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Peter A. Feld · shareholder-letter

Box, Inc. (BOX)

3 pages · 3 arc beats · 1 loops

Shareholder-Letter Download JSON
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Box, Inc. (BOX)

Peter A. Feld · 2021-05
arc beats above · slides in the middle · loops below · scroll → 1 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

3
coverage by narrative range · generated from this deck JSON
Narrative range 3 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Situation & Context 1 slides 100% 1/1 slides 100% 1/1 slides · 6 hits
— 0/1 slides
— 0/1 slides
— 0/1 slides
100% 1/1 slides 100% 1/1 slides Problem & Complication 1 slides 100% 1/1 slides 100% 1/1 slides · 8 hits
— 0/1 slides
100% 1/1 slides · 2 hits
— 0/1 slides
100% 1/1 slides 100% 1/1 slides Impact & Next Steps 1 slides 100% 1/1 slides 100% 1/1 slides · 3 hits
— 0/1 slides
100% 1/1 slides
— 0/1 slides
100% 1/1 slides 100% 1/1 slides

Slide inventory

3
every slide · same image gating as the playbook
01
Slide 1
This is the first page of a shareholder letter; it establishes the activist investor's position and history with the company.frame_problem
Open slide detailBeat · Situation & ContextLoop · Cost Of Inaction
02
This is a page from a shareholder letter, likely from an activist investor (Starboard).diagnose_problem
Open slide detailBeat · Problem & ComplicationLoop · Cost Of Inaction
03
Page 3 of a shareholder letter.closing_ask
Open slide detailBeat · Impact & Next StepsLoop · Cost Of Inaction