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Engaged Capital · activist-deck

Outerwall Inc. (OUTR)

32 pages · 4 arc beats · 0 loops

Activist-Deck Download JSON
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Outerwall Inc. (OUTR)

Engaged Capital · 2016-02
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.
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Deck intelligence map

4
coverage by narrative range · generated from this deck JSON
Narrative range 31 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Situation & Context 7 slides 100% 7/7 slides 100% 7/7 slides · 25 hits
— 0/7 slides
42.9% 3/7 slides · 5 hits
— 0/7 slides
100% 7/7 slides
— 0/7 slides
Problem & Complication 13 slides 100% 13/13 slides 100% 13/13 slides · 62 hits
— 0/13 slides
15.4% 2/13 slides 69.2% 9/13 slides 100% 13/13 slides
— 0/13 slides
Solution & Approach 8 slides 100% 8/8 slides 100% 8/8 slides · 40 hits
— 0/8 slides
12.5% 1/8 slides 50% 4/8 slides 100% 8/8 slides
— 0/8 slides
Action 3 slides 100% 3/3 slides 100% 3/3 slides · 12 hits
— 0/3 slides
— 0/3 slides
33.3% 1/3 slides 100% 3/3 slides
— 0/3 slides

Slide inventory

32
every slide · same image gating as the playbook
01
Slide 1
front_matter
Open slide detailBeat · Situation & Context
02
other
Open slide detailBeat · Situation & Context
03
front_matter
Open slide detailBeat · Situation & Context
04
establish_context
Open slide detailBeat · Situation & Context
05
summarize
Open slide detailBeat · Situation & Context
06
frame_situation
Open slide detailBeat · Situation & Context
07
front_matter
Open slide detailBeat · Situation & Context
08
The slide highlights consistent underperformance across all time horizons, emphasizing the gap between operational cash flow and shareholder returns.compare_peers
Open slide detailBeat · Problem & Complication
09
The slide uses a red color for 'Discontinued' to emphasize failure.expose_contradiction
Open slide detailBeat · Problem & Complication
10
summarize
Open slide detailBeat · Problem & Complication
11
The chart highlights a significant drop in OUTR performance at the end of 2015.compare_peers
Open slide detailBeat · Problem & Complication
12
The slide uses a peer comparison to demonstrate undervaluation.compare_peers
Open slide detailBeat · Problem & Complication
13
The slide uses a 2x2 grid of line charts to demonstrate valuation compression and high short interest.analyze_data
Open slide detailBeat · Problem & Complication
14
The slide uses red circles to visually anchor the comparison between the 2010 and 2015 price points.compare_peers
Open slide detailBeat · Problem & Complication
15
transition
Open slide detailBeat · Problem & Complication
16
This is a classic activist investor 'thesis' slide identifying the gap between market price and intrinsic value.diagnose_problem
Open slide detailBeat · Problem & Complication
17
The chart uses a stacked bar for 2015 to break down the components of the $663M loss.expose_contradiction
Open slide detailBeat · Problem & Complication
18
The chart uses a combination of a line chart for stock price and a bar chart for cumulative repurchases to demonstrate poor capital allocation.expose_contradiction
Open slide detailBeat · Problem & Complication
19
The chart uses a waterfall-style visualization to aggregate losses.expose_contradiction
Open slide detailBeat · Problem & Complication
20
The slide uses a line chart to visualize the timing of repurchases relative to major stock price drops caused by poor earnings and weak guidance.expose_contradiction
Open slide detailBeat · Problem & Complication
21
The slide uses a logical argument structure to debunk the efficacy of the current capital allocation strategy.diagnose_problem
Open slide detailBeat · Solution & Approach
22
summarize
Open slide detailBeat · Solution & Approach
23
The slide uses a clear, directive tone typical of activist investor presentations.propose_solution
Open slide detailBeat · Solution & Approach
24
The slide uses a bracket to indicate that the range of $125M-$200M represents 75%-100% of free cash flow.quantify_opportunity
Open slide detailBeat · Solution & Approach
25
The tables highlight the $125 dividend scenario as a focal point.quantify_opportunity
Open slide detailBeat · Solution & Approach
26
The chart uses a waterfall-like distribution of market yields to demonstrate valuation upside for OUTR.quantify_opportunity
Open slide detailBeat · Solution & Approach
27
preempt_rebuttal
Open slide detailBeat · Solution & Approach
28
present_solution
Open slide detailBeat · Solution & Approach
29
front_matter
Open slide detail
30
state_next_steps
Open slide detailBeat · Action
31
front_matter
Open slide detailBeat · Action
32
The slide uses a chronological list of quotes to demonstrate a pattern of broken promises.expose_contradiction
Open slide detailBeat · Action