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Jeff Ubben · conference-presentation

Multiple (ValueAct portfolio: Moody's, CBRE, Motorola Solutions, Adobe, Halliburton, Autodesk, Gardner Denver, Sara Lee, Verisign, CR Bard)

26 pages · 6 arc beats · 3 loops

Conference-Presentation Download JSON
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Multiple (ValueAct portfolio: Moody's, CBRE, Motorola Solutions, Adobe, Halliburton, Autodesk, Gardner Denver, Sara Lee, Verisign, CR Bard)

Jeff Ubben · 2012-10
arc beats above · slides in the middle · loops below · scroll → 3 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

6
coverage by narrative range · generated from this deck JSON
Narrative range 17 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Problem 2 slides 100% 2/2 slides 100% 2/2 slides · 11 hits
— 0/2 slides
50% 1/2 slides 100% 2/2 slides 100% 2/2 slides 100% 2/2 slides Solution 3 slides 100% 3/3 slides 100% 3/3 slides · 10 hits
— 0/3 slides
33.3% 1/3 slides 100% 3/3 slides 100% 3/3 slides 100% 3/3 slides Product 3 slides 100% 3/3 slides 100% 3/3 slides · 13 hits
— 0/3 slides
— 0/3 slides
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100% 3/3 slides 100% 3/3 slides Market Size 3 slides 100% 3/3 slides 100% 3/3 slides · 22 hits
— 0/3 slides
33.3% 1/3 slides · 2 hits
— 0/3 slides
100% 3/3 slides
— 0/3 slides
Competition 3 slides 100% 3/3 slides 100% 3/3 slides · 18 hits
— 0/3 slides
66.7% 2/3 slides 33.3% 1/3 slides 100% 3/3 slides 100% 3/3 slides Team 3 slides 100% 3/3 slides 100% 3/3 slides · 17 hits
— 0/3 slides
33.3% 1/3 slides · 2 hits 33.3% 1/3 slides 100% 3/3 slides
— 0/3 slides

Slide inventory

26
every slide · same image gating as the playbook
01
Slide 1
front_matter
Open slide detail
02
front_matter
Open slide detail
03
other
Open slide detail
04
The slide uses academic citations to establish a baseline of historical corporate governance.cite_precedent
Open slide detailBeat · ProblemLoop · Tale Two Worlds
05
The slide uses a 2x2 matrix to illustrate the interaction between governance quality and shareholder activism levels.present_framework
Open slide detailBeat · ProblemLoop · Tale Two Worlds
06
Originally conceived by VAC investor Nancy Donohue.present_framework
Open slide detailBeat · SolutionLoop · Tale Two Worlds
07
The diagram depicts a flywheel-like process involving Quality business, Access, Relationship, Board Service, and Value Creation.present_framework
Open slide detailBeat · SolutionLoop · Tale Two Worlds
08
The slide uses a table to map business attributes (Pricing Power, Industry Structure, Barriers to Entry) to specific company examples.present_framework
Open slide detailBeat · SolutionLoop · Tale Two Worlds
09
The chart highlights the significant divergence between the broader market and the financial sector, particularly following the 2008 financial crisis.name_villain
Open slide detailBeat · ProductLoop · Cost Of Inaction
10
Uses a checkmark overlay on boxes to signify selection criteria.summarize
Open slide detailBeat · ProductLoop · Cost Of Inaction
11
The slide uses a stacked bar chart to show revenue breakdown by segment over time.analyze_data
Open slide detailBeat · ProductLoop · Cost Of Inaction
12
size_opportunity
Open slide detailBeat · Market Size
13
The chart compares two different study vintages (2011 vs 2012) to show how maturity projections have shifted over time.analyze_data
Open slide detailBeat · Market Size
14
The slide highlights the shift from bank-dominated financing to capital market (bond) financing in Europe.analyze_data
Open slide detailBeat · Market Size
15
The chart illustrates a decoupling between market employment trends and company sales performance.analyze_data
Open slide detailBeat · CompetitionLoop · Before After
16
summarize
Open slide detailBeat · CompetitionLoop · Before After
17
Uses a vertical arrow-based list structure to categorize competitive advantages.summarize
Open slide detailBeat · CompetitionLoop · Before After
18
Uses a before-after visual structure to highlight business model shift.analyze_data
Open slide detailLoop · Before After
19
The chart uses a combination of bar and line charts to show the inverse relationship between rent growth and vacancy rates.analyze_data
Open slide detail
20
The chart uses floating bars to represent yield ranges for different investment strategies within each asset class.analyze_data
Open slide detail
21
Red oval annotation highlights the 2004 data point for comparison.analyze_data
Open slide detail
22
The chart uses a stacked bar format to show the composition of lenders (Banks, CMBS, Life Cos, Other) over time.size_opportunity
Open slide detail
23
The slide uses a visual metaphor of darts hitting a board labeled 'RETURNS' to represent threats.name_villain
Open slide detail
24
The table shows high concentration of revenue/profit in core business segments for Motorola Solutions, Adobe, and Moody's.summarize
Open slide detailBeat · Team
25
The slide uses a table to illustrate how cyclical companies manage leverage and revenue stability.summarize
Open slide detailBeat · Team
26
The slide contrasts negative governance experiences with a proactive mitigation strategy.summarize
Open slide detailBeat · Team