athenahealth, Inc. (ATHN)

Jesse Cohn · 2018-05

arc beats above · slides in the middle · loops below · scroll → 1 LOOPS

Deck intelligence map

coverage by narrative range · generated from this deck JSON

Narrative range 4 total

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Loops

Problem (Identify pain) 1 slides 100% 1/1 slides 100% 1/1 slides · 8 hits

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100% 1/1 slides 100% 1/1 slides

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Agitate (Make it worse) 2 slides 100% 2/2 slides 100% 2/2 slides · 11 hits

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100% 2/2 slides 100% 2/2 slides 100% 2/2 slides Solution (Provide relief) 1 slides 100% 1/1 slides 100% 1/1 slides · 8 hits

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100% 1/1 slides · 2 hits

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every slide · same image gating as the playbook

This is the first page of a formal activist investor letter.state_demand

This is a text-heavy slide from an activist investor letter (Elliott Management) framing the case for change at athenahealth.diagnose_problem

Open slide detailBeat · Problem (Identify pain)

The slide uses negative performance data to argue for management change.compare_peers

This slide serves as a diagnostic critique of management's track record to justify the need for change.name_villain

Open slide detailBeat · Agitate (Make it worse)Loop · Cost Of Inaction

This is page 5 of a shareholder letter from Elliott Management.name_villain

Open slide detailBeat · Agitate (Make it worse)Loop · Cost Of Inaction

Page 6 of a shareholder letter/proposal document.propose_solution

Open slide detailBeat · Solution (Provide relief)

This is the final page of a shareholder letter from Elliott Management to athenahealth.state_next_steps