Edgewater Technology, Inc. (EDGW)

Jim Chadwick · 2017-01
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 2
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Deck intelligence map

4
coverage by narrative range · generated from this deck JSON

Slide inventory

35
every slide · same image gating as the playbook
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Slide 1
front_matter
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front_matter
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This is an activist investor presentation slide (Ancora vs Edgewater).diagnose_problem
Open slide detailBeat · Problem (Identify pain)
05
The slide uses a table format to present a chronological sequence of events, which functions as a timeline.establish_context
Open slide detailBeat · Problem (Identify pain)
06
This slide is part of a series documenting a shareholder activism campaign.summarize
Open slide detailBeat · Problem (Identify pain)
07
state_demand
Open slide detailBeat · Problem (Identify pain)
08
The slide uses a structured table format to compare candidates across experience and benefits.introduce_nominees
Open slide detailBeat · Problem (Identify pain)
09
Uses contrast-pairs to highlight the superiority of the activist's nominees over the incumbent board.expose_gap
Open slide detailBeat · Problem (Identify pain)
10
state_demand
Open slide detailBeat · Problem (Identify pain)
11
propose_solution
Open slide detailBeat · Problem (Identify pain)
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transition
Open slide detailBeat · Problem (Identify pain)
13
The slide argues that Edgewater's underperformance is significant and that the company's own peer group selection is biased.compare_peers
Open slide detailBeat · Problem (Identify pain)
14
The chart highlights a significant performance gap during the tenure of the current CEO.compare_peers
Open slide detailBeat · Problem (Identify pain)Loop · Pattern Hunter
15
The chart highlights significant underperformance of EDGW compared to major indices, particularly since the appointment of the CEO in 2002.compare_peers
Open slide detailBeat · Agitate (Make it worse)Loop · Pattern Hunter
16
transition
Open slide detailBeat · Agitate (Make it worse)Loop · Pattern Hunter
17
The slide uses a 'Value Creation (Destruction)' calculation to highlight negative returns.expose_contradiction
Open slide detailBeat · Agitate (Make it worse)Loop · Pattern Hunter
18
The slide uses a comparison table to highlight performance gaps between Edgewater and its peers.diagnose_problem
Open slide detailBeat · Agitate (Make it worse)Loop · Pattern Hunter
19
The slide uses a combination of a combo chart (revenue/margin) and a grouped bar chart (margin comparison) to argue for management failure.expose_gap
Open slide detailBeat · Agitate (Make it worse)Loop · Pattern Hunter
20
The slide uses a dual-chart layout to visually correlate poor company performance with high executive pay.expose_contradiction
Open slide detailBeat · Agitate (Make it worse)Loop · Pattern Hunter
21
Uses direct quotes from CEO and CFO to undermine management credibility.expose_contradiction
Open slide detailBeat · Agitate (Make it worse)Loop · Cost Of Inaction
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transition
Open slide detailBeat · Agitate (Make it worse)Loop · Cost Of Inaction
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The slide uses a 'villain' framing to criticize executive pay relative to company earnings.expose_contradiction
Open slide detailBeat · Agitate (Make it worse)Loop · Cost Of Inaction
24
The chart uses a dual-axis approach to overlay cumulative compensation (bar) with stock performance (line).expose_contradiction
Open slide detailBeat · Agitate (Make it worse)Loop · Cost Of Inaction
25
transition
Open slide detailBeat · Solution (Provide relief)Loop · Golden Circle
26
The slide uses a table to highlight the lack of 'skin in the game' for legacy directors.expose_contradiction
Open slide detailBeat · Solution (Provide relief)Loop · Golden Circle
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The slide uses a narrative structure to build a case against the current Board's competence.name_villain
Open slide detailBeat · Solution (Provide relief)Loop · Golden Circle
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The slide uses a bar chart to contrast revenue growth against specific acquisition spending events.expose_contradiction
Open slide detailBeat · Solution (Provide relief)Loop · Golden Circle
29
The slide uses a nested bullet point structure to detail specific grievances regarding the Board's handling of the strategic sale process.expose_contradiction
Open slide detailBeat · Solution (Provide relief)Loop · Golden Circle
30
This is a classic activist investor 'conclusion' slide, framing the incumbent board as the villain and the activist as the solution.summarize
Open slide detailBeat · Solution (Provide relief)Loop · Golden Circle
31
establish_context
Open slide detailBeat · Solution (Provide relief)Loop · Golden Circle
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appendix
Open slide detailBeat · Action
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introduce_nominees
Open slide detailBeat · Action
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introduce_nominees
Open slide detailBeat · Action
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The slide serves as a reference list for peer group identification.compare_peers
Open slide detailBeat · Action