Contrarian Corpus
Trian Partners vs. The Walt Disney Company

The Walt Disney Company · DIS

1 deck published between unknown and unknown — 4 pages, 4 analysed slides total.

proxy fight

Timeline

Each deck in chronological order — click to open. This is the story of the campaign as it unfolded.

  1. proxy fight

    p24 1231exhibit3

    4pp · letter

    Disney has lost its way and underperformed peers; replacing two long-tenured directors with Nelson Peltz and former Disney CFO Jay Rasulo will restore accountability and shareholder returns.