United States securities and exchange commission logo
February 27, 2024
Patrick Gadson
Partner, Vinson & Elkins LLP
Walt Disney Co
The Grace Building
1114 Avenue of the Americas
32nd Floor
New York, New York 10036
Re: Walt Disney Co
Definitive
Additional Soliciting Materials filed by Blackwells Capital LLC et al.
Filed February 26,
2024
File No. 001-38842
Dear Patrick Gadson:
We have reviewed your filing and have the following comments. In
our comment, we
may ask you to provide us with information so we may better understand
your disclosure.
Please respond to this comment by providing the requested
information or advise us as
soon as possible when you will respond. If you do not believe our
comment applies to your facts
and circumstances, please tell us why in your response.
After reviewing your
response to this comment, we may have additional comments.
Definitive Additional Soliciting Materials
Slide presentation, page 20
1. You state that you
believe Disney's stock price could reach certain specific amounts given
a more concerted effort
to incorporate AI in the company's strategy. Please provide us,
supplementally, support
for your calculations in reaching the $156.84 and $246.96 figures.
Patrick Gadson
FirstName LastNamePatrick Gadson
Walt Disney Co
Comapany27,
February NameWalt
2024 Disney Co
February
Page 2 27, 2024 Page 2
FirstName LastName
We remind you that the filing persons are responsible for the accuracy
and adequacy of
their disclosures, notwithstanding any review, comments, action or absence of
action by the staff.
Please direct any questions to Daniel Duchovny at 202-551-3619.
Sincerely,
Division of
Corporation Finance
Office of Mergers &
Acquisitions