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10 Iceberg
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33
The slide uses a two-column layout: qualitative strengths on the left and quantitative financial growth on the right.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
34
The slide highlights that the $200B investment is roughly equivalent to the company's current market cap, implying poor capital allocation.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
35
Uses red arrows and percentage drops to emphasize negative performance.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
36
The chart highlights the contrast between the growth in the Experiences segment and the decline in all other segments.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
37
The chart highlights the contrast between positive growth in peers and negative growth for Disney and Paramount.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
38
The chart uses a dark red bar for Disney to emphasize its low performance relative to peers.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
39
Uses a waterfall-style red arrow to visually bridge the high revenue and low margin for Disney.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
40
Uses a grid layout to present specific failure cases for five distinct Disney-owned brands.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
41
The slide uses a stacked bar chart to visualize the compounding nature of the losses, juxtaposed with a quote from the CFO to highlight a perceived contradiction.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
42
Uses a comparison frame to highlight operational inefficiency.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
43
Uses a 'broken flywheel' narrative to contrast rising costs with stagnant revenue.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
44
The slide uses a line chart to visualize a downward trend in brand reputation, annotated with a callout box highlighting the drop in ranking and a quote from the CEO to suggest a misalignment in priorities.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
45
Uses a broken-axis bar chart to highlight the contrast between company claims and actual performance.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
46
The table highlights significant underperformance across almost all time periods compared to both media and travel/leisure peers.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
47
The slide uses a quote from Disney's board to contrast with the visual evidence of significant market value destruction.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
48
Trian Partners | Activist Presentation Deck | 133 slidesTrian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
49
Uses a three-column layout to categorize the critique of the Disney Board.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
50
Uses a combination of qualitative arguments and a list of directors with their external market caps to illustrate the 'spread thin' argument.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
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
52
The slide uses a 'Report Card' metaphor to frame the board's failures.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