{
  "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": 86,
  "pageCount": 101,
  "prevPage": 85,
  "nextPage": 87,
  "slideType": "valuation_reveal",
  "function": "size_opportunity",
  "density": "balanced",
  "nDataPoints": 15,
  "notes": "Uses a comparative valuation methodology based on AI-driven market cap expansion of peers.",
  "elementsJson": null,
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019de076-f61b-72ec-ac99-23a3d13d32eb/86",
  "deckHref": "/decks/019de076-f61b-72ec-ac99-23a3d13d32eb",
  "deckJsonHref": "/decks/019de076-f61b-72ec-ac99-23a3d13d32eb.json",
  "deckAnchorHref": "/decks/019de076-f61b-72ec-ac99-23a3d13d32eb#slide-86",
  "components": [
    {
      "bbox": {
        "h": 0.5,
        "w": 0.6,
        "x": 0.05,
        "y": 0.3
      },
      "kind": "chart",
      "text": "The Effects of AI on the Largest Tech Companies",
      "attrs": null,
      "subkind": "bar-grouped",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "b310233d-a877-4992-ba48-fbfd94762d33",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.5,
        "w": 0.28,
        "x": 0.68,
        "y": 0.3
      },
      "kind": "chart",
      "text": "Disney's Potential",
      "attrs": null,
      "subkind": "bar-vertical",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "6c5c5c97-c968-4096-8a6c-fa180ea9b612",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.08,
        "w": 0.8,
        "x": 0.1,
        "y": 0.16
      },
      "kind": "paragraph",
      "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. AI's impact on Disney – is at minimum – comparable to its impact at large tech companies",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "962f2024-66cb-4d24-8674-562ff051d144",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.08,
        "w": 0.96,
        "x": 0.02,
        "y": 0.88
      },
      "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.",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "b943b58e-fe87-421c-b135-bf247e5a4329",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.1,
        "w": 0.7,
        "x": 0.15,
        "y": 0.05
      },
      "kind": "title",
      "text": "DISNEY SHOULD AIM TO BE ONE OF THE MOST VALUABLE COMPANIES IN THE WORLD",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "24671836-a23a-41b8-bac9-906882269bea",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [],
  "frameworks": [
    {
      "name": "argument-from-analogy",
      "slug": null,
      "matchId": "4fd45529-e90e-4e78-8e63-5d1b4ad2fabd",
      "evidence": "Uses tech company AI valuation growth to justify Disney's potential upside",
      "confidence": 0.9
    }
  ],
  "arcBeats": [],
  "loops": [],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}