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Jeffrey Smith · shareholder-letter

Autodesk, Inc. (ADSK)

8 pages · 3 arc beats · 1 loops

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

Jeffrey Smith · 2025-03
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 7 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Problem (Identify pain) 3 slides 100% 3/3 slides 100% 3/3 slides · 24 hits
— 0/3 slides
— 0/3 slides
100% 3/3 slides 100% 3/3 slides
— 0/3 slides
Agitate (Make it worse) 2 slides 100% 2/2 slides 100% 2/2 slides · 17 hits
— 0/2 slides
50% 1/2 slides 100% 2/2 slides 100% 2/2 slides 100% 2/2 slides Solution (Provide relief) 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 100% 2/2 slides

Slide inventory

8
every slide · same image gating as the playbook
01
Slide 1
This is the first page of an activist investor letter.frame_problem
Open slide detail
02
The slide uses a bar-grouped chart to illustrate performance gaps, followed by a narrative justifying shareholder intervention.compare_peers
Open slide detailBeat · Problem (Identify pain)
03
The slide uses a 'bloated cost structure' narrative to argue for operational improvement.compare_peers
Open slide detailBeat · Problem (Identify pain)
04
The slide uses a peer benchmarking approach to highlight Autodesk's underperformance in profitability metrics.compare_peers
Open slide detailBeat · Problem (Identify pain)
05
This is a text-heavy shareholder letter page arguing against management's guidance.expose_contradiction
Open slide detailBeat · Agitate (Make it worse)Loop · Cost Of Inaction
06
The slide uses a waterfall bridge to visualize the gap between theoretical margin expansion and actual guidance.expose_contradiction
Open slide detailBeat · Agitate (Make it worse)Loop · Cost Of Inaction
07
The slide uses a waterfall bridge to justify a specific margin target based on cost savings and incremental revenue growth.show_valuation_bridge
Open slide detailBeat · Solution (Provide relief)Loop · Cost Of Inaction
08
This is a closing letter from an activist investor deck.state_demand
Open slide detailBeat · Solution (Provide relief)Loop · Cost Of Inaction