9 slides from Walt Disney Company (the)'s proxy contest presentation, Mar 12, 2024
Slide 1: Blackwells post on Disney investor presentation and nominees
The Walt Disney Company states in its Investor Presentation that Blackwells Capital “is proposing a solution in search of a problem” The only problem is that more than $200 Billion dollars of shareholder value has been destroyed and the Disney Board bears that burden. Blackwells' vision for #thefutu
Slide 2: Exhibit 3: articles reshared by Blackwells
Exhibit 3 On March 12, 2024, Blackwells reshared the following articles on its various social media pages:
Slide 3: Disney Secretly Paid Millions for Key Shareholder Support
12 Future of Disney reposted Inside the Magic @ @InsideTheMagic - 1h 5 Disney Secretly Paid Millions for Key Shareholder Support, Activists Report - Inside the Magic ae Disney Secretly Paid Millions for Key Shareholder Support, Activists Report - Ins... From insidethemagic.net
Slide 4: Blackwells Questions Disney on ValueAct Pension Fund Role
sreofdisney Future of Disney @ @ n From : Blackwells Questions Disney on ValueAct Pension Fund Role
Slide 5: ValueAct Raked in $95 Million in Fees Managing Disney Pension
Future of Disney @ @futureofdisney - 39m 5 om @TheWrap: ValueAct Capital Raked in $95 Million in Fees Managing Disney Pension Fund Assets, Blackwells Capital Says \ValueAct Capital Raked in $95 Million in Fees Managing Disney Pension Fund As..
Slide 6: Blackwells Spotlights ValueAct's Pension Fees from Disney
Future of Disney @ @futureofdisney - 40m .@YahooFinance: Blackwells Spotlights ValueAct’s Pension Fees from Disney, Raising Governance Concerns Blackwells Spotlights ValueAct’s Pension Fees from Disney, Raising Governance... From financeyahoo.com
Slide 7: Reuters: Blackwells says Disney failed to disclose ValueAct role
Slide 8: Axios Pro: Blackwells Disney accusation spotlights bad optics
12 Future of Disney reposted Axios Pro @ A @AxiosPro- 3h Blackwell's Disney accusation spotlights bad optics for fund managers
Slide 9: CNBC: Disney paid ValueAct millions in fees before support
12 Future of Disney reposted CNBC NBC - 17h oo €NBE Disney paid ValueAct millions in fees before winning its support in proxy fight, activist says Disney paid ValueAct millions in fees before winning its support in proxy fight, a..