{ "schemaVersion": "deck-intelligence.v1", "id": "019de50e-8663-70bc-b209-bbe1aca3f6be", "slug": "b42fe537dad840b04ed8e333051f94bb", "title": "Blockbuster Video | Activist Presentation Deck | 24 slides", "subtitle": "Gregory S. Meyer · 2010-06", "author": "Gregory S. Meyer", "date": "2010-06-01 00:00:00", "pageCount": 24, "kind": "activist-deck", "orientation": "landscape", "aspectRatio": 1.6466552, "document": { "id": "019de50e-8663-70bc-b209-bbe1aca3f6be", "slug": "b42fe537dad840b04ed8e333051f94bb", "title": "Blockbuster Video | Activist Presentation Deck | 24 slides", "rawTitle": "Blockbuster Video | Activist Presentation Deck | 24 slides", "authorId": "blockbuster-video", "authorName": "Gregory S. Meyer", "authorDisplay": "Gregory S. Meyer", "kind": { "slug": "activist-deck", "label": "Activist deck" }, "sourceType": { "slug": "activist_investor", "label": "Activist investor" }, "fileName": "2010-06__blockbuster-video__activist__b42fe537.pdf", "sourceUrl": "https://www.slidebook.io/company/blockbuster-video/presentation/b42fe537dad840b04ed8e333051f94bb/", "sourceDate": "2010-06-03 00:00:00", "presentationDate": "2010-06-01 00:00:00", "ingestedAt": "2026-05-01 19:40:27.703379+00", "status": "ready", "pageCount": 24, "orientation": "landscape", "aspectRatio": 1.6466552, "targetCompany": null, "targetTicker": null, "metadata": { "corpus": "slidebook", "industry": "specialty-retail", "local_root": "/Users/miguelsuredasuau/Desktop/lalalalla/_scrape/slidebook/decks/2010-06__blockbuster-video__activist__b42fe537", "image_width": 1920, "image_format": "jpg", "deck_type_raw": "Activist Presentation Deck", "deck_type_slug": null, "source_url_pattern": "https://www.slidebook.io/company/{company_slug}/presentation/{deck_id}/" } }, "coverage": { "pageCount": 24, "pagesIndexed": 24, "pagesWithImages": 24, "pagesWithMetadata": 24, "imageCoveragePct": 100, "metadataCoveragePct": 100, "componentCount": 80, "chartCount": 2, "metricSlides": 0, "toolMatches": 5, "documentToolMatches": 0, "frameworkMatches": 15, "arcMatches": 1, "beatMatches": 7, "loopMatches": 4, "patternMatches": 0, "storymakersMatch": false, "scoreAvailable": false, "reviewAvailable": false, "activistThesisAvailable": false, "pitchdeckMetadataAvailable": false, "pitchdeckProfileAvailable": false }, "blocks": [], "matches": { "arcs": [ { "arc": { "name": "Overcoming the Monster", "slug": "overcoming-monster", "status": "active", "bestFor": "Competitive positioning, rallying teams", "canonId": "019dd956-6339-76ac-9cbf-4b377c3aa89e", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "The Monster -> The Call -> The Struggle -> The Victory -> The New Order", "description": null, "familyLabel": null, "categoryName": "Booker's 7 Plots", "categorySlug": "booker-s-7-plots" }, "matchId": "6beb0c85-7053-4c5d-8728-07e8ae814291", "evidence": "The document follows a narrative of identifying a problem (the monster), highlighting the struggles, and proposing a solution to overcome it.", "isPrimary": true, "confidence": 0.8, "extraction": { "at": "2026-07-16 22:47:10.908254+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "beats": [ { "to": 1, "arc": { "name": "Overcoming the Monster", "slug": "overcoming-monster", "status": "active", "bestFor": "Competitive positioning, rallying teams", "canonId": "019dd956-6339-76ac-9cbf-4b377c3aa89e", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "The Monster -> The Call -> The Struggle -> The Victory -> The New Order", "description": null, "familyLabel": null, "categoryName": "Booker's 7 Plots", "categorySlug": "booker-s-7-plots" }, "from": 1, "name": "Hook", "beatId": "ad148954-f905-4ae7-adde-5cb56a92d9cc", "matchId": "6beb0c85-7053-4c5d-8728-07e8ae814291", "beatType": { "name": "Hook", "slug": "hook", "status": "active", "canonId": "019dd9b8-01a6-7328-bff2-b22eb40b3ea5", "version": 1, "description": "The opener — a deliberate move to earn attention before any argument. Used by AIDA, Monroes, Pixar Pitch, Overcoming the Monster." }, "evidence": "The presentation starts with a cover slide and a clear title.", "position": 0, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 6, "arc": { "name": "Overcoming the Monster", "slug": "overcoming-monster", "status": "active", "bestFor": "Competitive positioning, rallying teams", "canonId": "019dd956-6339-76ac-9cbf-4b377c3aa89e", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "The Monster -> The Call -> The Struggle -> The Victory -> The New Order", "description": null, "familyLabel": null, "categoryName": "Booker's 7 Plots", "categorySlug": "booker-s-7-plots" }, "from": 6, "name": "Expose Contradiction", "beatId": "279b95f2-304e-412f-b911-4824c9825407", "matchId": "6beb0c85-7053-4c5d-8728-07e8ae814291", "beatType": null, "evidence": "The document highlights a contradiction in Blockbuster's stock performance.", "position": 1, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 9, "arc": { "name": "Overcoming the Monster", "slug": "overcoming-monster", "status": "active", "bestFor": "Competitive positioning, rallying teams", "canonId": "019dd956-6339-76ac-9cbf-4b377c3aa89e", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "The Monster -> The Call -> The Struggle -> The Victory -> The New Order", "description": null, "familyLabel": null, "categoryName": "Booker's 7 Plots", "categorySlug": "booker-s-7-plots" }, "from": 9, "name": "Problem Statement", "beatId": "ab50a698-55fe-4255-8097-89b500667260", "matchId": "6beb0c85-7053-4c5d-8728-07e8ae814291", "beatType": null, "evidence": "A clear problem statement is presented regarding poor execution of its multi-channel distribution strategy.", "position": 2, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 11, "arc": { "name": "Overcoming the Monster", "slug": "overcoming-monster", "status": "active", "bestFor": "Competitive positioning, rallying teams", "canonId": "019dd956-6339-76ac-9cbf-4b377c3aa89e", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "The Monster -> The Call -> The Struggle -> The Victory -> The New Order", "description": null, "familyLabel": null, "categoryName": "Booker's 7 Plots", "categorySlug": "booker-s-7-plots" }, "from": 11, "name": "Nominee Bio", "beatId": "cb9c3588-8519-442c-b190-64481ee42067", "matchId": "6beb0c85-7053-4c5d-8728-07e8ae814291", "beatType": null, "evidence": "The document provides a bio for Fernandes, highlighting his lack of relevant experience.", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 14, "arc": { "name": "Overcoming the Monster", "slug": "overcoming-monster", "status": "active", "bestFor": "Competitive positioning, rallying teams", "canonId": "019dd956-6339-76ac-9cbf-4b377c3aa89e", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "The Monster -> The Call -> The Struggle -> The Victory -> The New Order", "description": null, "familyLabel": null, "categoryName": "Booker's 7 Plots", "categorySlug": "booker-s-7-plots" }, "from": 14, "name": "Villain Critique", "beatId": "30ef4e09-db68-4e5b-ae7d-9a14abcd208c", "matchId": "6beb0c85-7053-4c5d-8728-07e8ae814291", "beatType": null, "evidence": "A critique of Fernandes' judgment is presented.", "position": 4, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 22, "arc": { "name": "Overcoming the Monster", "slug": "overcoming-monster", "status": "active", "bestFor": "Competitive positioning, rallying teams", "canonId": "019dd956-6339-76ac-9cbf-4b377c3aa89e", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "The Monster -> The Call -> The Struggle -> The Victory -> The New Order", "description": null, "familyLabel": null, "categoryName": "Booker's 7 Plots", "categorySlug": "booker-s-7-plots" }, "from": 22, "name": "Roadmap", "beatId": "74a29d96-a0e5-4e5c-904b-3087b308df0a", "matchId": "6beb0c85-7053-4c5d-8728-07e8ae814291", "beatType": null, "evidence": "A 3-phase plan for Blockbuster turnaround is proposed.", "position": 5, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 23, "arc": { "name": "Overcoming the Monster", "slug": "overcoming-monster", "status": "active", "bestFor": "Competitive positioning, rallying teams", "canonId": "019dd956-6339-76ac-9cbf-4b377c3aa89e", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "The Monster -> The Call -> The Struggle -> The Victory -> The New Order", "description": null, "familyLabel": null, "categoryName": "Booker's 7 Plots", "categorySlug": "booker-s-7-plots" }, "from": 23, "name": "Propose Solution", "beatId": "1a17f9f0-c561-4709-b101-1cf9418fb059", "matchId": "6beb0c85-7053-4c5d-8728-07e8ae814291", "beatType": null, "evidence": "A solution to address immediate liquidity needs is proposed.", "position": 6, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 6, "from": 6, "loop": { "name": "06_zoom_in", "slug": "06-zoom-in", "status": "active", "bestFor": "Technical deep-dives, case studies, detailed analysis", "canonId": "019dd956-6846-74db-82be-dff5b058b072", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Big Picture -> Key Area of Focus -> Specific Detail -> Implication", "description": "Start broad, then progressively focus on specific details that prove your point", "familyLabel": null, "categoryName": "Analysis", "categorySlug": "analysis" }, "matchId": "5576ec27-b623-4777-a214-d41d1a9e5eb9", "evidence": "The document zooms in on Blockbuster's stock performance since 2005.", "position": 0, "objective": "Highlight Blockbuster's poor stock performance", "confidence": 0.8, "extraction": { "at": "2026-07-16 22:47:11.25631+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } }, { "to": 8, "from": 8, "loop": { "name": "10_iceberg", "slug": "10-iceberg", "status": "active", "bestFor": "Consulting, complex problem solving, organizational change", "canonId": "019dd956-69f4-738c-852a-643798da0899", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Symptom (Visible) -> The System (Hidden) -> The Root Cause", "description": "Reveal that the visible problem is merely a symptom of a deeper root cause", "familyLabel": null, "categoryName": "Analysis", "categorySlug": "analysis" }, "matchId": "fccda8dd-583b-455a-ad4a-fd5918dd55d4", "evidence": "The document highlights the poor financial performance and forecasting.", "position": 1, "objective": "Reveal the poor financial performance and forecasting", "confidence": 0.8, "extraction": { "at": "2026-07-16 22:47:11.298103+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } }, { "to": 20, "from": 20, "loop": { "name": "18_anchor", "slug": "18-anchor", "status": "active", "bestFor": "Pricing discussions, negotiation, budget requests", "canonId": "019dd956-6d15-755a-bb56-8c152c525220", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Extreme Option (The Anchor) -> The Flaws of the Extreme -> The Balanced Proposal", "description": "Set a high reference point to make your actual proposal seem reasonable and attractive", "familyLabel": null, "categoryName": "Persuasion", "categorySlug": "persuasion" }, "matchId": "c99b9e6d-8cdf-4cef-a6e0-8370e44dd18f", "evidence": "The document compares Meyer and Fernandes' stock ownership.", "position": 2, "objective": "Compare Meyer and Fernandes' stock ownership", "confidence": 0.7, "extraction": { "at": "2026-07-16 22:47:11.341379+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } }, { "to": 22, "from": 22, "loop": { "name": "33_build_up", "slug": "33-build-up", "status": "active", "bestFor": "Pricing justification, cost estimation, market sizing", "canonId": "019dd956-733a-746e-88fd-04b2e4b51b61", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Base -> Add Component A -> Add Component B -> Add Component C -> The Total", "description": "Start from zero and add components to arrive at a total", "familyLabel": null, "categoryName": "Consulting Framework", "categorySlug": "consulting-framework" }, "matchId": "7cdbe8ae-9a17-4d0f-9172-54d73b6a8ef7", "evidence": "The document proposes a 3-phase plan for Blockbuster turnaround.", "position": 3, "objective": "Build up a plan for Blockbuster turnaround", "confidence": 0.7, "extraction": { "at": "2026-07-16 22:47:11.384587+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "tools": [ { "tool": { "name": "Slide recipe: Cover", "slug": "cover-slide", "status": "active", "bestFor": null, "canonId": "019df269-2a08-767d-9128-e7431e6fe8a3", "version": 1, "bodyDocId": "019df269-29e5-7738-b5fa-6892e5dc8e65", "description": "The first ten seconds. Build it deliberately.", "familyLabel": "slide-recipe", "categoryName": "Slide", "categorySlug": "slide" }, "agent": "designer", "layer": "slide", "agents": [ "designer" ], "matchId": "4d7f6e8f-4fab-4076-9507-b361bcd7dcc1", "evidence": "The slide is a cover slide with a title and a date, which is a standard element of a presentation.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 00:51:45.341936+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 1, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Executive summary", "slug": "executive-summary", "status": "active", "bestFor": null, "canonId": "019dd9e1-4b63-72d5-9734-da757d91ca61", "version": 1, "bodyDocId": null, "description": "A condensed view of the entire argument on a single slide / block.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "43163f55-b5f3-4c5d-9db1-e753d6be6a6d", "evidence": "The slide provides a summary of the situation and the key points to be discussed.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 00:51:45.462615+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 3, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Executive summary", "slug": "executive-summary", "status": "active", "bestFor": null, "canonId": "019dd9e1-4b63-72d5-9734-da757d91ca61", "version": 1, "bodyDocId": null, "description": "A condensed view of the entire argument on a single slide / block.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "0fa83897-5a60-4cac-bc3e-6956cdd052f8", "evidence": "The slide provides additional context on the situation and the key issues.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 00:51:45.544009+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 4, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Storytelling: the closing ask", "slug": "closing-ask", "status": "active", "bestFor": null, "canonId": "019df269-24e0-70ab-8dd9-983832c1c665", "version": 1, "bodyDocId": "019df269-24bc-7554-b88d-245127606b8d", "description": "The single most important slide in the deck — after the cover. The final", "familyLabel": "narrative-block", "categoryName": "Narrative & Transformation", "categorySlug": "narrative-transformation" }, "agent": "storyteller", "layer": "slide", "agents": [ "storyteller" ], "matchId": "cac5ffbb-f945-4f5d-a925-f6e8c46d0bd0", "evidence": "The slide presents a clear call to action, asking shareholders to vote for Meyer.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 00:51:45.62451+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 5, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Slide recipe: the peer-gap chart", "slug": "peer-gap-chart-recipe", "status": "active", "bestFor": null, "canonId": "019df269-2b04-75bc-ad85-e0179264bdd7", "version": 1, "bodyDocId": "019df269-2ae1-771d-9cd1-193a2e25f21c", "description": "The single most-copied slide in activism. This is the exact layout, used", "familyLabel": "slide-recipe", "categoryName": "Slide", "categorySlug": "slide" }, "agent": "designer", "layer": "slide", "agents": [ "designer" ], "matchId": "69f84b11-07d2-4fb1-94d8-f199d746b27e", "evidence": "The slide compares Blockbuster's performance to its peer group, using a line chart and a table, which is a common way to present a peer gap chart.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 00:51:45.329679+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 7, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "af3fdd6f-09e2-4747-b9f9-17e3c21c70e9", "evidence": "The slide provides a high-level synthesis of the activist campaign's core arguments and call to action.", "framework": null, "confidence": 1, "extraction": { "at": "2026-05-02 10:45:06.537+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 3, "frameworkName": "executive-summary" }, { "matchId": "ac98e3d0-ed42-47bc-9084-14c0fec1a7e1", "evidence": "Explicit request for shareholders to vote using the GOLD proxy card.", "framework": null, "confidence": 1, "extraction": { "at": "2026-05-02 10:45:06.845+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 5, "frameworkName": "call-to-action" }, { "matchId": "5efc6f14-c33b-4415-8eef-89a723a8cd90", "evidence": "Compares Blockbuster performance against Netflix and a peer index to highlight underperformance.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 10:45:08.004+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 6, "frameworkName": "comparison-frame" }, { "matchId": "bfe01177-a463-4cd3-a4ac-d5169679df8c", "evidence": "Comparing company performance against peer group and market index.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 10:45:07.8+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 7, "frameworkName": "comparison-frame" }, { "matchId": "d6b01d7b-4182-4f84-a407-d9b35824760b", "evidence": "Contrasts poor financial performance with executive bonus payouts.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 10:45:07.652+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 8, "frameworkName": "ceo-quote-contradiction" }, { "matchId": "3bd72c5d-def0-452f-a472-abf72810a8b2", "evidence": "Compares Blockbuster performance against Netflix and Redbox to highlight strategic failure.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 10:45:07.647+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 9, "frameworkName": "comparison-frame" }, { "matchId": "72d9c33b-c95c-4718-957f-3145b2c8280c", "evidence": "The slide highlights a lack of 'skin in the game' to question the board's commitment to shareholder value.", "framework": null, "confidence": 0.8, "extraction": { "at": "2026-05-02 10:45:07.158+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 10, "frameworkName": "commitment-consistency" }, { "matchId": "fab4dc7b-72fb-4876-a95f-6b47ccab451a", "evidence": "The slide exposes a potential conflict of interest and lack of fiduciary duty.", "framework": null, "confidence": 0.8, "extraction": { "at": "2026-05-02 10:45:08.068+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 12, "frameworkName": "fraud-exposure" }, { "matchId": "7e8b3e35-9a10-4b63-a84e-93192ca71bbc", "evidence": "The slide frames the nominee as a villain responsible for value destruction.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 10:45:08.503+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 13, "frameworkName": "antagonist-introduction" }, { "matchId": "07927f71-e8bb-405e-ab92-2d90e8b455df", "evidence": "The slide explicitly frames Fernandes as a negative actor (villain) by listing past failures and conflicts of interest.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 10:45:08.695+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 14, "frameworkName": "antagonist-introduction" }, { "matchId": "15f71c51-c973-4f56-bec1-635e01b23f46", "evidence": "Contrasts board age data against the company's own stated charter requirements.", "framework": null, "confidence": 1, "extraction": { "at": "2026-05-02 10:45:08.479+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 15, "frameworkName": "expose_contradiction" }, { "matchId": "3862a74a-068e-4985-9257-2dbceecfdc8f", "evidence": "The slide explicitly frames the current board as the antagonist responsible for 'massive destruction of shareholder value'.", "framework": null, "confidence": 0.8, "extraction": { "at": "2026-05-02 10:45:08.837+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 16, "frameworkName": "antagonist-introduction" }, { "matchId": "e0ed312d-d350-4045-a274-959dd2821464", "evidence": "Highlights management's failure to act on sound advice, positioning them as the antagonist.", "framework": null, "confidence": 0.8, "extraction": { "at": "2026-05-02 10:45:08.977+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 19, "frameworkName": "antagonist-introduction" }, { "matchId": "6a2d35ad-9c65-4a43-9408-ec600610dfd4", "evidence": "Direct comparison of share ownership between two individuals.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 10:45:07.935+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 20, "frameworkName": "comparison_frame" }, { "matchId": "f4564a2a-789f-466d-ba89-ae811f1963da", "evidence": "Comparing BBI board age metrics against industry peers (Netflix, Coinstar) to justify a nominee.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 10:45:09.421+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 21, "frameworkName": "comparison_frame" } ], "patterns": [] }, "storymakers": null, "score": null, "review": null, "activistThesis": null, "pitchdeck": { "metadata": null, "profile": null }, "slides": [ { "page": 1, "type": "setup", "title": "The presentation is an excerpt from a 6/1/10 presentation to RiskMetrics Group.", "function": "front_matter", "imagePath": "https://imgproxy.kitesheet.com/EUB7fbnWk5HwEQkrTg5BhvTwgyaOotdsOWaFP9EsPYI/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9iNDJmZTUzN2RhZDg0MGIwNGVkOGUzMzMwNTFmOTRiYi9wMDAxLmpwZw", "rawType": "cover", "block": null, "metadata": { "slideType": "cover", "slideTypeCanon": { "name": "Cover", "slug": "cover", "status": "active", "canonId": "019de52d-05f2-729d-9f93-e0504f0a2410", "version": 1, "description": null }, "function": "front_matter", "functionCanon": { "name": "Front matter", "slug": "front_matter", "status": "active", "canonId": "019de52d-133d-73f0-9e26-201eda96b098", "version": 1, "description": null }, "density": "sparse", "densityScore": 17, "componentCount": 5, "textChars": 189, "nDataPoints": 0, "notes": "The presentation is an excerpt from a 6/1/10 presentation to RiskMetrics Group.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:45:06.635+00", "seconds": 3.199, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de50e-8663-70bc-b209-bbe1aca3f6be/1", "deck": "/decks/019de50e-8663-70bc-b209-bbe1aca3f6be", "deckAnchor": "/decks/019de50e-8663-70bc-b209-bbe1aca3f6be#slide-1", "deckJson": "/decks/019de50e-8663-70bc-b209-bbe1aca3f6be.json" }, "components": [ { "bbox": { "h": 0.02, "w": 0.06, "x": 0.47, "y": 0.606 }, "kind": "paragraph", "text": "June 3, 2010", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:45:06.635+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "63b66a91-3102-4883-aa63-01041a179447", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.28, "x": 0.36, "y": 0.413 }, "kind": "paragraph", "text": "by Gregory S. Meyer, CFA", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:45:06.635+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a4f52c11-cf96-4cb4-a475-92e2fb5521e2", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.4, "x": 0.3, "y": 0.532 }, "kind": "paragraph", "text": "2010 Annual Meeting of Shareholders of Blockbuster, Inc.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:45:06.635+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fd7e2243-a647-4d8c-9b00-6f5220033d1b", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.42, "x": 0.29, "y": 0.75 }, "kind": "source-note", "text": "*Excerpted from 6/1/10 presentation to RiskMetrics Group", "attrs": { "numbered": true }, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:45:06.635+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8e601913-794c-4d66-bd27-4b7c0abfedcd", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.46, "x": 0.27, "y": 0.355 }, "kind": "title", "text": "Presentation to Blockbuster Shareholders*", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:45:06.635+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0369d7f1-4fbb-4fc9-bfe9-6517bad7d4c7", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Slide recipe: Cover", "slug": "cover-slide", "status": "active", "bestFor": null, "canonId": "019df269-2a08-767d-9128-e7431e6fe8a3", "version": 1, "bodyDocId": "019df269-29e5-7738-b5fa-6892e5dc8e65", "description": "The first ten seconds. Build it deliberately.", "familyLabel": "slide-recipe", "categoryName": "Slide", "categorySlug": "slide" }, "agent": "designer", "layer": "slide", "agents": [ "designer" ], "matchId": "4d7f6e8f-4fab-4076-9507-b361bcd7dcc1", "evidence": "The slide is a cover slide with a title and a date, which is a standard element of a presentation.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 00:51:45.341936+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 1, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 1, "arc": { "name": "Overcoming the Monster", "slug": "overcoming-monster", "status": "active", "bestFor": "Competitive positioning, rallying teams", "canonId": "019dd956-6339-76ac-9cbf-4b377c3aa89e", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "The Monster -> The Call -> The Struggle -> The Victory -> The New Order", "description": null, "familyLabel": null }, "from": 1, "name": "Hook", "beatId": "ad148954-f905-4ae7-adde-5cb56a92d9cc", "matchId": "6beb0c85-7053-4c5d-8728-07e8ae814291", "beatType": { "name": "Hook", "slug": "hook", "status": "active", "canonId": "019dd9b8-01a6-7328-bff2-b22eb40b3ea5", "version": 1, "description": "The opener — a deliberate move to earn attention before any argument. Used by AIDA, Monroes, Pixar Pitch, Overcoming the Monster." }, "evidence": "The presentation starts with a cover slide and a clear title.", "position": 0, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "thumbSrc": "https://imgproxy.kitesheet.com/kOGG6dp1EkDGoeq5mdnrS3-WoB9eBH2Bd7ow-cFpkjc/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9iNDJmZTUzN2RhZDg0MGIwNGVkOGUzMzMwNTFmOTRiYi9wMDAxLmpwZw", "imagePathAlt": "https://imgproxy.kitesheet.com/JDykLigLHHd5QvyZtfohbr5B8TQJ1fFuRPiMUGwWQnY/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9iNDJmZTUzN2RhZDg0MGIwNGVkOGUzMzMwNTFmOTRiYi9wMDAxLnBuZw", "thumbSrcAlt": "https://imgproxy.kitesheet.com/HERYwLiSANBNRvFfqlWFiCeze1Kjl1sllzhNlfeSRpU/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9iNDJmZTUzN2RhZDg0MGIwNGVkOGUzMzMwNTFmOTRiYi9wMDAxLnBuZw" }, { "page": 2, "type": "setup", "function": "other", "rawType": "disclaimer", "block": null, "metadata": { "slideType": "disclaimer", "slideTypeCanon": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "019de52d-0801-727b-b98a-5ed095aeee78", "version": 1, "description": null }, "function": "other", "functionCanon": { "name": "Other (fallback)", "slug": "other", "status": "active", "canonId": "019de52d-15e1-75bc-99dc-07732380e2ce", "version": 1, "description": null }, "density": "sparse", "densityScore": 16, "componentCount": 2, "textChars": 533, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:45:06.371+00", "seconds": 2.907, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de50e-8663-70bc-b209-bbe1aca3f6be/2", "deck": "/decks/019de50e-8663-70bc-b209-bbe1aca3f6be", "deckAnchor": "/decks/019de50e-8663-70bc-b209-bbe1aca3f6be#slide-2", "deckJson": "/decks/019de50e-8663-70bc-b209-bbe1aca3f6be.json" }, "components": [ { "bbox": { "h": 0.235, "w": 0.536, "x": 0.232, "y": 0.319 }, "kind": "disclaimer", "text": "All stockholders of Blockbuster, Inc. are advised to read Gregory S. Meyer’s definitive proxy statement because it contains important information, including information relating to the solicitation of proxies in support of Meyer for use at the 2010 annual meeting of stockholders of Blockbuster, Inc. The definitive proxy statement and GOLD proxy card will be mailed to the stockholders of Blockbuster, Inc. and are also available at no charge on the Securities and Exchange Commission’s website at www.sec.gov.", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:45:06.371+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1bf200f6-4dfd-491e-abbc-27d3b4a7d6a8", "parentComponentId": null }, { "bbox": { "h": 0.025, "w": 0.238, "x": 0.232, "y": 0.133 }, "kind": "title", "text": "Notice to Stockholders", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:45:06.371+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6c2d8e28-e5b0-4047-b061-16f613f40f40", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 3, "type": "setup", "function": "summarize", "rawType": "executive_summary", "block": null, "metadata": { "slideType": "executive_summary", "slideTypeCanon": { "name": "Executive summary", "slug": "executive_summary", "status": "active", "canonId": "019de52d-06be-73ff-81b3-f99fe7f0025e", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "sparse", "densityScore": 24, "componentCount": 2, "textChars": 806, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:45:06.537+00", "seconds": 2.766, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de50e-8663-70bc-b209-bbe1aca3f6be/3", "deck": "/decks/019de50e-8663-70bc-b209-bbe1aca3f6be", "deckAnchor": "/decks/019de50e-8663-70bc-b209-bbe1aca3f6be#slide-3", "deckJson": "/decks/019de50e-8663-70bc-b209-bbe1aca3f6be.json" }, "components": [ { "bbox": { "h": 0.605, "w": 0.746, "x": 0.227, "y": 0.193 }, "kind": "list", "text": "Situation Summary: Opposing Gary J. Fernandes\nChange is warranted at Blockbuster (“BBI”)\n- Poor stock performance\n- Poor financial performance\n- Poor operational performance: failed execution of multi-channel strategy\nBlockbuster’s Board has failed to protect shareholders\n- Low stock ownership of current directors\n- Lack of relevant industry expertise\n- Fernandes: History of Failure to Add Value and Poor Judgment\nMeyer is a highly qualified, industry relevant, stockholder-aligned, independent candidate\n- Background/Industry Experience/History of Sound Strategic Advice\n- Greater stock ownership = greater aligned interests with shareholders\n- Actively working on plan to address BBI’s challenges/3-Phase Plan for Turnaround\nWe asking shareholders to return a GOLD proxy card and vote for Meyer", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:45:06.537+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "08e5851c-3335-4db6-bf52-c6d2a6fdc460", "parentComponentId": null }, { "bbox": { "h": 0.035, "w": 0.085, "x": 0.227, "y": 0.133 }, "kind": "title", "text": "Summary", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:45:06.537+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b28a5c72-755b-4476-afe5-3d5c60a87151", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Executive summary", "slug": "executive-summary", "status": "active", "bestFor": null, "canonId": "019dd9e1-4b63-72d5-9734-da757d91ca61", "version": 1, "bodyDocId": null, "description": "A condensed view of the entire argument on a single slide / block.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "43163f55-b5f3-4c5d-9db1-e753d6be6a6d", "evidence": "The slide provides a summary of the situation and the key points to be discussed.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 00:51:45.462615+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 3, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [ { "matchId": "af3fdd6f-09e2-4747-b9f9-17e3c21c70e9", "evidence": "The slide provides a high-level synthesis of the activist campaign's core arguments and call to action.", "framework": null, "confidence": 1, "extraction": { "at": "2026-05-02 10:45:06.537+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 3, "frameworkName": "executive-summary" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 4, "type": "setup", "function": "frame_situation", "rawType": "executive_summary", "block": null, "metadata": { "slideType": "executive_summary", "slideTypeCanon": { "name": "Executive summary", "slug": "executive_summary", "status": "active", "canonId": "019de52d-06be-73ff-81b3-f99fe7f0025e", "version": 1, "description": null }, "function": "frame_situation", "functionCanon": { "name": "Frame situation", "slug": "frame_situation", "status": "active", "canonId": "019de52d-17bc-718f-8752-05ef2b72d7b3", "version": 1, "description": null }, "density": "sparse", "densityScore": 22, "componentCount": 2, "textChars": 628, "nDataPoints": 1, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:45:06.43+00", "seconds": 2.622, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de50e-8663-70bc-b209-bbe1aca3f6be/4", "deck": "/decks/019de50e-8663-70bc-b209-bbe1aca3f6be", "deckAnchor": "/decks/019de50e-8663-70bc-b209-bbe1aca3f6be#slide-4", "deckJson": "/decks/019de50e-8663-70bc-b209-bbe1aca3f6be.json" }, "components": [ { "bbox": { "h": 0.5, "w": 0.55, "x": 0.225, "y": 0.21 }, "kind": "list", "text": "Annual Meeting of Shareholders: June 24, 2010 (delayed from original date of May 26, 2010)\nMeyer initially identified two Blockbuster directors who did not appear to serve the best interests of shareholders: James W. Crystal and Gary J. Fernandes\nMeyer initially opposed Mr. Crystal. Blockbuster Board announced on May 21, 2010 that Crystal would not stand for re-election\nMeyer revised proxy materials to oppose Gary J. Fernandes due to: 5 years of failure to produce shareholder value; Low share ownership; Lack of relevant industry experience; Overly cozy relationship with Blockbuster CEO/Chairman Jim Keyes", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:45:06.43+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "86f5246e-87c0-48d2-b7c7-8d364c6d9c50", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.225, "x": 0.225, "y": 0.135 }, "kind": "title", "text": "Situation Summary", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:45:06.43+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ef4252e1-670a-4698-a47b-3842ba33df5f", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Executive summary", "slug": "executive-summary", "status": "active", "bestFor": null, "canonId": "019dd9e1-4b63-72d5-9734-da757d91ca61", "version": 1, "bodyDocId": null, "description": "A condensed view of the entire argument on a single slide / block.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "0fa83897-5a60-4cac-bc3e-6956cdd052f8", "evidence": "The slide provides additional context on the situation and the key issues.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 00:51:45.544009+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 4, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 5, "type": "setup", "function": "closing_ask", "rawType": "closing_ask", "block": null, "metadata": { "slideType": "closing_ask", "slideTypeCanon": { "name": "Closing ask", "slug": "closing_ask", "status": "active", "canonId": "019de52d-0aa4-750f-8aa1-8d622dd99f5c", "version": 1, "description": null }, "function": "closing_ask", "functionCanon": { "name": "Closing ask (contrarian)", "slug": "closing_ask", "status": "active", "canonId": "019de52d-18d2-7137-8c99-0a14eb350f0f", "version": 1, "description": null }, "density": "sparse", "densityScore": 9, "componentCount": 3, "textChars": 248, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:45:06.845+00", "seconds": 2.851, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de50e-8663-70bc-b209-bbe1aca3f6be/5", "deck": "/decks/019de50e-8663-70bc-b209-bbe1aca3f6be", "deckAnchor": "/decks/019de50e-8663-70bc-b209-bbe1aca3f6be#slide-5", "deckJson": "/decks/019de50e-8663-70bc-b209-bbe1aca3f6be.json" }, "components": [ { "bbox": { "h": 0.033, "w": 0.532, "x": 0.234, "y": 0.739 }, "kind": "callout", "text": "We ask all shareholders to return a GOLD proxy card and vote for Meyer", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:45:06.845+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e4f796f6-a42a-4d1f-96f1-203857a907b7", "parentComponentId": null }, { "bbox": { "h": 0.078, "w": 0.532, "x": 0.234, "y": 0.419 }, "kind": "paragraph", "text": "Gary J. Fernandes has sat on Blockbuster's board for 5+ years during a period of significant market share erosion and financial underperformance", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:45:06.845+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "597155fe-a9ec-4116-8ebc-0da3acae1af8", "parentComponentId": null }, { "bbox": { "h": 0.133, "w": 0.532, "x": 0.234, "y": 0.515 }, "kind": "title", "text": "CHANGE IS WARRANTED AT BLOCKBUSTER", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:45:06.845+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "faea10ad-cee9-46b5-99e3-b4f840d8b6c5", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Storytelling: the closing ask", "slug": "closing-ask", "status": "active", "bestFor": null, "canonId": "019df269-24e0-70ab-8dd9-983832c1c665", "version": 1, "bodyDocId": "019df269-24bc-7554-b88d-245127606b8d", "description": "The single most important slide in the deck — after the cover. The final", "familyLabel": "narrative-block", "categoryName": "Narrative & Transformation", "categorySlug": "narrative-transformation" }, "agent": "storyteller", "layer": "slide", "agents": [ "storyteller" ], "matchId": "cac5ffbb-f945-4f5d-a925-f6e8c46d0bd0", "evidence": "The slide presents a clear call to action, asking shareholders to vote for Meyer.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 00:51:45.62451+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 5, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "ac98e3d0-ed42-47bc-9084-14c0fec1a7e1", "evidence": "Explicit request for shareholders to vote using the GOLD proxy card.", "framework": null, "confidence": 1, "extraction": { "at": "2026-05-02 10:45:06.845+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 5, "frameworkName": "call-to-action" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 6, "type": "tension", "title": "Uses a comparison frame to highlight poor performance relative to a peer group.", "function": "expose_contradiction", "rawType": "expose_contradiction", "block": null, "metadata": { "slideType": "expose_contradiction", "slideTypeCanon": { "name": "Expose contradiction", "slug": "expose_contradiction", "status": "active", "canonId": "019de52d-124c-75aa-984a-0a3d0d8fc8df", "version": 1, "description": null }, "function": "expose_contradiction", "functionCanon": { "name": "Expose contradiction", "slug": "expose_contradiction", "status": "active", "canonId": "019de52d-171f-776f-887c-73edaff4cf9c", "version": 1, "description": null }, "density": "dense", "densityScore": 58, "componentCount": 7, "textChars": 816, "nDataPoints": 5, "notes": "Uses a comparison frame to highlight poor performance relative to a peer group.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:45:08.004+00", "seconds": 3.692, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de50e-8663-70bc-b209-bbe1aca3f6be/6", "deck": "/decks/019de50e-8663-70bc-b209-bbe1aca3f6be", "deckAnchor": "/decks/019de50e-8663-70bc-b209-bbe1aca3f6be#slide-6", "deckJson": "/decks/019de50e-8663-70bc-b209-bbe1aca3f6be.json" }, "components": [ { "bbox": { "h": 0.03, "w": 0.55, "x": 0.23, "y": 0.47 }, "kind": "list", "text": "$1 invested in the Hemscott Group Index* in 12/04 is worth $1.30 today", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:45:08.004+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "14e3c1e9-d616-44e7-ac37-cceb0449fa19", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.55, "x": 0.23, "y": 0.37 }, "kind": "list", "text": "$1 invested in Blockbuster stock in 12/04 is worth $.05 today", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:45:08.004+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "20af945f-6da1-4b63-8484-b712514ecd84", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.55, "x": 0.23, "y": 0.21 }, "kind": "list", "text": "Equity Market Cap of Blockbuster was > $1.6 billion when Fernandes joined the board in 2004. Today the equity market cap is < $75 million. This represents a loss of over $1.5 billion to shareholders in Blockbuster since Fernandes joined the Board.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:45:08.004+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2364150c-5df0-49a6-b203-eb605f5a94ac", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.55, "x": 0.23, "y": 0.42 }, "kind": "list", "text": "$1 invested in Netflix stock in 12/04 is worth > $9.00 today", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:45:08.004+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2fe5f6b4-ffbe-4204-a928-df4db8ea03e0", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.55, "x": 0.23, "y": 0.56 }, "kind": "list", "text": "Board accountability would suggest that the status quo is not serving the interests of BBI shareholders.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:45:08.004+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9789b9f9-56db-4a32-9462-eda7e64d6150", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.55, "x": 0.23, "y": 0.7 }, "kind": "source-note", "text": "The Hemscott Group Index consists of the following issuers: Blockbuster Inc. (Class A common stock); Hastings Entertainment, Inc.; Interlink-US-Network, Ltd.; Netflix, Inc.; Trans World Entertainment Corporation; and Xinhua China Ltd.", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:45:08.004+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "546418e3-d25a-4239-9ac8-d730dc3c1f6e", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.45, "x": 0.23, "y": 0.13 }, "kind": "title", "text": "Blockbuster Stock Performance Since 2005", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:45:08.004+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "671e2397-9b94-43dc-aa54-24732040fc16", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "5efc6f14-c33b-4415-8eef-89a723a8cd90", "evidence": "Compares Blockbuster performance against Netflix and a peer index to highlight underperformance.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 10:45:08.004+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 6, "frameworkName": "comparison-frame" } ], "arcBeats": [ { "to": 6, "arc": { "name": "Overcoming the Monster", "slug": "overcoming-monster", "status": "active", "bestFor": "Competitive positioning, rallying teams", "canonId": "019dd956-6339-76ac-9cbf-4b377c3aa89e", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "The Monster -> The Call -> The Struggle -> The Victory -> The New Order", "description": null, "familyLabel": null }, "from": 6, "name": "Expose Contradiction", "beatId": "279b95f2-304e-412f-b911-4824c9825407", "matchId": "6beb0c85-7053-4c5d-8728-07e8ae814291", "beatType": null, "evidence": "The document highlights a contradiction in Blockbuster's stock performance.", "position": 1, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 6, "from": 6, "loop": { "name": "06_zoom_in", "slug": "06-zoom-in", "status": "active", "bestFor": "Technical deep-dives, case studies, detailed analysis", "canonId": "019dd956-6846-74db-82be-dff5b058b072", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Big Picture -> Key Area of Focus -> Specific Detail -> Implication", "description": "Start broad, then progressively focus on specific details that prove your point", "familyLabel": null }, "matchId": "5576ec27-b623-4777-a214-d41d1a9e5eb9", "evidence": "The document zooms in on Blockbuster's stock performance since 2005.", "position": 0, "objective": "Highlight Blockbuster's poor stock performance", "confidence": 0.8, "extraction": { "at": "2026-07-16 22:47:11.25631+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 7, "type": "setup", "title": "The slide uses a visual comparison to highlight poor performance relative to benchmarks during a specific board member's tenure.", "function": "compare_peers", "rawType": "peer_benchmark", "block": null, "metadata": { "slideType": "peer_benchmark", "slideTypeCanon": { "name": "Peer benchmark", "slug": "peer_benchmark", "status": "active", "canonId": "019de52d-08f0-7158-a78d-d7b5331fefaf", "version": 1, "description": null }, "function": "compare_peers", "functionCanon": { "name": "Compare peers", "slug": "compare_peers", "status": "active", "canonId": "019de52d-1453-72ba-a367-9ba3d34c1630", "version": 1, "description": null }, "density": "balanced", "densityScore": 32, "componentCount": 4, "textChars": 622, "nDataPoints": 18, "notes": "The slide uses a visual comparison to highlight poor performance relative to benchmarks during a specific board member's tenure.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:45:07.8+00", "seconds": 3.454, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de50e-8663-70bc-b209-bbe1aca3f6be/7", "deck": "/decks/019de50e-8663-70bc-b209-bbe1aca3f6be", "deckAnchor": "/decks/019de50e-8663-70bc-b209-bbe1aca3f6be#slide-7", "deckJson": "/decks/019de50e-8663-70bc-b209-bbe1aca3f6be.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.3, "x": 0.35, "y": 0.19 }, "kind": "chart", "text": "COMPARISON OF 5-YEAR CUMULATIVE TOTAL RETURN AMONG BLOCKBUSTER INC. CLASS A, THE S&P 500 INDEX AND HEMSCOTT GROUP INDEX*", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Line chart", "slug": "line", "status": "active", "canonId": "019de52c-ff62-778f-8f6c-a952ceae8677", "version": 1, "description": null }, "framework": null }, "subkind": "line", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:45:07.8+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f2517c5f-3c67-4879-b27d-6c7a7f002509", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.44, "x": 0.28, "y": 0.73 }, "kind": "source-note", "text": "The Hemscott Group Index consists of the following issuers: Blockbuster Inc. (Class A common stock); Hastings Entertainment, Inc.; Interlink-US-Network, Ltd.; Netflix, Inc.; Trans World Entertainment Corporation; and Xinhua China Ltd. Table and graph taken from Blockbuster Inc.'s 10-K filed 3/16/10.", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:45:07.8+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "504cda7d-65e8-4e34-adf6-b190d56bd6e7", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.44, "x": 0.28, "y": 0.63 }, "kind": "table", "text": "Table showing cumulative returns for Blockbuster, Hemscott Group, and S&P 500 from 12/04 to 1/10.", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:45:07.8+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7941afc3-8fa7-404a-9841-ab96bd342dc9", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.56, "x": 0.22, "y": 0.07 }, "kind": "title", "text": "Blockbuster has Significantly Underperformed Peer Group Since Fernandes Joined the Board in December 2004", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:45:07.8+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4eecb482-55a8-441e-9fff-1904192d9c70", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Slide recipe: the peer-gap chart", "slug": "peer-gap-chart-recipe", "status": "active", "bestFor": null, "canonId": "019df269-2b04-75bc-ad85-e0179264bdd7", "version": 1, "bodyDocId": "019df269-2ae1-771d-9cd1-193a2e25f21c", "description": "The single most-copied slide in activism. This is the exact layout, used", "familyLabel": "slide-recipe", "categoryName": "Slide", "categorySlug": "slide" }, "agent": "designer", "layer": "slide", "agents": [ "designer" ], "matchId": "69f84b11-07d2-4fb1-94d8-f199d746b27e", "evidence": "The slide compares Blockbuster's performance to its peer group, using a line chart and a table, which is a common way to present a peer gap chart.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 00:51:45.329679+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 7, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "bfe01177-a463-4cd3-a4ac-d5169679df8c", "evidence": "Comparing company performance against peer group and market index.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 10:45:07.8+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 7, "frameworkName": "comparison-frame" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 8, "type": "tension", "title": "Focuses on executive compensation misalignment with shareholder interests.", "function": "expose_contradiction", "rawType": "expose_contradiction", "block": null, "metadata": { "slideType": "expose_contradiction", "slideTypeCanon": { "name": "Expose contradiction", "slug": "expose_contradiction", "status": "active", "canonId": "019de52d-124c-75aa-984a-0a3d0d8fc8df", "version": 1, "description": null }, "function": "expose_contradiction", "functionCanon": { "name": "Expose contradiction", "slug": "expose_contradiction", "status": "active", "canonId": "019de52d-171f-776f-887c-73edaff4cf9c", "version": 1, "description": null }, "density": "dense", "densityScore": 64, "componentCount": 7, "textChars": 1011, "nDataPoints": 12, "notes": "Focuses on executive compensation misalignment with shareholder interests.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:45:07.652+00", "seconds": 3.205, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de50e-8663-70bc-b209-bbe1aca3f6be/8", "deck": "/decks/019de50e-8663-70bc-b209-bbe1aca3f6be", "deckAnchor": "/decks/019de50e-8663-70bc-b209-bbe1aca3f6be#slide-8", "deckJson": "/decks/019de50e-8663-70bc-b209-bbe1aca3f6be.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.54, "x": 0.23, "y": 0.21 }, "kind": "list", "text": "Overall consumer spending on DVD and Blu-ray rentals was up in 2009. Rentrak Corp. reports rental spending having increased 4.2 percent to $6.5 billion for the year", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:45:07.652+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5b236260-1774-4706-8ddb-5bff875494bd", "parentComponentId": null }, { "bbox": { "h": 0.09, "w": 0.54, "x": 0.23, "y": 0.67 }, "kind": "list", "text": "Additionally, in 2010 CFO Casey’s salary was increased from $500,000 to $650,000 and he was granted a $400,000 retention bonus, despite continued weak financial performance and a plunging stock price.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:45:07.652+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5db7f418-baa9-4ab6-bc9b-39dd926cb128", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.54, "x": 0.23, "y": 0.33 }, "kind": "list", "text": "2009 EBITDA Guidance Missed Twice: March 2009: $305-$325M; May 2009: Re-affirmed; Aug 2009: Lowered to $270-$290M; Nov 2009: Re-affirmed; Jan 2010: Lowered to $195-$205M", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:45:07.652+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "83f7cf85-5764-4c1a-a6d4-edebc0d85308", "parentComponentId": null }, { "bbox": { "h": 0.07, "w": 0.54, "x": 0.23, "y": 0.59 }, "kind": "list", "text": "Despite missing guidance twice, the Compensation Committee, chaired by Gary Fernandes, awarded CEO Jim Keyes 80% of his target bonus and CFO Thomas Casey 100% of his target bonus for the year 2009.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:45:07.652+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9932db85-45d7-4425-8dd9-31c444793d34", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.54, "x": 0.23, "y": 0.55 }, "kind": "list", "text": "Credibility crisis at the financial controls level", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:45:07.652+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b23a15c8-da86-4d23-a7f3-99f0fcbf4e25", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.54, "x": 0.23, "y": 0.27 }, "kind": "list", "text": "However, in 2009 BBI twice missed guidance, even after re-affirming such guidance to investors just months before period end", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:45:07.652+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fdd5271a-6316-476b-bdac-08000df19ceb", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.54, "x": 0.23, "y": 0.09 }, "kind": "title", "text": "Poor Financial Performance and Forecasting = Missed Guidance and Loss of Credibility, but Not Loss of Bonus", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:45:07.652+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ea8e3a84-6334-4cf7-b0ca-6428d3fb2d43", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "d6b01d7b-4182-4f84-a407-d9b35824760b", "evidence": "Contrasts poor financial performance with executive bonus payouts.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 10:45:07.652+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 8, "frameworkName": "ceo-quote-contradiction" } ], "arcBeats": [], "loops": [ { "to": 8, "from": 8, "loop": { "name": "10_iceberg", "slug": "10-iceberg", "status": "active", "bestFor": "Consulting, complex problem solving, organizational change", "canonId": "019dd956-69f4-738c-852a-643798da0899", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Symptom (Visible) -> The System (Hidden) -> The Root Cause", "description": "Reveal that the visible problem is merely a symptom of a deeper root cause", "familyLabel": null }, "matchId": "fccda8dd-583b-455a-ad4a-fd5918dd55d4", "evidence": "The document highlights the poor financial performance and forecasting.", "position": 1, "objective": "Reveal the poor financial performance and forecasting", "confidence": 0.8, "extraction": { "at": "2026-07-16 22:47:11.298103+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 9, "type": "tension", "title": "The slide uses a comparative analysis to highlight strategic failure.", "function": "diagnose_problem", "rawType": "problem_statement", "block": null, "metadata": { "slideType": "problem_statement", "slideTypeCanon": { "name": "Problem statement", "slug": "problem_statement", "status": "active", "canonId": "019de52d-0879-768d-bba8-8da8a5a121d4", "version": 1, "description": null }, "function": "diagnose_problem", "functionCanon": { "name": "Diagnose problem", "slug": "diagnose_problem", "status": "active", "canonId": "019de52d-176d-761f-b608-cf52262d2ab2", "version": 1, "description": null }, "density": "balanced", "densityScore": 35, "componentCount": 2, "textChars": 974, "nDataPoints": 6, "notes": "The slide uses a comparative analysis to highlight strategic failure.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:45:07.647+00", "seconds": 3.018, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de50e-8663-70bc-b209-bbe1aca3f6be/9", "deck": "/decks/019de50e-8663-70bc-b209-bbe1aca3f6be", "deckAnchor": "/decks/019de50e-8663-70bc-b209-bbe1aca3f6be#slide-9", "deckJson": "/decks/019de50e-8663-70bc-b209-bbe1aca3f6be.json" }, "components": [ { "bbox": { "h": 0.6, "w": 0.56, "x": 0.22, "y": 0.21 }, "kind": "list", "text": "While Blockbuster's base of brick-and-mortar stores have suffered, it's multi-channel strategy has been poorly executed:\nOnline/By Mail Subscribers: As of December 31, 2005, there were approximately 1.2 million BLOCKBUSTER Online subscribers vs. 4.2 million for Netflix, a difference of 3 million. As of December 31, 2010, Netflix had grown to over 12 million subscribers while Blockbuster had last reported just 1.6 million subscribers as of October 2009. For every one subscriber Blockbuster added during that time period, Netflix added 20.\nKiosks: Redbox locations grew from <200 in early 2005 to 24,000+ kiosks during Fernandes' tenure on the Blockbuster Board, generating $773.5 million in revenue in 2009 from kiosks.\nTo date, Blockbuster has not reported a single dollar of revenue from its kiosk deal with NCR, due to poorly negotiated terms- yet these very kiosks are competing with Blockbuster's own stores.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:45:07.647+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8f020ca1-2520-4408-9974-1937b150a474", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.56, "x": 0.22, "y": 0.12 }, "kind": "title", "text": "Poor Execution of its Multi-Channel Distribution Strategy", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:45:07.647+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9c73d750-589a-4585-bcbd-9e50b3cccaaf", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "3bd72c5d-def0-452f-a472-abf72810a8b2", "evidence": "Compares Blockbuster performance against Netflix and Redbox to highlight strategic failure.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 10:45:07.647+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 9, "frameworkName": "comparison-frame" } ], "arcBeats": [ { "to": 9, "arc": { "name": "Overcoming the Monster", "slug": "overcoming-monster", "status": "active", "bestFor": "Competitive positioning, rallying teams", "canonId": "019dd956-6339-76ac-9cbf-4b377c3aa89e", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "The Monster -> The Call -> The Struggle -> The Victory -> The New Order", "description": null, "familyLabel": null }, "from": 9, "name": "Problem Statement", "beatId": "ab50a698-55fe-4255-8097-89b500667260", "matchId": "6beb0c85-7053-4c5d-8728-07e8ae814291", "beatType": null, "evidence": "A clear problem statement is presented regarding poor execution of its multi-channel distribution strategy.", "position": 2, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 10, "type": "tension", "title": "The slide uses a rhetorical question to highlight a lack of alignment, followed by a direct call to action.", "function": "expose_contradiction", "rawType": "expose_contradiction", "block": null, "metadata": { "slideType": "expose_contradiction", "slideTypeCanon": { "name": "Expose contradiction", "slug": "expose_contradiction", "status": "active", "canonId": "019de52d-124c-75aa-984a-0a3d0d8fc8df", "version": 1, "description": null }, "function": "expose_contradiction", "functionCanon": { "name": "Expose contradiction", "slug": "expose_contradiction", "status": "active", "canonId": "019de52d-171f-776f-887c-73edaff4cf9c", "version": 1, "description": null }, "density": "balanced", "densityScore": 26, "componentCount": 3, "textChars": 634, "nDataPoints": 4, "notes": "The slide uses a rhetorical question to highlight a lack of alignment, followed by a direct call to action.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:45:07.158+00", "seconds": 2.483, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de50e-8663-70bc-b209-bbe1aca3f6be/10", "deck": "/decks/019de50e-8663-70bc-b209-bbe1aca3f6be", "deckAnchor": "/decks/019de50e-8663-70bc-b209-bbe1aca3f6be#slide-10", "deckJson": "/decks/019de50e-8663-70bc-b209-bbe1aca3f6be.json" }, "components": [ { "bbox": { "h": 0.08, "w": 0.3, "x": 0.35, "y": 0.65 }, "kind": "callout", "text": "We ask all shareholders to return a GOLD proxy card and vote for Meyer", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:45:07.158+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3115ff5b-3345-4a47-b1b9-6ff88dbb0875", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.54, "x": 0.23, "y": 0.21 }, "kind": "list", "text": "Stock Ownership of Non-Management Blockbuster Director Nominees is shockingly low\nThe average stock ownership of Blockbuster's six non-management director nominees is 169,511 'A' shares. This represents < 28% of the stock owned by Mr. Meyer's 620,000 'A' shares. The current market value of this average 169,511 shares is less than $60,000 at the current share price of $.35 per share.\nHow can shareholders feel that the interests of this Board are aligned with their interests with such low stock ownership?", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:45:07.158+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "86356442-6c80-456e-a3bb-b97e3d364611", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.54, "x": 0.23, "y": 0.09 }, "kind": "title", "text": "Blockbuster Directors Have Extremely Low Stock Ownership", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:45:07.158+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "402ed3ae-8683-4687-ba27-e42f358fc639", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "72d9c33b-c95c-4718-957f-3145b2c8280c", "evidence": "The slide highlights a lack of 'skin in the game' to question the board's commitment to shareholder value.", "framework": null, "confidence": 0.8, "extraction": { "at": "2026-05-02 10:45:07.158+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 10, "frameworkName": "commitment-consistency" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 11, "type": "setup", "title": "This is an activist slide attacking a board nominee's qualifications.", "function": "introduce_nominees", "rawType": "nominee_bio", "block": null, "metadata": { "slideType": "nominee_bio", "slideTypeCanon": { "name": "Nominee bio", "slug": "nominee_bio", "status": "active", "canonId": "019de52d-1136-70ae-861a-f546f0c9d1ef", "version": 1, "description": null }, "function": "introduce_nominees", "functionCanon": { "name": "Introduce nominees", "slug": "introduce_nominees", "status": "active", "canonId": "019de52d-1833-77fe-ac47-5f26d823a84a", "version": 1, "description": null }, "density": "balanced", "densityScore": 26, "componentCount": 2, "textChars": 867, "nDataPoints": 0, "notes": "This is an activist slide attacking a board nominee's qualifications.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:45:07.266+00", "seconds": 2.42, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de50e-8663-70bc-b209-bbe1aca3f6be/11", "deck": "/decks/019de50e-8663-70bc-b209-bbe1aca3f6be", "deckAnchor": "/decks/019de50e-8663-70bc-b209-bbe1aca3f6be#slide-11", "deckJson": "/decks/019de50e-8663-70bc-b209-bbe1aca3f6be.json" }, "components": [ { "bbox": { "h": 0.55, "w": 0.54, "x": 0.23, "y": 0.21 }, "kind": "list", "text": "Fernandes has no operating experience in the video rental industry nor in the broader home entertainment industry. BBI proxy statement claims “Mr. Fernandes brings technology expertise to the Board through his executive management experience at several technology-based companies, including EDS,” a firm he left over 12 years ago. What good has Mr. Fernandes’ ‘technology expertise’ done for BBI stockholders who have watched the company lose significant market share to competitors that outmaneuvered it using innovative technologies such as DVD rental kiosks (Redbox) and streaming video (Netflix)? Any expertise Fernandes had in applied software from his EDS days has clearly not translated into an ability to intelligently navigate the home entertainment sector not to add value for BBI shareholders", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:45:07.266+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "873d1356-3c4e-4a99-8bf7-89e3b4b25022", "parentComponentId": null }, { "bbox": { "h": 0.07, "w": 0.54, "x": 0.23, "y": 0.09 }, "kind": "title", "text": "Fernandes has No Relevant Home Entertainment Industry Experience", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:45:07.266+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "efefb4ee-dc27-4c26-ba93-1111e4a7aa1c", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 11, "arc": { "name": "Overcoming the Monster", "slug": "overcoming-monster", "status": "active", "bestFor": "Competitive positioning, rallying teams", "canonId": "019dd956-6339-76ac-9cbf-4b377c3aa89e", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "The Monster -> The Call -> The Struggle -> The Victory -> The New Order", "description": null, "familyLabel": null }, "from": 11, "name": "Nominee Bio", "beatId": "cb9c3588-8519-442c-b190-64481ee42067", "matchId": "6beb0c85-7053-4c5d-8728-07e8ae814291", "beatType": null, "evidence": "The document provides a bio for Fernandes, highlighting his lack of relevant experience.", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 12, "type": "tension", "title": "The slide uses a list of historical facts to build a case for a conflict of interest.", "function": "expose_contradiction", "rawType": "expose_contradiction", "block": null, "metadata": { "slideType": "expose_contradiction", "slideTypeCanon": { "name": "Expose contradiction", "slug": "expose_contradiction", "status": "active", "canonId": "019de52d-124c-75aa-984a-0a3d0d8fc8df", "version": 1, "description": null }, "function": "expose_contradiction", "functionCanon": { "name": "Expose contradiction", "slug": "expose_contradiction", "status": "active", "canonId": "019de52d-171f-776f-887c-73edaff4cf9c", "version": 1, "description": null }, "density": "balanced", "densityScore": 31, "componentCount": 2, "textChars": 877, "nDataPoints": 2, "notes": "The slide uses a list of historical facts to build a case for a conflict of interest.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:45:08.068+00", "seconds": 3.016, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de50e-8663-70bc-b209-bbe1aca3f6be/12", "deck": "/decks/019de50e-8663-70bc-b209-bbe1aca3f6be", "deckAnchor": "/decks/019de50e-8663-70bc-b209-bbe1aca3f6be#slide-12", "deckJson": "/decks/019de50e-8663-70bc-b209-bbe1aca3f6be.json" }, "components": [ { "bbox": { "h": 0.6, "w": 0.54, "x": 0.23, "y": 0.21 }, "kind": "list", "text": "Mr. Fernandes was on the Board of 7-Eleven, Inc. the entire time that Jim Keyes was CEO of that company from 2000 to 2005\nFernandes and Keyes, among others, were named defendants in several 2005 shareholder lawsuits regarding 7-Eleven alleging breach of fiduciary duties owed to shareholders in connection with an inadequate offer price for a going-private transaction\nMr. Fernandes was a member of Blockbuster’s Nominating Committee during the search that resulted in Mr. Keyes being appointed CEO of BBI in 2007\nFernandes was Chair of BBI’s Compensation Committee in 2009 when Keyes was awarded 80% of his target bonus despite financial results that missed guidance twice and a stock price that was down 50% on the year\nIs Fernandes able to be objective with respect to Keyes given their past history and close personal relationship?", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:45:08.068+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ef288edb-9b00-48d3-bf0c-d50b42e7fd60", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.54, "x": 0.23, "y": 0.13 }, "kind": "title", "text": "Fernandes and Keyes Relationship: Too Cozy", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:45:08.068+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "75441267-49fa-43a3-8e0e-90e302454dbd", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "fab4dc7b-72fb-4876-a95f-6b47ccab451a", "evidence": "The slide exposes a potential conflict of interest and lack of fiduciary duty.", "framework": null, "confidence": 0.8, "extraction": { "at": "2026-05-02 10:45:08.068+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 12, "frameworkName": "fraud-exposure" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 13, "type": "setup", "title": "Uses negative framing to discredit a board nominee.", "function": "introduce_nominees", "rawType": "nominee_bio", "block": null, "metadata": { "slideType": "nominee_bio", "slideTypeCanon": { "name": "Nominee bio", "slug": "nominee_bio", "status": "active", "canonId": "019de52d-1136-70ae-861a-f546f0c9d1ef", "version": 1, "description": null }, "function": "introduce_nominees", "functionCanon": { "name": "Introduce nominees", "slug": "introduce_nominees", "status": "active", "canonId": "019de52d-1833-77fe-ac47-5f26d823a84a", "version": 1, "description": null }, "density": "balanced", "densityScore": 37, "componentCount": 4, "textChars": 838, "nDataPoints": 5, "notes": "Uses negative framing to discredit a board nominee.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:45:08.503+00", "seconds": 2.918, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de50e-8663-70bc-b209-bbe1aca3f6be/13", "deck": "/decks/019de50e-8663-70bc-b209-bbe1aca3f6be", "deckAnchor": "/decks/019de50e-8663-70bc-b209-bbe1aca3f6be#slide-13", "deckJson": "/decks/019de50e-8663-70bc-b209-bbe1aca3f6be.json" }, "components": [ { "bbox": { "h": 0.08, "w": 0.54, "x": 0.23, "y": 0.59 }, "kind": "list", "text": "Per Blockbuster’s proxy statement, in November 1998, Fernandes founded Voyagers The Travel Store Holdings, Inc., a chain of travel agencies, and was President and sole shareholder of Voyagers. Voyagers filed a petition under Chapter 7 of the federal bankruptcy laws in October 2001.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:45:08.503+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6c600860-9608-45b9-8b2a-a04091faabf1", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.54, "x": 0.23, "y": 0.21 }, "kind": "list", "text": "Mr. Fernandes is the longest serving director candidate up for re-election on the Blockbuster Board, having overseen more destruction in shareholder value than any other director nominee", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:45:08.503+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b425468a-dd24-4dba-b765-3b389e567f54", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.54, "x": 0.23, "y": 0.32 }, "kind": "list", "text": "Other companies affiliated with Mr. Fernandes have not faired very well either: Mr. Fernandes joined the Board of Computer Associates, now CA Technologies, in May 2003. Since that time, the stock price of CA has shown roughly a 0% return compared to +40% return for IBM, +181% return for ORCL and +250% return for HPQ", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:45:08.503+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f0bc9b88-441b-40c6-b4c5-e59ec9e145f4", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.54, "x": 0.23, "y": 0.13 }, "kind": "title", "text": "Fernandes: History of Value Destruction or Stagnation", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:45:08.503+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8daae2aa-8fd6-404b-911d-0528f428a7f4", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "7e8b3e35-9a10-4b63-a84e-93192ca71bbc", "evidence": "The slide frames the nominee as a villain responsible for value destruction.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 10:45:08.503+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 13, "frameworkName": "antagonist-introduction" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 14, "type": "tension", "title": "The slide uses a bulleted list to present a series of negative historical actions to undermine the credibility of a board member.", "function": "name_villain", "rawType": "villain_critique", "block": null, "metadata": { "slideType": "villain_critique", "slideTypeCanon": { "name": "Villain critique", "slug": "villain_critique", "status": "active", "canonId": "019de52d-10bc-7136-bf20-09de59d17447", "version": 1, "description": null }, "function": "name_villain", "functionCanon": { "name": "Name villain", "slug": "name_villain", "status": "active", "canonId": "019de52d-1746-70d6-bc58-5eeaf5865526", "version": 1, "description": null }, "density": "balanced", "densityScore": 37, "componentCount": 4, "textChars": 949, "nDataPoints": 1, "notes": "The slide uses a bulleted list to present a series of negative historical actions to undermine the credibility of a board member.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:45:08.695+00", "seconds": 2.974, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de50e-8663-70bc-b209-bbe1aca3f6be/14", "deck": "/decks/019de50e-8663-70bc-b209-bbe1aca3f6be", "deckAnchor": "/decks/019de50e-8663-70bc-b209-bbe1aca3f6be#slide-14", "deckJson": "/decks/019de50e-8663-70bc-b209-bbe1aca3f6be.json" }, "components": [ { "bbox": { "h": 0.125, "w": 0.541, "x": 0.231, "y": 0.375 }, "kind": "list", "text": "Fernandes was on the Blockbuster Board that gave 'full support' of offer to buy failed electronics chain Circuit City in 2008 at a time when Blockbuster should have been focusing on its core operations. An expensive and distracting decision at a critical time when Netflix and Redbox were gaining significant market share in the DVD rental segment.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:45:08.695+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0b4cef92-f064-4b79-a1c1-c0f858e74c4e", "parentComponentId": null }, { "bbox": { "h": 0.095, "w": 0.541, "x": 0.231, "y": 0.21 }, "kind": "list", "text": "Fernandes on Board when Meyer sent 2005 letter (Exhibit 1) urging Blockbuster to develop a kiosk strategy to save the Company $140 million per year. Recommendation was ignored to the detriment of Blockbuster shareholders in the ensuing years.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:45:08.695+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "415d45cf-c491-433d-a672-c5e6af6b2080", "parentComponentId": null }, { "bbox": { "h": 0.125, "w": 0.541, "x": 0.231, "y": 0.57 }, "kind": "list", "text": "Related Party Transaction: Fernandes holds interest in 2 real estate partnerships that lease buildings to Blockbuster. Despite the closing of thousands of BBI locations over the past several years, the stores owned by Fernandes' partnerships have remained open. Material or not, this exhibits poor judgment.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:45:08.695+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d0eff769-7dfd-4d52-a6b6-b3c6a375aa12", "parentComponentId": null }, { "bbox": { "h": 0.035, "w": 0.544, "x": 0.228, "y": 0.132 }, "kind": "title", "text": "Fernandes Repeatedly Exhibited Questionable Judgment", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:45:08.695+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0ab9bbd0-6085-4327-973d-55bad15aa7f6", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "07927f71-e8bb-405e-ab92-2d90e8b455df", "evidence": "The slide explicitly frames Fernandes as a negative actor (villain) by listing past failures and conflicts of interest.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 10:45:08.695+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 14, "frameworkName": "antagonist-introduction" } ], "arcBeats": [ { "to": 14, "arc": { "name": "Overcoming the Monster", "slug": "overcoming-monster", "status": "active", "bestFor": "Competitive positioning, rallying teams", "canonId": "019dd956-6339-76ac-9cbf-4b377c3aa89e", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "The Monster -> The Call -> The Struggle -> The Victory -> The New Order", "description": null, "familyLabel": null }, "from": 14, "name": "Villain Critique", "beatId": "30ef4e09-db68-4e5b-ae7d-9a14abcd208c", "matchId": "6beb0c85-7053-4c5d-8728-07e8ae814291", "beatType": null, "evidence": "A critique of Fernandes' judgment is presented.", "position": 4, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 15, "type": "tension", "function": "expose_contradiction", "rawType": "expose_contradiction", "block": null, "metadata": { "slideType": "expose_contradiction", "slideTypeCanon": { "name": "Expose contradiction", "slug": "expose_contradiction", "status": "active", "canonId": "019de52d-124c-75aa-984a-0a3d0d8fc8df", "version": 1, "description": null }, "function": "expose_contradiction", "functionCanon": { "name": "Expose contradiction", "slug": "expose_contradiction", "status": "active", "canonId": "019de52d-171f-776f-887c-73edaff4cf9c", "version": 1, "description": null }, "density": "balanced", "densityScore": 26, "componentCount": 3, "textChars": 598, "nDataPoints": 5, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:45:08.479+00", "seconds": 2.747, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de50e-8663-70bc-b209-bbe1aca3f6be/15", "deck": "/decks/019de50e-8663-70bc-b209-bbe1aca3f6be", "deckAnchor": "/decks/019de50e-8663-70bc-b209-bbe1aca3f6be#slide-15", "deckJson": "/decks/019de50e-8663-70bc-b209-bbe1aca3f6be.json" }, "components": [ { "bbox": { "h": 0.18, "w": 0.72, "x": 0.26, "y": 0.495 }, "kind": "list", "text": "The Nominating Committee has the responsibility to “review with the Board the current composition of the Board in light of the characteristics of independence, diversity, age, skills, experience, availability of service to the Company and tenure of its members, and of the Board’s anticipated needs”", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:45:08.479+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c15d8e4b-a4d9-450a-a912-d4ab403cbafc", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.75, "x": 0.23, "y": 0.21 }, "kind": "list", "text": "6 of the 7 Netflix directors are ≤ 52 yrs of age\n0 of the 7 Blockbuster director nominees are < 52 yrs of age\nAverage age of BBI Board candidates is 61.7 vs. 51.4 for NFLX and 53.71 for CSTR\nThis is inconsistent with Blockbuster’s Nomination Committee Charter", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:45:08.479+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f32120ca-d249-44bf-8dac-1bf3d487e5dd", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.54, "x": 0.23, "y": 0.13 }, "kind": "title", "text": "Diversity of Age on BBI Board is Lacking", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:45:08.479+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "15f70813-c308-4319-9a0f-f377ed040f08", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "15f71c51-c973-4f56-bec1-635e01b23f46", "evidence": "Contrasts board age data against the company's own stated charter requirements.", "framework": null, "confidence": 1, "extraction": { "at": "2026-05-02 10:45:08.479+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 15, "frameworkName": "expose_contradiction" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 16, "type": "tension", "title": "The slide frames the activist's proposal as 'moderate' to preempt concerns about a hostile takeover or control grab.", "function": "frame_problem", "rawType": "problem_statement", "block": null, "metadata": { "slideType": "problem_statement", "slideTypeCanon": { "name": "Problem statement", "slug": "problem_statement", "status": "active", "canonId": "019de52d-0879-768d-bba8-8da8a5a121d4", "version": 1, "description": null }, "function": "frame_problem", "functionCanon": { "name": "Frame problem", "slug": "frame_problem", "status": "active", "canonId": "019de52d-13db-753e-ad70-e9b2d0dab398", "version": 1, "description": null }, "density": "balanced", "densityScore": 27, "componentCount": 2, "textChars": 907, "nDataPoints": 0, "notes": "The slide frames the activist's proposal as 'moderate' to preempt concerns about a hostile takeover or control grab.", "elementsJson": null, "confidence": 0.95, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:45:08.837+00", "seconds": 3.066, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de50e-8663-70bc-b209-bbe1aca3f6be/16", "deck": "/decks/019de50e-8663-70bc-b209-bbe1aca3f6be", "deckAnchor": "/decks/019de50e-8663-70bc-b209-bbe1aca3f6be#slide-16", "deckJson": "/decks/019de50e-8663-70bc-b209-bbe1aca3f6be.json" }, "components": [ { "bbox": { "h": 0.575, "w": 0.758, "x": 0.221, "y": 0.212 }, "kind": "list", "text": "Board has not acted in the best interests of its stockholders\nBoard lacks sufficient expertise and alignment of interest w/stockholders\nCurrent board has presided over massive destruction of shareholder value and is asking shareholders to support the status quo\nTo replace a director with minimal home entertainment industry experience, relatively low share ownership, and a five year governance track record of year over year dramatic share value erosion\nMeyer seeks only one of seven board seats\nThis represents a moderate proposal to bring one highly qualified, independent director with significant industry experience to act as a shareholder advocate to the Board of Blockbuster to replace a director who has had over 5 years on the board, has significantly lower share ownership, and no experience in the home entertainment industry\nMeyer is not seeking control of the Board", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:45:08.837+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5aeecf77-3a32-4e9e-9ded-47e20f00c7b2", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.353, "x": 0.233, "y": 0.135 }, "kind": "title", "text": "Reason for the Solicitation", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:45:08.837+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4bb91dd4-0c58-4268-97af-d7895d8a9c95", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "3862a74a-068e-4985-9257-2dbceecfdc8f", "evidence": "The slide explicitly frames the current board as the antagonist responsible for 'massive destruction of shareholder value'.", "framework": null, "confidence": 0.8, "extraction": { "at": "2026-05-02 10:45:08.837+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 16, "frameworkName": "antagonist-introduction" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 17, "type": "setup", "function": "introduce_nominees", "rawType": "nominee_bio", "block": null, "metadata": { "slideType": "nominee_bio", "slideTypeCanon": { "name": "Nominee bio", "slug": "nominee_bio", "status": "active", "canonId": "019de52d-1136-70ae-861a-f546f0c9d1ef", "version": 1, "description": null }, "function": "introduce_nominees", "functionCanon": { "name": "Introduce nominees", "slug": "introduce_nominees", "status": "active", "canonId": "019de52d-1833-77fe-ac47-5f26d823a84a", "version": 1, "description": null }, "density": "balanced", "densityScore": 27, "componentCount": 2, "textChars": 745, "nDataPoints": 2, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:45:07.998+00", "seconds": 2.178, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de50e-8663-70bc-b209-bbe1aca3f6be/17", "deck": "/decks/019de50e-8663-70bc-b209-bbe1aca3f6be", "deckAnchor": "/decks/019de50e-8663-70bc-b209-bbe1aca3f6be#slide-17", "deckJson": "/decks/019de50e-8663-70bc-b209-bbe1aca3f6be.json" }, "components": [ { "bbox": { "h": 0.6, "w": 0.75, "x": 0.23, "y": 0.21 }, "kind": "list", "text": "Strong Industry and Financial Experience\nFounded DVDXpress in 2001\n- Pioneer in DVD rental kiosk channel\n- Grew to 1000 locations in 30 states and the UK, serving millions of customers\n- Sold to Coinstar in 2007, Merged with Redbox division in 2009\nMeyer headed DVDXpress line of business at Coinstar through 2009 when it was merged with Redbox\n- Experience is relevant and recent\nStrong financial background\n- Fixed income trading experience at bulge bracket investment bank- valuable given BBI's debt-heavy cap structure\n- Dartmouth Economics Major summa cum laude\n- Dartmouth Tuck MBA with focus on Finance/Accounting\n- Chartered Financial Analyst Designation\n- Qualifies as Audit Committee Financial Expert", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:45:07.998+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b279860c-29be-4dec-bb5c-3516ff5b7af6", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.54, "x": 0.23, "y": 0.13 }, "kind": "title", "text": "Background on Gregory S. Meyer, CFA", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:45:07.998+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "794233a4-77f8-4b6c-9630-b6b4add6e8de", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 18, "type": "setup", "function": "introduce_nominees", "rawType": "nominee_bio", "block": null, "metadata": { "slideType": "nominee_bio", "slideTypeCanon": { "name": "Nominee bio", "slug": "nominee_bio", "status": "active", "canonId": "019de52d-1136-70ae-861a-f546f0c9d1ef", "version": 1, "description": null }, "function": "introduce_nominees", "functionCanon": { "name": "Introduce nominees", "slug": "introduce_nominees", "status": "active", "canonId": "019de52d-1833-77fe-ac47-5f26d823a84a", "version": 1, "description": null }, "density": "balanced", "densityScore": 37, "componentCount": 5, "textChars": 875, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 0.95, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:45:09.124+00", "seconds": 3.294, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de50e-8663-70bc-b209-bbe1aca3f6be/18", "deck": "/decks/019de50e-8663-70bc-b209-bbe1aca3f6be", "deckAnchor": "/decks/019de50e-8663-70bc-b209-bbe1aca3f6be#slide-18", "deckJson": "/decks/019de50e-8663-70bc-b209-bbe1aca3f6be.json" }, "components": [ { "bbox": { "h": 0.15, "w": 0.7, "x": 0.23, "y": 0.21 }, "kind": "list", "text": "Knowledge of Kiosk Industry and how to improve the relationship with NCR to result in an improved economic outcome for BBI\nAbility to improve structure and execution of the deal- many mistakes being made now\nKnowledge of how to effectively address kiosk competitors", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:45:09.124+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "42d75f41-75a5-4619-a78b-b5c93328a9d1", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.7, "x": 0.23, "y": 0.39 }, "kind": "list", "text": "Broad and deep understanding of all aspects of the home entertainment retail marketplace including: brick-and-mortar stores, by-mail, kiosk-based, and online distribution strategies for home entertainment products", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:45:09.124+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5f3c55a7-25a3-4e33-a1a6-eb26e01575e0", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.7, "x": 0.23, "y": 0.56 }, "kind": "list", "text": "Industry Contacts: Direct call access to C-level executives at all major home entertainment distribution companies\nBrick-and-mortar chains (private)\nTechnology providers\nContent providers\nDistributors, rack-jobbers, and salvage companies", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:45:09.124+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bd95ce8c-1a65-40a8-8621-e0ae3c365d04", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.7, "x": 0.23, "y": 0.49 }, "kind": "list", "text": "International Operating Experience: useful for kiosk/ON DEMAND expansion to Europe and sale of European store-based assets", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:45:09.124+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bdbe3a46-b5c8-4cbb-a65a-21ddc1604b52", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.54, "x": 0.23, "y": 0.13 }, "kind": "title", "text": "Meyer has Relevant Industry Experience", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:45:09.124+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f11d1c4b-3c83-417a-b9eb-0621efea72e0", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 19, "type": "evidence", "title": "This slide serves as a 'precedent' or 'I told you so' slide, common in activist investor decks to establish credibility and expose management's past strategic f", "function": "cite_precedent", "rawType": "cite_precedent", "block": null, "metadata": { "slideType": "cite_precedent", "slideTypeCanon": { "name": "Cite precedent", "slug": "cite_precedent", "status": "active", "canonId": "019de52d-12ec-72be-8881-51b438fa76c7", "version": 1, "description": null }, "function": "cite_precedent", "functionCanon": { "name": "Cite precedent", "slug": "cite_precedent", "status": "active", "canonId": "019de52d-142b-714b-86d4-58aad7b568ec", "version": 1, "description": null }, "density": "balanced", "densityScore": 28, "componentCount": 2, "textChars": 762, "nDataPoints": 3, "notes": "This slide serves as a 'precedent' or 'I told you so' slide, common in activist investor decks to establish credibility and expose management's past strategic failures.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:45:08.977+00", "seconds": 3.073, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de50e-8663-70bc-b209-bbe1aca3f6be/19", "deck": "/decks/019de50e-8663-70bc-b209-bbe1aca3f6be", "deckAnchor": "/decks/019de50e-8663-70bc-b209-bbe1aca3f6be#slide-19", "deckJson": "/decks/019de50e-8663-70bc-b209-bbe1aca3f6be.json" }, "components": [ { "bbox": { "h": 0.55, "w": 0.55, "x": 0.23, "y": 0.21 }, "kind": "list", "text": "In 2004, Meyer met with Blockbuster EVP, Finance, Strategic Planning and Development Frank Paci to review the strategic case for Blockbuster’s involvement in the DVD rental kiosk channel\nIn 2005, Meyer sent a formal letter to a key member of Blockbuster’s Board of Directors alerting them of the need to enter the DVD rental kiosk channel as a way to reduce costs by $140 million annually and provide a new level of convenience for customers\nThe Blockbuster Board and management ignored the suggestion and the channel altogether allowing competitor Redbox to expand to over 24,000 locations and an expected 2010 video rental market share approaching 30%\nA copy of the letter was filed as a DFAN14A by Meyer on April 12, 2010", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:45:08.977+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f3121e18-9b19-45b4-b568-a61faa9c907b", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.4, "x": 0.23, "y": 0.13 }, "kind": "title", "text": "Track Record of Sound Strategic Advice", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:45:08.977+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2d3d8f11-92c4-4a21-985e-1a9a36da6d03", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "e0ed312d-d350-4045-a274-959dd2821464", "evidence": "Highlights management's failure to act on sound advice, positioning them as the antagonist.", "framework": null, "confidence": 0.8, "extraction": { "at": "2026-05-02 10:45:08.977+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 19, "frameworkName": "antagonist-introduction" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 20, "type": "setup", "function": "compare_peers", "rawType": "comparison_table", "block": null, "metadata": { "slideType": "comparison_table", "slideTypeCanon": { "name": "Comparison table", "slug": "comparison_table", "status": "active", "canonId": "019de52d-0a06-73f8-8813-fe022fab1de2", "version": 1, "description": null }, "function": "compare_peers", "functionCanon": { "name": "Compare peers", "slug": "compare_peers", "status": "active", "canonId": "019de52d-1453-72ba-a367-9ba3d34c1630", "version": 1, "description": null }, "density": "sparse", "densityScore": 12, "componentCount": 3, "textChars": 155, "nDataPoints": 2, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:45:07.935+00", "seconds": 2.028, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de50e-8663-70bc-b209-bbe1aca3f6be/20", "deck": "/decks/019de50e-8663-70bc-b209-bbe1aca3f6be", "deckAnchor": "/decks/019de50e-8663-70bc-b209-bbe1aca3f6be#slide-20", "deckJson": "/decks/019de50e-8663-70bc-b209-bbe1aca3f6be.json" }, "components": [ { "bbox": { "h": 0.09, "w": 0.23, "x": 0.46, "y": 0.29 }, "kind": "callout", "text": "Even after 5 years of equity grants, Fernandes still holds significantly fewer shares than Meyer", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:45:07.935+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ece79fc1-ed68-4c37-99c4-490d8cf1cad4", "parentComponentId": null }, { "bbox": { "h": 0.55, "w": 0.46, "x": 0.27, "y": 0.21 }, "kind": "chart", "text": null, "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Stacked bar chart", "slug": "bar-stacked", "status": "active", "canonId": "019de52c-feec-74bf-9028-15b74f84f0a7", "version": 1, "description": null }, "framework": null }, "subkind": "bar-stacked", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:45:07.935+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "31f8d914-8fad-447a-ab82-bafdf7ea0347", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.54, "x": 0.23, "y": 0.09 }, "kind": "title", "text": "Meyer Stock Ownership Significantly Greater than Fernandes'", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:45:07.935+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cb53786f-6148-48ba-b316-55a55f750ca1", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "6a2d35ad-9c65-4a43-9408-ec600610dfd4", "evidence": "Direct comparison of share ownership between two individuals.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 10:45:07.935+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 20, "frameworkName": "comparison_frame" } ], "arcBeats": [], "loops": [ { "to": 20, "from": 20, "loop": { "name": "18_anchor", "slug": "18-anchor", "status": "active", "bestFor": "Pricing discussions, negotiation, budget requests", "canonId": "019dd956-6d15-755a-bb56-8c152c525220", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Extreme Option (The Anchor) -> The Flaws of the Extreme -> The Balanced Proposal", "description": "Set a high reference point to make your actual proposal seem reasonable and attractive", "familyLabel": null }, "matchId": "c99b9e6d-8cdf-4cef-a6e0-8370e44dd18f", "evidence": "The document compares Meyer and Fernandes' stock ownership.", "position": 2, "objective": "Compare Meyer and Fernandes' stock ownership", "confidence": 0.7, "extraction": { "at": "2026-07-16 22:47:11.341379+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 21, "type": "setup", "title": "The slide uses comparative data to argue for the inclusion of a specific nominee to improve board demographics.", "function": "compare_peers", "rawType": "peer_benchmark", "block": null, "metadata": { "slideType": "peer_benchmark", "slideTypeCanon": { "name": "Peer benchmark", "slug": "peer_benchmark", "status": "active", "canonId": "019de52d-08f0-7158-a78d-d7b5331fefaf", "version": 1, "description": null }, "function": "compare_peers", "functionCanon": { "name": "Compare peers", "slug": "compare_peers", "status": "active", "canonId": "019de52d-1453-72ba-a367-9ba3d34c1630", "version": 1, "description": null }, "density": "balanced", "densityScore": 36, "componentCount": 4, "textChars": 773, "nDataPoints": 12, "notes": "The slide uses comparative data to argue for the inclusion of a specific nominee to improve board demographics.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:45:09.421+00", "seconds": 3.501, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de50e-8663-70bc-b209-bbe1aca3f6be/21", "deck": "/decks/019de50e-8663-70bc-b209-bbe1aca3f6be", "deckAnchor": "/decks/019de50e-8663-70bc-b209-bbe1aca3f6be#slide-21", "deckJson": "/decks/019de50e-8663-70bc-b209-bbe1aca3f6be.json" }, "components": [ { "bbox": { "h": 0.15, "w": 0.65, "x": 0.225, "y": 0.58 }, "kind": "list", "text": "From Blockbuster’s Nomination Committee Charter:\nThe Nominating Committee has the responsibility to “review with the Board the current composition of the Board in light of the characteristics of independence, diversity, age, skills, experience, availability of service to the Company and tenure of its members, and of the Board’s anticipated needs”", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:45:09.421+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "731a817d-9f1b-4f77-be31-89ee47b594fe", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.6, "x": 0.225, "y": 0.42 }, "kind": "list", "text": "6 of the 7 Netflix directors are <= 52 yrs of age\n0 of the 7 Blockbuster director nominees are < 52 yrs of age\nAverage age of BBI Board candidates is 61.7 vs. 51.4 for NFLX and 53.71 for CSTR", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:45:09.421+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f6b9f26a-ad65-46da-b511-88b54e573cb6", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.55, "x": 0.225, "y": 0.19 }, "kind": "table", "text": "Board of Directors, Netflix, Coinstar, BBI w/ Fernandes, BBI w/ Meyer, Average Age, 51.43, 53.71, 61.71, 57.71, High Age, 66, 67, 80, 80, Low Age, 42, 34, 52, 38", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:45:09.421+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "816261d9-f8db-4b5a-aca4-cb953deb651e", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.55, "x": 0.225, "y": 0.09 }, "kind": "title", "text": "Adding Meyer Brings Age Distribution of BBI Board Closer to Industry Norm", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:45:09.421+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "77884c90-d61d-42d0-83fe-63ccd1194eef", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "f4564a2a-789f-466d-ba89-ae811f1963da", "evidence": "Comparing BBI board age metrics against industry peers (Netflix, Coinstar) to justify a nominee.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 10:45:09.421+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 21, "frameworkName": "comparison_frame" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 22, "type": "resolution", "function": "plan_implementation", "rawType": "roadmap", "block": null, "metadata": { "slideType": "roadmap", "slideTypeCanon": { "name": "Roadmap", "slug": "roadmap", "status": "active", "canonId": "019de52d-0a55-72bc-9b7b-a47ef109839c", "version": 1, "description": null }, "function": "plan_implementation", "functionCanon": { "name": "Plan implementation", "slug": "plan_implementation", "status": "active", "canonId": "019de52d-14a2-77ea-b210-d6a95eed4823", "version": 1, "description": null }, "density": "balanced", "densityScore": 28, "componentCount": 2, "textChars": 804, "nDataPoints": 1, "notes": null, "elementsJson": null, "confidence": 0.95, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:45:08.561+00", "seconds": 2.609, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de50e-8663-70bc-b209-bbe1aca3f6be/22", "deck": "/decks/019de50e-8663-70bc-b209-bbe1aca3f6be", "deckAnchor": "/decks/019de50e-8663-70bc-b209-bbe1aca3f6be#slide-22", "deckJson": "/decks/019de50e-8663-70bc-b209-bbe1aca3f6be.json" }, "components": [ { "bbox": { "h": 0.6, "w": 0.6, "x": 0.23, "y": 0.21 }, "kind": "list", "text": "Phase 1: Address Immediate Liquidity Challenge\n- Viable structure identified and in discussions with constituents\nPhase 2: Stabilize cashflows from brick-and-mortar store base\n- Same Store Sales should be stabilizing and turning higher due to:\n - Massive reduction in Industry Capacity (Movie Gallery/Hollywood Video store closures)\n - This represents $1.4 billion of revenue up for grabs\n - 28-day 'exclusive' window with Warner, Fox, Universal represents a huge competitive advantage\n - Poorest performing stores have been closed already resulting in a higher quality store portfolio than any time in the past few years\nPhase 3: Generate meaningful revenue/EBIT from non-store distribution channels\n - Leverage strong brand and studio relationships", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:45:08.561+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b327f74b-27ce-4aeb-8de4-6ce2309a3d32", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.54, "x": 0.23, "y": 0.13 }, "kind": "title", "text": "Meyer's 3 Phase Plan for Blockbuster Turnaround", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:45:08.561+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "96590b4e-eeee-4be3-b21e-b0da184353ff", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 22, "arc": { "name": "Overcoming the Monster", "slug": "overcoming-monster", "status": "active", "bestFor": "Competitive positioning, rallying teams", "canonId": "019dd956-6339-76ac-9cbf-4b377c3aa89e", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "The Monster -> The Call -> The Struggle -> The Victory -> The New Order", "description": null, "familyLabel": null }, "from": 22, "name": "Roadmap", "beatId": "74a29d96-a0e5-4e5c-904b-3087b308df0a", "matchId": "6beb0c85-7053-4c5d-8728-07e8ae814291", "beatType": null, "evidence": "A 3-phase plan for Blockbuster turnaround is proposed.", "position": 5, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 22, "from": 22, "loop": { "name": "33_build_up", "slug": "33-build-up", "status": "active", "bestFor": "Pricing justification, cost estimation, market sizing", "canonId": "019dd956-733a-746e-88fd-04b2e4b51b61", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Base -> Add Component A -> Add Component B -> Add Component C -> The Total", "description": "Start from zero and add components to arrive at a total", "familyLabel": null }, "matchId": "7cdbe8ae-9a17-4d0f-9172-54d73b6a8ef7", "evidence": "The document proposes a 3-phase plan for Blockbuster turnaround.", "position": 3, "objective": "Build up a plan for Blockbuster turnaround", "confidence": 0.7, "extraction": { "at": "2026-07-16 22:47:11.384587+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 23, "type": "setup", "function": "propose_solution", "rawType": "propose_solution", "block": null, "metadata": { "slideType": "propose_solution", "slideTypeCanon": { "name": "Propose solution (contrarian)", "slug": "propose_solution", "status": "active", "canonId": "019de52d-1274-703c-81c6-5550f451697b", "version": 1, "description": null }, "function": "propose_solution", "functionCanon": { "name": "Propose solution (contrarian)", "slug": "propose_solution", "status": "active", "canonId": "019de52d-185b-74e9-bdfd-ea8cf318563f", "version": 1, "description": null }, "density": "balanced", "densityScore": 35, "componentCount": 2, "textChars": 1088, "nDataPoints": 1, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:45:12.512+00", "seconds": 6.308, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de50e-8663-70bc-b209-bbe1aca3f6be/23", "deck": "/decks/019de50e-8663-70bc-b209-bbe1aca3f6be", "deckAnchor": "/decks/019de50e-8663-70bc-b209-bbe1aca3f6be#slide-23", "deckJson": "/decks/019de50e-8663-70bc-b209-bbe1aca3f6be.json" }, "components": [ { "bbox": { "h": 0.6, "w": 0.65, "x": 0.23, "y": 0.21 }, "kind": "list", "text": "BBI's biggest near term challenge is liquidity issue\nMeyer has developed a restructuring plan to right-size capital structure and significantly reduce BBI's indebtedness and annual interest obligations in a manner that is non-dilutive to current equity\nPlan involves participation from BBI's key vendors who also have a vested interest in the long-term health of one of its most important customers- BBI is the only remaining nationwide non-discount video rental chain\nPlan has been vetted by industry veterans, financial restructuring experts and legal advisors, and has been deemed viable\nMeyer is actively engaged in discussions with strategic studio partners, financial advisory firms, law firms, subordinated noteholders, secured noteholders, and equity investors to develop a consensus on this structure that provides optimal value to shareholders and fair treatment of all stakeholders.\nThis outcome provides far more value to shareholders than the standard 'debt-for-equity' swap on the table which may result in dilution of equity by 95%", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:45:12.512+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "924efbe7-e91c-4114-9432-f33a46a91c36", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.54, "x": 0.23, "y": 0.13 }, "kind": "title", "text": "Phase 1: Address Immediate Liquidity Needs", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:45:12.512+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "12dc9d72-38c5-4228-9d69-7734543f5b17", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 23, "arc": { "name": "Overcoming the Monster", "slug": "overcoming-monster", "status": "active", "bestFor": "Competitive positioning, rallying teams", "canonId": "019dd956-6339-76ac-9cbf-4b377c3aa89e", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "The Monster -> The Call -> The Struggle -> The Victory -> The New Order", "description": null, "familyLabel": null }, "from": 23, "name": "Propose Solution", "beatId": "1a17f9f0-c561-4709-b101-1cf9418fb059", "matchId": "6beb0c85-7053-4c5d-8728-07e8ae814291", "beatType": null, "evidence": "A solution to address immediate liquidity needs is proposed.", "position": 6, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 24, "type": "resolution", "title": "This slide outlines a turnaround plan for Blockbuster (BBI) during its decline, referencing competitors like Netflix, Redbox, and Family Video.", "function": "plan_implementation", "rawType": "roadmap", "block": null, "metadata": { "slideType": "roadmap", "slideTypeCanon": { "name": "Roadmap", "slug": "roadmap", "status": "active", "canonId": "019de52d-0a55-72bc-9b7b-a47ef109839c", "version": 1, "description": null }, "function": "plan_implementation", "functionCanon": { "name": "Plan implementation", "slug": "plan_implementation", "status": "active", "canonId": "019de52d-14a2-77ea-b210-d6a95eed4823", "version": 1, "description": null }, "density": "dense", "densityScore": 58, "componentCount": 6, "textChars": 1403, "nDataPoints": 2, "notes": "This slide outlines a turnaround plan for Blockbuster (BBI) during its decline, referencing competitors like Netflix, Redbox, and Family Video.", "elementsJson": null, "confidence": 0.95, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:45:10.415+00", "seconds": 3.939, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de50e-8663-70bc-b209-bbe1aca3f6be/24", "deck": "/decks/019de50e-8663-70bc-b209-bbe1aca3f6be", "deckAnchor": "/decks/019de50e-8663-70bc-b209-bbe1aca3f6be#slide-24", "deckJson": "/decks/019de50e-8663-70bc-b209-bbe1aca3f6be.json" }, "components": [ { "bbox": { "h": 0.25, "w": 0.55, "x": 0.23, "y": 0.19 }, "kind": "list", "text": "Drive traffic to stores via intelligent/low-cost/viral advertising. Improve store experience and customer service. Optimize pricing to provide more compelling/flexible customer value proposition. Re-engage alienated customer base (and store employees) to achieve organic turnaround in same store sales. Cross fertilization of store-based best practices from bottom up- why are some stores so profitable and others money losers? What can BBI offer in store that Netflix and Redbox can't? Look at what other successful brick-and-mortar video retailers (such as the 600-location Family Video chain) are doing.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:45:10.415+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2f4807db-6adb-4d6f-84ac-6517d6cd48f4", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.55, "x": 0.23, "y": 0.58 }, "kind": "list", "text": "Continue to reduce costs: SG&A in Q1 2010 > Q1 2009 despite reduced store base", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:45:10.415+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "780f74b6-81cc-43b9-973e-0b99bf7af8df", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.55, "x": 0.23, "y": 0.51 }, "kind": "list", "text": "Optimize portfolio of physical stores per Movie Gallery/Hollywood Video closures and look for lease re-negotiation opportunities, smaller footprint, retail sublease opportunities", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:45:10.415+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7c0373d2-1523-4b15-9e59-bf30e84b7caf", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.55, "x": 0.23, "y": 0.62 }, "kind": "list", "text": "Rationalize cost structure to reflect reduced revenue base: 242,615 sf class A office space at Dallas HQ/850,000 sf distribution center in McKinney, TX, 38 by mail distribution centers throughout US, country head offices in Buenos Aires, Argentina; Toronto, Canada; Uxbridge, England; Milan, Italy; Herlev, Denmark; and Mexico City, Mexico", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:45:10.415+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bb6f1bc3-e46a-40f7-a21c-4c28692996b6", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.55, "x": 0.23, "y": 0.44 }, "kind": "list", "text": "Outsource/Optimize ordering/scheduling of independent titles to 3rd party to reduce costs and improve flow of customers into stores between major releases", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:45:10.415+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "eb3ea37b-a2d6-4364-849a-c4c09de9a029", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.54, "x": 0.23, "y": 0.13 }, "kind": "title", "text": "Phase 2: Stabilize Cashflow from Core Store Base", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:45:10.415+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "14d08419-f31d-44b0-8bdf-1aedd462f576", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true } ], "arcBeats": [ { "from": 1, "to": 1, "label": "Hook", "description": "The presentation starts with a cover slide and a clear title." }, { "from": 6, "to": 6, "label": "Expose Contradiction", "description": "The document highlights a contradiction in Blockbuster's stock performance." }, { "from": 9, "to": 9, "label": "Problem Statement", "description": "A clear problem statement is presented regarding poor execution of its multi-channel distribution strategy." }, { "from": 11, "to": 11, "label": "Nominee Bio", "description": "The document provides a bio for Fernandes, highlighting his lack of relevant experience." }, { "from": 14, "to": 14, "label": "Villain Critique", "description": "A critique of Fernandes' judgment is presented." }, { "from": 22, "to": 22, "label": "Roadmap", "description": "A 3-phase plan for Blockbuster turnaround is proposed." }, { "from": 23, "to": 23, "label": "Propose Solution", "description": "A solution to address immediate liquidity needs is proposed." } ], "loops": [ { "from": 6, "to": 6, "label": "Zoom In", "description": "Highlight Blockbuster's poor stock performance" }, { "from": 8, "to": 8, "label": "Iceberg", "description": "Reveal the poor financial performance and forecasting" }, { "from": 20, "to": 20, "label": "Anchor", "description": "Compare Meyer and Fernandes' stock ownership" }, { "from": 22, "to": 22, "label": "Build Up", "description": "Build up a plan for Blockbuster turnaround" } ] }