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  "documentTitle": "Blackwells Capital | Activist Presentation Deck | 22 slides",
  "authorId": "blackwells-capital",
  "authorName": "Blackwells Capital",
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  "presentationDate": "2024-02-01 00:00:00",
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  "density": "balanced",
  "nDataPoints": 15,
  "notes": "The slide uses a 'catch-up' valuation methodology based on applying tech sector AI-driven growth percentages to Disney's share price.",
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  "slideHref": "/slides/019de076-c40a-723b-abe8-4e89c14c75ce/20",
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      "kind": "chart",
      "text": "The Effects of AI on the Largest Tech Companies",
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      "text": "Disney's Potential - Just by Playing Catch-up",
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      "text": "Since the beginning of 2023 the largest tech companies have added over $5.2 trillion to their cumulative market caps after announcing major AI initiatives. Artificial intelligences' impact on Disney – is at minimum – comparable to its impact at large tech companies",
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      "kind": "source-note",
      "text": "Source: Capital IQ, Accel Euroscape Note (1) Inferred based on the AAPL, MSFT, GOOG, AMZN, NVDA share price appreciation from January 2023 to current applied to DIS' share price.",
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      "kind": "title",
      "text": "DISNEY SHOULD AIM TO BE ONE OF THE MOST VALUABLE COMPANIES IN THE WORLD",
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      "name": "Cost Of Inaction",
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      "bestFor": "Urgent budget requests, compliance, risk mitigation",
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