SandRidge Energy (SD)

Dinakar Singh · 2013-01
arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 2
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Deck intelligence map

2
coverage by narrative range · generated from this deck JSON

Slide inventory

32
every slide · same image gating as the playbook
01
Slide 1
Includes TPG-Axon Capital logo.front_matter
03
This slide uses a 'preempt_rebuttal' strategy by quoting the company's own accusations against the activist and then reframing the activist's position as a prinpreempt_rebuttal
Open slide detailBeat · The MonsterLoop · Cost Of Inaction
04
Uses a rhetorical questioning technique to build a case for conflict of interest.expose_contradiction
Open slide detailBeat · The MonsterLoop · Cost Of Inaction
05
The slide uses direct quotes from a 2012 proxy statement to highlight potential conflicts of interest.expose_contradiction
Open slide detailBeat · The MonsterLoop · The Reveal
06
The slide uses a bulleted list to build a narrative of investigative discovery.expose_contradiction
Open slide detailBeat · The MonsterLoop · The Reveal
07
This is a classic activist 'villain' slide, specifically focusing on governance failure and potential fraud.expose_contradiction
Open slide detailBeat · The MonsterLoop · The Reveal
08
The slide uses a list-based approach to systematically dismantle a corporate disclosure.expose_contradiction
Open slide detailBeat · The MonsterLoop · The Reveal
09
The slide uses a series of rhetorical questions to frame a governance and conflict-of-interest narrative.state_demand
Open slide detailBeat · The MonsterLoop · The Reveal
10
transition
Open slide detailBeat · The StruggleLoop · Cost Of Inaction
11
Uses a timeline diagram to visualize the 'flipping' of assets between WCT Resources and SandRidge.expose_contradiction
Open slide detailBeat · The StruggleLoop · Cost Of Inaction
12
Uses a timeline diagram to visualize the discrepancy between the acquisition dates and the subsequent sale/disclosure.expose_contradiction
Open slide detailBeat · The StruggleLoop · Cost Of Inaction
13
Uses a timeline diagram to visualize the discrepancy between the company's stated acquisition date and the actual transaction history.expose_contradiction
Open slide detailBeat · The StruggleLoop · Cost Of Inaction
14
Uses a timeline diagram to visualize the contradiction between official disclosure and actual events.expose_contradiction
Open slide detailBeat · The StruggleLoop · Cost Of Inaction
15
Uses a timeline diagram to visualize the discrepancy between the disclosed narrative and the actual transaction sequence.expose_contradiction
Open slide detailBeat · The StruggleLoop · Cost Of Inaction
16
Uses a timeline diagram to visualize the discrepancy between public disclosure and private transaction history.expose_contradiction
Open slide detailBeat · The StruggleLoop · Cost Of Inaction
17
Uses a visual grid to represent land parcels changing hands between WCT, SandRidge, and Shell.expose_contradiction
Open slide detailBeat · The StruggleLoop · Cost Of Inaction
18
Uses a grid-based visual representation to show the progression of land ownership and transactions.expose_contradiction
Open slide detailBeat · The StruggleLoop · Cost Of Inaction
19
Uses a grid-based visual to represent land ownership changes over time.expose_contradiction
Open slide detailBeat · The StruggleLoop · Cost Of Inaction
20
Uses a visual grid to represent acreage ownership changes over time.expose_contradiction
Open slide detailBeat · The StruggleLoop · Cost Of Inaction
21
Uses a grid-based visual to represent acreage ownership changes over time.expose_contradiction
Open slide detailBeat · The StruggleLoop · Cost Of Inaction
22
Uses a grid-based visual representation to show land ownership changes over time.expose_contradiction
Open slide detailBeat · The StruggleLoop · Cost Of Inaction
23
Uses a visual grid to represent acreage ownership changes over time.expose_contradiction
Open slide detailBeat · The StruggleLoop · Cost Of Inaction
24
Uses a visual grid to represent acreage ownership changes over time.expose_contradiction
Open slide detailBeat · The StruggleLoop · Cost Of Inaction
25
Uses a visual grid to represent acreage ownership changes over time.expose_contradiction
Open slide detailBeat · The StruggleLoop · Cost Of Inaction
26
Uses a visual grid to represent acreage ownership changes over time.expose_contradiction
Open slide detailBeat · The StruggleLoop · Cost Of Inaction
27
Uses a grid-based visual representation to show land ownership changes over time.expose_contradiction
Open slide detailBeat · The StruggleLoop · Cost Of Inaction
28
Uses a grid-based visual to represent acreage ownership changes over time.expose_contradiction
Open slide detailBeat · The StruggleLoop · Cost Of Inaction
29
Uses a grid-based visual representation to show the transfer of acreage between entities over time.expose_contradiction
Open slide detailBeat · The StruggleLoop · Cost Of Inaction
30
The slide uses a visual grid to represent land parcels changing hands over time.expose_contradiction
Open slide detailBeat · The StruggleLoop · Cost Of Inaction
31
Uses a grid-based visual to represent land ownership changes over time.expose_contradiction
Open slide detailBeat · The StruggleLoop · Cost Of Inaction
32
Uses a 4x4 grid to represent a 640-acre section divided into 40-acre units.appendix
Open slide detailBeat · The StruggleLoop · Cost Of Inaction