Overstock | Results Presentation Deck | 25 slides — playbook

Overstock | Results Presentation Deck | 25 slides

Overstock · 2017-08

arc beats above · slides in the middle · loops below · scroll → 2 LOOPS

Deck intelligence map

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coverage by narrative range · generated from this deck JSON

Narrative range 12 total

Metadata

Components

Metrics

Tools

Frameworks

Beats

Loops

Problem 2 slides 100% 2/2 slides 100% 2/2 slides · 5 hits

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Market Size 2 slides 100% 2/2 slides 100% 2/2 slides · 6 hits

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Product 3 slides 100% 3/3 slides 100% 3/3 slides · 10 hits

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33.3% 1/3 slides 100% 3/3 slides 100% 3/3 slides Solution 3 slides 100% 3/3 slides 100% 3/3 slides · 8 hits

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Financials 2 slides 100% 2/2 slides 100% 2/2 slides · 19 hits

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Slide inventory

25

every slide · same image gating as the playbook

01

front_matter

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02

other

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03

The slide uses a grid layout to present 8 distinct financial metrics with year-over-year comparisons.analyze_data

Open slide detailBeat · Financials

04

Includes non-GAAP metrics marked with an asterisk.analyze_data

Open slide detailBeat · Financials

05

frame_situation

Open slide detailBeat · Problem

06

The chart uses a combination of bar charts for visits and line charts for ad spend to compare two companies over time.compare_peers

Open slide detailBeat · Problem

07

Wayfair shows a consistent upward trend in DPO, while Overstock remains relatively flat.compare_peers

Open slide detailBeat · Market Size

08

The chart shows Wayfair's ratio steadily increasing while Overstock's remains relatively flat.compare_peers

Open slide detailBeat · Market Size

09

other

Open slide detailBeat · ProductLoop · Zoom In

10

The chart uses a Likert-scale style distribution (Extremely Likely to Extremely Unlikely).compare_peers

Open slide detailBeat · ProductLoop · Zoom In

11

present_framework

Open slide detailBeat · ProductLoop · Zoom In

12

summarize

Open slide detailBeat · Solution

13

analyze_data

Open slide detailBeat · Solution

14

other

Open slide detailBeat · Solution

15

summarize

Open slide detailLoop · Cost Of Inaction

16

transition

Open slide detailLoop · Cost Of Inaction

17

The slide uses a screenshot of a C-SPAN broadcast of Alan Greenspan's testimony.cite_precedent

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18

The slide uses icons to represent financial entities. There is a target symbol between the Prime Broker and the Short Seller.establish_context

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19

The slide uses icons to represent financial entities and the mechanism of re-hypothecation or over-allocation.present_framework

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20

B.O. likely refers to Beneficial Owner (the Pension Fund). The diagram shows $20 from the short seller, split into $6 and $14 at the Prime Broker.illustrate_case

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21

The slide uses icons to represent financial entities and currency values to show the markup/spread across the lending chain.illustrate_case

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22

The slide uses a screenshot of a C-SPAN broadcast of Alan Greenspan's testimony.cite_precedent

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23

The slide uses icons to represent financial entities and monetary values ($8, $2, $10) associated with a DLR transaction.illustrate_case

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24

appendix

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25

state_next_steps

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