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Required for argumentative arcs." }, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 6, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null }, "from": 5, "name": "Interest", "beatId": "1444dd4a-de96-4723-9b5c-fe84d726b9a7", "matchId": "7eda6ff9-f451-4fc0-841f-ee1122303f7f", "beatType": { "name": "Interest", "slug": "aida-interest", "status": "active", "canonId": "019dd9b8-115b-7640-827f-fd115885a984", "version": 1, "description": null }, "evidence": "The document generates interest by presenting Sampo's current state and its potential.", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Complication", "slug": "complication", "status": "active", "canonId": "019dd9b8-0275-7709-b2d6-4f77c3fc7579", "version": 1, "description": "The point in the narrative where the audience should feel discomfort. Required for argumentative arcs." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 7, "type": "analysis", "title": "The slide uses a red downward arrow to visually emphasize the 'underperformance' gap between Sampo and the peer average.", "function": "expose_gap", "rawType": "peer_gap", "block": null, "metadata": { "slideType": "peer_gap", "slideTypeCanon": { "name": "Peer gap", "slug": "peer_gap", "status": "active", "canonId": "019de52d-10e5-74bd-8325-9f49c945a0aa", "version": 1, "description": null }, "function": "expose_gap", "functionCanon": { "name": "Expose gap", "slug": "expose_gap", "status": "active", "canonId": "019de52d-1795-772d-8f3a-75ccfb93fe58", "version": 1, "description": null }, "density": "sparse", "densityScore": 20, "componentCount": 4, "textChars": 318, "nDataPoints": 4, "notes": "The slide uses a red downward arrow to visually emphasize the 'underperformance' gap between Sampo and the peer average.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:26:32.873+00", "seconds": 2.649, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-13bb-705e-a388-2610c6b5aa67/7", "deck": "/decks/019f6b8f-13bb-705e-a388-2610c6b5aa67", "deckAnchor": "/decks/019f6b8f-13bb-705e-a388-2610c6b5aa67#slide-7", "deckJson": "/decks/019f6b8f-13bb-705e-a388-2610c6b5aa67.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.4, "x": 0.05, "y": 0.88 }, "kind": "annotation", "text": "Source: Bloomberg as of 10th of November 2020. TSR is in EUR. Note: Nordic P&C average consists of Tryg, Gjensidige and Topdanmark", "attrs": null, "canon": { "kind": { "name": "Annotation", "slug": "annotation", "status": "deprecated", "canonId": "019de52c-fa68-7188-a17b-7ee103bb6a9e", "version": 1, "description": "Legend, indicator or chart annotation." }, "tool": null, "subkind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "019de52d-0552-777e-ab29-4c9a3e577794", "version": 1, "description": null }, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:26:32.873+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "811e4e3d-d51e-4065-95ea-a32d691ff6df", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.6, "x": 0.2, "y": 0.25 }, "kind": "chart", "text": "Last 5 Years TSR (EUR)", "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": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:26:32.873+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "06e03381-38b6-472b-8285-c80570507db7", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.9, "x": 0.05, "y": 0.16 }, "kind": "title", "text": "Sampo underperformed its peer average TSR by 65p.p. and underperformed Tryg by over 80p.p.", "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": "2026-07-16 19:26:32.873+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "11282728-87d8-4b69-b178-bcc7ac2faf25", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.85, "x": 0.05, "y": 0.07 }, "kind": "title", "text": "HOWEVER, SAMPO HAS SUFFERED SIGNIFICANT TSR UNDERPERFORMANCE IN RECENT YEARS", "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": "2026-07-16 19:26:32.873+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b1b7d928-97bd-4a6a-8bca-bd66bc09c0a5", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "59b494e4-676c-4d47-abe5-ac9f8042dcd2", "evidence": "Comparison of company performance against a defined peer group to highlight underperformance.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:26:32.873+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 7, "frameworkName": "peer-gap" } ], "arcBeats": [ { "to": 9, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null }, "from": 4, "name": "Problem", "beatId": "72250f0c-26f9-42cf-85d1-20b889efb863", "matchId": "7eda6ff9-f451-4fc0-841f-ee1122303f7f", "beatType": { "name": "Problem (Identify pain)", "slug": "problem-agitate-solution-problem-identify-pain", "status": "active", "canonId": "019dd9b8-0e78-74bb-b8f6-54348367a131", "version": 1, "description": null }, "evidence": "The document identifies Sampo's underperformance and de-rating as a problem.", "position": 0, "isPrimaryArc": true, "parentBeatType": { "name": "Complication", "slug": "complication", "status": "active", "canonId": "019dd9b8-0275-7709-b2d6-4f77c3fc7579", "version": 1, "description": "The point in the narrative where the audience should feel discomfort. 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