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Engaged Capital · activist-deck

Rovi Corporation (ROVI)

20 pages · 0 arc beats · 0 loops

Activist-Deck Download JSON
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Rovi Corporation (ROVI)

Engaged Capital · 2015-04
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 1
— No image bound to this slide. Wire up imgproxy to display the rendered slide JPEG.
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Deck intelligence map

1
coverage by narrative range · generated from this deck JSON
Narrative range 20 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Whole deck 20 slides 100% 20/20 slides 100% 20/20 slides · 130 hits
— 0/20 slides
20% 4/20 slides · 7 hits 75% 15/20 slides
— 0/20 slides
— 0/20 slides

Slide inventory

20
every slide · same image gating as the playbook
01
Slide 1
front_matter
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02
other
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03
Uses red 'X' icons to emphasize negative points.expose_contradiction
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04
Uses a rhetorical question callout to highlight the arbitrary nature of the selected start date.expose_contradiction
Open slide detail
05
The chart uses a red area fill to emphasize negative performance. The annotation points to a specific date (July 18, 2012) to highlight a 43% decline.expose_contradiction
Open slide detail
06
The slide uses negative percentages in parentheses to denote underperformance.compare_peers
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07
Uses a before-after comparison of stacked bar charts to expose data manipulation.expose_contradiction
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08
Uses red 'X' icons as bullet points to emphasize negative findings.expose_contradiction
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09
Uses a timeline-style layout to show recurring broken promises.expose_contradiction
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10
The slide uses a stacked bar chart to isolate 'Core Product' revenue from 'Declining Businesses' and 'Est. Acquisition Revenue' to argue that organic growth is expose_contradiction
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11
Uses a 'Claim vs Reality' structure to highlight a direct contradiction.expose_contradiction
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12
The slide uses a timeline framework to build a case of bad faith against the company.expose_contradiction
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13
Uses a classic 'Claim vs. Reality' structure to discredit the board's narrative.expose_contradiction
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14
Uses a classic 'Claim vs. Reality' structure to frame the board's offer as disingenuous.expose_contradiction
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15
Uses a bar chart to visually demonstrate that the activist owns more shares than the entire board combined.expose_contradiction
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16
summarize
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17
The slide highlights historical performance of specific stock positions to establish credibility.analyze_data
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18
The slide uses a comparison matrix structure to validate the nominees' qualifications for the board.introduce_nominees
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19
Includes a preemptive defense regarding Unwired Planet stock performance.introduce_nominees
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20
Includes stock performance charts and bulleted lists of accomplishments for each company.introduce_nominees
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