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Sarissa Capital · activist-deck

Sarissa Capital | Activist Presentation Deck | 37 slides

37 pages · 3 arc beats · 0 loops

Activist-Deck Download JSON
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Sarissa Capital | Activist Presentation Deck | 37 slides

Sarissa Capital · 2023-02
arc beats above · slides in the middle · loops below · scroll → 0 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 2
— No image bound to this slide. Wire up imgproxy to display the rendered slide JPEG.
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Deck intelligence map

3
coverage by narrative range · generated from this deck JSON
Narrative range 37 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
The Monster (Amarin's failures) 26 slides 100% 26/26 slides 100% 26/26 slides · 143 hits
— 0/26 slides
3.8% 1/26 slides 96.2% 25/26 slides 100% 26/26 slides · 35 hits
— 0/26 slides
The Struggle (Sarissa's engagement) 9 slides 100% 9/9 slides 100% 9/9 slides · 56 hits
— 0/9 slides
— 0/9 slides
100% 9/9 slides 100% 9/9 slides · 18 hits
— 0/9 slides
The Victory (Vote for change) 2 slides 100% 2/2 slides 100% 2/2 slides · 10 hits
— 0/2 slides
— 0/2 slides
— 0/2 slides
100% 2/2 slides
— 0/2 slides

Slide inventory

37
every slide · same image gating as the playbook
01
Slide 1
front_matter
Open slide detail
02
Includes specific voting instructions and a deadline for proxy submission.closing_ask
Open slide detailBeat · The Monster (Amarin's failures)
03
Uses a vinyl record visual metaphor to frame the company's narrative as a 'classic' (stale) tune.expose_contradiction
Open slide detailBeat · The Monster (Amarin's failures)
04
Uses a pop culture reference (The Who) to frame the 'new management' narrative as deceptive.expose_contradiction
Open slide detailBeat · The Monster (Amarin's failures)
05
Includes a cartoon of a person clutching their chest to emphasize financial pain.expose_contradiction
Open slide detailBeat · The Monster (Amarin's failures)
06
Uses a Pink Floyd lyric as a rhetorical device to highlight management's perceived lack of awareness.expose_contradiction
Open slide detailBeat · The Monster (Amarin's failures)
07
Uses a visual metaphor of moving soccer goals to represent shifting targets.expose_contradiction
Open slide detailBeat · The Monster (Amarin's failures)
08
Uses a table to highlight the gap between management's stated goals and actual execution.expose_contradiction
Open slide detailBeat · The Monster (Amarin's failures)
09
Uses a red box and question marks to emphasize the discrepancy in the timeline.expose_contradiction
Open slide detailBeat · The Monster (Amarin's failures)
10
Uses a 'moving goalposts' visual metaphor (soccer goals) to illustrate the shifting timeline.expose_contradiction
Open slide detailBeat · The Monster (Amarin's failures)
11
Includes a satirical cartoon illustrating the 'up to' logic.expose_contradiction
Open slide detailBeat · The Monster (Amarin's failures)
12
Uses a callout box to point out the specific contradiction in language.expose_contradiction
Open slide detailBeat · The Monster (Amarin's failures)
13
Uses a map and a callout box to visually debunk the company's claim.expose_contradiction
Open slide detailBeat · The Monster (Amarin's failures)
14
Uses direct quotes from earnings calls and conferences to highlight shifting narratives.expose_contradiction
Open slide detailBeat · The Monster (Amarin's failures)
15
Includes a cultural reference to Bob Dylan to emphasize the theme of change.cite_precedent
Open slide detailBeat · The Monster (Amarin's failures)
16
Uses red dashed boxes to highlight 'Against' and 'Abstain' votes as a visual callout for the contradiction.expose_contradiction
Open slide detailBeat · The Monster (Amarin's failures)
17
Uses a Bon Jovi lyric as a rhetorical device to highlight management failure.expose_contradiction
Open slide detailBeat · The Monster (Amarin's failures)
18
Uses a visual metaphor of burning money to represent the IR initiatives.expose_contradiction
Open slide detailBeat · The Monster (Amarin's failures)
19
Uses a burning money graphic to emphasize waste.expose_contradiction
Open slide detailBeat · The Monster (Amarin's failures)
20
Includes a Peanuts cartoon as a visual metaphor for the 'bait and switch' accusation.expose_contradiction
Open slide detailBeat · The Monster (Amarin's failures)
21
Uses cartoon imagery (mailbox, confused person, meeting table) to illustrate the logistical friction of the voting process.expose_contradiction
Open slide detailBeat · The Monster (Amarin's failures)
22
expose_contradiction
Open slide detailBeat · The Monster (Amarin's failures)
23
Uses a Pied Piper metaphor (jester leading rats) to imply the Chairman is leading the board blindly.expose_contradiction
Open slide detailBeat · The Monster (Amarin's failures)
24
Uses a 'before-after' style framing to expose a contradiction in corporate communications.expose_contradiction
Open slide detailBeat · The Monster (Amarin's failures)
25
The slide uses a timeline to demonstrate a pattern of obstruction.expose_contradiction
Open slide detailBeat · The Monster (Amarin's failures)
26
Uses a seesaw metaphor to illustrate the imbalance of ownership.expose_contradiction
Open slide detailBeat · The Monster (Amarin's failures)
27
Includes a Jimi Hendrix quote and a 'horse drawing' meme to mock management.expose_contradiction
Open slide detailBeat · The Monster (Amarin's failures)
28
Uses a callout box to frame the opponent's actions as malicious.preempt_rebuttal
Open slide detail
29
Uses a callout box to emphasize the 4/7 involvement statistic.expose_contradiction
Open slide detail
30
Uses a bracket to link a list of grievances to a call-to-action box.expose_contradiction
Open slide detail
31
Uses a callout box to challenge a specific management claim.expose_contradiction
Open slide detail
32
Includes a call to action for a specific voting deadline to ensure validity.closing_ask
Open slide detailBeat · The Victory (Vote for change)
33
This is a procedural slide for an activist campaign, focusing on ensuring shareholder participation.state_next_steps
Open slide detailBeat · The Victory (Vote for change)
34
state_next_steps
Open slide detail
35
other
Open slide detail
36
other
Open slide detail
37
other
Open slide detail