Land Buildings Hilton Grand Vacations Presentation May 2021

land-buildings-hilton-grand-vacations-presentation-may-2021 · 2021-05
arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 1
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Deck intelligence map

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coverage by narrative range · generated from this deck JSON

Slide inventory

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every slide · same image gating as the playbook
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Slide 1
front_matter
02
state_demand
Open slide detailBeat · Closing Ask
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Uses a two-column layout: left side lists qualitative governance/strategic concerns, right side provides quantitative valuation evidence.diagnose_problem
Open slide detailBeat · Problem StatementLoop · Cost Of Inaction
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The slide uses a bar chart comparing HGV's standalone EBITDA CAGR to Diamond's, highlighting a 1,200 bps growth gap.expose_gap
Open slide detailBeat · Expose ContradictionLoop · Pattern Hunter
05
The slide uses a map and a bar chart to contrast HGV's current portfolio with the dilution caused by the Diamond acquisition.preempt_rebuttal
Open slide detailBeat · Expose ContradictionLoop · Pattern Hunter
06
The slide sets up a 'pre-buttal' or 'expose' section of the deck.expose_contradiction
Open slide detailBeat · Expose ContradictionLoop · Pattern Hunter
07
The slide uses a red dashed box to highlight the specific contradiction regarding voting obligations in contested elections.expose_contradiction
Open slide detailBeat · Expose ContradictionLoop · Pattern Hunter
08
Uses a side-by-side comparison table structure to refute a specific activist claim.expose_contradiction
Open slide detailBeat · Expose ContradictionLoop · Pattern Hunter
09
Uses red dashed boxes and callouts to highlight specific contradictions in HGV's valuation logic.expose_contradiction
Open slide detailBeat · Expose ContradictionLoop · Pattern Hunter
10
The slide uses a 'before-after' framing to contrast a company's claim with historical market data.expose_contradiction
Open slide detailBeat · Expose ContradictionLoop · Pattern Hunter
11
The slide uses red dashed boxes to highlight specific contradictions in HGV's narrative.expose_contradiction
Open slide detailBeat · Expose ContradictionLoop · Pattern Hunter
12
Uses red dashed callout boxes to directly annotate and refute specific claims made in HGV's transaction announcement deck.expose_contradiction
Open slide detailBeat · Expose ContradictionLoop · Pattern Hunter
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front_matter