anlak storytelling
All kinds
Document kinds
Loading document kinds...

Primary corpus lens for browsing and insights. Selection lives in the URL.

All formats
Orientation
Loading formats...

Landscape, portrait, square, or unknown document geometry.

Unlock
Richard T. McGuire III · activist-deck

Deckers Outdoor Corporation (DECK)

59 pages · 6 arc beats · 0 loops

Activist-Deck Download JSON
Unlock

Deckers Outdoor Corporation (DECK)

Richard T. McGuire III · 2017-11
arc beats above · slides in the middle · loops below · scroll → 0 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 2
— No image bound to this slide. Wire up imgproxy to display the rendered slide JPEG.
—

Deck intelligence map

6
coverage by narrative range · generated from this deck JSON
Narrative range 50 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
The Ordinary World 5 slides 100% 5/5 slides 100% 5/5 slides · 19 hits
— 0/5 slides
— 0/5 slides
— 0/5 slides
100% 5/5 slides
— 0/5 slides
The Call to Adventure 4 slides 100% 4/4 slides 100% 4/4 slides · 17 hits
— 0/4 slides
25% 1/4 slides · 2 hits 50% 2/4 slides 100% 4/4 slides
— 0/4 slides
Expose Contradiction 11 slides 100% 11/11 slides 100% 11/11 slides · 63 hits
— 0/11 slides
27.3% 3/11 slides · 4 hits 90.9% 10/11 slides 100% 11/11 slides
— 0/11 slides
Problem (Identify pain) 10 slides 100% 10/10 slides 100% 10/10 slides · 54 hits
— 0/10 slides
10% 1/10 slides 90% 9/10 slides 100% 10/10 slides
— 0/10 slides
Solution (Provide relief) 11 slides 100% 11/11 slides 100% 11/11 slides · 66 hits
— 0/11 slides
27.3% 3/11 slides · 5 hits 72.7% 8/11 slides 100% 11/11 slides
— 0/11 slides
Satisfaction 9 slides 100% 9/9 slides 100% 9/9 slides · 26 hits
— 0/9 slides
— 0/9 slides
— 0/9 slides
100% 9/9 slides
— 0/9 slides

Slide inventory

59
every slide · same image gating as the playbook
01
Slide 1
front_matter
Open slide detailBeat · The Ordinary World
02
other
Open slide detailBeat · The Ordinary World
03
other
Open slide detailBeat · The Ordinary World
04
other
Open slide detailBeat · The Ordinary World
05
establish_context
Open slide detailBeat · The Ordinary World
06
summarize
Open slide detailBeat · The Call to Adventure
07
The slide uses a list-based structure to present arguments against the incumbent board and for the activist's proposed strategy.diagnose_problem
Open slide detailBeat · The Call to Adventure
08
transition
Open slide detailBeat · The Call to Adventure
09
The slide uses a 'Why give Board another opportunity to fail?' rhetorical question as a closing hook.name_villain
Open slide detailBeat · The Call to Adventure
10
The chart highlights a significant negative performance gap for Deckers compared to all benchmarks.compare_peers
Open slide detailBeat · Expose Contradiction
11
The chart highlights the significant underperformance of Deckers relative to its peers and broader indices.compare_peers
Open slide detailBeat · Expose Contradiction
12
Uses a vertical dashed line to demarcate the event of the 13D filing.expose_contradiction
Open slide detailBeat · Expose Contradiction
13
The slide uses a red dashed box to highlight the negative variance and a red callout box to pose a rhetorical question to investors.expose_contradiction
Open slide detailBeat · Expose Contradiction
14
The slide uses a 'broken promise' narrative structure to challenge board competence.expose_contradiction
Open slide detailBeat · Expose Contradiction
15
The slide uses red dashed boxes to highlight specific misses and the cumulative failure to meet guidance.expose_contradiction
Open slide detailBeat · Expose Contradiction
16
The chart uses a dual-axis approach to overlay store count (bars) with ROIC and margin percentages (lines).diagnose_problem
Open slide detailBeat · Expose Contradiction
17
Uses a direct quote from an earnings call to expose management's lack of progress.expose_contradiction
Open slide detailBeat · Expose Contradiction
18
The slide uses a dual-axis combo chart (bar + line) to demonstrate that costs are outpacing revenue growth.expose_contradiction
Open slide detailBeat · Expose Contradiction
19
Uses red text to emphasize critical data points and concerns within the quotes.expose_contradiction
Open slide detailBeat · Expose Contradiction
20
transition
Open slide detailBeat · Expose Contradiction
21
Uses a combination of bar charts to contrast capital deployment with negative financial performance outcomes.expose_contradiction
Open slide detailBeat · Problem (Identify pain)
22
The slide uses two bar charts to demonstrate that the company has been cash-rich and cash-generative for over a decade, implying capital mismanagement.expose_contradiction
Open slide detailBeat · Problem (Identify pain)
23
frame_problem
Open slide detailBeat · Problem (Identify pain)
24
The slide uses a 'A' icon as a bullet point, likely representing the activist firm's branding.diagnose_problem
Open slide detailBeat · Problem (Identify pain)
25
Uses a dual-axis chart (line for share price, bar for CEO comp) combined with a data table showing EPS guidance vs actuals and incentive structures.expose_contradiction
Open slide detailBeat · Problem (Identify pain)
26
The slide uses a red box to highlight the period of decline and a dashed box to indicate the change in reporting policy.expose_contradiction
Open slide detailBeat · Problem (Identify pain)
27
Uses red dashed boxes to highlight the reporting change and the resulting lack of transparency.expose_contradiction
Open slide detailBeat · Problem (Identify pain)
28
The slide uses a before-and-after comparison to demonstrate how accounting practices mask declining retail performance.expose_contradiction
Open slide detailBeat · Problem (Identify pain)
29
Uses a series of quotes to build a case against management/board transparency.expose_contradiction
Open slide detailBeat · Problem (Identify pain)
30
The slide uses a narrative of governance failure to justify shareholder intervention.expose_contradiction
Open slide detailBeat · Problem (Identify pain)
31
Uses red dashed boxes to highlight specific periods of concern (strategic review/candidacy and sale failure/share sales).expose_contradiction
Open slide detail
32
Uses a direct quote comparison to expose management inconsistency.expose_contradiction
Open slide detail
33
The chart uses a waterfall structure to show cash flow and share repurchases impacting net cash balances over time.preempt_rebuttal
Open slide detail
34
The slide uses a 'Promise vs. Failure' structure to build a case for management incompetence or lack of accountability.expose_contradiction
Open slide detail
35
Uses a quote-based structure to frame the board's inaction as a failure of governance.expose_contradiction
Open slide detail
36
The slide uses a comparison table structure to contrast two directors against specific governance criteria.expose_contradiction
Open slide detail
37
The slide uses red text for specific experience and performance metrics to emphasize the negative correlation.name_villain
Open slide detail
38
The slide uses a visual timeline of red diamonds to emphasize sales and the absence of blue diamonds (purchases).expose_contradiction
Open slide detail
39
Uses a table to detail share transactions and a rhetorical question at the bottom to drive the activist narrative.expose_contradiction
Open slide detail
40
transition
Open slide detailBeat · Solution (Provide relief)
41
show_valuation_bridge
Open slide detailBeat · Solution (Provide relief)
42
The slide uses a dual-chart layout to correlate store expansion with margin erosion. It includes estimates for FY2016 and FY2017 post-consolidation.diagnose_problem
Open slide detailBeat · Solution (Provide relief)
43
The slide uses a waterfall-style logic to bridge lost retail EBIT to net EBIT increase via channel shift and cost savings.quantify_opportunity
Open slide detailBeat · Solution (Provide relief)
44
The slide uses a quote to preemptively argue against standard retail performance metrics.expose_contradiction
Open slide detailBeat · Solution (Provide relief)
45
Uses a deductive logic flow to break down company guidance and isolate the impact of cost savings versus revenue growth.expose_contradiction
Open slide detailBeat · Solution (Provide relief)
46
The slide uses an external consultant's estimate to highlight a gap between the potential savings ($150-200M) and the company's current target ($32M).size_opportunity
Open slide detailBeat · Solution (Provide relief)
47
The slide uses a combination of a line chart for historical/projected price and a data table for key performance indicators.show_valuation_bridge
Open slide detailBeat · Solution (Provide relief)
48
cite_precedent
Open slide detailBeat · Solution (Provide relief)
49
The slide uses red text to highlight key phrases within the quote.cite_precedent
Open slide detailBeat · Solution (Provide relief)
50
The slide uses a peer company (WWW) as a precedent to validate the activist's proposed strategy for the target company.preempt_rebuttal
Open slide detailBeat · Solution (Provide relief)
51
transition
Open slide detailBeat · Satisfaction
52
introduce_nominees
Open slide detailBeat · Satisfaction
53
introduce_nominees
Open slide detailBeat · Satisfaction
54
introduce_nominees
Open slide detailBeat · Satisfaction
55
introduce_nominees
Open slide detailBeat · Satisfaction
56
appendix
Open slide detailBeat · Satisfaction
57
appendix
Open slide detailBeat · Satisfaction
58
appendix
Open slide detailBeat · Satisfaction
59
appendix
Open slide detailBeat · Satisfaction