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Land & Buildings · activist-deck

Six Flags Entertainment Corp. (SIX)

38 pages · 5 arc beats · 2 loops

Activist-Deck Download JSON
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Six Flags Entertainment Corp. (SIX)

Land & Buildings · 2022-12
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

5
coverage by narrative range · generated from this deck JSON
Narrative range 6 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Problem 1 slides 100% 1/1 slides 100% 1/1 slides · 6 hits
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100% 1/1 slides 100% 1/1 slides 100% 1/1 slides Agitate 2 slides 100% 2/2 slides 100% 2/2 slides · 16 hits
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50% 1/2 slides 50% 1/2 slides 100% 2/2 slides
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Solution 1 slides 100% 1/1 slides 100% 1/1 slides · 4 hits
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100% 1/1 slides 100% 1/1 slides 100% 1/1 slides Market Size 1 slides 100% 1/1 slides 100% 1/1 slides · 6 hits
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100% 1/1 slides 100% 1/1 slides
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Competition 1 slides 100% 1/1 slides 100% 1/1 slides · 8 hits
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100% 1/1 slides 100% 1/1 slides
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Slide inventory

38
every slide · same image gating as the playbook
01
Slide 1
front_matter
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02
front_matter
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03
front_matter
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04
Includes a specific callout regarding potential share price doubling in 18 months.executive_summary
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05
transition
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06
Includes a logo grid of past/current portfolio companies.establish_context
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07
transition
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08
Includes a valuation table comparing stock price to NAV midpoint.establish_context
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09
establish_context
Open slide detailBeat · Market Size
10
transition
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11
Includes a visual representation of the OpCo/PropCo split leading to value creation.quantify_opportunity
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12
The slide uses a dual-chart approach to show the disconnect between historical valuation averages and current depressed EBITDA estimates.show_valuation_bridge
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13
The slide uses a red dashed line to visually emphasize the downward trend and annotate the percentage drops.diagnose_problem
Open slide detailBeat · Agitate
14
The slide uses a line chart to show indexed stock performance and an embedded table to show EBITDA growth relative to 2019.compare_peers
Open slide detailBeat · Agitate
15
Uses authority-citation to validate the thesis of robust demand.establish_context
Open slide detailBeat · Competition
16
transition
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17
Uses historical examples of Marriott/Host Hotels and MGM/MGP to validate the OpCo/PropCo strategy for Six Flags.cite_precedent
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18
The slide uses a standard real estate sale-leaseback valuation methodology to derive implied equity value.show_valuation_bridge
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19
The slide uses a timeline-annotated line chart to show the impact of activist events on stock performance.illustrate_case
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20
Includes a stock price chart and a summary of VICI's growth pillars and experiential investments.frame_situation
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21
Slide 21 of the deck.cite_precedent
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22
Includes three distinct tables: Gaming Real Estate Transactions, Public Gaming REIT Valuations, and Public Gaming OpCo Valuations.show_valuation_bridge
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23
transition
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24
The slide uses a diagnostic approach to frame the 2022 performance as a self-inflicted error rather than a structural market failure.diagnose_problem
Open slide detailBeat · ProblemLoop · Cost Of Inaction
25
The slide uses a CEO quote to expose a management failure or strategic misstep.expose_contradiction
Open slide detailLoop · Cost Of Inaction
26
Includes a line chart showing stock performance over 18 years.introduce_nominees
Open slide detailLoop · Cost Of Inaction
27
transition
Open slide detailLoop · Cost Of Inaction
28
The slide uses a 'low bar' argument to suggest upside potential for investors.summarize
Open slide detailLoop · Cost Of Inaction
29
The slide uses a 'ceo-quote-contradiction' pattern to contrast past failure with current optimism.expose_contradiction
Open slide detail
30
summarize
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31
The slide uses a grid of event images to illustrate the proposed strategy.propose_solution
Open slide detail
32
propose_solution
Open slide detailBeat · SolutionLoop · Before After
33
The chart uses green arrows to denote specific insider buy events with corresponding dollar amounts.analyze_data
Open slide detailLoop · Before After
34
The chart shows revenue growth for existing operators, supporting the 'moat' thesis.establish_context
Open slide detailLoop · Before After
35
Includes citations from Variety, Fortune, and Attractions Management to support the thesis.establish_context
Open slide detailLoop · Before After
36
transition
Open slide detailLoop · Before After
37
The slide serves as a concluding summary for an activist investor presentation.summarize
Open slide detailLoop · Before After
38
other
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