{ "schemaVersion": "deck-intelligence.v1", "id": "019de074-036b-712d-a682-84f1f7a91a0f", "slug": "ab39c951638b656c36c601decf497740", "title": "Matson | Investor Presentation Deck | 15 slides", "subtitle": "Matson · 2022-11", "author": "Matson", "date": "2022-11-01 00:00:00", "pageCount": 15, "kind": "conference-presentation", "orientation": "landscape", "aspectRatio": 1.3333334, "document": { "id": "019de074-036b-712d-a682-84f1f7a91a0f", "slug": "ab39c951638b656c36c601decf497740", "title": "Matson | Investor Presentation Deck | 15 slides", "rawTitle": "Matson | Investor Presentation Deck | 15 slides", "authorId": "matson", "authorName": "Matson", "authorDisplay": "Matson", "kind": { "slug": "conference-presentation", "label": "Conference presentation" }, "sourceType": { "slug": "investor_relations", "label": "Investor relations" }, "fileName": "2022-11__matson__investor-pres__ab39c951.pdf", "sourceUrl": "https://www.slidebook.io/company/matson/presentation/ab39c951638b656c36c601decf497740/", "sourceDate": "2022-11-15 00:00:00", "presentationDate": "2022-11-01 00:00:00", "ingestedAt": "2026-04-30 22:13:12.785812+00", "status": "ready", "pageCount": 15, "orientation": "landscape", "aspectRatio": 1.3333334, "targetCompany": null, "targetTicker": null, "metadata": { "corpus": "slidebook", "industry": "marine-shipping", "local_root": "/Users/miguelsuredasuau/Desktop/lalalalla/_scrape/slidebook/decks/2022-11__matson__investor-pres__ab39c951", "image_width": 1920, "image_format": "jpg", "deck_type_raw": "Investor Presentation Deck", "deck_type_slug": null, "source_url_pattern": "https://www.slidebook.io/company/{company_slug}/presentation/{deck_id}/" } }, "coverage": { "pageCount": 15, "pagesIndexed": 15, "pagesWithImages": 15, "pagesWithMetadata": 15, "imageCoveragePct": 100, "metadataCoveragePct": 100, "componentCount": 74, "chartCount": 4, "metricSlides": 0, "toolMatches": 5, "documentToolMatches": 0, "frameworkMatches": 3, "arcMatches": 1, "beatMatches": 5, "loopMatches": 2, "patternMatches": 0, "storymakersMatch": false, "scoreAvailable": false, "reviewAvailable": false, "activistThesisAvailable": false, "pitchdeckMetadataAvailable": false, "pitchdeckProfileAvailable": false }, "blocks": [], "matches": { "arcs": [ { "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "matchId": "2dd47ae7-2dfd-4637-b3d2-27861ab7eaa3", "evidence": "The deck follows a structure similar to a Sequoia Pitch, with sections on problem, solution, market size, product, and financials, although some sections are not explicitly labeled.", "isPrimary": true, "confidence": 0.8, "extraction": { "at": "2026-07-16 22:28:31.098044+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "beats": [ { "to": 3, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 3, "name": "Problem", "beatId": "a76015f7-89ec-4473-a660-3c8d2ac437bc", "matchId": "2dd47ae7-2dfd-4637-b3d2-27861ab7eaa3", "beatType": { "name": "Problem", "slug": "sequoia-pitch-problem", "status": "active", "canonId": "019dd9b8-1ed4-767b-8e05-40e733bd2311", "version": 1, "description": null }, "evidence": "The executive summary provides an overview of Matson's current situation.", "position": 0, "isPrimaryArc": true, "parentBeatType": { "name": "Complication", "slug": "complication", "status": "active", "canonId": "019dd9b8-0275-7709-b2d6-4f77c3fc7579", "version": 1, "description": "The point in the narrative where the audience should feel discomfort. Required for argumentative arcs." }, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 7, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 4, "name": "Solution", "beatId": "d741e715-a8be-44a5-8054-f054e672faf2", "matchId": "2dd47ae7-2dfd-4637-b3d2-27861ab7eaa3", "beatType": { "name": "Solution", "slug": "sequoia-pitch-solution", "status": "active", "canonId": "019dd9b8-1fb1-71d9-a260-07738d7f9c2f", "version": 1, "description": null }, "evidence": "The geographic map and key takeaways sections present Matson's services as a solution.", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 5, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 5, "name": "Market Size", "beatId": "f6592ae6-fc0d-4452-b999-b1d23bc736a6", "matchId": "2dd47ae7-2dfd-4637-b3d2-27861ab7eaa3", "beatType": { "name": "Market Size", "slug": "sequoia-pitch-market-size", "status": "active", "canonId": "019dd9b8-20e6-729c-bc28-05442906d032", "version": 1, "description": null }, "evidence": "The investment highlights section implies the market size and potential for growth.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 9, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 6, "name": "Product", "beatId": "91859228-52ce-4b31-9285-6054105d5c04", "matchId": "2dd47ae7-2dfd-4637-b3d2-27861ab7eaa3", "beatType": { "name": "Product", "slug": "sequoia-pitch-product", "status": "active", "canonId": "019dd9b8-2259-77df-a937-8b665c8066fe", "version": 1, "description": null }, "evidence": "The key messages sections describe Matson's services, including Hawaii, CLX, Alaska, and Guam.", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 11, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 10, "name": "Financials", "beatId": "819cd346-3ac1-4da6-8c1f-5a1c5b7845a3", "matchId": "2dd47ae7-2dfd-4637-b3d2-27861ab7eaa3", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "The KPI overview sections provide financial performance metrics.", "position": 4, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 5, "from": 5, "loop": { "name": "39_benchmark_gap", "slug": "39-benchmark-gap", "status": "active", "bestFor": "Performance improvement, competitive analysis, target setting", "canonId": "019dd956-75a4-7522-8d1a-af94da4703e9", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Our Performance -> Industry Average -> Best-in-Class -> The Gap = The Opportunity", "description": "Compare performance against best-in-class to quantify the opportunity", "familyLabel": null, "categoryName": "Comparison", "categorySlug": "comparison" }, "matchId": "90ecded3-8172-45f2-8433-fdb51c6e3391", "evidence": "The investment highlights section implies a benchmark gap.", "position": 0, "objective": "Highlight Matson's competitive advantage", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:28:31.311986+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } }, { "to": 9, "from": 6, "loop": { "name": "51_voice_of_customer", "slug": "51-voice-of-customer", "status": "active", "bestFor": "Product strategy, customer experience, market research", "canonId": "019dd956-7aaf-750b-950b-af0df38f5266", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "What Customers Say (Verbatim) -> The Pattern Across Voices -> The Insight -> The Response", "description": "Let customer quotes and feedback drive the narrative and validate the insight", "familyLabel": null, "categoryName": "Validation", "categorySlug": "validation" }, "matchId": "12174753-8f5f-41f7-aa36-2a7c0ecc62dd", "evidence": "The key messages sections describe Matson's services, implying the voice of the customer.", "position": 1, "objective": "Show customer value", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:28:31.349406+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "tools": [ { "tool": { "name": "Executive summary", "slug": "executive-summary", "status": "active", "bestFor": null, "canonId": "019dd9e1-4b63-72d5-9734-da757d91ca61", "version": 1, "bodyDocId": null, "description": "A condensed view of the entire argument on a single slide / block.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "2b6348f0-e993-4720-8307-19bc80226f49", "evidence": "The slide type is 'executive_summary' and has a title 'Matson: At-a-Glance'.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 00:15:42.972648+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 3, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "2x2 matrix", "slug": "matrix-2x2", "status": "active", "bestFor": null, "canonId": "019dd9e1-50ab-72d1-8afb-3ab0a38e32a8", "version": 1, "bodyDocId": null, "description": "BCG matrix, importance/urgency, any axes-and-quadrants frame.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "4db7a6df-f485-4ee6-b31b-7202e19fd7e8", "evidence": "table/data: Port, Terminal, Acreage table for 8 facilities.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 00:15:43.817818+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 10, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "List presentation", "slug": "list-presentation", "status": "active", "bestFor": null, "canonId": "019dd9e1-4ef7-777d-ba68-9074c2b3bcf1", "version": 1, "bodyDocId": null, "description": "Bulleted, numbered, or checklist enumerations.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "fa36eabf-2372-44cc-8b76-4e9328b53697", "evidence": "list/bullet: Transportation Brokerage: ...", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 00:15:43.893587+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 11, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "8caf5055-06b1-43b2-8c79-1519842b6781", "evidence": "table/data: Current Expected Milestone Payments ($ in millions)", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 00:15:44.008535+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 13, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "b19648cc-8480-44d6-8929-949977bffbf9", "evidence": "table/data: Reconciliation table for Net Debt, EBITDA, ROIC, and ROE", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 00:15:44.124942+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 15, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [ { "matchId": "43559481-8d8c-4073-8a5f-b8edbbad1313", "evidence": "Geographic representation of logistics network", "framework": null, "confidence": 1, "extraction": { "at": "2026-05-02 12:18:00.589+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 4, "frameworkName": "map-spatial" }, { "matchId": "e0f2a569-2e85-4c87-b04c-740a420a18a3", "evidence": "Structured as a list of key investment pillars.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 12:17:53.959+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 5, "frameworkName": "list-presentation" }, { "matchId": "fb295759-e95e-4e36-8ffc-cba77110cd2b", "evidence": "The slide uses a thesis-driven headline at the bottom to summarize the key takeaway.", "framework": null, "confidence": 1, "extraction": { "at": "2026-05-02 12:17:54.174+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 10, "frameworkName": "action-titles" } ], "patterns": [] }, "storymakers": null, "score": null, "review": null, "activistThesis": null, "pitchdeck": { "metadata": null, "profile": null }, "slides": [ { "page": 1, "type": "setup", "function": "front_matter", "imagePath": "https://imgproxy.kitesheet.com/KsBgAbakr0Hg7KRWdDRR9FPYot3YqCFVMlXyyJh2g2o/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9hYjM5Yzk1MTYzOGI2NTZjMzZjNjAxZGVjZjQ5Nzc0MC9wMDAxLmpwZw", "rawType": "cover", "block": null, "metadata": { "slideType": "cover", "slideTypeCanon": { "name": "Cover", "slug": "cover", "status": "active", "canonId": "019de52d-05f2-729d-9f93-e0504f0a2410", "version": 1, "description": null }, "function": "front_matter", "functionCanon": { "name": "Front matter", "slug": "front_matter", "status": "active", "canonId": "019de52d-133d-73f0-9e26-201eda96b098", "version": 1, "description": null }, "density": "sparse", "densityScore": 21, "componentCount": 4, "textChars": 61, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 12:17:51.616+00", "seconds": 2.277, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de074-036b-712d-a682-84f1f7a91a0f/1", "deck": "/decks/019de074-036b-712d-a682-84f1f7a91a0f", "deckAnchor": "/decks/019de074-036b-712d-a682-84f1f7a91a0f#slide-1", "deckJson": "/decks/019de074-036b-712d-a682-84f1f7a91a0f.json" }, "components": [ { "bbox": { "h": 1, "w": 0.24, "x": 0, "y": 0 }, "kind": "image", "text": "Container ship at sea", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:17:51.616+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0648f030-7d2a-48ca-854c-a8d791779494", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.175, "x": 0.296, "y": 0.8 }, "kind": "paragraph", "text": "November 2022", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:17:51.616+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d087a03b-9c03-4525-a414-d655274378a2", "parentComponentId": null }, { "bbox": { "h": 0.075, "w": 0.215, "x": 0.282, "y": 0.2 }, "kind": "title", "text": "Matson", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:17:51.616+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1df09e29-d96f-430f-8348-095c123a3ade", "parentComponentId": null }, { "bbox": { "h": 0.045, "w": 0.395, "x": 0.296, "y": 0.685 }, "kind": "title", "text": "Investor Presentation", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "019de52c-fb09-739d-900c-815b0d9ac526", "version": 1, "description": null }, "framework": null }, "subkind": "subtitle", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:17:51.616+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "31cd781b-0cf1-41cc-a4e6-4b1516a3b483", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "thumbSrc": "https://imgproxy.kitesheet.com/rUcDcZ1lLN5RS7boVZ5BLGwlS5DaVhKsuR12Jo_slKA/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9hYjM5Yzk1MTYzOGI2NTZjMzZjNjAxZGVjZjQ5Nzc0MC9wMDAxLmpwZw", "imagePathAlt": "https://imgproxy.kitesheet.com/-PG3zIgrhvZuX92pszoaXP4Wk-1TUpPrCnRuqxzpFdE/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9hYjM5Yzk1MTYzOGI2NTZjMzZjNjAxZGVjZjQ5Nzc0MC9wMDAxLnBuZw", "thumbSrcAlt": "https://imgproxy.kitesheet.com/WyNU6Zwz6CO4nFT9i9hdEhhq--yhIg1HWicFvi19zg8/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9hYjM5Yzk1MTYzOGI2NTZjMzZjNjAxZGVjZjQ5Nzc0MC9wMDAxLnBuZw" }, { "page": 2, "type": "setup", "function": "other", "rawType": "disclaimer", "block": null, "metadata": { "slideType": "disclaimer", "slideTypeCanon": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "019de52d-0801-727b-b98a-5ed095aeee78", "version": 1, "description": null }, "function": "other", "functionCanon": { "name": "Other (fallback)", "slug": "other", "status": "active", "canonId": "019de52d-15e1-75bc-99dc-07732380e2ce", "version": 1, "description": null }, "density": "balanced", "densityScore": 40, "componentCount": 3, "textChars": 657, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 12:17:56.653+00", "seconds": 7.269, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de074-036b-712d-a682-84f1f7a91a0f/2", "deck": "/decks/019de074-036b-712d-a682-84f1f7a91a0f", "deckAnchor": "/decks/019de074-036b-712d-a682-84f1f7a91a0f#slide-2", "deckJson": "/decks/019de074-036b-712d-a682-84f1f7a91a0f.json" }, "components": [ { "bbox": { "h": 0.6, "w": 0.5, "x": 0.06, "y": 0.2 }, "kind": "disclaimer", "text": "Statements made during this presentation that set forth expectations, predictions, projections or are about future events are based on facts and situations that are known to us as of November 15, 2022. We believe that our expectations and assumptions are reasonable. Actual results may differ materially, due to risks and uncertainties, such as those described on pages 26-37 of our Form 10-Q filed on November 3, 2022 and other subsequent filings by Matson with the SEC. Statements made during this presentation are not guarantees of future performance. We do not undertake any obligation to update our forward-looking statements.", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:17:56.653+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ef3b73cc-8dd4-4060-9f63-8dd53d94c2e3", "parentComponentId": null }, { "bbox": { "h": 0.86, "w": 0.4, "x": 0.6, "y": 0.14 }, "kind": "image", "text": null, "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:17:56.653+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "be11cf4f-369f-4232-b47f-52702fd2d124", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.45, "x": 0.06, "y": 0.04 }, "kind": "title", "text": "Forward-Looking Statements", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:17:56.653+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fe97b6ad-6bdb-4335-8203-05b5515aa864", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 3, "type": "setup", "function": "summarize", "rawType": "executive_summary", "block": null, "metadata": { "slideType": "executive_summary", "slideTypeCanon": { "name": "Executive summary", "slug": "executive_summary", "status": "active", "canonId": "019de52d-06be-73ff-81b3-f99fe7f0025e", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "dense", "densityScore": 68, "componentCount": 5, "textChars": 619, "nDataPoints": 30, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 12:17:53.274+00", "seconds": 3.697, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de074-036b-712d-a682-84f1f7a91a0f/3", "deck": "/decks/019de074-036b-712d-a682-84f1f7a91a0f", "deckAnchor": "/decks/019de074-036b-712d-a682-84f1f7a91a0f#slide-3", "deckJson": "/decks/019de074-036b-712d-a682-84f1f7a91a0f.json" }, "components": [ { "bbox": { "h": 0.35, "w": 0.45, "x": 0.05, "y": 0.55 }, "kind": "chart", "text": "Operating Income, Net Income and EBITDA (2018-LTM 3Q22)", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Grouped bar chart", "slug": "bar-grouped", "status": "active", "canonId": "019de52c-ff3b-751e-a8ff-f21ff11097b1", "version": 1, "description": null }, "framework": null }, "subkind": "bar-grouped", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:17:53.274+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "431f382c-c623-42a4-a0ad-6a20878bd34b", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.45, "x": 0.51, "y": 0.55 }, "kind": "chart", "text": "Financial Return Metrics (ROE and ROIC, 2018-LTM 3Q22)", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Grouped bar chart", "slug": "bar-grouped", "status": "active", "canonId": "019de52c-ff3b-751e-a8ff-f21ff11097b1", "version": 1, "description": null }, "framework": null }, "subkind": "bar-grouped", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:17:53.274+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f8e43444-8778-4e04-9d48-3028b3a46b14", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.45, "x": 0.51, "y": 0.15 }, "kind": "list", "text": "Logistics: Top 10 integrated, asset-light logistics services; Freight forwarding, transportation brokerage, warehousing, and supply chain management services; Leverages Matson and Span Alaska brands; Scalable model with high ROIC", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:17:53.274+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "420762ff-4d64-4556-95ed-543b8642d45a", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.45, "x": 0.05, "y": 0.15 }, "kind": "list", "text": "Ocean Transportation: A leading U.S. carrier in the Pacific; Lifeline to economies of Hawaii, Alaska, Guam and other Pacific islands; Niche, premium, expedited services from China to Southern California; 35% ownership in SSAT that operates 8 West Coast terminals", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:17:53.274+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5a2ad67b-d799-4032-b7f8-8c667ad66155", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.38, "x": 0.06, "y": 0.04 }, "kind": "title", "text": "Matson: At-a-Glance", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:17:53.274+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fef53733-751b-4f2a-a85d-0808493fd79e", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Executive summary", "slug": "executive-summary", "status": "active", "bestFor": null, "canonId": "019dd9e1-4b63-72d5-9734-da757d91ca61", "version": 1, "bodyDocId": null, "description": "A condensed view of the entire argument on a single slide / block.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "2b6348f0-e993-4720-8307-19bc80226f49", "evidence": "The slide type is 'executive_summary' and has a title 'Matson: At-a-Glance'.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 00:15:42.972648+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 3, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 3, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 3, "name": "Problem", "beatId": "a76015f7-89ec-4473-a660-3c8d2ac437bc", "matchId": "2dd47ae7-2dfd-4637-b3d2-27861ab7eaa3", "beatType": { "name": "Problem", "slug": "sequoia-pitch-problem", "status": "active", "canonId": "019dd9b8-1ed4-767b-8e05-40e733bd2311", "version": 1, "description": null }, "evidence": "The executive summary provides an overview of Matson's current situation.", "position": 0, "isPrimaryArc": true, "parentBeatType": { "name": "Complication", "slug": "complication", "status": "active", "canonId": "019dd9b8-0275-7709-b2d6-4f77c3fc7579", "version": 1, "description": "The point in the narrative where the audience should feel discomfort. Required for argumentative arcs." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 4, "type": "setup", "title": "Includes a detailed inset map for Hawaii and a comprehensive legend for service lines and office types.", "function": "establish_context", "rawType": "geographic_map", "block": null, "metadata": { "slideType": "geographic_map", "slideTypeCanon": { "name": "Geographic map", "slug": "geographic_map", "status": "active", "canonId": "019de52d-09de-7153-8845-584c1a9d0c83", "version": 1, "description": null }, "function": "establish_context", "functionCanon": { "name": "Establish context", "slug": "establish_context", "status": "active", "canonId": "019de52d-1314-74e6-9074-d213dc0bdcdf", "version": 1, "description": null }, "density": "sparse", "densityScore": 17, "componentCount": 3, "textChars": 151, "nDataPoints": 0, "notes": "Includes a detailed inset map for Hawaii and a comprehensive legend for service lines and office types.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 12:18:00.589+00", "seconds": 10.957, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de074-036b-712d-a682-84f1f7a91a0f/4", "deck": "/decks/019de074-036b-712d-a682-84f1f7a91a0f", "deckAnchor": "/decks/019de074-036b-712d-a682-84f1f7a91a0f#slide-4", "deckJson": "/decks/019de074-036b-712d-a682-84f1f7a91a0f.json" }, "components": [ { "bbox": { "h": 0.75, "w": 0.9, "x": 0.05, "y": 0.15 }, "kind": "image", "text": "Pacific shipping route map", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Map", "slug": "map", "status": "active", "canonId": "019de52c-fe4d-77bd-b0a4-d72d58b9e5a4", "version": 1, "description": null }, "framework": null }, "subkind": "map", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:18:00.589+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "09d78bd0-ea1d-4d8a-b616-0b3f3b6ff1b6", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.4, "x": 0.55, "y": 0.8 }, "kind": "legend", "text": "Legend detailing service lines (Hawaii, China-Long Beach, Alaska, etc.) and office types.", "attrs": null, "canon": { "kind": { "name": "Legend", "slug": "legend", "status": "active", "canonId": "31361933-3d22-4c70-bbad-0801e9fffc0c", "version": 1, "description": "Color/symbol decoder placed adjacent to a chart or diagram." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:18:00.589+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6dad9455-dc06-4ad0-b45f-82ba614b01fa", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.6, "x": 0.06, "y": 0.04 }, "kind": "title", "text": "Matson Today: Connecting the Pacific", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:18:00.589+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "102415f9-93c5-4cfb-9607-d0c707a257c5", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "43559481-8d8c-4073-8a5f-b8edbbad1313", "evidence": "Geographic representation of logistics network", "framework": null, "confidence": 1, "extraction": { "at": "2026-05-02 12:18:00.589+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 4, "frameworkName": "map-spatial" } ], "arcBeats": [ { "to": 7, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 4, "name": "Solution", "beatId": "d741e715-a8be-44a5-8054-f054e672faf2", "matchId": "2dd47ae7-2dfd-4637-b3d2-27861ab7eaa3", "beatType": { "name": "Solution", "slug": "sequoia-pitch-solution", "status": "active", "canonId": "019dd9b8-1fb1-71d9-a260-07738d7f9c2f", "version": 1, "description": null }, "evidence": "The geographic map and key takeaways sections present Matson's services as a solution.", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 5, "type": "resolution", "function": "summarize", "rawType": "key_takeaways", "block": null, "metadata": { "slideType": "key_takeaways", "slideTypeCanon": { "name": "Key takeaways", "slug": "key_takeaways", "status": "active", "canonId": "019de52d-06e7-7674-a891-9f7de3b11b6d", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "sparse", "densityScore": 14, "componentCount": 2, "textChars": 100, "nDataPoints": 6, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 12:17:53.959+00", "seconds": 3.681, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de074-036b-712d-a682-84f1f7a91a0f/5", "deck": "/decks/019de074-036b-712d-a682-84f1f7a91a0f", "deckAnchor": "/decks/019de074-036b-712d-a682-84f1f7a91a0f#slide-5", "deckJson": "/decks/019de074-036b-712d-a682-84f1f7a91a0f.json" }, "components": [ { "bbox": { "h": 0.75, "w": 0.92, "x": 0.04, "y": 0.15 }, "kind": "table", "text": "A table listing six key investment pillars with corresponding bulleted details.", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:17:53.959+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ed3710f4-1a14-4bbf-921f-a7557ff02f89", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.35, "x": 0.06, "y": 0.04 }, "kind": "title", "text": "Investment Highlights", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:17:53.959+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d214ffff-10a7-46d0-9823-29b368418646", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "e0f2a569-2e85-4c87-b04c-740a420a18a3", "evidence": "Structured as a list of key investment pillars.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 12:17:53.959+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 5, "frameworkName": "list-presentation" } ], "arcBeats": [ { "to": 7, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 4, "name": "Solution", "beatId": "d741e715-a8be-44a5-8054-f054e672faf2", "matchId": "2dd47ae7-2dfd-4637-b3d2-27861ab7eaa3", "beatType": { "name": "Solution", "slug": "sequoia-pitch-solution", "status": "active", "canonId": "019dd9b8-1fb1-71d9-a260-07738d7f9c2f", "version": 1, "description": null }, "evidence": "The geographic map and key takeaways sections present Matson's services as a solution.", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 5, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 5, "name": "Market Size", "beatId": "f6592ae6-fc0d-4452-b999-b1d23bc736a6", "matchId": "2dd47ae7-2dfd-4637-b3d2-27861ab7eaa3", "beatType": { "name": "Market Size", "slug": "sequoia-pitch-market-size", "status": "active", "canonId": "019dd9b8-20e6-729c-bc28-05442906d032", "version": 1, "description": null }, "evidence": "The investment highlights section implies the market size and potential for growth.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 5, "from": 5, "loop": { "name": "39_benchmark_gap", "slug": "39-benchmark-gap", "status": "active", "bestFor": "Performance improvement, competitive analysis, target setting", "canonId": "019dd956-75a4-7522-8d1a-af94da4703e9", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Our Performance -> Industry Average -> Best-in-Class -> The Gap = The Opportunity", "description": "Compare performance against best-in-class to quantify the opportunity", "familyLabel": null }, "matchId": "90ecded3-8172-45f2-8433-fdb51c6e3391", "evidence": "The investment highlights section implies a benchmark gap.", "position": 0, "objective": "Highlight Matson's competitive advantage", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:28:31.311986+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 6, "type": "setup", "function": "establish_context", "rawType": "key_messages", "block": null, "metadata": { "slideType": "key_messages", "slideTypeCanon": { "name": "Key messages", "slug": "key_messages", "status": "active", "canonId": "019de52d-0712-703f-89f5-bda6688faf3f", "version": 1, "description": null }, "function": "establish_context", "functionCanon": { "name": "Establish context", "slug": "establish_context", "status": "active", "canonId": "019de52d-1314-74e6-9074-d213dc0bdcdf", "version": 1, "description": null }, "density": "dense", "densityScore": 73, "componentCount": 8, "textChars": 371, "nDataPoints": 4, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 12:17:53.636+00", "seconds": 3.276, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de074-036b-712d-a682-84f1f7a91a0f/6", "deck": "/decks/019de074-036b-712d-a682-84f1f7a91a0f", "deckAnchor": "/decks/019de074-036b-712d-a682-84f1f7a91a0f#slide-6", "deckJson": "/decks/019de074-036b-712d-a682-84f1f7a91a0f.json" }, "components": [ { "bbox": { "h": 0.41, "w": 0.41, "x": 0.06, "y": 0.0052 }, "kind": "image", "text": "9-ship deployment map", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Map", "slug": "map", "status": "active", "canonId": "019de52c-fe4d-77bd-b0a4-d72d58b9e5a4", "version": 1, "description": null }, "framework": null }, "subkind": "map", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:17:53.636+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cc39a66a-38bf-438d-809f-d9c7528c242d", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.41, "x": 0.52, "y": 0.0025 }, "kind": "list", "text": "Competitors: Pasha, Barges, Air freight", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:17:53.636+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2862413a-071b-43f9-a949-117e978fb898", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.41, "x": 0.52, "y": 0.006 }, "kind": "list", "text": "Maintain best-in-class on-time arrival and cargo availability; Dedicated terminals and fully-integrated cargo delivery to major neighbor islands", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:17:53.636+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4aa96307-ca20-4bae-83d3-a1b63789c752", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.41, "x": 0.05, "y": 0.0025 }, "kind": "list", "text": "5 U.S. West Coast departures and 3 arrivals in Honolulu per week; Dedicated neighbor island barge service", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:17:53.636+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d4e28f46-1bdd-4acd-9548-6dec59542f9e", "parentComponentId": null }, { "bbox": { "h": 0.09, "w": 0.29, "x": 0.06, "y": 0.04 }, "kind": "title", "text": "Hawaii Service", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:17:53.636+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "38ca75f4-9511-4aab-82ad-2ec02c93db23", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.41, "x": 0.05, "y": 0.0017 }, "kind": "title", "text": "Overview of Service", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:17:53.636+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "40562aac-bc6b-413a-9204-322c763770d7", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.41, "x": 0.52, "y": 0.0052 }, "kind": "title", "text": "Matson's Focus", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:17:53.636+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5832c474-3b60-4ad8-9f28-dd2fde50b725", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.41, "x": 0.52, "y": 0.0017 }, "kind": "title", "text": "Market Overview", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:17:53.636+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6976f35d-d85d-4295-a176-b42f78d819a1", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 7, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 4, "name": "Solution", "beatId": "d741e715-a8be-44a5-8054-f054e672faf2", "matchId": "2dd47ae7-2dfd-4637-b3d2-27861ab7eaa3", "beatType": { "name": "Solution", "slug": "sequoia-pitch-solution", "status": "active", "canonId": "019dd9b8-1fb1-71d9-a260-07738d7f9c2f", "version": 1, "description": null }, "evidence": "The geographic map and key takeaways sections present Matson's services as a solution.", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 9, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 6, "name": "Product", "beatId": "91859228-52ce-4b31-9285-6054105d5c04", "matchId": "2dd47ae7-2dfd-4637-b3d2-27861ab7eaa3", "beatType": { "name": "Product", "slug": "sequoia-pitch-product", "status": "active", "canonId": "019dd9b8-2259-77df-a937-8b665c8066fe", "version": 1, "description": null }, "evidence": "The key messages sections describe Matson's services, including Hawaii, CLX, Alaska, and Guam.", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 9, "from": 6, "loop": { "name": "51_voice_of_customer", "slug": "51-voice-of-customer", "status": "active", "bestFor": "Product strategy, customer experience, market research", "canonId": "019dd956-7aaf-750b-950b-af0df38f5266", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "What Customers Say (Verbatim) -> The Pattern Across Voices -> The Insight -> The Response", "description": "Let customer quotes and feedback drive the narrative and validate the insight", "familyLabel": null }, "matchId": "12174753-8f5f-41f7-aa36-2a7c0ecc62dd", "evidence": "The key messages sections describe Matson's services, implying the voice of the customer.", "position": 1, "objective": "Show customer value", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:28:31.349406+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 7, "type": "setup", "title": "Includes a map of the Port of Long Beach showing terminal locations and distance.", "function": "summarize", "rawType": "key_messages", "block": null, "metadata": { "slideType": "key_messages", "slideTypeCanon": { "name": "Key messages", "slug": "key_messages", "status": "active", "canonId": "019de52d-0712-703f-89f5-bda6688faf3f", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 76, "componentCount": 7, "textChars": 559, "nDataPoints": 2, "notes": "Includes a map of the Port of Long Beach showing terminal locations and distance.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 12:17:54.301+00", "seconds": 3.844, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de074-036b-712d-a682-84f1f7a91a0f/7", "deck": "/decks/019de074-036b-712d-a682-84f1f7a91a0f", "deckAnchor": "/decks/019de074-036b-712d-a682-84f1f7a91a0f#slide-7", "deckJson": "/decks/019de074-036b-712d-a682-84f1f7a91a0f.json" }, "components": [ { "bbox": { "h": 0.15, "w": 0.45, "x": 0.52, "y": 0.78 }, "kind": "callout", "text": "CLX is the #1 Transpacific Service and CLX+ is #2. Expedited, 10-day transit. Exclusive terminal. Next day cargo availability.", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:17:54.301+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9221ce49-53c3-4843-9020-09de8a0e9a71", "parentComponentId": null }, { "bbox": { "h": 0.38, "w": 0.38, "x": 0.54, "y": 0.36 }, "kind": "image", "text": "Port of Long Beach terminal map", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Map", "slug": "map", "status": "active", "canonId": "019de52c-fe4d-77bd-b0a4-d72d58b9e5a4", "version": 1, "description": null }, "framework": null }, "subkind": "map", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:17:54.301+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8bc95b8f-c0ea-49eb-a089-e9112a9372fa", "parentComponentId": null }, { "bbox": { "h": 0.22, "w": 0.45, "x": 0.05, "y": 0.44 }, "kind": "list", "text": "Feeder services from other Asian port origins; CLX and CLX+ are premium services; Dedicated terminal space; Door-to-door services", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:17:54.301+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c37222d8-da1d-49a7-982d-d4284ffa017c", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.3, "x": 0.53, "y": 0.23 }, "kind": "list", "text": "Other transpacific carriers; Air freight carriers", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:17:54.301+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e82fe8f3-03fe-42a6-a476-f8a27a21d4c0", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.45, "x": 0.05, "y": 0.75 }, "kind": "list", "text": "Continue to differentiate services; Attract new customers; Find opportunities to lower breakeven cost", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:17:54.301+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "eea665f5-d936-4fa4-87e8-0deb323e7dc5", "parentComponentId": null }, { "bbox": { "h": 0.22, "w": 0.45, "x": 0.05, "y": 0.21 }, "kind": "table", "text": "Service, Frequency, Destination; CLX, Weekly, Long Beach; CLX+, Weekly, Long Beach; CAX, Fortnightly, Auckland", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:17:54.301+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2d695e51-5234-4964-a7c8-b57460dee241", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.25, "x": 0.06, "y": 0.04 }, "kind": "title", "text": "China Service", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:17:54.301+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "52a2c356-318a-487b-a362-cf6d6e7dff5d", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 7, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 4, "name": "Solution", "beatId": "d741e715-a8be-44a5-8054-f054e672faf2", "matchId": "2dd47ae7-2dfd-4637-b3d2-27861ab7eaa3", "beatType": { "name": "Solution", "slug": "sequoia-pitch-solution", "status": "active", "canonId": "019dd9b8-1fb1-71d9-a260-07738d7f9c2f", "version": 1, "description": null }, "evidence": "The geographic map and key takeaways sections present Matson's services as a solution.", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 9, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 6, "name": "Product", "beatId": "91859228-52ce-4b31-9285-6054105d5c04", "matchId": "2dd47ae7-2dfd-4637-b3d2-27861ab7eaa3", "beatType": { "name": "Product", "slug": "sequoia-pitch-product", "status": "active", "canonId": "019dd9b8-2259-77df-a937-8b665c8066fe", "version": 1, "description": null }, "evidence": "The key messages sections describe Matson's services, including Hawaii, CLX, Alaska, and Guam.", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 9, "from": 6, "loop": { "name": "51_voice_of_customer", "slug": "51-voice-of-customer", "status": "active", "bestFor": "Product strategy, customer experience, market research", "canonId": "019dd956-7aaf-750b-950b-af0df38f5266", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "What Customers Say (Verbatim) -> The Pattern Across Voices -> The Insight -> The Response", "description": "Let customer quotes and feedback drive the narrative and validate the insight", "familyLabel": null }, "matchId": "12174753-8f5f-41f7-aa36-2a7c0ecc62dd", "evidence": "The key messages sections describe Matson's services, implying the voice of the customer.", "position": 1, "objective": "Show customer value", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:28:31.349406+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 8, "type": "appendix", "title": "The slide uses a map to illustrate shipping routes between Tacoma and Alaskan ports.", "function": "establish_context", "rawType": "other", "block": null, "metadata": { "slideType": "other", "slideTypeCanon": { "name": "Other (fallback)", "slug": "other", "status": "active", "canonId": "019de52d-0af5-71ed-83de-d51ae245fc43", "version": 1, "description": null }, "function": "establish_context", "functionCanon": { "name": "Establish context", "slug": "establish_context", "status": "active", "canonId": "019de52d-1314-74e6-9074-d213dc0bdcdf", "version": 1, "description": null }, "density": "dense", "densityScore": 71, "componentCount": 6, "textChars": 805, "nDataPoints": 0, "notes": "The slide uses a map to illustrate shipping routes between Tacoma and Alaskan ports.", "elementsJson": null, "confidence": 0.95, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 12:17:53.405+00", "seconds": 2.826, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de074-036b-712d-a682-84f1f7a91a0f/8", "deck": "/decks/019de074-036b-712d-a682-84f1f7a91a0f", "deckAnchor": "/decks/019de074-036b-712d-a682-84f1f7a91a0f#slide-8", "deckJson": "/decks/019de074-036b-712d-a682-84f1f7a91a0f.json" }, "components": [ { "bbox": { "h": 0.5, "w": 0.42, "x": 0.53, "y": 0.27 }, "kind": "image", "text": "Current 3-Ship Deployment map showing routes from Tacoma to Anchorage, Kodiak, and Dutch Harbor", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Map", "slug": "map", "status": "active", "canonId": "019de52c-fe4d-77bd-b0a4-d72d58b9e5a4", "version": 1, "description": null }, "framework": null }, "subkind": "map", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:17:53.405+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d2d74a99-8187-44b1-8774-15e79f0e9cb4", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.4, "x": 0.06, "y": 0.72 }, "kind": "list", "text": "Matson’s Focus: Maintain excellence in on-time cargo availability; Expand premium SB service differentiation; Market AAX service for upcoming fishing season", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:17:53.405+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "613b928e-9568-4294-b272-873d38705f3e", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.4, "x": 0.06, "y": 0.42 }, "kind": "list", "text": "Market Overview: Competitors: TOTE, barges, air freight and OTR trucking; Air freight rates are very high relative to the cost of goods being shipped; NB volume growth tied to Alaska’s economy; SB and Alaska-to-Asia Express (AAX) volume tied to seasonality of seafood harvests", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:17:53.405+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9801c8e1-18e8-466a-ab80-aecbb95fc34f", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.4, "x": 0.06, "y": 0.2 }, "kind": "list", "text": "Overview of Service: Twice weekly service to Anchorage and Kodiak; Weekly service into Dutch Harbor; Matson is the only U.S. containership operator serving Kodiak and Dutch Harbor", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:17:53.405+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b30f714d-bca2-4946-a912-83e0f75e4168", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.42, "x": 0.53, "y": 0.8 }, "kind": "source-note", "text": "Note: Picture excludes AAX service from Dutch Harbor as backhaul service on the CLX+.", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:17:53.405+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "69375cd2-5c74-4859-b0b7-8bd3fedb4f0d", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.25, "x": 0.06, "y": 0.04 }, "kind": "title", "text": "Alaska Service", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:17:53.405+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6d6c5de2-88ea-42b8-9bcd-165a4ceef8c9", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 9, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 6, "name": "Product", "beatId": "91859228-52ce-4b31-9285-6054105d5c04", "matchId": "2dd47ae7-2dfd-4637-b3d2-27861ab7eaa3", "beatType": { "name": "Product", "slug": "sequoia-pitch-product", "status": "active", "canonId": "019dd9b8-2259-77df-a937-8b665c8066fe", "version": 1, "description": null }, "evidence": "The key messages sections describe Matson's services, including Hawaii, CLX, Alaska, and Guam.", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 9, "from": 6, "loop": { "name": "51_voice_of_customer", "slug": "51-voice-of-customer", "status": "active", "bestFor": "Product strategy, customer experience, market research", "canonId": "019dd956-7aaf-750b-950b-af0df38f5266", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "What Customers Say (Verbatim) -> The Pattern Across Voices -> The Insight -> The Response", "description": "Let customer quotes and feedback drive the narrative and validate the insight", "familyLabel": null }, "matchId": "12174753-8f5f-41f7-aa36-2a7c0ecc62dd", "evidence": "The key messages sections describe Matson's services, implying the voice of the customer.", "position": 1, "objective": "Show customer value", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:28:31.349406+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 9, "type": "setup", "function": "establish_context", "rawType": "key_messages", "block": null, "metadata": { "slideType": "key_messages", "slideTypeCanon": { "name": "Key messages", "slug": "key_messages", "status": "active", "canonId": "019de52d-0712-703f-89f5-bda6688faf3f", "version": 1, "description": null }, "function": "establish_context", "functionCanon": { "name": "Establish context", "slug": "establish_context", "status": "active", "canonId": "019de52d-1314-74e6-9074-d213dc0bdcdf", "version": 1, "description": null }, "density": "dense", "densityScore": 54, "componentCount": 5, "textChars": 464, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 0.95, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 12:17:53.289+00", "seconds": 2.508, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de074-036b-712d-a682-84f1f7a91a0f/9", "deck": "/decks/019de074-036b-712d-a682-84f1f7a91a0f", "deckAnchor": "/decks/019de074-036b-712d-a682-84f1f7a91a0f#slide-9", "deckJson": "/decks/019de074-036b-712d-a682-84f1f7a91a0f.json" }, "components": [ { "bbox": { "h": 0.35, "w": 0.43, "x": 0.53, "y": 0.58 }, "kind": "image", "text": "Matson ship at port", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:17:53.289+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1ea0a367-09f5-49da-86fb-7eb4e8a2673c", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.43, "x": 0.53, "y": 0.2 }, "kind": "list", "text": "Market Overview: Competitors: APL (U.S. flagged service) - Trans-ships in Yokohama, Japan and Busan, South Korea to Guam via a 2-ship feeder service; International carriers with Asia direct services; Air freight", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:17:53.289+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4c510a96-b32a-4b0e-94a3-87a8c1e4674d", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.43, "x": 0.06, "y": 0.58 }, "kind": "list", "text": "Matson's Focus: Maintain superior service and on-time performance; Fight for every piece of freight", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:17:53.289+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5d5aabb4-990f-44f2-bdc7-fec86856de5c", "parentComponentId": null }, { "bbox": { "h": 0.18, "w": 0.43, "x": 0.06, "y": 0.2 }, "kind": "list", "text": "Overview of Service: Weekly service to Guam as part of CLX service; 3-to-5 day ocean transit advantage from U.S. West Coast", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:17:53.289+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b9834214-11d5-491e-9fbf-c7dc79f43be7", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.28, "x": 0.06, "y": 0.04 }, "kind": "title", "text": "Guam Service", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:17:53.289+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5c799dde-1f7f-48ee-8623-db534148de37", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 9, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 6, "name": "Product", "beatId": "91859228-52ce-4b31-9285-6054105d5c04", "matchId": "2dd47ae7-2dfd-4637-b3d2-27861ab7eaa3", "beatType": { "name": "Product", "slug": "sequoia-pitch-product", "status": "active", "canonId": "019dd9b8-2259-77df-a937-8b665c8066fe", "version": 1, "description": null }, "evidence": "The key messages sections describe Matson's services, including Hawaii, CLX, Alaska, and Guam.", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 9, "from": 6, "loop": { "name": "51_voice_of_customer", "slug": "51-voice-of-customer", "status": "active", "bestFor": "Product strategy, customer experience, market research", "canonId": "019dd956-7aaf-750b-950b-af0df38f5266", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "What Customers Say (Verbatim) -> The Pattern Across Voices -> The Insight -> The Response", "description": "Let customer quotes and feedback drive the narrative and validate the insight", "familyLabel": null }, "matchId": "12174753-8f5f-41f7-aa36-2a7c0ecc62dd", "evidence": "The key messages sections describe Matson's services, implying the voice of the customer.", "position": 1, "objective": "Show customer value", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:28:31.349406+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 10, "type": "analysis", "title": "The chart shows a significant increase in equity income for LTM 3Q22.", "function": "analyze_data", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "dense", "densityScore": 69, "componentCount": 6, "textChars": 446, "nDataPoints": 13, "notes": "The chart shows a significant increase in equity income for LTM 3Q22.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 12:17:54.174+00", "seconds": 3.364, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de074-036b-712d-a682-84f1f7a91a0f/10", "deck": "/decks/019de074-036b-712d-a682-84f1f7a91a0f", "deckAnchor": "/decks/019de074-036b-712d-a682-84f1f7a91a0f#slide-10", "deckJson": "/decks/019de074-036b-712d-a682-84f1f7a91a0f.json" }, "components": [ { "bbox": { "h": 0.52, "w": 0.43, "x": 0.53, "y": 0.24 }, "kind": "chart", "text": "SSAT JV Equity Income bar chart from 2018 to LTM 3Q22.", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:17:54.174+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "934a807e-232f-419c-afcc-608038f45203", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.43, "x": 0.06, "y": 0.24 }, "kind": "paragraph", "text": "Matson owns a 35% interest in SSA Terminals, LLC (SSAT), the leading U.S. West Coast terminal operator. SSAT currently provides terminal and stevedoring services to carriers at 8 terminal facilities.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:17:54.174+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b57b9d0a-32ce-4df8-89b1-5c03f613a8c2", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.35, "x": 0.14, "y": 0.79 }, "kind": "source-note", "text": "* Further redevelopment of site could bring terminal to potentially ~143 acres.", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:17:54.174+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d6e32958-5b28-4640-b1e9-ac188ace59d2", "parentComponentId": null }, { "bbox": { "h": 0.28, "w": 0.35, "x": 0.14, "y": 0.47 }, "kind": "table", "text": "Port, Terminal, Acreage table for 8 facilities.", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:17:54.174+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "98e30897-a0a0-4ebb-84c4-cb0f3dedb3b8", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.86, "x": 0.07, "y": 0.84 }, "kind": "title", "text": "SSAT is the best operator on the U.S. West Coast.", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:17:54.174+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6613ca0e-f227-44f0-836b-a16305c6500b", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.37, "x": 0.06, "y": 0.04 }, "kind": "title", "text": "SSAT Joint Venture", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:17:54.174+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2fb4d079-acb9-4a23-bd3e-f9f70310d4ca", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "2x2 matrix", "slug": "matrix-2x2", "status": "active", "bestFor": null, "canonId": "019dd9e1-50ab-72d1-8afb-3ab0a38e32a8", "version": 1, "bodyDocId": null, "description": "BCG matrix, importance/urgency, any axes-and-quadrants frame.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "4db7a6df-f485-4ee6-b31b-7202e19fd7e8", "evidence": "table/data: Port, Terminal, Acreage table for 8 facilities.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 00:15:43.817818+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 10, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [ { "matchId": "fb295759-e95e-4e36-8ffc-cba77110cd2b", "evidence": "The slide uses a thesis-driven headline at the bottom to summarize the key takeaway.", "framework": null, "confidence": 1, "extraction": { "at": "2026-05-02 12:17:54.174+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 10, "frameworkName": "action-titles" } ], "arcBeats": [ { "to": 11, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 10, "name": "Financials", "beatId": "819cd346-3ac1-4da6-8c1f-5a1c5b7845a3", "matchId": "2dd47ae7-2dfd-4637-b3d2-27861ab7eaa3", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "The KPI overview sections provide financial performance metrics.", "position": 4, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 11, "type": "analysis", "title": "The chart combines a bar chart for operating income and a line chart for operating margin.", "function": "analyze_data", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 84, "componentCount": 8, "textChars": 633, "nDataPoints": 10, "notes": "The chart combines a bar chart for operating income and a line chart for operating margin.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 12:17:55.102+00", "seconds": 4.06, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de074-036b-712d-a682-84f1f7a91a0f/11", "deck": "/decks/019de074-036b-712d-a682-84f1f7a91a0f", "deckAnchor": "/decks/019de074-036b-712d-a682-84f1f7a91a0f#slide-11", "deckJson": "/decks/019de074-036b-712d-a682-84f1f7a91a0f.json" }, "components": [ { "bbox": { "h": 0.55, "w": 0.44, "x": 0.53, "y": 0.27 }, "kind": "chart", "text": "Operating Income and Margin chart", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:17:55.102+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "06407dc4-7059-4607-9144-b837618f5e9f", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.44, "x": 0.05, "y": 0.29 }, "kind": "list", "text": "Freight Forwarding: LCL consolidation and freight forwarding primarily to the Alaska market through Span Alaska", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:17:55.102+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "33a78cd4-4f4f-4d6a-8cb1-b3e7c30c8f6d", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.44, "x": 0.05, "y": 0.45 }, "kind": "list", "text": "Transportation Brokerage: Domestic and international rail intermodal, Long-haul and regional highway trucking, Less-than-truckload and expedited freight", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:17:55.102+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5f44e627-8dd1-4301-952d-4011fde2203b", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.44, "x": 0.05, "y": 0.74 }, "kind": "list", "text": "Supply Chain Mgmt. and Other: PO management, freight forwarding and NVOCC services, Organically grown from Matson's CLX service", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:17:55.102+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8473a58b-7302-4779-a5ad-604d53a47aca", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.44, "x": 0.05, "y": 0.6 }, "kind": "list", "text": "Warehousing and Distribution: Over 1.5 million sq. ft. across 4 buildings in attractive port-based locations, Mix of contract and public warehouses", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:17:55.102+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cc820076-b4f0-40bb-ab97-6a002544a870", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.44, "x": 0.53, "y": 0.2 }, "kind": "title", "text": "Operating Income and Margin", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:17:55.102+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b0692773-d302-4e2a-86f1-85cba3762916", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.44, "x": 0.05, "y": 0.2 }, "kind": "title", "text": "Overview of Services", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:17:55.102+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c24432cf-8dab-4701-8005-f01daa411de3", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.34, "x": 0.06, "y": 0.04 }, "kind": "title", "text": "Matson Logistics", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:17:55.102+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f73a6cf8-4c6b-4c77-b4a8-ecdd2961909f", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "List presentation", "slug": "list-presentation", "status": "active", "bestFor": null, "canonId": "019dd9e1-4ef7-777d-ba68-9074c2b3bcf1", "version": 1, "bodyDocId": null, "description": "Bulleted, numbered, or checklist enumerations.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "fa36eabf-2372-44cc-8b76-4e9328b53697", "evidence": "list/bullet: Transportation Brokerage: ...", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 00:15:43.893587+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 11, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 11, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 10, "name": "Financials", "beatId": "819cd346-3ac1-4da6-8c1f-5a1c5b7845a3", "matchId": "2dd47ae7-2dfd-4637-b3d2-27861ab7eaa3", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "The KPI overview sections provide financial performance metrics.", "position": 4, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 12, "type": "appendix", "function": "appendix", "rawType": "appendix", "block": null, "metadata": { "slideType": "appendix", "slideTypeCanon": { "name": "Appendix", "slug": "appendix", "status": "active", "canonId": "019de52d-0762-71f8-b564-89ab863301cc", "version": 1, "description": null }, "function": "appendix", "functionCanon": { "name": "Appendix", "slug": "appendix", "status": "active", "canonId": "019de52d-138d-750b-83c3-49b4bc7a7a38", "version": 1, "description": null }, "density": "sparse", "densityScore": 8, "componentCount": 3, "textChars": 14, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 12:17:53.405+00", "seconds": 2.291, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de074-036b-712d-a682-84f1f7a91a0f/12", "deck": "/decks/019de074-036b-712d-a682-84f1f7a91a0f", "deckAnchor": "/decks/019de074-036b-712d-a682-84f1f7a91a0f#slide-12", "deckJson": "/decks/019de074-036b-712d-a682-84f1f7a91a0f.json" }, "components": [ { "bbox": { "h": 1, "w": 0.24, "x": 0, "y": 0 }, "kind": "image", "text": null, "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:17:53.405+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b9fb9256-551e-4010-8775-c7c6e07907a8", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.18, "x": 0.282, "y": 0.2 }, "kind": "title", "text": "Matson", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:17:53.405+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "367558aa-7310-4543-9e43-9b7503c379cb", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.15, "x": 0.296, "y": 0.68 }, "kind": "title", "text": "Appendix", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "019de52c-fb09-739d-900c-815b0d9ac526", "version": 1, "description": null }, "framework": null }, "subkind": "subtitle", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:17:53.405+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c909141b-6f4e-41df-aa95-2aca4bbbedd0", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 13, "type": "appendix", "title": "The table details the capital expenditure schedule for the new vessel project.", "function": "appendix", "rawType": "appendix_data", "block": null, "metadata": { "slideType": "appendix_data", "slideTypeCanon": { "name": "Appendix data", "slug": "appendix_data", "status": "active", "canonId": "019de52d-078a-745b-9ee4-c15f2f539acd", "version": 1, "description": null }, "function": "appendix", "functionCanon": { "name": "Appendix", "slug": "appendix", "status": "active", "canonId": "019de52d-138d-750b-83c3-49b4bc7a7a38", "version": 1, "description": null }, "density": "dense", "densityScore": 70, "componentCount": 5, "textChars": 809, "nDataPoints": 17, "notes": "The table details the capital expenditure schedule for the new vessel project.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 12:17:53.747+00", "seconds": 2.633, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de074-036b-712d-a682-84f1f7a91a0f/13", "deck": "/decks/019de074-036b-712d-a682-84f1f7a91a0f", "deckAnchor": "/decks/019de074-036b-712d-a682-84f1f7a91a0f#slide-13", "deckJson": "/decks/019de074-036b-712d-a682-84f1f7a91a0f.json" }, "components": [ { "bbox": { "h": 0.1, "w": 0.6, "x": 0.05, "y": 0.8 }, "kind": "list", "text": "Contract cost of ~$1 billion. Made first milestone payment of ~$50 million from the CCF.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:17:53.747+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1d94dda1-20b2-402e-86fd-be0467aa34cb", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.6, "x": 0.05, "y": 0.4 }, "kind": "list", "text": "Overview of new Aloha Class vessels: LNG-ready; dual-fuel engines; State-of-the-art green technology features and a fuel-efficient hull design; 500 containers of additional capacity per voyage versus existing CLX vessels. Expect the additional capacity to be a meaningful net income, operating income and EBITDA contributor. Vessel deliveries expected in 4Q26, 2Q27 and 4Q27.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:17:53.747+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9154357f-d57f-4b0c-bd6d-63aa5eb950df", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.6, "x": 0.05, "y": 0.0018 }, "kind": "list", "text": "On November 1st, signed agreements with Philly Shipyard, Inc. for construction of three new LNG-ready Aloha Class vessels. New vessels for CLX service; will move three existing CLX vessels into Alaska service after new vessels placed into service.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:17:53.747+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "dca474fb-6a25-473c-a659-0df0bbff0aea", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.25, "x": 0.7, "y": 0.2 }, "kind": "table", "text": "Current Expected Milestone Payments ($ in millions)", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:17:53.747+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b6e3abcf-e7cf-4018-997c-b4c3a255e814", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.9, "x": 0.05, "y": 0.04 }, "kind": "title", "text": "Appendix – Update on New Vessel and LNG Projects", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:17:53.747+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "18be73d0-7897-4eb8-9780-0f5ed6f013da", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "8caf5055-06b1-43b2-8c79-1519842b6781", "evidence": "table/data: Current Expected Milestone Payments ($ in millions)", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 00:15:44.008535+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 13, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 14, "type": "appendix", "function": "appendix", "rawType": "appendix_data", "block": null, "metadata": { "slideType": "appendix_data", "slideTypeCanon": { "name": "Appendix data", "slug": "appendix_data", "status": "active", "canonId": "019de52d-078a-745b-9ee4-c15f2f539acd", "version": 1, "description": null }, "function": "appendix", "functionCanon": { "name": "Appendix", "slug": "appendix", "status": "active", "canonId": "019de52d-138d-750b-83c3-49b4bc7a7a38", "version": 1, "description": null }, "density": "dense", "densityScore": 69, "componentCount": 5, "textChars": 884, "nDataPoints": 6, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 12:17:57.92+00", "seconds": 6.75, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de074-036b-712d-a682-84f1f7a91a0f/14", "deck": "/decks/019de074-036b-712d-a682-84f1f7a91a0f", "deckAnchor": "/decks/019de074-036b-712d-a682-84f1f7a91a0f#slide-14", "deckJson": "/decks/019de074-036b-712d-a682-84f1f7a91a0f.json" }, "components": [ { "bbox": { "h": 0.15, "w": 0.9, "x": 0.05, "y": 0.73 }, "kind": "list", "text": "Continue to evaluate LNG installation projects on Lurline and Matsonia. If move forward, installations would be in 2024 and 2025. Current estimated total cost on both Kanaloa Class vessels is ~$85 million.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:17:57.92+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "167e28be-65aa-435e-8d51-327eb9d06736", "parentComponentId": null }, { "bbox": { "h": 0.18, "w": 0.9, "x": 0.05, "y": 0.54 }, "kind": "list", "text": "Moving forward with LNG installation project on Kaimana Hila (KMH). Current estimated total cost on KMH is ~$35 million. Currently scheduled to enter dry-dock in 2Q24 and for install work to last ~5 months.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:17:57.92+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a68cdb69-7c20-47d4-8e72-b97772a353a4", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.9, "x": 0.05, "y": 0.18 }, "kind": "list", "text": "Three new Aloha Class vessels and LNG projects are important steps towards achieving Matson's 2030 greenhouse emissions goal. Reduce Scope 1 greenhouse gas emissions from owned fleet by 40% by 2030 using a 2016 baseline.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:17:57.92+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b935ae47-f2a1-4c8e-98d8-31e0b89a9aa5", "parentComponentId": null }, { "bbox": { "h": 0.18, "w": 0.9, "x": 0.05, "y": 0.35 }, "kind": "list", "text": "LNG installation projects on Daniel K. Inouye (DKI) and Manukai remain on track. Daniel K. Inouye: current estimated total cost ~$35 million. Manukai: current estimated total cost ~$60 million.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:17:57.92+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bb2eed60-9e83-484f-9e10-198f0bba157b", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.9, "x": 0.05, "y": 0.03 }, "kind": "title", "text": "Appendix – Update on New Vessel and LNG Projects (continued)", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:17:57.92+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9341378d-1825-44de-8934-17dc3e90e581", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 15, "type": "appendix", "title": "Includes detailed footnotes explaining tax adjustments and calculation methodologies.", "function": "appendix", "rawType": "appendix_data", "block": null, "metadata": { "slideType": "appendix_data", "slideTypeCanon": { "name": "Appendix data", "slug": "appendix_data", "status": "active", "canonId": "019de52d-078a-745b-9ee4-c15f2f539acd", "version": 1, "description": null }, "function": "appendix", "functionCanon": { "name": "Appendix", "slug": "appendix", "status": "active", "canonId": "019de52d-138d-750b-83c3-49b4bc7a7a38", "version": 1, "description": null }, "density": "dense", "densityScore": 52, "componentCount": 4, "textChars": 421, "nDataPoints": 150, "notes": "Includes detailed footnotes explaining tax adjustments and calculation methodologies.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 12:17:54.553+00", "seconds": 3.367, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de074-036b-712d-a682-84f1f7a91a0f/15", "deck": "/decks/019de074-036b-712d-a682-84f1f7a91a0f", "deckAnchor": "/decks/019de074-036b-712d-a682-84f1f7a91a0f#slide-15", "deckJson": "/decks/019de074-036b-712d-a682-84f1f7a91a0f.json" }, "components": [ { "bbox": { "h": 0.08, "w": 0.88, "x": 0.06, "y": 0.15 }, "kind": "paragraph", "text": "Matson reports financial results in accordance with U.S. generally accepted accounting principles (“GAAP”). The Company also considers other non-GAAP measures to evaluate performance...", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:17:54.553+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2baa9e72-cda4-4fa1-8328-673eb35e2eae", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.82, "x": 0.12, "y": 0.82 }, "kind": "source-note", "text": "(1) Includes a non-cash tax benefit of $2.9 million... (6) Total debt is presented before any reduction for deferred loan fees as required by U.S. GAAP.", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:17:54.553+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "da3c218d-6e15-40bb-b831-368ec2df0688", "parentComponentId": null }, { "bbox": { "h": 0.55, "w": 0.82, "x": 0.12, "y": 0.27 }, "kind": "table", "text": "Reconciliation table for Net Debt, EBITDA, ROIC, and ROE", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:17:54.553+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ce12d953-cc78-4028-8a15-0eed3ae6aa5c", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.45, "x": 0.06, "y": 0.04 }, "kind": "title", "text": "Appendix – Non-GAAP Measures", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:17:54.553+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "58276223-34d7-45f2-8f5c-bdbbc4eb96c5", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "b19648cc-8480-44d6-8929-949977bffbf9", "evidence": "table/data: Reconciliation table for Net Debt, EBITDA, ROIC, and ROE", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 00:15:44.124942+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 15, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true } ], "arcBeats": [ { "from": 3, "to": 3, "label": "Problem", "description": "The executive summary provides an overview of Matson's current situation." }, { "from": 4, "to": 7, "label": "Solution", "description": "The geographic map and key takeaways sections present Matson's services as a solution." }, { "from": 5, "to": 5, "label": "Market Size", "description": "The investment highlights section implies the market size and potential for growth." }, { "from": 6, "to": 9, "label": "Product", "description": "The key messages sections describe Matson's services, including Hawaii, CLX, Alaska, and Guam." }, { "from": 10, "to": 11, "label": "Financials", "description": "The KPI overview sections provide financial performance metrics." } ], "loops": [ { "from": 5, "to": 5, "label": "Benchmark Gap", "description": "Highlight Matson's competitive advantage" }, { "from": 6, "to": 9, "label": "Voice Of Customer", "description": "Show customer value" } ] }