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Jesse Cohn · shareholder-letter

Texas Instruments (TXN)

13 pages · 5 arc beats · 1 loops

Shareholder-Letter Download JSON
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Texas Instruments (TXN)

Jesse Cohn · 2024-05
arc beats above · slides in the middle · loops below · scroll → 1 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 1
— No image bound to this slide. Wire up imgproxy to display the rendered slide JPEG.
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Deck intelligence map

5
coverage by narrative range · generated from this deck JSON
Narrative range 13 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Situation & Context 2 slides 100% 2/2 slides 100% 2/2 slides · 16 hits
— 0/2 slides
100% 2/2 slides · 3 hits 50% 1/2 slides 100% 2/2 slides
— 0/2 slides
Problem & Complication 4 slides 100% 4/4 slides 100% 4/4 slides · 28 hits
— 0/4 slides
25% 1/4 slides 75% 3/4 slides 100% 4/4 slides 25% 1/4 slides Evidence & Proof 3 slides 100% 3/3 slides 100% 3/3 slides · 24 hits
— 0/3 slides
33.3% 1/3 slides · 2 hits 100% 3/3 slides 100% 3/3 slides 100% 3/3 slides Solution & Approach 3 slides 100% 3/3 slides 100% 3/3 slides · 22 hits
— 0/3 slides
100% 3/3 slides 100% 3/3 slides 100% 3/3 slides 100% 3/3 slides Impact & Next Steps 1 slides 100% 1/1 slides 100% 1/1 slides · 6 hits
— 0/1 slides
— 0/1 slides
— 0/1 slides
100% 1/1 slides
— 0/1 slides

Slide inventory

13
every slide · same image gating as the playbook
01
Slide 1
This is the first page of a shareholder letter. It establishes the investor's stake, acknowledges the company's historical strengths, and introduces the core thframe_problem
Open slide detailBeat · Situation & Context
02
This is page 2 of a shareholder letter from Elliott Investment Management.summarize
Open slide detailBeat · Situation & Context
03
Includes two charts: Analog/Mixed Signal Revenue and 2023 GAAP EBIT Margins.compare_peers
Open slide detailBeat · Problem & Complication
04
The slide combines a competitive manufacturing capacity chart with a critical narrative regarding shareholder underperformance.compare_peers
Open slide detailBeat · Problem & Complication
05
The slide uses a combination of a performance table and a bar chart to illustrate the correlation between increased capex and declining shareholder returns.expose_gap
Open slide detailBeat · Problem & Complication
06
The slide uses a combination of historical performance data and forward-looking capacity analysis to question management's capital allocation strategy.expose_contradiction
Open slide detailBeat · Problem & ComplicationLoop · Cost Of Inaction
07
The slide uses analyst quotes to build a case against the company's current capital allocation strategy.name_villain
Open slide detailBeat · Evidence & ProofLoop · Cost Of Inaction
08
The slide emphasizes TI's long-term performance and consistent focus on free cash flow per share as the primary metric for shareholder value.compare_peers
Open slide detailBeat · Evidence & ProofLoop · Cost Of Inaction
09
The slide highlights the 'modulating' investment strategy using the RFAB 1 construction as a case study.analyze_data
Open slide detailBeat · Evidence & ProofLoop · Cost Of Inaction
10
The slide uses a historical precedent to justify a capital allocation philosophy.cite_precedent
Open slide detailBeat · Solution & ApproachLoop · Cost Of Inaction
11
This is a page from a shareholder letter advocating for a change in capital allocation strategy.propose_solution
Open slide detailBeat · Solution & ApproachLoop · Cost Of Inaction
12
Includes a stacked bar chart for revenue capacity and a scenario table for FCF projections.present_solution
Open slide detailBeat · Solution & ApproachLoop · Cost Of Inaction
13
Page 13 of a shareholder letter/presentation.closing_ask
Open slide detailBeat · Impact & Next Steps