AECOM (ACM)

Peter A. Feld · 2019-06

arc beats above · slides in the middle · loops below · scroll → 0 LOOPS

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coverage by narrative range · generated from this deck JSON

Narrative range 9 total

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Whole deck 9 slides 100% 9/9 slides 100% 9/9 slides · 69 hits

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11.1% 1/9 slides 66.7% 6/9 slides · 9 hits

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Slide inventory

every slide · same image gating as the playbook

This is a formal activist investor letter.front_matter

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The slide uses a waterfall chart to show acquisition history, with a callout box detailing URS's own acquisition history.frame_problem

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Letter-format page (running prose with embedded charts) rather than a traditional slide. Synergy targets cited: $250M raised to $325M with FY2017 impact promiseexpose_contradiction

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The slide uses a comparison table to frame the company's performance as a failure of management execution rather than market conditions.compare_peers

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The slide argues for operational improvement or divestiture of the MS segment based on margin underperformance.compare_peers

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Includes a case study reference to Jacobs Engineering as a template for turnaround.compare_peers

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The slide uses two charts to demonstrate performance: a bar chart for EBITDA margin growth and a bar chart for TSR comparison.analyze_data

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This is a text-heavy page from an activist investor letter (Starboard Value) outlining specific strategic recommendations for AECOM.propose_solution

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Includes a waterfall-style bridge and a bar chart comparison.show_valuation_bridge

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