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Hipgnosis Songs Fund · activist-deck

Hipgnosis Songs Fund | Results Presentation Deck | 22 slides

22 pages · 5 arc beats · 3 loops

Activist-Deck Download JSON
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Hipgnosis Songs Fund | Results Presentation Deck | 22 slides

Hipgnosis Songs Fund · 2023-09
arc beats above · slides in the middle · loops below · scroll → 3 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 1
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Deck intelligence map

5
coverage by narrative range · generated from this deck JSON
Narrative range 11 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Problem (Identify pain) 2 slides 100% 2/2 slides 100% 2/2 slides · 12 hits
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100% 2/2 slides
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Agitate (Make it worse) 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 100% 2/2 slides Solution (Provide relief) 3 slides 100% 3/3 slides 100% 3/3 slides · 13 hits
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100% 3/3 slides 100% 3/3 slides 100% 3/3 slides 100% 3/3 slides Desire 2 slides 100% 2/2 slides 100% 2/2 slides · 12 hits
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50% 1/2 slides
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100% 2/2 slides 100% 2/2 slides Interest 2 slides 100% 2/2 slides 100% 2/2 slides · 7 hits
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50% 1/2 slides
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100% 2/2 slides
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Slide inventory

22
every slide · same image gating as the playbook
01
Slide 1
front_matter
Open slide detail
02
other
Open slide detail
03
summarize
Open slide detailBeat · Problem (Identify pain)
04
propose_solution
Open slide detailBeat · Problem (Identify pain)
05
The slide highlights the portfolio optimization strategy, including valuation premiums and the Go-Shop process.present_solution
Open slide detailBeat · Agitate (Make it worse)Loop · Cost Of Inaction
06
The slide uses a 'go-shop' provision as a key defensive and value-maximizing mechanism.propose_solution
Open slide detailBeat · Agitate (Make it worse)Loop · Cost Of Inaction
07
Includes a scatter plot of vintage vs market multiple and a waterfall-style bridge for proceeds.show_valuation_bridge
Open slide detailBeat · Solution (Provide relief)Loop · Before After
08
The slide uses a comparison table to justify a portfolio disposal strategy by showing improved quality metrics in the remaining assets.compare_peers
Open slide detailBeat · Solution (Provide relief)Loop · Before After
09
summarize
Open slide detailBeat · Solution (Provide relief)Loop · Before After
10
The slide outlines the strategic rationale and operational details of a 'Go-Shop' provision in a transaction.present_solution
Open slide detail
11
Uses a stacked bar chart to visualize the 'out of the money' status of contingent bonus obligations relative to growth rates.preempt_rebuttal
Open slide detail
12
The chart illustrates the bridge from Gross Proceeds to Realised transaction proceeds, compared against the Fair Value.show_valuation_bridge
Open slide detail
13
preempt_rebuttal
Open slide detail
14
The slide highlights a shift in fee structure, specifically introducing lower tiers for higher market capitalization levels.propose_solution
Open slide detail
15
Slide 14 of the deck.summarize
Open slide detailBeat · DesireLoop · Golden Circle
16
Includes a specific callout to Goldman Sachs forecasts as the source for growth data.summarize
Open slide detailBeat · DesireLoop · Golden Circle
17
summarize
Open slide detailBeat · Interest
18
appendix
Open slide detailBeat · Interest
19
summarize
Open slide detail
20
The slide compares 'Pre First Disposal' vs 'Post First Disposal' metrics for Borrowing Policy and RCF LTV Covenant.analyze_data
Open slide detail
21
The chart shows a positive correlation between two variables (likely catalogue size/revenue and valuation multiple).appendix
Open slide detail
22
Features the company logo.front_matter
Open slide detail