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Elliott · activist-deck

American Capital, Ltd. (ACAS)

34 pages · 6 arc beats · 4 loops

Activist-Deck Download JSON
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American Capital, Ltd. (ACAS)

Elliott · 2015-11
arc beats above · slides in the middle · loops below · scroll → 4 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 2
— No image bound to this slide. Wire up imgproxy to display the rendered slide JPEG.
—

Deck intelligence map

6
coverage by narrative range · generated from this deck JSON
Narrative range 39 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Problem 1 slides 100% 1/1 slides 100% 1/1 slides · 6 hits
— 0/1 slides
100% 1/1 slides 100% 1/1 slides 100% 1/1 slides 100% 1/1 slides Agitate 13 slides 100% 13/13 slides 100% 13/13 slides · 89 hits
— 0/13 slides
7.7% 1/13 slides 92.3% 12/13 slides 100% 13/13 slides 100% 13/13 slides · 14 hits Solution 10 slides 100% 10/10 slides 100% 10/10 slides · 46 hits
— 0/10 slides
20% 2/10 slides 60% 6/10 slides 100% 10/10 slides · 15 hits 100% 10/10 slides Attention 4 slides 100% 4/4 slides 100% 4/4 slides · 14 hits
— 0/4 slides
25% 1/4 slides
— 0/4 slides
100% 4/4 slides
— 0/4 slides
Need 6 slides 100% 6/6 slides 100% 6/6 slides · 37 hits
— 0/6 slides
66.7% 4/6 slides · 6 hits 33.3% 2/6 slides 100% 6/6 slides
— 0/6 slides
Satisfaction 5 slides 100% 5/5 slides 100% 5/5 slides · 22 hits
— 0/5 slides
20% 1/5 slides 60% 3/5 slides 100% 5/5 slides · 10 hits 100% 5/5 slides

Slide inventory

34
every slide · same image gating as the playbook
01
Slide 1
front_matter
Open slide detailBeat · Attention
02
other
Open slide detailBeat · Attention
03
front_matter
Open slide detailBeat · Attention
04
front_matter
Open slide detailBeat · Attention
05
The slide uses a simple bulleted list to establish the activist's core arguments.frame_problem
Open slide detailBeat · Need
06
The slide uses a numbered list to structure the core arguments against the current management proposal.summarize
Open slide detailBeat · Need
07
The slide uses a table-like structure to categorize the different pillars of their due diligence process.summarize
Open slide detailBeat · Need
08
front_matter
Open slide detailBeat · Need
09
Slide 8 of an activist investor deck.summarize
Open slide detailBeat · Need
10
transition
Open slide detailBeat · Need
11
Uses a bracket to link symptoms and causes to a central thesis of fixability.diagnose_problem
Open slide detailBeat · ProblemLoop · Aha Moment
12
The slide uses red bars to highlight the target company (American Capital) against grey bars for market benchmarks.compare_peers
Open slide detailBeat · AgitateLoop · Iceberg
13
The chart uses a split-axis approach to separate the 'Peak to Trough' and 'Recovery' phases of the financial crisis.diagnose_problem
Open slide detailBeat · AgitateLoop · Iceberg
14
The chart uses a vertical callout to highlight the 44% difference between the median performance of peers and ACAS.expose_contradiction
Open slide detailBeat · AgitateLoop · Iceberg
15
The chart uses a box-plot style visualization to show the range of Price to NAV ratios for BDCs, highlighting ACAS in red.compare_peers
Open slide detailBeat · AgitateLoop · Iceberg
16
The slide uses a red bar to highlight ACAS' position at the bottom of the peer group in both charts.compare_peers
Open slide detailBeat · AgitateLoop · Iceberg
17
transition
Open slide detailBeat · AgitateLoop · Iceberg
18
Uses a bar chart to contrast the valuation of the target company against industry peers.compare_peers
Open slide detailBeat · AgitateLoop · Iceberg
19
Uses a stacked bar chart to contrast actual investment activity against a small share repurchase amount, highlighting the opportunity cost.diagnose_problem
Open slide detailBeat · AgitateLoop · Iceberg
20
Uses a table to expose the lack of investment experience across the board, framing it as a root cause of poor oversight.diagnose_problem
Open slide detailBeat · AgitateLoop · Iceberg
21
Uses a timeline of letter grades (D/F) to visualize poor performance over time.expose_contradiction
Open slide detailBeat · AgitateLoop · Iceberg
22
The slide uses two distinct quote boxes to build a case for voting against board nominees due to poor compensation governance.cite_precedent
Open slide detailBeat · AgitateLoop · Iceberg
23
The slide uses a red bar to highlight ACAS's position relative to peers.compare_peers
Open slide detailBeat · AgitateLoop · Iceberg
24
The slide highlights a significant performance gap in overhead efficiency, quantifying the difference between the subject company and its peers.compare_peers
Open slide detailBeat · AgitateLoop · Iceberg
25
transition
Open slide detailBeat · SolutionLoop · Cost Of Inaction
26
Uses red 'X' icons to emphasize negative outcomes.diagnose_problem
Open slide detailBeat · SolutionLoop · Cost Of Inaction
27
Uses TICC as a precedent case for the inability to monetize management contracts.diagnose_problem
Open slide detailBeat · SolutionLoop · Cost Of Inaction
28
Uses external research notes to validate the activist's thesis regarding valuation.cite_precedent
Open slide detailBeat · SolutionLoop · Cost Of Inaction
29
Uses a red-themed layout to emphasize negative impacts of the proposal.expose_contradiction
Open slide detailBeat · SolutionLoop · Cost Of Inaction
30
transition
Open slide detailBeat · SolutionLoop · Cost Of Inaction
31
Includes a detailed valuation table comparing Low, Mid, and High cases.show_valuation_bridge
Open slide detailBeat · SolutionLoop · Cost Of Inaction
32
The chart uses a waterfall-bridge structure to illustrate the components of value creation.show_valuation_bridge
Open slide detailBeat · SolutionLoop · Cost Of Inaction
33
transition
Open slide detailBeat · SolutionLoop · Cost Of Inaction
34
propose_solution
Open slide detailBeat · SolutionLoop · Cost Of Inaction