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Freeman Capital Management · activist-deck

Freeman Capital Management | Activist Presentation Deck | 15 slides

15 pages · 3 arc beats · 1 loops

Activist-Deck Download JSON
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Freeman Capital Management | Activist Presentation Deck | 15 slides

Freeman Capital Management · 2023-06
arc beats above · slides in the middle · loops below · scroll → 1 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 1
— 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 13 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
The Monster (ISS and MindMed's flaws) 10 slides 100% 10/10 slides 100% 10/10 slides · 50 hits
— 0/10 slides
— 0/10 slides
80% 8/10 slides 100% 10/10 slides
— 0/10 slides
The Struggle (Freeman Capital Management's efforts) 2 slides 100% 2/2 slides 100% 2/2 slides · 9 hits
— 0/2 slides
— 0/2 slides
100% 2/2 slides · 3 hits 100% 2/2 slides 100% 2/2 slides The Victory (Freeman Capital Management's goal) 1 slides 100% 1/1 slides 100% 1/1 slides · 7 hits
— 0/1 slides
100% 1/1 slides 100% 1/1 slides 100% 1/1 slides 100% 1/1 slides

Slide inventory

15
every slide · same image gating as the playbook
01
Slide 1
FCM logo present in top left corner.front_matter
Open slide detail
02
front_matter
Open slide detail
03
The slide uses a line chart to visualize the immediate negative market reaction to the financing announcement.expose_contradiction
Open slide detailBeat · The Monster (ISS and MindMed's flaws)
04
Uses a red X to visually invalidate the ISS projection point.expose_contradiction
Open slide detailBeat · The Monster (ISS and MindMed's flaws)
05
Uses statistical argument (structural vector auto-regression) to debunk a proxy advisor's narrative.expose_contradiction
Open slide detailBeat · The Monster (ISS and MindMed's flaws)
06
The slide uses a 'callout' box to highlight a specific voting recommendation from 2022 as a point of contradiction.expose_contradiction
Open slide detailBeat · The Monster (ISS and MindMed's flaws)
07
Uses a 2x2 layout of text blocks and a small data table to contrast ISS claims with 'Reality'.expose_contradiction
Open slide detailBeat · The Monster (ISS and MindMed's flaws)
08
The slide highlights MindMed's high compensation relative to poor stock performance.compare_peers
Open slide detailBeat · The Monster (ISS and MindMed's flaws)
09
Uses a list of arrows to highlight specific failures or admissions in the Greenleaf report.expose_contradiction
Open slide detailBeat · The Monster (ISS and MindMed's flaws)
10
Uses a two-column layout to contrast specific claims with 'Reality' checks.expose_contradiction
Open slide detailBeat · The Monster (ISS and MindMed's flaws)
11
The slide uses a timeline framework to correlate board member tenures with specific company failures or controversial decisions.expose_contradiction
Open slide detailBeat · The Monster (ISS and MindMed's flaws)
12
The slide uses a list of 'x' marks to emphasize points of failure or omission by ISS.expose_contradiction
Open slide detailBeat · The Monster (ISS and MindMed's flaws)
13
The slide uses a list of 'x' marks to emphasize omissions.expose_contradiction
Open slide detailBeat · The Struggle (Freeman Capital Management's efforts)Loop · The Reveal
14
The slide uses a timeline structure to contrast Dr. Freeman's actions with the company's narrative and board actions.expose_contradiction
Open slide detailBeat · The Struggle (Freeman Capital Management's efforts)Loop · The Reveal
15
The slide uses a bar chart to contrast spending categories and a timeline to illustrate the clinical trial path.summarize
Open slide detailBeat · The Victory (Freeman Capital Management's goal)Loop · The Reveal