Disney Shareholder Engagement Presentation Deck
January 2023, 16 slides
  1. Disney
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the current board is the right board for shareholders | Disney
disclaimer | Disney
independent highly qualified board has provided strong oversight focused on delivering superior sustained shareholder value | Disney
board is overseeing key strategic changes that management is currently implementing | Disney
nelson does not understand businesses and lacks the skills and experience to assist the board in delivering shareholder value in a rapidly shifting media ecosystem | Disney
bob created significant value for shareholders as | Disney
bob created significant value for shareholders as dose | Disney
marvel and acquisitions transformed vessel and all were tagged with the overpaid narrative which has proven to be highly inaccurate | Disney
fox transaction was critical to better positioning to address key secular shifts in the media sector | Disney
transaction analysis is fundamentally flawed | Disney
has a strong highly rated investment grade balance sheet | Disney
has no track record in large cap media or tech no solutions to offer for the evolving media landscape and if sports is his training ground it has not been a good one | Disney
shareholders must carefully analyze statements to differentiate facts from fiction | Disney
appendix | Disney
chronology of engagement with nelson and | Disney
net debt and leverage reconciliation | Disney
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