Sarissa Capital | Activist Presentation Deck

Sarissa Capital | Activist Presentation Deck | 17 slides

Sarissa Capital · 2023-06

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

Deck intelligence map

coverage by narrative range · generated from this deck JSON

Narrative range 9 total

Metadata

Components

Metrics

Tools

Frameworks

Beats

Loops

Hook 1 slides 100% 1/1 slides 100% 1/1 slides · 3 hits

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100% 1/1 slides

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Villain Critique 2 slides 100% 2/2 slides 100% 2/2 slides · 8 hits

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100% 2/2 slides 100% 2/2 slides 100% 2/2 slides Expose Contradiction 1 slides 100% 1/1 slides 100% 1/1 slides · 4 hits

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100% 1/1 slides 100% 1/1 slides 100% 1/1 slides Cite Precedent 2 slides 100% 2/2 slides 100% 2/2 slides · 14 hits

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100% 2/2 slides 100% 2/2 slides 100% 2/2 slides Nominee Bio 1 slides 100% 1/1 slides 100% 1/1 slides · 7 hits

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100% 1/1 slides 100% 1/1 slides 100% 1/1 slides Closing Ask 2 slides 100% 2/2 slides 100% 2/2 slides · 9 hits

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100% 2/2 slides · 3 hits

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100% 2/2 slides

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Slide inventory

every slide · same image gating as the playbook

front_matter

Open slide detailBeat · Hook

Standard activist proxy voting instruction slide.closing_ask

Open slide detail

The slide uses a visual gap analysis to frame the CEO as the cause of underperformance.name_villain

Open slide detailBeat · Villain CritiqueLoop · Logic Chain

Uses a house of cards metaphor to imply instability and fragility of the current business structure.name_villain

Open slide detailBeat · Villain CritiqueLoop · Logic Chain

The slide uses a dual-axis style bar chart to show revenue (positive) and operating loss (negative) simultaneously.expose_contradiction

Open slide detailBeat · Expose ContradictionLoop · Logic Chain

Uses a hub-and-spoke layout to attribute multiple critical statements to the ISS report.cite_precedent

Open slide detailBeat · Cite PrecedentLoop · Golden Circle

Uses a cartoon illustration to represent the 'Shareholder Capital' perspective in a boardroom setting.cite_precedent

Open slide detailBeat · Cite PrecedentLoop · Golden Circle

The slide uses a visual grid of logos to establish the credibility of the nominees.introduce_nominees

Open slide detailBeat · Nominee BioLoop · Golden Circle

Uses authority citation to validate the activist's nominee.cite_precedent

Open slide detailLoop · Golden Circle

The slide uses a comparison table and a pull-quote to frame the activist's argument against a specific board member.expose_contradiction

Open slide detail

The spinning tops are likely a visual metaphor for the 'spin-out' of the oncology business.cite_precedent