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Jeffrey Smith · shareholder-letter

Autodesk, Inc. (ADSK)

6 pages · 4 arc beats · 2 loops

Shareholder-Letter Download JSON
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Autodesk, Inc. (ADSK)

Jeffrey Smith · 2024-06
arc beats above · slides in the middle · loops below · scroll → 2 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 6 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Problem & Complication 2 slides 100% 2/2 slides 100% 2/2 slides · 15 hits
— 0/2 slides
50% 1/2 slides 50% 1/2 slides 100% 2/2 slides
— 0/2 slides
Evidence & Proof 2 slides 100% 2/2 slides 100% 2/2 slides · 19 hits
— 0/2 slides
50% 1/2 slides 100% 2/2 slides · 3 hits 100% 2/2 slides 100% 2/2 slides Critique of Current Strategy 1 slides 100% 1/1 slides 100% 1/1 slides · 7 hits
— 0/1 slides
— 0/1 slides
100% 1/1 slides 100% 1/1 slides 100% 1/1 slides Call to Action 1 slides 100% 1/1 slides 100% 1/1 slides · 6 hits
— 0/1 slides
100% 1/1 slides
— 0/1 slides
100% 1/1 slides 100% 1/1 slides

Slide inventory

6
every slide · same image gating as the playbook
01
Slide 1
This is a formal shareholder letter from Starboard Value to Autodesk's Board.frame_problem
Open slide detailBeat · Problem & Complication
02
The slide uses analyst quotes to validate the activist thesis and a line chart to demonstrate historical underperformance.cite_precedent
Open slide detailBeat · Problem & Complication
03
The slide uses a combination of a peer benchmark chart and a 'missed targets' comparison table to build a case for operational inefficiency.expose_gap
Open slide detailBeat · Evidence & ProofLoop · Benchmark Gap
04
The slide argues that Autodesk's valuation discount is a result of poor performance and governance issues, specifically citing misleading billings practices.compare_peers
Open slide detailBeat · Evidence & ProofLoop · Benchmark Gap
05
Page 5 of an activist shareholder letter. Focuses on governance failure and lack of consequences for management.expose_contradiction
Open slide detailBeat · Critique of Current StrategyLoop · Cost Of Inaction
06
This is the final page of a shareholder letter, signed by Jeffrey Smith.state_demand
Open slide detailBeat · Call to ActionLoop · Cost Of Inaction