slides · global inventory
Expose Contradiction
Slide function collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 14,162
Current window 1,261-1,290
Pages 473
Rows per page 30
Slide function
1,261-1,290 of 14,162
47
The slide uses a quote from the company as a foil to the visual evidence of value destruction.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
52
The slide uses a 'report card' metaphor to systematically critique board performance.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
53
The slide uses a stacked bar chart to show the decline in Pay TV subscribers and a line chart for penetration, contrasting the CEO's 2015 awareness with the subsequent market decline.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
55
Uses a two-column layout to juxtapose the 'Situation' (Iger's comments) with the 'Reaction' (quotes from Charter CEO and an analyst).The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
56
Uses a comparison table structure to contrast specific strategic initiatives with their associated failures/risks.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
57
The slide uses a comparison table to systematically dismantle Disney's stated goals by identifying missing details and providing a counter-argument.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
58
Uses a 'before-after' framing to highlight failed strategic promises.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
59
Uses a stacked bar chart to visualize the 'over-the-top' compensation increase.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
60
The slide uses a waterfall bridge to illustrate the gap between pro forma expectations and actual FY23 performance.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
61
Uses two news article screenshots as evidence of a toxic, conformist culture.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
62
The slide uses a 'Problem' vs 'Explanation' vs 'Blame' structure to systematically dismantle management's narrative.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
64
Uses a timeline-based structure to contrast board actions with reported quotes/events.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
65
Uses a combination of a quote from the proxy statement and a critical quote from a governance expert to frame the contradiction.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
66
Uses a timeline to highlight the gap between stated goals and actions.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
67
Uses a dual-chart layout to contrast TSR underperformance with high bonus payouts.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
68
Uses a two-column layout to contrast financial targets vs. discretionary bonus payouts.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
69
The slide uses a visual gap analysis to show that compensation targets are set below the cost of capital.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
70
The slide uses a table-like structure to contrast specific criticisms with the company's actions.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
71
Includes a 'FAIL' stamp on the 2018 data point.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
72
Uses 'MISS' stamps to emphasize performance failures against consensus estimates.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
73
Uses a combination of a table for historical performance and two callout boxes for current committee composition issues.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
74
The slide uses a stacked bar chart to compare peer median compensation against Bob Iger's compensation before and after amendments.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
75
Uses a 'before-after' style contrast table to frame management's responses as evasive.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
76
The slide uses a timeline to contrast Disney's claims of 'meaningful interactions' with the reality of brief, non-substantive contact.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
77
The slide uses a three-column layout to detail specific tactical maneuvers by the Board.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
83
Uses a contrast-pairs framework to highlight hypocrisy in board selection criteria.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Propose Solution1 hit
85
Uses a 'before-after' style comparison to frame the opponent's experience as irrelevant compared to the activist's track record.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Propose Solution1 hit
96
Uses a timeline-like structure to show goal evolution followed by two sections of critical analysis.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit