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Antagonist Introduction
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Framework
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The slide uses a side-by-side layout to frame the opposition as unqualified while highlighting the incumbent board's strengths.Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor Beat · Critique of Pershing SquareLoop · Cost Of Inaction1 hit
51
The slide uses a 'villain critique' approach to undermine the credibility of the activist investor by highlighting a lack of domain expertise.Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor Beat · Critique of Pershing SquareLoop · Cost Of Inaction1 hit
53
The slide uses a 'villain critique' framing to undermine the credibility of an activist investor by highlighting past failures.Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor Beat · Critique of Pershing SquareLoop · Cost Of Inaction1 hit
19
The slide uses a 'villain' framing by attributing margin loss to 'expense mismanagement'.Buffalo Wild Wings (BWLD) · Mick McGuire
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
50
This is a classic activist investor 'villain' slide, framing the incumbent management as incompetent and unresponsive.Buffalo Wild Wings (BWLD) · Mick McGuire
Activist deck Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
05
This is a classic activist investor slide designed to cast doubt on incumbent management.E.I. du Pont de Nemours and Company (DuPont) (DD) · Trian Partners
Conference presentation Activist investor 1 hit
23
Uses a red dashed box to group the 'unproven' segments, contrasting them with the 'proven' Agriculture segment.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
02
The text is a direct attack on the incumbent board members and CEO Jeff Jacobson, framing them as obstacles to value creation.Xerox Corporation (XRX) · Carl C. Icahn
Shareholder letter Activist investor Beat · ComplicationLoop · Cost Of Inaction1 hit
09
The slide uses a 'Why give Board another opportunity to fail?' rhetorical question as a closing hook.Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor Beat · The Call to Adventure1 hit
37
The slide uses red text for specific experience and performance metrics to emphasize the negative correlation.Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor 1 hit
07
Uses a three-column layout to contrast the problem (underperformance), the cause (board), and the solution (nominees).The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Problem Identification1 hit
16
The slide uses a three-column structure to categorize board failures and provide quantitative evidence of underperformance.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · AgitationLoop · Logic Chain1 hit
20
Uses a chronological grid to highlight repeated failures and contradictions in governance.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · AgitationLoop · Logic Chain1 hit
71
Includes a 'FAIL' callout on the 2018 data point.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
73
Uses a 'villain' framing to attack the credibility of a specific board member and the committee composition.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
117
Uses a 'problem-critique' structure with red 'X' icons to emphasize failures.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
119
The slide uses a 'villain' framing (Universal) to demand transparency on Disney's capital allocation.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
05
The slide uses a numbered callout '5' to indicate this is part of a larger argument.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Problem1 hit
32
The slide uses a contrast-pair structure to highlight the gap between shareholder suggestions and board inaction, followed by a breakdown of the 'Rights Plan' mechanics.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Agitate1 hit
07
Uses a three-column structure to frame the problem (underperformance), the villain (the board), and the solution (nominees).The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Problem Statement1 hit
14
Uses a three-column structure to contrast Disney's inherent strengths with management's reactive failures and the board's misaligned compensation practices.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
16
Uses a three-column structure to categorize board failures.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
18
Uses 'FAIL' stamps to emphasize the critique of the board's performance.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
51
Uses a combination of a comparative bar chart and a cumulative bar chart to illustrate misalignment.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
63
Uses a timeline-to-outcome contrast structure to highlight the 'leadership void'.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
119
The slide uses a 'villain' framing (Universal) to demand increased capital expenditure from Disney.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
128
This slide uses a three-column structure to frame the problem (underperformance), the villain (the Board), and the solution (nominees).The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
01
This is a classic activist investor 'proxy fight' opening letter.The Walt Disney Company (DIS) · Trian
Shareholder letter Activist investor Beat · Problem (Identify pain)1 hit
09
Uses a timeline-style layout to show recurring broken promises.Rovi Corporation (ROVI) · Engaged Capital
Activist deck Activist investor 1 hit
16
The slide uses a table to link individual board members to poor historical stock performance, framing them as responsible for strategic failures.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Agitate1 hit