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Jeffrey C. Smith · shareholder-letter

Newell Brands Inc. (NWL)

8 pages · 4 arc beats · 2 loops

Shareholder-Letter Download JSON
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Newell Brands Inc. (NWL)

Jeffrey C. Smith · 2018-04
arc beats above · slides in the middle · loops below · scroll → 2 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

4
coverage by narrative range · generated from this deck JSON
Narrative range 7 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Problem (Identify pain) 1 slides 100% 1/1 slides 100% 1/1 slides · 8 hits
— 0/1 slides
— 0/1 slides
100% 1/1 slides 100% 1/1 slides · 2 hits
— 0/1 slides
Agitate (Make it worse) 2 slides 100% 2/2 slides 100% 2/2 slides · 15 hits
— 0/2 slides
50% 1/2 slides · 2 hits 100% 2/2 slides 100% 2/2 slides · 4 hits
— 0/2 slides
Solution (Provide relief) 3 slides 100% 3/3 slides 100% 3/3 slides · 22 hits
— 0/3 slides
33.3% 1/3 slides · 2 hits 33.3% 1/3 slides 100% 3/3 slides · 4 hits
— 0/3 slides
Action 1 slides 100% 1/1 slides 100% 1/1 slides · 9 hits
— 0/1 slides
— 0/1 slides
100% 1/1 slides 100% 1/1 slides
— 0/1 slides

Slide inventory

8
every slide · same image gating as the playbook
01
Slide 1
This is a classic activist investor proxy solicitation letter.frame_problem
Open slide detailLoop · Cost Of Inaction
02
Includes a footnote referencing SharkRepellent.net data regarding board representation settlements.frame_problem
Open slide detailLoop · Cost Of Inaction
03
This is a text-heavy page from a shareholder letter, focusing on the rationale for a board proxy contest.introduce_nominees
Open slide detailLoop · Voice Of Customer
04
Uses a combination of a performance table and a line chart to illustrate operational and market failure.name_villain
Open slide detailBeat · Problem (Identify pain)
05
The slide uses a quote from a former director to contradict the company's official narrative regarding his resignation.expose_contradiction
Open slide detailBeat · Agitate (Make it worse)
06
Page 6 of a shareholder letter, focusing on board nominee qualifications.introduce_nominees
Open slide detailBeat · Solution (Provide relief)
07
This is the final page of a document, containing a signature and closing remarks.introduce_nominees
Open slide detailBeat · Solution (Provide relief)
08
closing_ask
Open slide detailBeat · Action