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Starboard Value · activist-deck

GCP Applied Technologies (GCP)

29 pages · 4 arc beats · 0 loops

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GCP Applied Technologies (GCP)

Starboard Value · 2020-05
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 12 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Problem (Identify pain) 2 slides 100% 2/2 slides 100% 2/2 slides · 9 hits
— 0/2 slides
— 0/2 slides
50% 1/2 slides 100% 2/2 slides
— 0/2 slides
Agitate (Make it worse) 7 slides 100% 7/7 slides 100% 7/7 slides · 51 hits
— 0/7 slides
— 0/7 slides
85.7% 6/7 slides 100% 7/7 slides
— 0/7 slides
Solution (Provide relief) 2 slides 100% 2/2 slides 100% 2/2 slides · 9 hits
— 0/2 slides
— 0/2 slides
50% 1/2 slides 100% 2/2 slides
— 0/2 slides
Action 1 slides 100% 1/1 slides 100% 1/1 slides · 4 hits
— 0/1 slides
— 0/1 slides
100% 1/1 slides 100% 1/1 slides
— 0/1 slides

Slide inventory

29
every slide · same image gating as the playbook
01
Slide 1
front_matter
Open slide detail
02
other
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03
summarize
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04
transition
Open slide detailBeat · Problem (Identify pain)
05
The slide uses a 'before-after' style logic to debunk management's narrative of value creation.expose_contradiction
Open slide detailBeat · Problem (Identify pain)
06
Uses red dashed boxes to highlight the 'Worst Performer' (S&P 600) across all four charts.expose_contradiction
Open slide detailBeat · Agitate (Make it worse)
07
transition
Open slide detailBeat · Agitate (Make it worse)
08
Uses a waterfall-style comparison to isolate organic revenue decline by subtracting M&A contribution.expose_contradiction
Open slide detailBeat · Agitate (Make it worse)
09
Uses a 'before-after' or 'expose contradiction' framing to debunk management's claims.expose_contradiction
Open slide detailBeat · Agitate (Make it worse)
10
Uses a comparison table to invalidate the company's chosen peer set.expose_gap
Open slide detailBeat · Agitate (Make it worse)
11
Uses a CEO quote to establish a baseline expectation that was not met.expose_contradiction
Open slide detailBeat · Agitate (Make it worse)
12
Uses a 'before-after' style contradiction frame to debunk management's narrative.expose_contradiction
Open slide detailBeat · Agitate (Make it worse)
13
Uses a 'before-after' style contradiction to highlight inconsistent reporting standards.expose_contradiction
Open slide detail
14
Uses a 'before-after' style comparison to debunk a company's investor presentation slide.expose_contradiction
Open slide detail
15
The slide uses a red arrow to visually emphasize the contraction of EBIT.expose_contradiction
Open slide detail
16
Uses a stacked bar chart to visualize the 'add-back' of restructuring costs to create an illusion of cash generation.expose_contradiction
Open slide detail
17
transition
Open slide detail
18
Uses a callout box to highlight the specific misleading claim in the Board's offer.expose_contradiction
Open slide detail
19
Uses a timeline to show appointments and red arrows to link them to specific conflict-of-interest descriptions.expose_contradiction
Open slide detail
20
Uses a hub-and-spoke style diagram to show conflict of interest/lack of independence.expose_contradiction
Open slide detail
21
The slide uses a structured table format to highlight specific financial and operational achievements for each nominee.introduce_nominees
Open slide detailBeat · Solution (Provide relief)
22
The table uses checkmarks to indicate specific areas of expertise for each nominee.introduce_nominees
Open slide detailBeat · Solution (Provide relief)
23
closing_ask
Open slide detailBeat · Action
24
appendix
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25
The slide uses excerpts from legal agreements to demonstrate that the appointment allowed for accelerated vesting of equity awards.expose_contradiction
Open slide detail
26
Uses a contrast-pairs framework to juxtapose peer success against GCP failure.expose_contradiction
Open slide detail
27
Uses a 'before-after' style comparison of metrics to frame the company as a laggard.compare_peers
Open slide detail
28
Uses a dual-chart layout to contrast revenue growth and margin expansion.compare_peers
Open slide detail
29
The slide uses a combination of a line chart for industry trends and bar charts for peer benchmarking to isolate GCP's underperformance.expose_gap
Open slide detail