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  "documentTitle": "Blackwells Capital | Activist Presentation Deck | 115 slides",
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  "authorName": "Blackwells Capital",
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  "presentationDate": "2024-03-01 00:00:00",
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  "notes": "Uses an AI-generated image of Donald Duck in a futuristic setting to metaphorically represent Disney's struggle with technology.",
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      "text": "1. Inefficient fragmentation between Disney’s segments and overall infrastructure\n2. Unhurried innovation; Disney has the fewest number of patents compared to Peers (1) that include innovative terms (2)\n3. Lowest proportional R&D spend among peers\n4. Missing Native Technology Stack, and “Technology Stack Mentality”\n5. Lack of leadership in Spatial Computing (AR/VR) & AI (3)",
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      "text": "Sources: U.S. patent office. Note: (1) Disney has selected 16 peers in the Company’s 2024 Proxy Filing... (3) AR is an acronym for augmented reality; VR is an acronym for virtual reality; AI is an acronym for artificial intelligence.",
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      "text": "MEDIOCRE TECH STRATEGY",
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      "text": "Disney Board versus Technology",
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