Box, Inc. (BOX)

Peter A. Feld · 2021-08

arc beats above · slides in the middle · loops below · scroll → 1 LOOPS

Deck intelligence map

coverage by narrative range · generated from this deck JSON

Narrative range 5 total

Metadata

Components

Metrics

Tools

Frameworks

Beats

Loops

Situation & Context 1 slides 100% 1/1 slides 100% 1/1 slides · 5 hits

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100% 1/1 slides · 2 hits 100% 1/1 slides 100% 1/1 slides

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Problem & Complication 2 slides 100% 2/2 slides 100% 2/2 slides · 11 hits

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100% 2/2 slides 100% 2/2 slides 100% 2/2 slides Evidence & Proof 1 slides 100% 1/1 slides 100% 1/1 slides · 8 hits

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100% 1/1 slides 100% 1/1 slides 100% 1/1 slides Impact & Next Steps 1 slides 100% 1/1 slides 100% 1/1 slides · 5 hits

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100% 1/1 slides

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every slide · same image gating as the playbook

The letter establishes the activist investor's narrative regarding Box's underperformance and alleged governance failures.frame_problem

Open slide detailBeat · Situation & Context

This is a text-heavy page from a shareholder letter, likely part of a proxy contest.expose_contradiction

Open slide detailBeat · Problem & ComplicationLoop · The Reveal

This is a text-heavy page from a shareholder letter, likely part of a proxy contest.name_villain

Open slide detailBeat · Problem & ComplicationLoop · The Reveal

This is a text-heavy page from a shareholder letter, functioning as a direct response to management's proxy materials.preempt_rebuttal

Open slide detailBeat · Evidence & ProofLoop · The Reveal

This is a page from a shareholder letter, specifically the closing signature page.closing_ask

Open slide detailBeat · Impact & Next Steps