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  "documentTitle": "Blackwells Capital | Activist Presentation Deck | 101 slides",
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  "authorName": "Blackwells Capital",
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  "presentationDate": "2024-03-01 00:00:00",
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  "notes": "The slide uses keyword frequency as a proxy for strategic focus, highlighting Disney's relative under-indexing on monetization and bundling compared to peers.",
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      "text": "To keep driving value, Disney needs to balance its focus on streaming with generating revenue and using their content in an efficient way",
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      "text": "Source: Company filings. Note: (1) Analysis conducted by looking at latest annual report and proxy for each company and seeing how many times these phrases were used.",
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      "text": "CONTENT EFFICIENCY MUST BE THE FOCUS",
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