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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

Tile area is proportional to slide count. Click a category to open its subtype map.

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Slide collection

112,321-112,380 of 319,975

filter-aware
01
Slide 1
Dillard's, Inc. (DDS)Dillard's, Inc. (DDS) · Marcato
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Tale Two Worlds1 hit
02
Dillard's, Inc. (DDS)Dillard's, Inc. (DDS) · Marcato
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Tale Two Worlds1 hit
03
Includes a bridge from 4-Wall EBITDAR to EBITDA and standard valuation multiples.Dillard's, Inc. (DDS) · Marcato
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Tale Two Worlds1 hit
04
Dillard's, Inc. (DDS)Dillard's, Inc. (DDS) · Marcato
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Tale Two Worlds1 hit
05
The slide uses company logos and executive quotes to build credibility for the PropCo strategy.Dillard's, Inc. (DDS) · Marcato
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Tale Two Worlds1 hit
06
The slide uses a standard OpCo/PropCo valuation methodology to estimate market rent.Dillard's, Inc. (DDS) · Marcato
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Tale Two Worlds1 hit
07
The slide uses red dashed boxes to highlight specific rows related to Kohl's transactions.Dillard's, Inc. (DDS) · Marcato
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Tale Two Worlds1 hit
08
The slide illustrates a classic OpCo/PropCo split, showing the impact on EBITDA, margins, and leverage ratios.Dillard's, Inc. (DDS) · Marcato
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Tale Two Worlds1 hit
09
Data presented for CY14 and CY15.Dillard's, Inc. (DDS) · Marcato
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Tale Two Worlds1 hit
10
Includes two distinct peer groups with calculated averages for each.Dillard's, Inc. (DDS) · Marcato
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Tale Two Worlds1 hit
84
The slide uses a contrast-pair framework to highlight the difference in performance between the two nominees.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
86
The slide uses a grid of four quotes to establish credibility and counter potential 'activist' narratives of being difficult or disruptive.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Propose Solution1 hit
87
The slide uses a grid of quotes to build credibility for the nominees.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Propose Solution1 hit
88
Includes a specific rebuttal paragraph addressing Disney's methodology for evaluating Trian's investments.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Propose Solution1 hit
89
Uses a before-after framework to demonstrate the impact of Trian's board involvement.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Propose Solution1 hit
90
The Walt Disney Company (DIS)The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Propose Solution1 hit
91
The slide uses a structured list format to present four distinct strategic pillars.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Propose Solution1 hit
92
The slide uses a two-column layout to contrast the general value proposition of the nominees with their specific professional backgrounds.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
93
The slide uses a table to establish credibility through historical precedent.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
94
Part of the 'Restore the Magic' activist campaign by Trian Partners.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
95
The diagram illustrates the three core functions of the proposed committee: investor sentiment, strategic reviews, and oversight of execution.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 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
97
Uses a stacked bar chart to categorize cost savings and metrics to highlight the negative impact of current strategies.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
98
The slide uses a 'Strategic Checklist' format to frame the lack of clarity as a problem to be solved by Trian's nominees.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
99
The slide uses a quote from Netflix's Q4 2023 Letter to Shareholders to validate the margin expansion data.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
100
Includes a waterfall chart illustrating the margin bridge.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
101
Part of the 'Restore the Magic' activist deck by Trian Partners.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
102
Part of the 'Restore the Magic' activist deck by Trian Partners.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
103
Uses two side-by-side bar charts and data tables to demonstrate the 'jaws' effect where costs grow faster than or decline slower than sales.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
104
Uses a bar chart to show the growth of unallocated shared expenses from FY17 to FY23, highlighting a ~2x increase.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
105
Uses a before-after-bridge style logic to frame the organizational change.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
106
Uses a combination of press clippings and a bar chart to frame Disney's studio performance as a 'black box' of declining profitability.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
107
The slide uses a 'villain critique' approach by juxtaposing management's excuses with competitive data.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
108
The chart uses a smoothed line (spline) to represent yield trends over time.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
109
Uses a red arrow to emphasize the upward trend in sequel production.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
110
The slide uses a callout box for the primary demand and a grid for specific areas of inquiry.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
111
Includes a visual example of a 'buy now' prompt within a streaming interface.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
112
Includes a waterfall-style chart showing historical FCF and the uncertainty of future years.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
113
The slide uses a comparison table to list benefits and a bar chart to illustrate the growth impact of the proposed strategy.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
114
The slide uses a table to highlight the lack of clarity and potential cannibalization risks in Disney's current and future sports product roadmap.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
115
The slide uses a 3x3 grid layout to present a list of strategic concerns.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
116
The slide uses a two-column comparison structure to present strategic alternatives.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
117
Uses a 'problem-solution' structure where the top section identifies failures and the bottom section proposes a leadership-driven solution.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
118
Uses a waterfall-style comparison chart to show stock underperformance.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 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
120
Uses a 'before-after' or 'contrast' structure to highlight the gap between pricing power and service quality.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
121
The Walt Disney Company (DIS)The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
122
Uses a two-column layout to directly refute specific quotes from Disney management.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
123
Uses a two-column comparison table to systematically refute four distinct claims.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
124
This is a classic 'expose contradiction' slide used in activist campaigns to undermine management credibility.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
125
Uses a side-by-side comparison format to directly refute specific shareholder communications.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
126
Uses a two-column layout to contrast Disney's claims with Trian's rebuttals.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
127
The Walt Disney Company (DIS)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
129
This is a standard proxy solicitation closing slide.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
130
The Walt Disney Company (DIS)The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
131
The slide uses a red dashed box to highlight the negative percentage changes, emphasizing the poor financial trajectory.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
132
The slide uses a 'Since Trian Resurfaced' period to highlight a recent positive trend while showing long-term underperformance.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
133
The Walt Disney Company (DIS)The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit