{
  "kind": "framework",
  "value": "valuation-",
  "collectionKey": "slides:framework:valuation-:all-document-kinds:all-producers:all-orientations",
  "filters": {
    "documentKinds": [],
    "sourceTypes": [],
    "orientations": []
  },
  "total": 1,
  "page": 1,
  "pageSize": 24,
  "pageCount": 1,
  "rows": [
    {
      "docId": "019de076-c40a-723b-abe8-4e89c14c75ce",
      "docSlug": "dc587cd27aca856dd55f7ef078bc99c4",
      "documentTitle": "Blackwells Capital | Activist Presentation Deck | 22 slides",
      "authorId": "blackwells-capital",
      "authorName": "Blackwells Capital",
      "documentKindSlug": "activist-deck",
      "documentKindLabel": "Activist deck",
      "sourceTypeSlug": "activist_investor",
      "sourceTypeLabel": "Activist investor",
      "presentationDate": "2024-02-01 00:00:00",
      "orientation": "landscape",
      "aspectRatio": 1.7794254,
      "pageNumber": 20,
      "slideType": "valuation_reveal",
      "function": "quantify_opportunity",
      "notes": "The slide uses a 'catch-up' valuation methodology based on applying tech sector AI-driven growth percentages to Disney's share price.",
      "imagePath": null,
      "matchCount": 1,
      "evidence": "Valuation bridge based on peer benchmarking",
      "slideHref": "/slides/019de076-c40a-723b-abe8-4e89c14c75ce/20",
      "deckHref": "/decks/019de076-c40a-723b-abe8-4e89c14c75ce",
      "deckAnchorHref": "/decks/019de076-c40a-723b-abe8-4e89c14c75ce#slide-20",
      "loopMatches": [
        {
          "to": 20,
          "from": 18,
          "name": "Cost Of Inaction",
          "slug": "27-cost-of-inaction",
          "bestFor": "Urgent budget requests, compliance, risk mitigation",
          "matchId": "30c3555b-336e-4dbd-8ffc-985322667a3c",
          "evidence": "The deck highlights the potential value increase from AI and the need for Disney to double down on innovation",
          "position": 0,
          "objective": "What is the cost of inaction for Disney's innovation efforts?",
          "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point",
          "confidence": 0.7,
          "description": "Quantify what happens if the audience does nothing"
        }
      ],
      "arcBeatMatches": [],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    }
  ]
}