activist deck Activist investor 1 hit
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Blackwells Capital | Activist Presentation Deck | 115 slidesBlackwells Capital | Activist Presentation Deck | 115 slides · Blackwells Capital
Activist deck Activist investor 1 hit
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Blackwells Capital | Activist Presentation Deck | 115 slidesBlackwells Capital | Activist Presentation Deck | 115 slides · Blackwells Capital
Activist deck Activist investor 1 hit
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Blackwells Capital | Activist Presentation Deck | 115 slidesBlackwells Capital | Activist Presentation Deck | 115 slides · Blackwells Capital
Activist deck Activist investor 1 hit
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Blackwells Capital | Activist Presentation Deck | 115 slidesBlackwells Capital | Activist Presentation Deck | 115 slides · Blackwells Capital
Activist deck Activist investor 1 hit
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Blackwells Capital | Activist Presentation Deck | 115 slidesBlackwells Capital | Activist Presentation Deck | 115 slides · Blackwells Capital
Activist deck Activist investor 1 hit
17
The slide uses a line chart to visually demonstrate the gap between Disney's stock performance and benchmarks.Blackwells Capital | Activist Presentation Deck | 115 slides · Blackwells Capital
Activist deck Activist investor 1 hit
18
The table explicitly calculates the delta between Disney stock performance and the S&P 500 for each director's tenure.Blackwells Capital | Activist Presentation Deck | 115 slides · Blackwells Capital
Activist deck Activist investor 1 hit
19
The chart uses a diverging bar structure to highlight negative performance for Disney and two other peers.Blackwells Capital | Activist Presentation Deck | 115 slides · Blackwells Capital
Activist deck Activist investor 1 hit
20
The chart uses a common baseline to show relative divergence between the two assets.Blackwells Capital | Activist Presentation Deck | 115 slides · Blackwells Capital
Activist deck Activist investor 1 hit
21
The chart highlights Disney's significant underperformance relative to its peers.Blackwells Capital | Activist Presentation Deck | 115 slides · Blackwells Capital
Activist deck Activist investor 1 hit
22
The chart uses a red line for Disney and a green line for the S&P 500, with callouts showing total percentage change.Blackwells Capital | Activist Presentation Deck | 115 slides · Blackwells Capital
Activist deck Activist investor 1 hit
23
The chart highlights a significant valuation compression over the three-year period.Blackwells Capital | Activist Presentation Deck | 115 slides · Blackwells Capital
Activist deck Activist investor 1 hit
24
Uses Trian's own letters and data to frame the activist case.Blackwells Capital | Activist Presentation Deck | 115 slides · Blackwells Capital
Activist deck Activist investor 1 hit
25
The slide uses a 'problem-solution' framing to position Blackwells' candidates as superior to Trian's approach.Blackwells Capital | Activist Presentation Deck | 115 slides · Blackwells Capital
Activist deck Activist investor 1 hit
26
The slide uses a 2x2 grid layout to categorize board failures.Blackwells Capital | Activist Presentation Deck | 115 slides · Blackwells Capital
Activist deck Activist investor 1 hit
27
Uses a metaphorical illustration of a juggler to imply board members are over-committed.Blackwells Capital | Activist Presentation Deck | 115 slides · Blackwells Capital
Activist deck Activist investor 1 hit
28
The chart uses a stacked bar approach to show CEO vs Non-CEO board members.Blackwells Capital | Activist Presentation Deck | 115 slides · Blackwells Capital
Activist deck Activist investor 1 hit
29
Uses a hub-and-spoke style diagram to highlight conflicts of interest and personal relationships.Blackwells Capital | Activist Presentation Deck | 115 slides · Blackwells Capital
Activist deck Activist investor 1 hit
30
The chart highlights the significant experience gap between the nominee and the current board members.Blackwells Capital | Activist Presentation Deck | 115 slides · Blackwells Capital
Activist deck Activist investor 1 hit
31
Uses a matrix to visualize the absence of 'Media & Entertainment' as a tracked skill set in the 2023 proxy.Blackwells Capital | Activist Presentation Deck | 115 slides · Blackwells Capital
Activist deck Activist investor 1 hit
32
The slide uses a red 'x' and green checkmark visual to emphasize the lack of experience among the majority of the board.Blackwells Capital | Activist Presentation Deck | 115 slides · Blackwells Capital
Activist deck Activist investor 1 hit
33
The slide uses a visual highlight (dashed box) to emphasize the Blackwells' nominees and a red background row to highlight specific current board members.Blackwells Capital | Activist Presentation Deck | 115 slides · Blackwells Capital
Activist deck Activist investor 1 hit
34
Uses color-coded dots (teal for positive, red for negative) to visually contrast the two slates of nominees.Blackwells Capital | Activist Presentation Deck | 115 slides · Blackwells Capital
Activist deck Activist investor 1 hit
35
Uses a stacked bar chart to show pay components alongside annual share price performance bubbles.Blackwells Capital | Activist Presentation Deck | 115 slides · Blackwells Capital
Activist deck Activist investor 1 hit
36
Uses AI-generated imagery of the three nominees.Blackwells Capital | Activist Presentation Deck | 115 slides · Blackwells Capital
Activist deck Activist investor 1 hit
37
The slide uses a high-concept AI-generated illustration of a chessboard with a king piece, suggesting strategic oversight.Blackwells Capital | Activist Presentation Deck | 115 slides · Blackwells Capital
Activist deck Activist investor 1 hit
38
The slide uses a two-column layout to contrast board issues with valuation/strategic issues.Blackwells Capital | Activist Presentation Deck | 115 slides · Blackwells Capital
Activist deck Activist investor 1 hit
39
Uses a visual metaphor of a man trying on a glass slipper to represent the 'fit' of a CEO candidate.Blackwells Capital | Activist Presentation Deck | 115 slides · Blackwells Capital
Activist deck Activist investor 1 hit
40
The slide uses a split-pane layout to define scenarios on the left and key findings on the right.Blackwells Capital | Activist Presentation Deck | 115 slides · Blackwells Capital
Activist deck Activist investor 1 hit
41
The slide uses a dual-chart layout to contrast historical volatility with projected growth scenarios.Blackwells Capital | Activist Presentation Deck | 115 slides · Blackwells Capital
Activist deck Activist investor 1 hit
42
Uses an illustrative metaphor of a theater stage with a declining subscriber chart.Blackwells Capital | Activist Presentation Deck | 115 slides · Blackwells Capital
Activist deck Activist investor 1 hit
43
Uses an AI-generated image of Donald Duck in a futuristic setting to metaphorically represent Disney's struggle with technology.Blackwells Capital | Activist Presentation Deck | 115 slides · Blackwells Capital
Activist deck Activist investor 1 hit
44
The slide uses a Zootopia-themed AI illustration to metaphorically represent corporate secrecy or 'information discount'.Blackwells Capital | Activist Presentation Deck | 115 slides · Blackwells Capital
Activist deck Activist investor 1 hit
45
Uses an illustrative metaphor of mice/ducks digging a hole to represent the board's actions.Blackwells Capital | Activist Presentation Deck | 115 slides · Blackwells Capital
Activist deck Activist investor 1 hit
46
Uses an AI-generated image of a duck stamping documents to metaphorically represent corporate governance/bureaucracy.Blackwells Capital | Activist Presentation Deck | 115 slides · Blackwells Capital
Activist deck Activist investor 1 hit
47
The slide uses a floating bar chart (range chart) to visualize valuation ranges.Blackwells Capital | Activist Presentation Deck | 115 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 | 115 slides · Blackwells Capital
Activist deck Activist investor 1 hit
49
The slide highlights a lack of real estate expertise on the Board as a contributing factor to the current valuation gap.Blackwells Capital | Activist Presentation Deck | 115 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 | 115 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 | 115 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 | 115 slides · Blackwells Capital
Activist deck Activist investor 1 hit
53
Uses a three-pillar structure to categorize performance failures.Blackwells Capital | Activist Presentation Deck | 115 slides · Blackwells Capital
Activist deck Activist investor 1 hit
54
Uses a waterfall-style bar chart to show historical and projected operating income margins.Blackwells Capital | Activist Presentation Deck | 115 slides · Blackwells Capital
Activist deck Activist investor 1 hit
55
The chart uses a dashed box to highlight the 4Q22 peak as a reference point for stagnation.Blackwells Capital | Activist Presentation Deck | 115 slides · Blackwells Capital
Activist deck Activist investor 1 hit
56
The slide uses a horizontal bar chart to visualize churn rates, positioning Disney and Hulu as underperformers compared to Netflix.Blackwells Capital | Activist Presentation Deck | 115 slides · Blackwells Capital
Activist deck Activist investor 1 hit
57
Uses news headlines as evidence of market trends.Blackwells Capital | Activist Presentation Deck | 115 slides · Blackwells Capital
Activist deck Activist investor 1 hit
58
The slide uses a numbered list format to present strategic alternatives, implying a need for prioritization or selection.Blackwells Capital | Activist Presentation Deck | 115 slides · Blackwells Capital
Activist deck Activist investor 1 hit
59
Uses an illustrative image of a mouse watching TV to metaphorically represent Disney.Blackwells Capital | Activist Presentation Deck | 115 slides · Blackwells Capital
Activist deck Activist investor 1 hit
60
The slide uses frequency of keyword mentions in filings as a proxy for strategic focus.Blackwells Capital | Activist Presentation Deck | 115 slides · Blackwells Capital
Activist deck Activist investor 1 hit
61
The chart highlights the volume of content currently locked within specific studio platforms that could be licensed elsewhere.Blackwells Capital | Activist Presentation Deck | 115 slides · Blackwells Capital
Activist deck Activist investor 1 hit
62
The slide uses a stacked bar chart to visualize the shift in release windows. A red circle and annotation specifically call out Disney's 2022 data point.Blackwells Capital | Activist Presentation Deck | 115 slides · Blackwells Capital
Activist deck Activist investor 1 hit
63
Uses a before-after framing to contrast historical success with recent failures.Blackwells Capital | Activist Presentation Deck | 115 slides · Blackwells Capital
Activist deck Activist investor 1 hit
64
Uses an AI-generated image of a bored mouse in a theater to symbolize audience fatigue with Disney content.Blackwells Capital | Activist Presentation Deck | 115 slides · Blackwells Capital
Activist deck Activist investor 1 hit
65
Blackwells Capital | Activist Presentation Deck | 115 slidesBlackwells Capital | Activist Presentation Deck | 115 slides · Blackwells Capital
Activist deck Activist investor 1 hit