Blackwells Capital | Activist Presentation Deck

Blackwells Capital | Activist Presentation Deck | 22 slides

Blackwells Capital · 2024-02

arc beats above · slides in the middle · loops below · scroll → 1 LOOPS

Deck intelligence map

coverage by narrative range · generated from this deck JSON

Narrative range 16 total

Metadata

Components

Metrics

Tools

Frameworks

Beats

Loops

Problem 3 slides 100% 3/3 slides 100% 3/3 slides · 21 hits

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33.3% 1/3 slides 100% 3/3 slides 100% 3/3 slides

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Complication 2 slides 100% 2/2 slides 100% 2/2 slides · 9 hits

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50% 1/2 slides 50% 1/2 slides 100% 2/2 slides · 3 hits

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Solution 8 slides 100% 8/8 slides 100% 8/8 slides · 35 hits

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50% 4/8 slides · 5 hits 37.5% 3/8 slides 100% 8/8 slides · 12 hits

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Evidence 3 slides 100% 3/3 slides 100% 3/3 slides · 11 hits

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66.7% 2/3 slides 33.3% 1/3 slides 100% 3/3 slides · 6 hits

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Slide inventory

every slide · same image gating as the playbook

The slide uses a stylized, magical Disney-themed background with a call to action to visit a website.front_matter

Open slide detail

other

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Uses a numbered list format to categorize specific organizational failures.diagnose_problem

Open slide detailBeat · Problem

Uses an org-chart style diagram to highlight the disconnect between business unit leaders and CTOs, with a proposed 'Overarching CTO' box.diagnose_problem

Open slide detailBeat · Problem

Uses organizational charts to contrast peer companies with Disney's implied fragmentation.compare_peers

Open slide detailBeat · Problem

The slide uses a bar chart to contrast Disney's 1-2% R&D spend against much higher figures from tech peers, framing this as a failure to innovate.compare_peers

Open slide detail

The slide uses a split-layout design with a numbered callout (2) to indicate this is part of a broader strategic argument.present_solution

Open slide detail

Uses a table from CEOWORLD Magazine to highlight Disney's poor ranking (80th) compared to tech-led companies.diagnose_problem

Open slide detailBeat · Complication

The slide uses a hierarchical structure to map new technologies to specific consumer-facing examples.propose_solution

Open slide detailBeat · Complication

The slide uses external media clippings (WSJ, Prime Video) as evidence of peer innovation.name_villain

Open slide detailBeat · Solution

Part of an activist investor deck (Blackwells Capital) criticizing Disney's innovation strategy.name_villain

Open slide detailBeat · Solution

Part of a series of critiques by Blackwells Capital regarding Disney's strategic direction.name_villain

Open slide detailBeat · Solution

The slide uses a metaphorical 'flywheel' concept to describe Disney's business model and suggests AI as a catalyst for speed.summarize

Open slide detailBeat · Solution

The slide uses a futuristic, AI-themed illustration to frame the practical business applications listed on the right.illustrate_case

Open slide detailBeat · Solution

The slide uses a split-screen layout with a visual representation of a holographic environment on the left and bulleted arguments on the right.illustrate_case

Open slide detailBeat · Solution

The slide uses a 'call to action' style to advocate for structural corporate governance changes.propose_solution

Open slide detailBeat · Solution

The slide uses a checkmark/cross matrix to highlight a perceived gap in board composition.expose_contradiction

Open slide detail

The table highlights Disney at rank 63, contrasting it with top-tier innovative companies.diagnose_problem

Open slide detailLoop · Cost Of Inaction

introduce_nominees

Open slide detailLoop · Cost Of Inaction

The slide uses a 'catch-up' valuation methodology based on applying tech sector AI-driven growth percentages to Disney's share price.quantify_opportunity

Open slide detailLoop · Cost Of Inaction

propose_solution

Open slide detail

This appears to be an AI-generated image used as a thematic background or section divider.filler

Open slide detail