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

Slide type composition

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Slide type

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

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Slide collection

111,721-111,780 of 319,975

filter-aware
01
Slide 1
Includes standard activist disclaimer and proxy voting instruction.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor 1 hit
02
The Walt Disney Company (DIS)The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor 1 hit
03
The Walt Disney Company (DIS)The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor 1 hit
04
This is a classic activist 'problem-solution' framing slide.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Problem Identification1 hit
05
The Walt Disney Company (DIS)The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Problem Identification1 hit
06
Includes a performance bridge chart showing TSR impact before and during Trian involvement.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Problem Identification1 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
08
The slide uses a 'flywheel' concept to describe monetization.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · AgitationLoop · Logic Chain1 hit
09
The slide uses a comparison table to frame the company's performance as a failure relative to capital invested.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · AgitationLoop · Logic Chain1 hit
10
Uses a dual-chart layout to contrast revenue scale with margin efficiency.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · AgitationLoop · Logic Chain1 hit
11
Uses a quote from Disney management to highlight the contradiction between their narrative and the financial data.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · AgitationLoop · Logic Chain1 hit
12
The slide uses a 'villain's own words' technique by contrasting a CEO quote with negative performance data.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · AgitationLoop · Logic Chain1 hit
13
Uses a dot-matrix visualization to contrast losing vs. winning trading days.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · AgitationLoop · Logic Chain1 hit
14
Uses a three-column structure to contrast Disney's inherent strengths against the Board's failures.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · AgitationLoop · Logic Chain1 hit
15
Uses a grid of 'X' icons to visually signal negative performance indicators.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · AgitationLoop · Logic Chain1 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
17
The slide uses a 'report card' metaphor to systematically critique board performance.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · AgitationLoop · Logic Chain1 hit
18
Uses 'FAIL' stamps to emphasize critique points.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · AgitationLoop · Logic Chain1 hit
19
The slide uses a 'FAIL' callout to emphasize the critique of the Board's oversight.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
21
Uses a 'FAIL' stamp to emphasize the critique of compensation practices.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor 1 hit
22
The slide uses a red dashed box to emphasize the 'Relative Underperformance' column, which is the primary argument.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor 1 hit
23
Includes a specific voting instruction call-to-action at the bottom.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
24
Uses a custom legend for specific expertise types (diamonds, triangles, plus signs, squares).The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
25
The slide uses a series of 'X' icons to emphasize the failure of the Board to engage.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
01
Slide 1
The Walt Disney Company (DIS)The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor 1 hit
02
The Walt Disney Company (DIS)The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor 1 hit
03
The Walt Disney Company (DIS)The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor 1 hit
04
This slide serves as the 'thesis' or 'opening hook' for the activist campaign, establishing the 'company in crisis' narrative.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor 1 hit
05
The chart uses a red dashed line to visually anchor the current price level against historical performance.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Problem1 hit
06
The slide uses a logo grid to establish credibility through past and present investments.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor 1 hit
07
The slide uses a three-row table structure to categorize Trian's value proposition.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor 1 hit
08
The slide focuses on a single headline metric (~900bps) and provides extensive legal/methodological disclaimers.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor 1 hit
09
This slide serves as a historical precedent for Trian's activist strategy.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor 1 hit
10
Includes a quote from former CEO David Taylor validating the significance of the change.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor 1 hit
11
Uses a before-after framework to attribute performance improvements to Trian's board involvement.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor 1 hit
12
Uses a before-after framing to demonstrate credibility and relationship-building.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor 1 hit
13
Uses red delta annotations to highlight the performance gap between Disney and its benchmarks.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Agitate1 hit
14
The slide uses a 'before-after' comparison to frame the company's performance as a failure, specifically highlighting the impact of the 21st Century Fox deal.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Agitate1 hit
15
Includes a pull-quote from MoffettNathanson regarding the earnings call.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Agitate1 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
17
This is a classic activist investor 'case for change' slide, grouping grievances into three thematic buckets.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Agitate1 hit
18
The slide uses a before-after framing to highlight the negative impact of capital allocation on shareholder earnings.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Agitate1 hit
19
The slide uses a bridge format to isolate the 'Fox Traditional Media' assets and derive the 26.5x multiple.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Agitate1 hit
20
Uses a waterfall-bridge style to illustrate the gap between projected and actual performance.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Agitate1 hit
21
Includes a quote from Jim Cramer criticizing the balance sheet.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Agitate1 hit
22
Uses a waterfall-style bridge to show the drop from the final offer price to current valuation.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Agitate1 hit
23
Uses a combination of a transaction table and a bar chart to illustrate the financial impact of a hypothetical deal.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Agitate1 hit
24
Uses red dashed lines to visually anchor the 2018 peak performance against subsequent years.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Agitate1 hit
25
The slide contrasts a long history of dividend growth with the sudden elimination of the dividend in 2020 due to financial pressures.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
26
Uses a rhetorical question in a callout box to frame the contradiction.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
27
Uses a quote from the Board Chair to highlight the contradiction.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
28
The slide uses a timeline to demonstrate a pattern of governance failure.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
29
The slide uses a stacked bar chart to break down compensation components and a bridge-style comparison to show the delta between actual and proposed pay.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
30
Uses a comparison table to contrast FY 2019 targets with current targets to show the strategic pivot.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
31
The chart uses a waterfall-style accumulation to show the growth of losses over time, highlighting the gap between historical performance and management's break-even guidance.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
32
The slide uses a split bar chart to contrast Disney's historical/projected performance with Netflix's LTM performance.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
33
Uses a bar-grouped chart to compare specific financial line items between Disney (FY 2022) and Netflix (LTM Sept-22).The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
34
Uses a quote-slide style box at the bottom to highlight the contradiction between management's stated goals and actual financial performance.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
35
The slide uses a combination of financial data and qualitative arguments about employee treatment to frame the company's current strategy as short-sighted.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit