Magellan Health, Inc. (MGLN)

Peter A. Feld · 2019-02

arc beats above · slides in the middle · loops below · scroll → 2 LOOPS

Deck intelligence map

coverage by narrative range · generated from this deck JSON

Narrative range 9 total

Metadata

Components

Metrics

Tools

Frameworks

Beats

Loops

Situation & Context 2 slides 100% 2/2 slides 100% 2/2 slides · 11 hits

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50% 1/2 slides 100% 2/2 slides 100% 2/2 slides · 3 hits Problem & Complication 2 slides 100% 2/2 slides 100% 2/2 slides · 18 hits

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100% 2/2 slides 100% 2/2 slides 100% 2/2 slides · 4 hits Evidence & Proof 2 slides 100% 2/2 slides 100% 2/2 slides · 20 hits

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100% 2/2 slides 100% 2/2 slides 100% 2/2 slides · 3 hits Solution & Approach 3 slides 100% 3/3 slides 100% 3/3 slides · 21 hits

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100% 3/3 slides 100% 3/3 slides

Slide inventory

every slide · same image gating as the playbook

This is the cover page of an activist investor letter.frame_problem

Open slide detailBeat · Situation & ContextLoop · Pre Mortem

The slide uses a 'villain' narrative style, attributing poor performance to management's execution and acquisition strategy.expose_gap

Open slide detailBeat · Situation & ContextLoop · Zoom In

Includes a waterfall-style chart comparing pre-acquisition EV + capital spent vs current EV, and a quote from the CEO to highlight failed strategic promises.name_villain

Open slide detailBeat · Problem & ComplicationLoop · Zoom In

Uses a combination of revenue/margin trends and EPS guidance waterfall charts to demonstrate management's lack of visibility and poor performance.expose_contradiction

Open slide detailBeat · Problem & ComplicationLoop · Zoom In

The slide uses quotes from management to establish a baseline of intent, then uses a bar chart to demonstrate that the stated goals are insufficient compared toexpose_gap

Open slide detailBeat · Evidence & ProofLoop · Zoom In

Includes footnotes regarding data sources and calculation methodology for Magellan's multiple.cite_precedent

Open slide detailBeat · Evidence & ProofLoop · Pre Mortem

This page serves as a transition to the detailed nominee biographies.introduce_nominees