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Jeffrey C. Smith and Clifford Press · shareholder-letter

Monotype Imaging Holdings Inc. (TYPE)

11 pages · 4 arc beats · 0 loops

Shareholder-Letter Download JSON
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Monotype Imaging Holdings Inc. (TYPE)

Jeffrey C. Smith and Clifford Press · 2018-02
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.
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Deck intelligence map

4
coverage by narrative range · generated from this deck JSON
Narrative range 10 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Hook 1 slides 100% 1/1 slides 100% 1/1 slides · 5 hits
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100% 1/1 slides · 2 hits
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100% 1/1 slides
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Villain Critique 4 slides 100% 4/4 slides 100% 4/4 slides · 36 hits
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25% 1/4 slides 75% 3/4 slides 100% 4/4 slides · 6 hits
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Expose Contradiction 4 slides 100% 4/4 slides 100% 4/4 slides · 37 hits
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25% 1/4 slides · 2 hits 75% 3/4 slides 100% 4/4 slides · 6 hits
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Closing Ask 1 slides 100% 1/1 slides 100% 1/1 slides · 6 hits
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100% 1/1 slides
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Slide inventory

11
every slide · same image gating as the playbook
01
Slide 1
This is the first page of a shareholder letter from Starboard Value to Monotype Imaging.frame_situation
Open slide detailBeat · Hook
02
The slide uses a split-chart 'before and after' framework to attribute value destruction to specific management decisions.diagnose_problem
Open slide detailBeat · Expose Contradiction
03
The slide uses a bar chart to visualize margin erosion following acquisitions, specifically highlighting the Olapic deal.expose_contradiction
Open slide detailBeat · Expose Contradiction
04
Uses analyst quotes and financial charts to demonstrate poor performance post-acquisition.expose_contradiction
Open slide detailBeat · Villain Critique
05
The slide uses a quote from Scott Landers to highlight the discrepancy between management's initial expectations and the reality of the Olapic business model.expose_contradiction
Open slide detailBeat · Villain Critique
06
The slide uses a waterfall-style calculation to quantify value destruction from non-core acquisitions.name_villain
Open slide detailBeat · Villain Critique
07
The slide uses a waterfall-style arrow to visually emphasize the margin decline from 42.9% to 21.8%.name_villain
Open slide detailBeat · Villain Critique
08
This is the final page of a shareholder letter, including signatures and a transition note to the nominee biographies.closing_ask
Open slide detailBeat · Closing Ask
09
introduce_nominees
Open slide detail
10
Page 10 of a shareholder letter or proxy statement.introduce_nominees
Open slide detail
11
This slide serves as a continuation of a nominee biography, focusing on past corporate roles.introduce_nominees
Open slide detail