Health Management Associates (HMA)

Larry Robbins · 2013-08

arc beats above · slides in the middle · loops below · scroll → 2 LOOPS

Deck intelligence map

coverage by narrative range · generated from this deck JSON

Narrative range 10 total

Metadata

Components

Metrics

Tools

Frameworks

Beats

Loops

Problem (Identify pain) 4 slides 100% 4/4 slides 100% 4/4 slides · 18 hits

— 0/4 slides

50% 2/4 slides 75% 3/4 slides · 4 hits 100% 4/4 slides 100% 4/4 slides Agitate (Make it worse) 3 slides 100% 3/3 slides 100% 3/3 slides · 14 hits

— 0/3 slides

66.7% 2/3 slides 100% 3/3 slides 100% 3/3 slides Solution (Provide relief) 3 slides 100% 3/3 slides 100% 3/3 slides · 19 hits

— 0/3 slides

33.3% 1/3 slides 100% 3/3 slides 100% 3/3 slides

— 0/3 slides

every slide · same image gating as the playbook

front_matter

Open slide detailBeat · Problem (Identify pain)Loop · Golden Circle

The slide uses a timeline to frame the company's actions as a reactive and opaque response to shareholder pressure.expose_contradiction

Open slide detailBeat · Problem (Identify pain)Loop · Golden Circle

Uses a comparison table structure to clarify voting thresholds and timelines for two different shareholder actions.compare_peers

Open slide detailBeat · Problem (Identify pain)Loop · Golden Circle

Uses a comparative equation structure to contrast the Board's current valuation with the activist's proposed alternative.frame_problem

Open slide detailBeat · Problem (Identify pain)Loop · Golden Circle

Uses a simple additive visual structure to show the components of the deal value.show_valuation_bridge

Open slide detailBeat · Agitate (Make it worse)Loop · Cost Of Inaction

Uses a contrast-pairs framework to highlight the deficiencies of the incumbent board against the proposed alternative.compare_peers

Open slide detailBeat · Agitate (Make it worse)Loop · Cost Of Inaction

preempt_rebuttal

Open slide detailBeat · Agitate (Make it worse)Loop · Cost Of Inaction

Uses specific valuation math (8.3x EBITDA multiple) to illustrate shareholder value impact.expose_contradiction

Open slide detailBeat · Solution (Provide relief)

Uses a contrast-pairs framework to highlight the incumbent board's failures versus the proposed board's potential.expose_contradiction

Open slide detailBeat · Solution (Provide relief)

closing_ask

Open slide detailBeat · Solution (Provide relief)

appendix

The slide uses a 'cohesive team' framing to link individual bios to a set of five strategic capabilities.introduce_nominees

The slide outlines a governance structure including a new Compliance & Quality Committee.plan_implementation