Epiq Systems, Inc. (EPIQ)

Marcato · 2016-04
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
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Deck intelligence map

4
coverage by narrative range · generated from this deck JSON

Slide inventory

13
every slide · same image gating as the playbook
01
Slide 1
front_matter
03
The slide establishes credibility by highlighting the firm's ownership stake and past portfolio companies.establish_context
04
The slide uses parentheses to denote negative returns or underperformance.compare_peers
Open slide detailBeat · The MonsterLoop · David Goliath
05
The slide uses a 'Marcato' branding, likely an activist investor presentation.expose_contradiction
Open slide detailBeat · The MonsterLoop · David Goliath
06
The slide uses a red circle to emphasize the 83% figure, framing the acquisition as a failure.expose_contradiction
Open slide detailBeat · The MonsterLoop · David Goliath
07
Uses indexed financial performance (2012=100) to compare growth rates of Revenue, EBITDA, and EPS.expose_contradiction
Open slide detailBeat · The MonsterLoop · David Goliath
08
The slide uses indexed charts to show that corporate costs are outpacing revenue growth, suggesting operational inefficiency.expose_contradiction
Open slide detailBeat · The MonsterLoop · David Goliath
09
The slide uses a visual arrow to emphasize the upward trend in compensation.expose_contradiction
Open slide detailBeat · The MonsterLoop · David Goliath
10
Uses a three-column layout to categorize the sources of lost credibility.name_villain
Open slide detailBeat · The CallLoop · David Goliath
11
The slide uses a stock price chart to argue that the Board's rejection of a $20 offer was flawed because the market has not valued the company at that level sinexpose_contradiction
Open slide detailBeat · The StruggleLoop · David Goliath
12
The slide uses a 'villain' framing technique to characterize the board's governance actions as hostile to shareholder interests.expose_contradiction
Open slide detailBeat · The StruggleLoop · David Goliath
13
summarize
Open slide detailBeat · The VictoryLoop · David Goliath