JANA Partners · activist-deck
The McGraw-Hill Companies (MHP)
53 pages · 3 arc beats · 2 loops
The McGraw-Hill Companies (MHP)
JANA Partners · 2011-08 arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
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Deck intelligence map
3 coverage by narrative range · generated from this deck JSON
Narrative range 39 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Problem (Identify pain) 1 slides 100% 1/1 slides 100% 1/1 slides · 3 hits — 0/1 slides
— 0/1 slides
100% 1/1 slides 100% 1/1 slides 100% 1/1 slides Agitate (Make it worse) 33 slides 100% 33/33 slides 100% 33/33 slides · 176 hits — 0/33 slides
18.2% 6/33 slides · 7 hits 45.5% 15/33 slides 100% 33/33 slides — 0/33 slides
Solution (Provide relief) 5 slides 100% 5/5 slides 100% 5/5 slides · 30 hits — 0/5 slides
60% 3/5 slides · 4 hits 60% 3/5 slides 100% 5/5 slides 100% 5/5 slides Slide inventory
53 every slide · same image gating as the playbook
05
This slide serves as an introductory overview for an activist investor presentation.summarize
07
This is a classic activist investor 'diagnosis' slide, framing the company's issues as structural rather than cyclical.diagnose_problem
08
The page contains only header and footer information typical of an EDGAR filing.filler
10
This appears to be a blank page or a placeholder page from an EDGAR filing.filler
11
The slide uses a 'villain' critique approach by highlighting the lack of synergy between business units.expose_contradiction
Open slide detailBeat · Agitate (Make it worse)
12
The page contains only header and footer metadata.filler
Open slide detailBeat · Agitate (Make it worse)
13
The chart includes a table inset showing average multiples and a right-hand list showing spot valuations at the end of the period.compare_peers
Open slide detailBeat · Agitate (Make it worse)
14
This appears to be a page from an SEC filing exhibit.appendix
Open slide detailBeat · Agitate (Make it worse)
15
The slide uses a red oval annotation to emphasize the gap between the weighted average of peers and McGraw-Hill's performance.compare_peers
Open slide detailBeat · Agitate (Make it worse)
16
This appears to be a page from an SEC filing exhibit.summarize
Open slide detailBeat · Agitate (Make it worse)
17
The slide uses red ellipses to highlight the comparison between McGraw-Hill, Moody's, and the weighted average.compare_peers
Open slide detailBeat · Agitate (Make it worse)
18
The page contains only header and footer information typical of an EDGAR filing.filler
Open slide detailBeat · Agitate (Make it worse)
20
The page contains only header and footer information typical of an EDGAR filing.filler
Open slide detailBeat · Agitate (Make it worse)
21
The slide uses a logo-grid to represent the portfolio components and a callout box to frame the strategic challenge.frame_problem
Open slide detailBeat · Agitate (Make it worse)
22
The page contains only header and footer information typical of an EDGAR filing.filler
Open slide detailBeat · Agitate (Make it worse)
23
The slide highlights the disparity between the high-performing S&P Ratings segment and the lower-performing Education segment.compare_peers
Open slide detailBeat · Agitate (Make it worse)
24
The page appears to be a placeholder or a blank page from an SEC filing exhibit.appendix
Open slide detailBeat · Agitate (Make it worse)
25
The slide uses a table to highlight the poor performance of the Education segment relative to other business units.compare_peers
Open slide detailBeat · Agitate (Make it worse)
26
The page contains only header and footer information typical of an EDGAR filing.filler
Open slide detailBeat · Agitate (Make it worse)
27
Includes a table comparing financial metrics (Revenue, EBIT, CapEx, margins) for 2008-2010.compare_peers
Open slide detailBeat · Agitate (Make it worse)
28
The page contains only header and footer information typical of an EDGAR filing.filler
Open slide detailBeat · Agitate (Make it worse)
29
Uses AAP data to contrast 'New Adoptions' vs 'Other US K-12 Ed Spend' market share trends from 2007-2010.diagnose_problem
Open slide detailBeat · Agitate (Make it worse)
30
This appears to be a fragment of a larger document, likely an SEC filing exhibit.other
Open slide detailBeat · Agitate (Make it worse)
31
Uses external analyst citations to build a case for divestiture.expose_contradiction
Open slide detailBeat · Agitate (Make it worse)
32
The page is essentially empty, serving as a placeholder or separator in a larger document.appendix
Open slide detailBeat · Agitate (Make it worse)
33
Uses 'orphan' asset framing to justify a spin-off or divestiture.diagnose_problem
Open slide detailBeat · Agitate (Make it worse)
34
The page is essentially empty, serving as a placeholder or separator in a larger SEC filing document.appendix
Open slide detailBeat · Agitate (Make it worse)
35
The slide uses IHS as a precedent to argue that the I&M segment, if spun off or focused, would achieve similar valuation multiples.cite_precedent
Open slide detailBeat · Agitate (Make it worse)
36
The page contains only header and footer information, including a date, document reference, page number, and URL.appendix
Open slide detailBeat · Agitate (Make it worse)
37
This is an activist investor slide arguing for a breakup or spin-off of business units.diagnose_problem
Open slide detailBeat · Agitate (Make it worse)
38
The page contains only header and footer metadata typical of an EDGAR filing.appendix
Open slide detailBeat · Agitate (Make it worse)
39
The slide uses two grouped bar charts to illustrate the margin deficit compared to competitors.expose_gap
Open slide detailBeat · Agitate (Make it worse)
40
This appears to be a blank page from an SEC filing exhibit with a header and footer.appendix
Open slide detailBeat · Agitate (Make it worse)
41
Uses analyst quotes to validate the 'conglomerate discount' thesis.expose_contradiction
Open slide detailBeat · Agitate (Make it worse)
42
The page contains only header and footer information typical of an EDGAR filing.filler
Open slide detailBeat · Agitate (Make it worse)
43
The table highlights 'Limited Corporate Overhead' as the primary interaction between most segments, suggesting no operational synergy.expose_gap
Open slide detailBeat · Agitate (Make it worse)
44
The page contains only header and footer information typical of an EDGAR filing.filler
47
The table highlights the fragmented analyst coverage across different business segments, supporting the 'overly complex' thesis.preempt_rebuttal
48
The slide is essentially blank except for a footnote and page numbering.appendix
49
Uses a waterfall-bridge chart to illustrate value creation levers.show_valuation_bridge
50
The page contains only header/footer information and a reference to a tax rate footnote.appendix
51
The slide uses a list format to summarize the core demands (separation, cost cutting, buybacks, governance).closing_ask
52
The page contains only header and footer metadata typical of an SEC EDGAR filing document.filler
53
The page contains only header and footer metadata typical of an EDGAR filing.appendix