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  "documentTitle": "Blackwells Capital | Activist Presentation Deck | 101 slides",
  "authorId": "blackwells-capital",
  "authorName": "Blackwells Capital",
  "documentKindSlug": "activist-deck",
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  "presentationDate": "2024-03-01 00:00:00",
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  "notes": "Uses a dot-matrix visualization to highlight skill gaps (red dots) vs. strengths (green dots).",
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      "kind": "callout",
      "text": "It wouldn't hurt Disney to add some bandwidth and expertise",
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      "text": "If Disney wants to dominate in innovation and Imagineering, it should have meaningful entrepreneurship experience in the boardroom. Disney is one of the world's most important media companies, but lacks significant media experience on the Board. The total value of real estate held by Disney is almost 40% of its market capitalization yet the Board has no real estate skills",
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      "text": "Source: Company filings.",
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      "kind": "title",
      "text": "LEAH SOLIVAN, CRAIG HATKOFF & JESSICA SCHELL FILL THE GAPS",
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