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Jonathan Litt · activist-deck

Taubman Centers, Inc. (TCO)

13 pages · 3 arc beats · 2 loops

Activist-Deck Download JSON
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Taubman Centers, Inc. (TCO)

Jonathan Litt · 2018-05
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 1
— No image bound to this slide. Wire up imgproxy to display the rendered slide JPEG.
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Deck intelligence map

3
coverage by narrative range · generated from this deck JSON
Narrative range 12 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Problem (Identify pain) 3 slides 100% 3/3 slides 100% 3/3 slides · 24 hits
— 0/3 slides
— 0/3 slides
100% 3/3 slides 100% 3/3 slides
— 0/3 slides
Agitate (Make it worse) 6 slides 100% 6/6 slides 100% 6/6 slides · 45 hits
— 0/6 slides
16.7% 1/6 slides 100% 6/6 slides 100% 6/6 slides · 8 hits 100% 6/6 slides Solution (Provide relief) 3 slides 100% 3/3 slides 100% 3/3 slides · 23 hits
— 0/3 slides
33.3% 1/3 slides 100% 3/3 slides 100% 3/3 slides · 5 hits 100% 3/3 slides

Slide inventory

13
every slide · same image gating as the playbook
01
Slide 1
front_matter
Open slide detail
02
This is a classic activist 'villain critique' slide, framing the company's narrative as deceptive.diagnose_problem
Open slide detailBeat · Problem (Identify pain)
03
Uses a red dashed box to highlight the activist's counter-argument against a specific slide from the company's presentation.preempt_rebuttal
Open slide detailBeat · Problem (Identify pain)
04
The slide uses a 'before-after' style diagram to critique a proposal, while using red dashed boxes to highlight key arguments against the company's current struexpose_contradiction
Open slide detailBeat · Problem (Identify pain)
05
Uses red dashed boxes to highlight the activist's critique of the company's peer selection and performance claims.expose_contradiction
Open slide detailBeat · Agitate (Make it worse)Loop · Iceberg
06
Uses a 'before-after' style visual of the company's own claims to set up a 'villain critique' or 'expose contradiction' argument.expose_contradiction
Open slide detailBeat · Agitate (Make it worse)Loop · Iceberg
07
Uses a 'before-after' style contradiction where the company's own framework is used as a foil for their actual performance.expose_contradiction
Open slide detailBeat · Agitate (Make it worse)Loop · Iceberg
08
Uses red 'X' overlays on peer comparison charts to invalidate the company's claims of strong performance.expose_contradiction
Open slide detailBeat · Agitate (Make it worse)Loop · Iceberg
09
The slide uses a 'FALSE' watermark over the left-hand table to dismiss the opponent's claims.expose_contradiction
Open slide detailBeat · Agitate (Make it worse)Loop · Cost Of Inaction
10
The slide uses a visual 'stamp' technique to label analyst quotes with their corresponding ratings, effectively undermining the positive sentiment of the quotesexpose_contradiction
Open slide detailBeat · Agitate (Make it worse)Loop · Cost Of Inaction
11
Includes an inset box (B) highlighting historical dividend performance and a line chart showing FFO consensus estimate trends.compare_peers
Open slide detailBeat · Solution (Provide relief)Loop · Cost Of Inaction
12
Uses analyst quotes to undermine management's capital allocation strategy.expose_contradiction
Open slide detailLoop · Cost Of Inaction
13
other
Open slide detail