Blackwells Capital | Activist Presentation Deck | 15 slides

Blackwells Capital · 2024-03
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

3
coverage by narrative range · generated from this deck JSON

Slide inventory

15
every slide · same image gating as the playbook
01
Slide 1
The slide uses a boardroom imagery to establish authority and context for the activist campaign.front_matter
03
The slide uses a hub-and-spoke diagram to show the repetition of a single quote/endorsement.expose_contradiction
Open slide detailBeat · Expose ContradictionLoop · Cost Of Inaction
04
Uses a magnifying glass graphic to highlight the specific line item in the financial document.expose_contradiction
Open slide detailBeat · Expose ContradictionLoop · Cost Of Inaction
05
The slide uses a rhetorical question as a title to frame the data as evidence of a potential bias or undisclosed relationship.expose_contradiction
Open slide detailBeat · Expose ContradictionLoop · Analogy
06
The slide uses a rhetorical question as a title to frame the data as evidence of a conflict of interest.expose_contradiction
Open slide detailBeat · Expose ContradictionLoop · Analogy
07
The slide uses highlighted text in source documents to draw attention to specific governance responsibilities.expose_contradiction
Open slide detailBeat · Expose ContradictionLoop · Cost Of Inaction
08
Uses a 'before-after' or 'contradiction' framing by juxtaposing corporate policy text against specific company actions.expose_contradiction
Open slide detailBeat · Expose ContradictionLoop · Cost Of Inaction
09
Uses callouts to link specific policy text to the central argument of governance failure.expose_contradiction
Open slide detailBeat · Expose ContradictionLoop · Cost Of Inaction
10
Uses a rhetorical question structure to challenge the legitimacy of an SEC filing.expose_contradiction
Open slide detailBeat · Expose ContradictionLoop · Cost Of Inaction
11
Uses a 'hypocrisy' framing by juxtaposing corporate values against specific actions.expose_contradiction
Open slide detailBeat · Expose ContradictionLoop · Cost Of Inaction
12
The slide uses visual evidence (screenshots of the opponent's deck) to expose a lack of transparency.expose_contradiction
Open slide detailBeat · Expose ContradictionLoop · Cost Of Inaction
13
The slide includes a screenshot of a page from a Disney investor presentation (page 45) to support the argument.expose_contradiction
Open slide detailBeat · Expose ContradictionLoop · Cost Of Inaction
14
summarize
Open slide detailBeat · TimelineLoop · Cost Of Inaction
15
state_demand
Open slide detailBeat · Demand ListLoop · Cost Of Inaction