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macellum-perry-ellis-presentation-april-2014 · activist-deck

Macellum Perry Ellis Presentation April 2014

15 pages · 4 arc beats · 2 loops

Activist-Deck Download JSON
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Macellum Perry Ellis Presentation April 2014

macellum-perry-ellis-presentation-april-2014 · 2014-04
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

4
coverage by narrative range · generated from this deck JSON
Narrative range 8 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Complication 2 slides 100% 2/2 slides 100% 2/2 slides · 7 hits
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100% 2/2 slides
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100% 2/2 slides · 4 hits 100% 2/2 slides Problem & Complication 2 slides 100% 2/2 slides 100% 2/2 slides · 7 hits
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100% 2/2 slides · 4 hits 100% 2/2 slides Solution & Approach 2 slides 100% 2/2 slides 100% 2/2 slides · 11 hits
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50% 1/2 slides
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Evidence 2 slides 100% 2/2 slides 100% 2/2 slides · 9 hits
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100% 2/2 slides 100% 2/2 slides
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Slide inventory

15
every slide · same image gating as the playbook
01
Slide 1
front_matter
Open slide detail
02
Data sourced from Bloomberg; specific LTM periods noted for WRC and JNY.compare_peers
Open slide detailBeat · Evidence
03
The slide uses historical peak performance to argue for a recovery opportunity.quantify_opportunity
Open slide detailBeat · Evidence
04
The slide uses a 'villain critique' approach to justify activist intervention by highlighting specific operational and governance failures.name_villain
Open slide detailBeat · ComplicationLoop · Cost Of Inaction
05
The slide uses the term 'Opportunities' ironically to refer to excessive pay practices.expose_contradiction
Open slide detailBeat · ComplicationLoop · Cost Of Inaction
06
Includes a specific governance critique regarding a licensing deal with the COO's relative.propose_solution
Open slide detailBeat · Solution & Approach
07
summarize
Open slide detailBeat · Solution & Approach
08
The slide presents a detailed table of financial instruments and real estate assets with associated notes on valuation and status.analyze_data
Open slide detail
09
The slide uses the data to contrast Pinehurst's royalty-heavy profit model against JNY's low-margin operational model.compare_peers
Open slide detail
10
The slide uses a waterfall-style logic to adjust LTM EBITDA to a pro-forma figure, then applies exit multiples to derive a target price per share.show_valuation_bridge
Open slide detail
11
The slide uses a bridge-like structure to reconcile LTM figures to a PF target.quantify_opportunity
Open slide detailLoop · Mece Breakdown
12
The slide uses two side-by-side scenario tables to demonstrate the impact of valuation parameters on exit price and return.show_valuation_bridge
Open slide detailLoop · Mece Breakdown
13
Outlines a phased approach to activist engagement, starting with a friendly 13D and escalating if necessary.plan_implementation
Open slide detail
14
appendix
Open slide detail
15
The slide uses two pie charts to illustrate distribution channels and brand segments, followed by a logo grid of the portfolio.decompose_segments
Open slide detail