{ "kind": "all", "value": "all", "collectionKey": "slides:all:all:all-document-kinds:all-producers:all-orientations", "filters": { "documentKinds": [], "sourceTypes": [], "orientations": [] }, "total": 319975, "page": 3825, "pageSize": 60, "pageCount": 5333, "rows": [ { "docId": "019de076-f52a-73ae-9f39-13fa92a0868c", "docSlug": "92759fca65ebb959ff820e9b94d1c574", "documentTitle": "Benson Hill | Results Presentation Deck | 14 slides", "authorId": "benson-hill", "authorName": "Benson Hill", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "investor_relations", "sourceTypeLabel": "Investor relations", "presentationDate": "2024-03-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 1, "slideType": "cover", "function": "front_matter", "notes": null, "imagePath": "https://imgproxy.kitesheet.com/c37txZm2f7TqzJmBedcRKBXIZs8PSnS7ZC_lvy3aeug/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy85Mjc1OWZjYTY1ZWJiOTU5ZmY4MjBlOWI5NGQxYzU3NC9wMDAxLmpwZw", "matchCount": 1, "evidence": null, "slideHref": "/slides/019de076-f52a-73ae-9f39-13fa92a0868c/1", "deckHref": "/decks/019de076-f52a-73ae-9f39-13fa92a0868c", "deckAnchorHref": "/decks/019de076-f52a-73ae-9f39-13fa92a0868c#slide-1", "loopMatches": [], "arcBeatMatches": [ { "to": 2, "from": 1, "beatId": "944e343b-da2b-4929-8290-10f7ada99b8e", "arcName": "Rags to Riches", "arcSlug": "rags-to-riches", "beatName": "Humble Origins", "beatSlug": "rags-to-riches-humble-origins", "evidence": "The cover slide and disclaimer suggest a formal presentation.", "position": 0, "confidence": 0.8, "parentBeatName": "Setup", "parentBeatSlug": "setup" } ], "imagePathAlt": "https://imgproxy.kitesheet.com/mVvyJDQzg0_D0_AJssoqUotpok4XD-2KbxgU3-u5TiQ/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy85Mjc1OWZjYTY1ZWJiOTU5ZmY4MjBlOWI5NGQxYzU3NC9wMDAxLnBuZw", "thumbSrc": "https://imgproxy.kitesheet.com/THr7A6k2FutBmZFv1JPsJSESGYdQbdW98mrw985DDyg/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy85Mjc1OWZjYTY1ZWJiOTU5ZmY4MjBlOWI5NGQxYzU3NC9wMDAxLmpwZw", "thumbSrcAlt": "https://imgproxy.kitesheet.com/eYR5mCet5QkGLjKQ3bKz20GqCDxUqi9EF2STvRiafcM/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy85Mjc1OWZjYTY1ZWJiOTU5ZmY4MjBlOWI5NGQxYzU3NC9wMDAxLnBuZw" }, { "docId": "019de076-f52a-73ae-9f39-13fa92a0868c", "docSlug": "92759fca65ebb959ff820e9b94d1c574", "documentTitle": "Benson Hill | Results Presentation Deck | 14 slides", "authorId": "benson-hill", "authorName": "Benson Hill", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "investor_relations", "sourceTypeLabel": "Investor relations", "presentationDate": "2024-03-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 2, "slideType": "disclaimer", "function": "other", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de076-f52a-73ae-9f39-13fa92a0868c/2", "deckHref": "/decks/019de076-f52a-73ae-9f39-13fa92a0868c", "deckAnchorHref": "/decks/019de076-f52a-73ae-9f39-13fa92a0868c#slide-2", "loopMatches": [], "arcBeatMatches": [ { "to": 2, "from": 1, "beatId": "944e343b-da2b-4929-8290-10f7ada99b8e", "arcName": "Rags to Riches", "arcSlug": "rags-to-riches", "beatName": "Humble Origins", "beatSlug": "rags-to-riches-humble-origins", "evidence": "The cover slide and disclaimer suggest a formal presentation.", "position": 0, "confidence": 0.8, "parentBeatName": "Setup", "parentBeatSlug": "setup" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de076-f52a-73ae-9f39-13fa92a0868c", "docSlug": "92759fca65ebb959ff820e9b94d1c574", "documentTitle": "Benson Hill | Results Presentation Deck | 14 slides", "authorId": "benson-hill", "authorName": "Benson Hill", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "investor_relations", "sourceTypeLabel": "Investor relations", "presentationDate": "2024-03-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 3, "slideType": "timeline", "function": "summarize", "notes": "The slide uses a grid-based timeline layout to track progress across three distinct workstreams.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de076-f52a-73ae-9f39-13fa92a0868c/3", "deckHref": "/decks/019de076-f52a-73ae-9f39-13fa92a0868c", "deckAnchorHref": "/decks/019de076-f52a-73ae-9f39-13fa92a0868c#slide-3", "loopMatches": [], "arcBeatMatches": [ { "to": 4, "from": 3, "beatId": "65a4799a-c3cf-4338-b535-fc7abd5b181d", "arcName": "Rags to Riches", "arcSlug": "rags-to-riches", "beatName": "Early Struggles", "beatSlug": "rags-to-riches-early-struggles", "evidence": "The timeline and KPI overview slides indicate a discussion of the company's history and performance.", "position": 1, "confidence": 0.8, "parentBeatName": "Complication", "parentBeatSlug": "complication" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de076-f52a-73ae-9f39-13fa92a0868c", "docSlug": "92759fca65ebb959ff820e9b94d1c574", "documentTitle": "Benson Hill | Results Presentation Deck | 14 slides", "authorId": "benson-hill", "authorName": "Benson Hill", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "investor_relations", "sourceTypeLabel": "Investor relations", "presentationDate": "2024-03-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 4, "slideType": "kpi_overview", "function": "analyze_data", "notes": "The table includes adjustments for mark-to-market timing differences and provides a year-over-year percentage change.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de076-f52a-73ae-9f39-13fa92a0868c/4", "deckHref": "/decks/019de076-f52a-73ae-9f39-13fa92a0868c", "deckAnchorHref": "/decks/019de076-f52a-73ae-9f39-13fa92a0868c#slide-4", "loopMatches": [ { "to": 4, "from": 4, "name": "Mece Breakdown", "slug": "40-mece-breakdown", "bestFor": "Problem structuring, ensuring completeness, strategic analysis", "matchId": "99fa9b96-f40e-4c77-8fbf-e8d26043d7c5", "evidence": "The KPI overview slide provides a detailed breakdown of financial results.", "position": 1, "objective": "To provide a comprehensive overview of the company's financial results", "structure": "The Whole -> Category A (distinct) -> Category B (distinct) -> Category C (distinct) -> Complete Coverage", "confidence": 0.6, "description": "Divide a complex topic into mutually exclusive, collectively exhaustive categories" } ], "arcBeatMatches": [ { "to": 4, "from": 3, "beatId": "65a4799a-c3cf-4338-b535-fc7abd5b181d", "arcName": "Rags to Riches", "arcSlug": "rags-to-riches", "beatName": "Early Struggles", "beatSlug": "rags-to-riches-early-struggles", "evidence": "The timeline and KPI overview slides indicate a discussion of the company's history and performance.", "position": 1, "confidence": 0.8, "parentBeatName": "Complication", "parentBeatSlug": "complication" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de076-f52a-73ae-9f39-13fa92a0868c", "docSlug": "92759fca65ebb959ff820e9b94d1c574", "documentTitle": "Benson Hill | Results Presentation Deck | 14 slides", "authorId": "benson-hill", "authorName": "Benson Hill", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "investor_relations", "sourceTypeLabel": "Investor relations", "presentationDate": "2024-03-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 5, "slideType": "key_takeaways", "function": "summarize", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de076-f52a-73ae-9f39-13fa92a0868c/5", "deckHref": "/decks/019de076-f52a-73ae-9f39-13fa92a0868c", "deckAnchorHref": "/decks/019de076-f52a-73ae-9f39-13fa92a0868c#slide-5", "loopMatches": [], "arcBeatMatches": [ { "to": 6, "from": 5, "beatId": "72d66298-9fad-4b1b-ba4f-80d19bd98f97", "arcName": "Rags to Riches", "arcSlug": "rags-to-riches", "beatName": "Rising Success", "beatSlug": "rags-to-riches-rising-success", "evidence": "The key takeaways and appendix slides suggest a presentation of key success factors and supporting data.", "position": 2, "confidence": 0.8, "parentBeatName": "Development", "parentBeatSlug": "development" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de076-f52a-73ae-9f39-13fa92a0868c", "docSlug": "92759fca65ebb959ff820e9b94d1c574", "documentTitle": "Benson Hill | Results Presentation Deck | 14 slides", "authorId": "benson-hill", "authorName": "Benson Hill", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "investor_relations", "sourceTypeLabel": "Investor relations", "presentationDate": "2024-03-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 6, "slideType": "appendix", "function": "appendix", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de076-f52a-73ae-9f39-13fa92a0868c/6", "deckHref": "/decks/019de076-f52a-73ae-9f39-13fa92a0868c", "deckAnchorHref": "/decks/019de076-f52a-73ae-9f39-13fa92a0868c#slide-6", "loopMatches": [], "arcBeatMatches": [ { "to": 6, "from": 5, "beatId": "72d66298-9fad-4b1b-ba4f-80d19bd98f97", "arcName": "Rags to Riches", "arcSlug": "rags-to-riches", "beatName": "Rising Success", "beatSlug": "rags-to-riches-rising-success", "evidence": "The key takeaways and appendix slides suggest a presentation of key success factors and supporting data.", "position": 2, "confidence": 0.8, "parentBeatName": "Development", "parentBeatSlug": "development" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de076-f52a-73ae-9f39-13fa92a0868c", "docSlug": "92759fca65ebb959ff820e9b94d1c574", "documentTitle": "Benson Hill | Results Presentation Deck | 14 slides", "authorId": "benson-hill", "authorName": "Benson Hill", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "investor_relations", "sourceTypeLabel": "Investor relations", "presentationDate": "2024-03-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 7, "slideType": "geographic_map", "function": "illustrate_case", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de076-f52a-73ae-9f39-13fa92a0868c/7", "deckHref": "/decks/019de076-f52a-73ae-9f39-13fa92a0868c", "deckAnchorHref": "/decks/019de076-f52a-73ae-9f39-13fa92a0868c#slide-7", "loopMatches": [ { "to": 7, "from": 7, "name": "Voice Of Customer", "slug": "51-voice-of-customer", "bestFor": "Product strategy, customer experience, market research", "matchId": "9dc020c7-1a61-412c-9c3a-277918a394e9", "evidence": "The geographic map slide mentions partnerships with independent universities.", "position": 0, "objective": "To highlight Benson Hill's partnerships with independent universities", "structure": "What Customers Say (Verbatim) -> The Pattern Across Voices -> The Insight -> The Response", "confidence": 0.6, "description": "Let customer quotes and feedback drive the narrative and validate the insight" } ], "arcBeatMatches": [ { "to": 8, "from": 7, "beatId": "0588a5db-19bf-4e8f-80ec-2d950efb70c2", "arcName": "Rags to Riches", "arcSlug": "rags-to-riches", "beatName": "The Breakthrough", "beatSlug": "rags-to-riches-the-breakthrough", "evidence": "The geographic map and KPI overview slides indicate a discussion of partnerships and financial performance.", "position": 3, "confidence": 0.8, "parentBeatName": "Turn", "parentBeatSlug": "turn" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de076-f52a-73ae-9f39-13fa92a0868c", "docSlug": "92759fca65ebb959ff820e9b94d1c574", "documentTitle": "Benson Hill | Results Presentation Deck | 14 slides", "authorId": "benson-hill", "authorName": "Benson Hill", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "investor_relations", "sourceTypeLabel": "Investor relations", "presentationDate": "2024-03-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 8, "slideType": "kpi_overview", "function": "analyze_data", "notes": "The table includes specific adjustments for 'Open Mark-to-Market Timing differences' to provide a normalized view of performance.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de076-f52a-73ae-9f39-13fa92a0868c/8", "deckHref": "/decks/019de076-f52a-73ae-9f39-13fa92a0868c", "deckAnchorHref": "/decks/019de076-f52a-73ae-9f39-13fa92a0868c#slide-8", "loopMatches": [], "arcBeatMatches": [ { "to": 8, "from": 7, "beatId": "0588a5db-19bf-4e8f-80ec-2d950efb70c2", "arcName": "Rags to Riches", "arcSlug": "rags-to-riches", "beatName": "The Breakthrough", "beatSlug": "rags-to-riches-the-breakthrough", "evidence": "The geographic map and KPI overview slides indicate a discussion of partnerships and financial performance.", "position": 3, "confidence": 0.8, "parentBeatName": "Turn", "parentBeatSlug": "turn" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de076-f52a-73ae-9f39-13fa92a0868c", "docSlug": "92759fca65ebb959ff820e9b94d1c574", "documentTitle": "Benson Hill | Results Presentation Deck | 14 slides", "authorId": "benson-hill", "authorName": "Benson Hill", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "investor_relations", "sourceTypeLabel": "Investor relations", "presentationDate": "2024-03-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 9, "slideType": "appendix_data", "function": "analyze_data", "notes": "Financial data in thousands, except per share information.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de076-f52a-73ae-9f39-13fa92a0868c/9", "deckHref": "/decks/019de076-f52a-73ae-9f39-13fa92a0868c", "deckAnchorHref": "/decks/019de076-f52a-73ae-9f39-13fa92a0868c#slide-9", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de076-f52a-73ae-9f39-13fa92a0868c", "docSlug": "92759fca65ebb959ff820e9b94d1c574", "documentTitle": "Benson Hill | Results Presentation Deck | 14 slides", "authorId": "benson-hill", "authorName": "Benson Hill", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "investor_relations", "sourceTypeLabel": "Investor relations", "presentationDate": "2024-03-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 10, "slideType": "appendix_data", "function": "analyze_data", "notes": "Standard financial statement presentation.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de076-f52a-73ae-9f39-13fa92a0868c/10", "deckHref": "/decks/019de076-f52a-73ae-9f39-13fa92a0868c", "deckAnchorHref": "/decks/019de076-f52a-73ae-9f39-13fa92a0868c#slide-10", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de076-f52a-73ae-9f39-13fa92a0868c", "docSlug": "92759fca65ebb959ff820e9b94d1c574", "documentTitle": "Benson Hill | Results Presentation Deck | 14 slides", "authorId": "benson-hill", "authorName": "Benson Hill", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "investor_relations", "sourceTypeLabel": "Investor relations", "presentationDate": "2024-03-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 11, "slideType": "appendix_data", "function": "analyze_data", "notes": "Standard GAAP cash flow statement format.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de076-f52a-73ae-9f39-13fa92a0868c/11", "deckHref": "/decks/019de076-f52a-73ae-9f39-13fa92a0868c", "deckAnchorHref": "/decks/019de076-f52a-73ae-9f39-13fa92a0868c#slide-11", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de076-f52a-73ae-9f39-13fa92a0868c", "docSlug": "92759fca65ebb959ff820e9b94d1c574", "documentTitle": "Benson Hill | Results Presentation Deck | 14 slides", "authorId": "benson-hill", "authorName": "Benson Hill", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "investor_relations", "sourceTypeLabel": "Investor relations", "presentationDate": "2024-03-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 12, "slideType": "appendix_disclosure", "function": "other", "notes": "The slide provides a detailed breakdown of non-GAAP financial measures, specifically Adjusted EBITDA, for Benson Hill.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de076-f52a-73ae-9f39-13fa92a0868c/12", "deckHref": "/decks/019de076-f52a-73ae-9f39-13fa92a0868c", "deckAnchorHref": "/decks/019de076-f52a-73ae-9f39-13fa92a0868c#slide-12", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de076-f52a-73ae-9f39-13fa92a0868c", "docSlug": "92759fca65ebb959ff820e9b94d1c574", "documentTitle": "Benson Hill | Results Presentation Deck | 14 slides", "authorId": "benson-hill", "authorName": "Benson Hill", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "investor_relations", "sourceTypeLabel": "Investor relations", "presentationDate": "2024-03-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 13, "slideType": "appendix_disclosure", "function": "analyze_data", "notes": "Includes a footnote regarding the exclusion of the Fresh business divested on June 30, 2023.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de076-f52a-73ae-9f39-13fa92a0868c/13", "deckHref": "/decks/019de076-f52a-73ae-9f39-13fa92a0868c", "deckAnchorHref": "/decks/019de076-f52a-73ae-9f39-13fa92a0868c#slide-13", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de076-f52a-73ae-9f39-13fa92a0868c", "docSlug": "92759fca65ebb959ff820e9b94d1c574", "documentTitle": "Benson Hill | Results Presentation Deck | 14 slides", "authorId": "benson-hill", "authorName": "Benson Hill", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "investor_relations", "sourceTypeLabel": "Investor relations", "presentationDate": "2024-03-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 14, "slideType": "appendix_data", "function": "analyze_data", "notes": "The table reconciles GAAP operating expenses to adjusted operating expenses by accounting for non-recurring items like asset impairments, divestitures, and business transition costs.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de076-f52a-73ae-9f39-13fa92a0868c/14", "deckHref": "/decks/019de076-f52a-73ae-9f39-13fa92a0868c", "deckAnchorHref": "/decks/019de076-f52a-73ae-9f39-13fa92a0868c#slide-14", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de076-f61b-72ec-ac99-23a3d13d32eb", "docSlug": "a2d5cff165b002ce8984856d2d6bfb06", "documentTitle": "Blackwells Capital | Activist Presentation Deck | 101 slides", "authorId": "blackwells-capital", "authorName": "Blackwells Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2024-03-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 1, "slideType": "cover", "function": "front_matter", "notes": "Features a futuristic, AI-generated aesthetic of Cinderella's castle.", "imagePath": "https://imgproxy.kitesheet.com/Pf7zTY8TqCJdeltYhkJAsVs1uWR99oevORfBp6EQ1c0/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9hMmQ1Y2ZmMTY1YjAwMmNlODk4NDg1NmQyZDZiZmIwNi9wMDAxLmpwZw", "matchCount": 1, "evidence": null, "slideHref": "/slides/019de076-f61b-72ec-ac99-23a3d13d32eb/1", "deckHref": "/decks/019de076-f61b-72ec-ac99-23a3d13d32eb", "deckAnchorHref": "/decks/019de076-f61b-72ec-ac99-23a3d13d32eb#slide-1", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": "https://imgproxy.kitesheet.com/AmKsXqGP_RZ4M1Ldxm7DwTl-drbw0n2FWVSxbqDNe6k/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9hMmQ1Y2ZmMTY1YjAwMmNlODk4NDg1NmQyZDZiZmIwNi9wMDAxLnBuZw", "thumbSrc": "https://imgproxy.kitesheet.com/VQwhcmOE1bRUM6ixtSExrP7Ux67eSvQvIuuuv5lfyGM/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9hMmQ1Y2ZmMTY1YjAwMmNlODk4NDg1NmQyZDZiZmIwNi9wMDAxLmpwZw", "thumbSrcAlt": "https://imgproxy.kitesheet.com/FvRXSTqsaMFR4qXL_OSsmZ3A0Io2FvukPr3hBaaZwcg/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9hMmQ1Y2ZmMTY1YjAwMmNlODk4NDg1NmQyZDZiZmIwNi9wMDAxLnBuZw" }, { "docId": "019de076-f61b-72ec-ac99-23a3d13d32eb", "docSlug": "a2d5cff165b002ce8984856d2d6bfb06", "documentTitle": "Blackwells Capital | Activist Presentation Deck | 101 slides", "authorId": "blackwells-capital", "authorName": "Blackwells Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2024-03-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 2, "slideType": "disclaimer", "function": "other", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de076-f61b-72ec-ac99-23a3d13d32eb/2", "deckHref": "/decks/019de076-f61b-72ec-ac99-23a3d13d32eb", "deckAnchorHref": "/decks/019de076-f61b-72ec-ac99-23a3d13d32eb#slide-2", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de076-f61b-72ec-ac99-23a3d13d32eb", "docSlug": "a2d5cff165b002ce8984856d2d6bfb06", "documentTitle": "Blackwells Capital | Activist Presentation Deck | 101 slides", "authorId": "blackwells-capital", "authorName": "Blackwells Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2024-03-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 3, "slideType": "table_of_contents", "function": "front_matter", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de076-f61b-72ec-ac99-23a3d13d32eb/3", "deckHref": "/decks/019de076-f61b-72ec-ac99-23a3d13d32eb", "deckAnchorHref": "/decks/019de076-f61b-72ec-ac99-23a3d13d32eb#slide-3", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de076-f61b-72ec-ac99-23a3d13d32eb", "docSlug": "a2d5cff165b002ce8984856d2d6bfb06", "documentTitle": "Blackwells Capital | Activist Presentation Deck | 101 slides", "authorId": "blackwells-capital", "authorName": "Blackwells Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2024-03-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 4, "slideType": "executive_summary", "function": "front_matter", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de076-f61b-72ec-ac99-23a3d13d32eb/4", "deckHref": "/decks/019de076-f61b-72ec-ac99-23a3d13d32eb", "deckAnchorHref": "/decks/019de076-f61b-72ec-ac99-23a3d13d32eb#slide-4", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de076-f61b-72ec-ac99-23a3d13d32eb", "docSlug": "a2d5cff165b002ce8984856d2d6bfb06", "documentTitle": "Blackwells Capital | Activist Presentation Deck | 101 slides", "authorId": "blackwells-capital", "authorName": "Blackwells Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2024-03-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 5, "slideType": "quote_slide", "function": "cite_precedent", "notes": "The slide uses a script font for the quote to evoke a sense of tradition and sentimentality.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de076-f61b-72ec-ac99-23a3d13d32eb/5", "deckHref": "/decks/019de076-f61b-72ec-ac99-23a3d13d32eb", "deckAnchorHref": "/decks/019de076-f61b-72ec-ac99-23a3d13d32eb#slide-5", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de076-f61b-72ec-ac99-23a3d13d32eb", "docSlug": "a2d5cff165b002ce8984856d2d6bfb06", "documentTitle": "Blackwells Capital | Activist Presentation Deck | 101 slides", "authorId": "blackwells-capital", "authorName": "Blackwells Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2024-03-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 6, "slideType": "executive_summary", "function": "summarize", "notes": "Uses a narrative approach to frame the activist campaign as a constructive effort to restore value.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de076-f61b-72ec-ac99-23a3d13d32eb/6", "deckHref": "/decks/019de076-f61b-72ec-ac99-23a3d13d32eb", "deckAnchorHref": "/decks/019de076-f61b-72ec-ac99-23a3d13d32eb#slide-6", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de076-f61b-72ec-ac99-23a3d13d32eb", "docSlug": "a2d5cff165b002ce8984856d2d6bfb06", "documentTitle": "Blackwells Capital | Activist Presentation Deck | 101 slides", "authorId": "blackwells-capital", "authorName": "Blackwells Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2024-03-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 7, "slideType": "peer_benchmark", "function": "compare_peers", "notes": "The slide uses a numbered list format to present four distinct arguments for Disney's underperformance.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de076-f61b-72ec-ac99-23a3d13d32eb/7", "deckHref": "/decks/019de076-f61b-72ec-ac99-23a3d13d32eb", "deckAnchorHref": "/decks/019de076-f61b-72ec-ac99-23a3d13d32eb#slide-7", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de076-f61b-72ec-ac99-23a3d13d32eb", "docSlug": "a2d5cff165b002ce8984856d2d6bfb06", "documentTitle": "Blackwells Capital | Activist Presentation Deck | 101 slides", "authorId": "blackwells-capital", "authorName": "Blackwells Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2024-03-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 8, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "Uses a 4-quadrant layout to highlight governance failures.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de076-f61b-72ec-ac99-23a3d13d32eb/8", "deckHref": "/decks/019de076-f61b-72ec-ac99-23a3d13d32eb", "deckAnchorHref": "/decks/019de076-f61b-72ec-ac99-23a3d13d32eb#slide-8", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de076-f61b-72ec-ac99-23a3d13d32eb", "docSlug": "a2d5cff165b002ce8984856d2d6bfb06", "documentTitle": "Blackwells Capital | Activist Presentation Deck | 101 slides", "authorId": "blackwells-capital", "authorName": "Blackwells Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2024-03-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 9, "slideType": "peer_gap", "function": "expose_gap", "notes": "Uses a matrix-style visualization to highlight board member skill deficiencies.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de076-f61b-72ec-ac99-23a3d13d32eb/9", "deckHref": "/decks/019de076-f61b-72ec-ac99-23a3d13d32eb", "deckAnchorHref": "/decks/019de076-f61b-72ec-ac99-23a3d13d32eb#slide-9", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de076-f61b-72ec-ac99-23a3d13d32eb", "docSlug": "a2d5cff165b002ce8984856d2d6bfb06", "documentTitle": "Blackwells Capital | Activist Presentation Deck | 101 slides", "authorId": "blackwells-capital", "authorName": "Blackwells Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2024-03-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 10, "slideType": "key_messages", "function": "summarize", "notes": "The slide uses a 2x2 grid layout to present four distinct critiques of Disney's management.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de076-f61b-72ec-ac99-23a3d13d32eb/10", "deckHref": "/decks/019de076-f61b-72ec-ac99-23a3d13d32eb", "deckAnchorHref": "/decks/019de076-f61b-72ec-ac99-23a3d13d32eb#slide-10", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de076-f61b-72ec-ac99-23a3d13d32eb", "docSlug": "a2d5cff165b002ce8984856d2d6bfb06", "documentTitle": "Blackwells Capital | Activist Presentation Deck | 101 slides", "authorId": "blackwells-capital", "authorName": "Blackwells Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2024-03-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 11, "slideType": "problem_statement", "function": "diagnose_problem", "notes": "The slide uses a numbered list format to categorize the problems.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de076-f61b-72ec-ac99-23a3d13d32eb/11", "deckHref": "/decks/019de076-f61b-72ec-ac99-23a3d13d32eb", "deckAnchorHref": "/decks/019de076-f61b-72ec-ac99-23a3d13d32eb#slide-11", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de076-f61b-72ec-ac99-23a3d13d32eb", "docSlug": "a2d5cff165b002ce8984856d2d6bfb06", "documentTitle": "Blackwells Capital | Activist Presentation Deck | 101 slides", "authorId": "blackwells-capital", "authorName": "Blackwells Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2024-03-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 12, "slideType": "team_bio", "function": "introduce_nominees", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de076-f61b-72ec-ac99-23a3d13d32eb/12", "deckHref": "/decks/019de076-f61b-72ec-ac99-23a3d13d32eb", "deckAnchorHref": "/decks/019de076-f61b-72ec-ac99-23a3d13d32eb#slide-12", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de076-f61b-72ec-ac99-23a3d13d32eb", "docSlug": "a2d5cff165b002ce8984856d2d6bfb06", "documentTitle": "Blackwells Capital | Activist Presentation Deck | 101 slides", "authorId": "blackwells-capital", "authorName": "Blackwells Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2024-03-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 13, "slideType": "nominee_bio", "function": "introduce_nominees", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de076-f61b-72ec-ac99-23a3d13d32eb/13", "deckHref": "/decks/019de076-f61b-72ec-ac99-23a3d13d32eb", "deckAnchorHref": "/decks/019de076-f61b-72ec-ac99-23a3d13d32eb#slide-13", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de076-f61b-72ec-ac99-23a3d13d32eb", "docSlug": "a2d5cff165b002ce8984856d2d6bfb06", "documentTitle": "Blackwells Capital | Activist Presentation Deck | 101 slides", "authorId": "blackwells-capital", "authorName": "Blackwells Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2024-03-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 14, "slideType": "nominee_bio", "function": "introduce_nominees", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de076-f61b-72ec-ac99-23a3d13d32eb/14", "deckHref": "/decks/019de076-f61b-72ec-ac99-23a3d13d32eb", "deckAnchorHref": "/decks/019de076-f61b-72ec-ac99-23a3d13d32eb#slide-14", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de076-f61b-72ec-ac99-23a3d13d32eb", "docSlug": "a2d5cff165b002ce8984856d2d6bfb06", "documentTitle": "Blackwells Capital | Activist Presentation Deck | 101 slides", "authorId": "blackwells-capital", "authorName": "Blackwells Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2024-03-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 15, "slideType": "nominee_bio", "function": "introduce_nominees", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de076-f61b-72ec-ac99-23a3d13d32eb/15", "deckHref": "/decks/019de076-f61b-72ec-ac99-23a3d13d32eb", "deckAnchorHref": "/decks/019de076-f61b-72ec-ac99-23a3d13d32eb#slide-15", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de076-f61b-72ec-ac99-23a3d13d32eb", "docSlug": "a2d5cff165b002ce8984856d2d6bfb06", "documentTitle": "Blackwells Capital | Activist Presentation Deck | 101 slides", "authorId": "blackwells-capital", "authorName": "Blackwells Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2024-03-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 16, "slideType": "section_divider", "function": "transition", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de076-f61b-72ec-ac99-23a3d13d32eb/16", "deckHref": "/decks/019de076-f61b-72ec-ac99-23a3d13d32eb", "deckAnchorHref": "/decks/019de076-f61b-72ec-ac99-23a3d13d32eb#slide-16", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de076-f61b-72ec-ac99-23a3d13d32eb", "docSlug": "a2d5cff165b002ce8984856d2d6bfb06", "documentTitle": "Blackwells Capital | Activist Presentation Deck | 101 slides", "authorId": "blackwells-capital", "authorName": "Blackwells Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2024-03-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 17, "slideType": "peer_benchmark", "function": "compare_peers", "notes": "The slide uses a line chart to visually demonstrate the gap between Disney's stock performance and benchmarks.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de076-f61b-72ec-ac99-23a3d13d32eb/17", "deckHref": "/decks/019de076-f61b-72ec-ac99-23a3d13d32eb", "deckAnchorHref": "/decks/019de076-f61b-72ec-ac99-23a3d13d32eb#slide-17", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de076-f61b-72ec-ac99-23a3d13d32eb", "docSlug": "a2d5cff165b002ce8984856d2d6bfb06", "documentTitle": "Blackwells Capital | Activist Presentation Deck | 101 slides", "authorId": "blackwells-capital", "authorName": "Blackwells Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2024-03-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 18, "slideType": "peer_benchmark", "function": "compare_peers", "notes": "The table highlights significant underperformance of Disney stock relative to the S&P 500 for almost all directors.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de076-f61b-72ec-ac99-23a3d13d32eb/18", "deckHref": "/decks/019de076-f61b-72ec-ac99-23a3d13d32eb", "deckAnchorHref": "/decks/019de076-f61b-72ec-ac99-23a3d13d32eb#slide-18", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de076-f61b-72ec-ac99-23a3d13d32eb", "docSlug": "a2d5cff165b002ce8984856d2d6bfb06", "documentTitle": "Blackwells Capital | Activist Presentation Deck | 101 slides", "authorId": "blackwells-capital", "authorName": "Blackwells Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2024-03-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 19, "slideType": "peer_benchmark", "function": "compare_peers", "notes": "The chart uses a diverging bar structure to highlight negative performance for Disney and two other peers.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de076-f61b-72ec-ac99-23a3d13d32eb/19", "deckHref": "/decks/019de076-f61b-72ec-ac99-23a3d13d32eb", "deckAnchorHref": "/decks/019de076-f61b-72ec-ac99-23a3d13d32eb#slide-19", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de076-f61b-72ec-ac99-23a3d13d32eb", "docSlug": "a2d5cff165b002ce8984856d2d6bfb06", "documentTitle": "Blackwells Capital | Activist Presentation Deck | 101 slides", "authorId": "blackwells-capital", "authorName": "Blackwells Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2024-03-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 20, "slideType": "peer_benchmark", "function": "compare_peers", "notes": "The chart highlights a 76 percentage point gap between the S&P 500 (+39%) and Disney (-37%).", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de076-f61b-72ec-ac99-23a3d13d32eb/20", "deckHref": "/decks/019de076-f61b-72ec-ac99-23a3d13d32eb", "deckAnchorHref": "/decks/019de076-f61b-72ec-ac99-23a3d13d32eb#slide-20", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de076-f61b-72ec-ac99-23a3d13d32eb", "docSlug": "a2d5cff165b002ce8984856d2d6bfb06", "documentTitle": "Blackwells Capital | Activist Presentation Deck | 101 slides", "authorId": "blackwells-capital", "authorName": "Blackwells Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2024-03-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 21, "slideType": "peer_benchmark", "function": "compare_peers", "notes": "The chart highlights Disney's significant underperformance relative to its peers.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de076-f61b-72ec-ac99-23a3d13d32eb/21", "deckHref": "/decks/019de076-f61b-72ec-ac99-23a3d13d32eb", "deckAnchorHref": "/decks/019de076-f61b-72ec-ac99-23a3d13d32eb#slide-21", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de076-f61b-72ec-ac99-23a3d13d32eb", "docSlug": "a2d5cff165b002ce8984856d2d6bfb06", "documentTitle": "Blackwells Capital | Activist Presentation Deck | 101 slides", "authorId": "blackwells-capital", "authorName": "Blackwells Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2024-03-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 22, "slideType": "peer_benchmark", "function": "compare_peers", "notes": "The chart uses a zero-baseline to emphasize the divergence between the two indices.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de076-f61b-72ec-ac99-23a3d13d32eb/22", "deckHref": "/decks/019de076-f61b-72ec-ac99-23a3d13d32eb", "deckAnchorHref": "/decks/019de076-f61b-72ec-ac99-23a3d13d32eb#slide-22", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de076-f61b-72ec-ac99-23a3d13d32eb", "docSlug": "a2d5cff165b002ce8984856d2d6bfb06", "documentTitle": "Blackwells Capital | Activist Presentation Deck | 101 slides", "authorId": "blackwells-capital", "authorName": "Blackwells Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2024-03-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 23, "slideType": "valuation_table", "function": "analyze_data", "notes": "The chart highlights a significant valuation compression over a three-year period.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de076-f61b-72ec-ac99-23a3d13d32eb/23", "deckHref": "/decks/019de076-f61b-72ec-ac99-23a3d13d32eb", "deckAnchorHref": "/decks/019de076-f61b-72ec-ac99-23a3d13d32eb#slide-23", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de076-f61b-72ec-ac99-23a3d13d32eb", "docSlug": "a2d5cff165b002ce8984856d2d6bfb06", "documentTitle": "Blackwells Capital | Activist Presentation Deck | 101 slides", "authorId": "blackwells-capital", "authorName": "Blackwells Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2024-03-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 24, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "The slide uses Trian's own messaging to frame the case for change, utilizing both charts and direct quotes.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de076-f61b-72ec-ac99-23a3d13d32eb/24", "deckHref": "/decks/019de076-f61b-72ec-ac99-23a3d13d32eb", "deckAnchorHref": "/decks/019de076-f61b-72ec-ac99-23a3d13d32eb#slide-24", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de076-f61b-72ec-ac99-23a3d13d32eb", "docSlug": "a2d5cff165b002ce8984856d2d6bfb06", "documentTitle": "Blackwells Capital | Activist Presentation Deck | 101 slides", "authorId": "blackwells-capital", "authorName": "Blackwells Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2024-03-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 25, "slideType": "comparison_table", "function": "propose_solution", "notes": "The slide uses a 'problem-solution' framing to position Blackwells' candidates as superior to Trian's approach.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de076-f61b-72ec-ac99-23a3d13d32eb/25", "deckHref": "/decks/019de076-f61b-72ec-ac99-23a3d13d32eb", "deckAnchorHref": "/decks/019de076-f61b-72ec-ac99-23a3d13d32eb#slide-25", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de076-f61b-72ec-ac99-23a3d13d32eb", "docSlug": "a2d5cff165b002ce8984856d2d6bfb06", "documentTitle": "Blackwells Capital | Activist Presentation Deck | 101 slides", "authorId": "blackwells-capital", "authorName": "Blackwells Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2024-03-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 26, "slideType": "peer_gap", "function": "expose_gap", "notes": "The slide uses a 2x2 grid layout to categorize board failures.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de076-f61b-72ec-ac99-23a3d13d32eb/26", "deckHref": "/decks/019de076-f61b-72ec-ac99-23a3d13d32eb", "deckAnchorHref": "/decks/019de076-f61b-72ec-ac99-23a3d13d32eb#slide-26", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de076-f61b-72ec-ac99-23a3d13d32eb", "docSlug": "a2d5cff165b002ce8984856d2d6bfb06", "documentTitle": "Blackwells Capital | Activist Presentation Deck | 101 slides", "authorId": "blackwells-capital", "authorName": "Blackwells Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2024-03-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 27, "slideType": "nominee_bio", "function": "introduce_nominees", "notes": "Uses a metaphorical illustration of a juggler with clocks to imply over-commitment or distraction.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de076-f61b-72ec-ac99-23a3d13d32eb/27", "deckHref": "/decks/019de076-f61b-72ec-ac99-23a3d13d32eb", "deckAnchorHref": "/decks/019de076-f61b-72ec-ac99-23a3d13d32eb#slide-27", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de076-f61b-72ec-ac99-23a3d13d32eb", "docSlug": "a2d5cff165b002ce8984856d2d6bfb06", "documentTitle": "Blackwells Capital | Activist Presentation Deck | 101 slides", "authorId": "blackwells-capital", "authorName": "Blackwells Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2024-03-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 28, "slideType": "peer_benchmark", "function": "compare_peers", "notes": "The slide argues that Disney's board lacks 'bandwidth' due to the high number of active CEOs, suggesting Blackwells nominees would improve this.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de076-f61b-72ec-ac99-23a3d13d32eb/28", "deckHref": "/decks/019de076-f61b-72ec-ac99-23a3d13d32eb", "deckAnchorHref": "/decks/019de076-f61b-72ec-ac99-23a3d13d32eb#slide-28", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de076-f61b-72ec-ac99-23a3d13d32eb", "docSlug": "a2d5cff165b002ce8984856d2d6bfb06", "documentTitle": "Blackwells Capital | Activist Presentation Deck | 101 slides", "authorId": "blackwells-capital", "authorName": "Blackwells Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2024-03-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 29, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "Uses a hub-and-spoke style diagram to highlight conflicts of interest and personal relationships.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de076-f61b-72ec-ac99-23a3d13d32eb/29", "deckHref": "/decks/019de076-f61b-72ec-ac99-23a3d13d32eb", "deckAnchorHref": "/decks/019de076-f61b-72ec-ac99-23a3d13d32eb#slide-29", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de076-f61b-72ec-ac99-23a3d13d32eb", "docSlug": "a2d5cff165b002ce8984856d2d6bfb06", "documentTitle": "Blackwells Capital | Activist Presentation Deck | 101 slides", "authorId": "blackwells-capital", "authorName": "Blackwells Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2024-03-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 30, "slideType": "nominee_bio", "function": "introduce_nominees", "notes": "The chart highlights the significant experience gap between the nominee and current board members.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de076-f61b-72ec-ac99-23a3d13d32eb/30", "deckHref": "/decks/019de076-f61b-72ec-ac99-23a3d13d32eb", "deckAnchorHref": "/decks/019de076-f61b-72ec-ac99-23a3d13d32eb#slide-30", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de076-f61b-72ec-ac99-23a3d13d32eb", "docSlug": "a2d5cff165b002ce8984856d2d6bfb06", "documentTitle": "Blackwells Capital | Activist Presentation Deck | 101 slides", "authorId": "blackwells-capital", "authorName": "Blackwells Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2024-03-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 31, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "Uses a matrix to visualize board member skills, specifically highlighting the absence of 'Media & Entertainment' as a tracked skill in 2023 and limited representation in 2024.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de076-f61b-72ec-ac99-23a3d13d32eb/31", "deckHref": "/decks/019de076-f61b-72ec-ac99-23a3d13d32eb", "deckAnchorHref": "/decks/019de076-f61b-72ec-ac99-23a3d13d32eb#slide-31", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de076-f61b-72ec-ac99-23a3d13d32eb", "docSlug": "a2d5cff165b002ce8984856d2d6bfb06", "documentTitle": "Blackwells Capital | Activist Presentation Deck | 101 slides", "authorId": "blackwells-capital", "authorName": "Blackwells Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2024-03-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 32, "slideType": "peer_gap", "function": "expose_gap", "notes": "The slide uses a red 'x' and green checkmark visual to emphasize the lack of experience across the board.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de076-f61b-72ec-ac99-23a3d13d32eb/32", "deckHref": "/decks/019de076-f61b-72ec-ac99-23a3d13d32eb", "deckAnchorHref": "/decks/019de076-f61b-72ec-ac99-23a3d13d32eb#slide-32", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de076-f61b-72ec-ac99-23a3d13d32eb", "docSlug": "a2d5cff165b002ce8984856d2d6bfb06", "documentTitle": "Blackwells Capital | Activist Presentation Deck | 101 slides", "authorId": "blackwells-capital", "authorName": "Blackwells Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2024-03-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 33, "slideType": "comparison_table", "function": "introduce_nominees", "notes": "The top three rows (Craig Hatkoff, Jessica Schell, Leah Solivan) are highlighted with a dashed box to emphasize the Blackwells' nominees.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de076-f61b-72ec-ac99-23a3d13d32eb/33", "deckHref": "/decks/019de076-f61b-72ec-ac99-23a3d13d32eb", "deckAnchorHref": "/decks/019de076-f61b-72ec-ac99-23a3d13d32eb#slide-33", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de076-f61b-72ec-ac99-23a3d13d32eb", "docSlug": "a2d5cff165b002ce8984856d2d6bfb06", "documentTitle": "Blackwells Capital | Activist Presentation Deck | 101 slides", "authorId": "blackwells-capital", "authorName": "Blackwells Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2024-03-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 34, "slideType": "peer_benchmark", "function": "compare_peers", "notes": "Uses color-coded dots (teal for positive, red for negative) to visually contrast the two groups of nominees.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de076-f61b-72ec-ac99-23a3d13d32eb/34", "deckHref": "/decks/019de076-f61b-72ec-ac99-23a3d13d32eb", "deckAnchorHref": "/decks/019de076-f61b-72ec-ac99-23a3d13d32eb#slide-34", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de076-f61b-72ec-ac99-23a3d13d32eb", "docSlug": "a2d5cff165b002ce8984856d2d6bfb06", "documentTitle": "Blackwells Capital | Activist Presentation Deck | 101 slides", "authorId": "blackwells-capital", "authorName": "Blackwells Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2024-03-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 35, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "Uses a stacked bar chart to show pay components alongside annual share price performance bubbles.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de076-f61b-72ec-ac99-23a3d13d32eb/35", "deckHref": "/decks/019de076-f61b-72ec-ac99-23a3d13d32eb", "deckAnchorHref": "/decks/019de076-f61b-72ec-ac99-23a3d13d32eb#slide-35", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de076-f61b-72ec-ac99-23a3d13d32eb", "docSlug": "a2d5cff165b002ce8984856d2d6bfb06", "documentTitle": "Blackwells Capital | Activist Presentation Deck | 101 slides", "authorId": "blackwells-capital", "authorName": "Blackwells Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2024-03-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 36, "slideType": "expose_contradiction", "function": "expose_gap", "notes": "Uses AI-generated imagery of the three nominees.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de076-f61b-72ec-ac99-23a3d13d32eb/36", "deckHref": "/decks/019de076-f61b-72ec-ac99-23a3d13d32eb", "deckAnchorHref": "/decks/019de076-f61b-72ec-ac99-23a3d13d32eb#slide-36", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de076-f61b-72ec-ac99-23a3d13d32eb", "docSlug": "a2d5cff165b002ce8984856d2d6bfb06", "documentTitle": "Blackwells Capital | Activist Presentation Deck | 101 slides", "authorId": "blackwells-capital", "authorName": "Blackwells Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2024-03-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 37, "slideType": "section_divider", "function": "transition", "notes": "The image uses a chess metaphor to represent strategic governance.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de076-f61b-72ec-ac99-23a3d13d32eb/37", "deckHref": "/decks/019de076-f61b-72ec-ac99-23a3d13d32eb", "deckAnchorHref": "/decks/019de076-f61b-72ec-ac99-23a3d13d32eb#slide-37", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de076-f61b-72ec-ac99-23a3d13d32eb", "docSlug": "a2d5cff165b002ce8984856d2d6bfb06", "documentTitle": "Blackwells Capital | Activist Presentation Deck | 101 slides", "authorId": "blackwells-capital", "authorName": "Blackwells Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2024-03-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 38, "slideType": "key_messages", "function": "diagnose_problem", "notes": "Uses a two-column layout to contrast board issues with valuation/strategic issues.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de076-f61b-72ec-ac99-23a3d13d32eb/38", "deckHref": "/decks/019de076-f61b-72ec-ac99-23a3d13d32eb", "deckAnchorHref": "/decks/019de076-f61b-72ec-ac99-23a3d13d32eb#slide-38", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de076-f61b-72ec-ac99-23a3d13d32eb", "docSlug": "a2d5cff165b002ce8984856d2d6bfb06", "documentTitle": "Blackwells Capital | Activist Presentation Deck | 101 slides", "authorId": "blackwells-capital", "authorName": "Blackwells Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2024-03-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 39, "slideType": "villain_critique", "function": "name_villain", "notes": "Uses a Cinderella metaphor to critique the board's selection process.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de076-f61b-72ec-ac99-23a3d13d32eb/39", "deckHref": "/decks/019de076-f61b-72ec-ac99-23a3d13d32eb", "deckAnchorHref": "/decks/019de076-f61b-72ec-ac99-23a3d13d32eb#slide-39", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de076-f61b-72ec-ac99-23a3d13d32eb", "docSlug": "a2d5cff165b002ce8984856d2d6bfb06", "documentTitle": "Blackwells Capital | Activist Presentation Deck | 101 slides", "authorId": "blackwells-capital", "authorName": "Blackwells Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2024-03-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 40, "slideType": "scenario_table", "function": "analyze_data", "notes": "The slide uses a split-pane layout to define the methodology (left) and the key findings/implications (right).", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de076-f61b-72ec-ac99-23a3d13d32eb/40", "deckHref": "/decks/019de076-f61b-72ec-ac99-23a3d13d32eb", "deckAnchorHref": "/decks/019de076-f61b-72ec-ac99-23a3d13d32eb#slide-40", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de076-f61b-72ec-ac99-23a3d13d32eb", "docSlug": "a2d5cff165b002ce8984856d2d6bfb06", "documentTitle": "Blackwells Capital | Activist Presentation Deck | 101 slides", "authorId": "blackwells-capital", "authorName": "Blackwells Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2024-03-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 41, "slideType": "kpi_overview", "function": "analyze_data", "notes": "The slide uses a dual-chart layout to contrast historical volatility with projected growth scenarios.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de076-f61b-72ec-ac99-23a3d13d32eb/41", "deckHref": "/decks/019de076-f61b-72ec-ac99-23a3d13d32eb", "deckAnchorHref": "/decks/019de076-f61b-72ec-ac99-23a3d13d32eb#slide-41", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de076-f61b-72ec-ac99-23a3d13d32eb", "docSlug": "a2d5cff165b002ce8984856d2d6bfb06", "documentTitle": "Blackwells Capital | Activist Presentation Deck | 101 slides", "authorId": "blackwells-capital", "authorName": "Blackwells Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2024-03-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 42, "slideType": "villain_critique", "function": "name_villain", "notes": "Uses an illustrative metaphor of a theater stage with a declining subscriber chart.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de076-f61b-72ec-ac99-23a3d13d32eb/42", "deckHref": "/decks/019de076-f61b-72ec-ac99-23a3d13d32eb", "deckAnchorHref": "/decks/019de076-f61b-72ec-ac99-23a3d13d32eb#slide-42", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de076-f61b-72ec-ac99-23a3d13d32eb", "docSlug": "a2d5cff165b002ce8984856d2d6bfb06", "documentTitle": "Blackwells Capital | Activist Presentation Deck | 101 slides", "authorId": "blackwells-capital", "authorName": "Blackwells Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2024-03-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 43, "slideType": "villain_critique", "function": "name_villain", "notes": "Uses an AI-generated illustration of Donald Duck in a futuristic setting to metaphorically represent Disney's struggle with technology.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de076-f61b-72ec-ac99-23a3d13d32eb/43", "deckHref": "/decks/019de076-f61b-72ec-ac99-23a3d13d32eb", "deckAnchorHref": "/decks/019de076-f61b-72ec-ac99-23a3d13d32eb#slide-43", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de076-f61b-72ec-ac99-23a3d13d32eb", "docSlug": "a2d5cff165b002ce8984856d2d6bfb06", "documentTitle": "Blackwells Capital | Activist Presentation Deck | 101 slides", "authorId": "blackwells-capital", "authorName": "Blackwells Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2024-03-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 44, "slideType": "key_takeaways", "function": "summarize", "notes": "Uses a Zootopia-themed AI-generated image to metaphorically represent corporate secrecy or 'information discount'.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de076-f61b-72ec-ac99-23a3d13d32eb/44", "deckHref": "/decks/019de076-f61b-72ec-ac99-23a3d13d32eb", "deckAnchorHref": "/decks/019de076-f61b-72ec-ac99-23a3d13d32eb#slide-44", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de076-f61b-72ec-ac99-23a3d13d32eb", "docSlug": "a2d5cff165b002ce8984856d2d6bfb06", "documentTitle": "Blackwells Capital | Activist Presentation Deck | 101 slides", "authorId": "blackwells-capital", "authorName": "Blackwells Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2024-03-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 45, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "Uses an illustrative metaphor of mice digging under a house to represent the activist's perspective on the Board's actions.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de076-f61b-72ec-ac99-23a3d13d32eb/45", "deckHref": "/decks/019de076-f61b-72ec-ac99-23a3d13d32eb", "deckAnchorHref": "/decks/019de076-f61b-72ec-ac99-23a3d13d32eb#slide-45", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de076-f61b-72ec-ac99-23a3d13d32eb", "docSlug": "a2d5cff165b002ce8984856d2d6bfb06", "documentTitle": "Blackwells Capital | Activist Presentation Deck | 101 slides", "authorId": "blackwells-capital", "authorName": "Blackwells Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2024-03-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 46, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "Uses a cartoon duck character as a visual metaphor for 'stamping' or auditing, likely referencing Disney's mascot.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de076-f61b-72ec-ac99-23a3d13d32eb/46", "deckHref": "/decks/019de076-f61b-72ec-ac99-23a3d13d32eb", "deckAnchorHref": "/decks/019de076-f61b-72ec-ac99-23a3d13d32eb#slide-46", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true } ] }