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slides · global inventory

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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
Pending
1

Slide type composition

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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

112,261-112,320 of 319,975

filter-aware
24
Uses a custom skill matrix to highlight gaps in incumbent board members' experience relative to Trian's nominees.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
25
Uses red 'X' icons to emphasize failures in governance process.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
26
The slide uses a numbered list format to outline specific activist demands.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
27
Uses a before-after framework to demonstrate the shift in management sentiment toward Trian.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
28
The Walt Disney Company (DIS)The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
29
The slide uses a contrast-based structure (Advantaged vs. Deteriorating/Lagging/Eroding/Poor) to frame the activist argument.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
30
The slide uses a rollercoaster visual metaphor to frame the narrative of Disney's performance over time.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
31
Uses a stacked bar chart within a table to visualize revenue mix.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
32
Part of the Trian Partners 'Restore the Magic' activist deck.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
33
The slide uses a two-column layout: left side for qualitative arguments (asset quality, growth prospects) and right side for quantitative evidence (bar charts).The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
34
The slide highlights the massive capital deployment relative to the company's market valuation.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
35
Uses red arrows to emphasize the negative trend.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
36
The chart highlights the contrast between the growth in the Experiences segment and the decline in all other segments.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
37
The chart highlights the contrast between positive growth in peers and negative growth for Disney, with a specific callout regarding the 'Experiences' business.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
38
The slide uses a bar chart to visually demonstrate the performance gap between Disney and its peers.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
39
Uses a dual-chart layout to highlight the discrepancy between scale (revenue) and efficiency (margins).The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
40
Uses a grid of logos and movie posters to illustrate underperformance, followed by two contrasting quotes to frame the leadership issue.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
41
Includes a quote from Disney CFO Hugh Johnston and a disclaimer regarding excluded capital expenditures.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
42
Uses a comparison frame to highlight operational inefficiency.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
43
The slide uses a 'broken flywheel' narrative to contrast rising costs with stagnant revenue.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
44
The slide uses a screenshot of past positive press to contrast with the current downward trend.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
45
Uses a bar chart to contrast company performance with a direct quote from management.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
46
The table highlights negative performance in red and positive in grey, emphasizing Disney's underperformance.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
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
48
The Walt Disney Company (DIS)The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
49
The slide uses a three-column layout to categorize the board's failures.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
50
Uses a three-column structure to highlight specific governance concerns: objectivity, focus, and over-commitment.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
54
Uses a contrast-pairs framework to highlight the strategic misalignment.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
78
Uses a list of negative points to contrast consulting vs. board seats, followed by a 'villain critique' style quote section highlighting personal relationships.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Propose Solution1 hit
79
The Walt Disney Company (DIS)The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Propose Solution1 hit
80
The slide uses a table format to present qualitative assessments of nominee qualifications.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Propose SolutionLoop · David Goliath1 hit
81
Includes a detailed list of current and past board directorships.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Propose Solution1 hit
82
The Walt Disney Company (DIS)The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Propose Solution1 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