anlak storytelling
All kinds
Document kinds
Loading document kinds...

Primary corpus lens for browsing and insights. Selection lives in the URL.

All formats
Orientation
Loading formats...

Landscape, portrait, square, or unknown document geometry.

Unlock
Starboard Value · activist-deck

Advance Auto Parts (AAP)

23 pages · 0 arc beats · 0 loops

Activist-Deck Download JSON
Unlock

Advance Auto Parts (AAP)

Starboard Value · 2015-09
arc beats above · slides in the middle · loops below · scroll → 0 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.
—

Deck intelligence map

1
coverage by narrative range · generated from this deck JSON
Narrative range 23 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Whole deck 23 slides 100% 23/23 slides 100% 23/23 slides · 154 hits
— 0/23 slides
30.4% 7/23 slides 65.2% 15/23 slides
— 0/23 slides
— 0/23 slides

Slide inventory

23
every slide · same image gating as the playbook
01
Slide 1
front_matter
Open slide detail
02
other
Open slide detail
03
The diagram uses a three-circle Venn structure to define investment criteria.present_framework
Open slide detail
04
The slide highlights the firm's track record of board representation and active engagement.summarize
Open slide detail
05
Uses a simple before-after bridge to illustrate upside potential.show_valuation_bridge
Open slide detail
06
establish_context
Open slide detail
07
The slide uses a combination of bar charts and a line chart to support the thesis that macro trends favor the company's business model.establish_context
Open slide detail
08
The chart shows SSS growth from 1997 to 2014, highlighting resilience during the 2007-2009 recession.establish_context
Open slide detail
09
The slide uses a clear visual callout to quantify the performance gap between the subject company and its peers.expose_gap
Open slide detail
10
The slide highlights the shift in AAP's business model towards commercial (DIFM) sales following the Carquest acquisition.compare_peers
Open slide detail
11
Includes a 'Starboard Margin Target' and 'Starboard Multiple Target' as benchmarks.compare_peers
Open slide detail
12
summarize
Open slide detail
13
The slide uses a bar chart to visualize the margin gap and sets a 'Starboard Margin Target' benchmark.expose_gap
Open slide detail
14
The chart uses annotations to link specific corporate events (acquisitions, management changes) to performance trends.expose_gap
Open slide detail
15
The slide uses a '1A' label, suggesting it is part of a larger section on margin improvement.propose_solution
Open slide detail
16
The chart uses a visual gap to represent missed sales opportunities.diagnose_problem
Open slide detail
17
Uses a 'current vs pro forma' comparison to illustrate the impact of the Carquest acquisition on AAP's distribution capabilities.compare_peers
Open slide detail
18
The slide uses a waterfall-style annotation on a bar chart to quantify the gap between AAP and its peers.compare_peers
Open slide detail
19
The slide uses a comparison between Worldpac's high-performing stores and typical AAP stores to justify a valuation thesis.quantify_opportunity
Open slide detail
20
The slide uses two bar charts to demonstrate financial capacity: one for leverage (Net Debt/EBITDAR) and one for cash flow growth.propose_solution
Open slide detail
21
The slide uses a pie chart to show total industry fragmentation and a bar chart to contrast DIY vs DIFM market fragmentation.size_opportunity
Open slide detail
22
The chart uses a waterfall-bridge structure to illustrate the incremental value added by specific strategic initiatives.show_valuation_bridge
Open slide detail
23
This is a standard transition or filler slide used in Starboard Value activist presentations.filler
Open slide detail