{
  "schemaVersion": "deck-intelligence.v1",
  "id": "019f6b8f-6423-76fa-b702-c718531eef12",
  "slug": "jarvis-sla-newsletter-corvex-adt",
  "title": "SLA newsletter corvex ADT",
  "subtitle": "sla-newsletter-corvex-adt",
  "author": "sla-newsletter-corvex-adt",
  "pageCount": 2,
  "kind": "document",
  "document": {
    "id": "019f6b8f-6423-76fa-b702-c718531eef12",
    "slug": "jarvis-sla-newsletter-corvex-adt",
    "title": "SLA newsletter corvex ADT",
    "rawTitle": "SLA newsletter corvex ADT",
    "authorId": "sla-newsletter-corvex-adt",
    "authorName": null,
    "authorDisplay": "sla-newsletter-corvex-adt",
    "kind": {
      "slug": "document",
      "label": "Document"
    },
    "sourceType": {
      "slug": "independent_analyst",
      "label": "Independent analyst"
    },
    "fileName": "jarvis-sla-newsletter-corvex-adt.pdf",
    "sourceUrl": "file://Jarvis_Resources/SLA-newsletter-corvex-ADT.pdf",
    "sourceDate": null,
    "presentationDate": null,
    "ingestedAt": "2026-07-16 15:33:07.315722+00",
    "status": "ready",
    "pageCount": 2,
    "orientation": null,
    "aspectRatio": null,
    "targetCompany": null,
    "targetTicker": null,
    "metadata": {
      "corpus": "jarvis",
      "industry": null,
      "local_root": "/Users/miguelsuredasuau/Desktop/jarvis-staging/decks/jarvis-sla-newsletter-corvex-adt",
      "image_width": 1995,
      "image_format": "jpg",
      "deck_type_raw": "memo",
      "deck_type_slug": null,
      "source_url_pattern": null
    }
  },
  "coverage": {
    "pageCount": 2,
    "pagesIndexed": 2,
    "pagesWithImages": 2,
    "pagesWithMetadata": 2,
    "imageCoveragePct": 100,
    "metadataCoveragePct": 100,
    "componentCount": 7,
    "chartCount": 1,
    "metricSlides": 0,
    "toolMatches": 0,
    "documentToolMatches": 0,
    "frameworkMatches": 0,
    "arcMatches": 1,
    "beatMatches": 2,
    "loopMatches": 0,
    "patternMatches": 0,
    "storymakersMatch": false,
    "scoreAvailable": false,
    "reviewAvailable": false,
    "activistThesisAvailable": false,
    "pitchdeckMetadataAvailable": false,
    "pitchdeckProfileAvailable": false
  },
  "blocks": [],
  "matches": {
    "arcs": [
      {
        "arc": {
          "name": "The Sparkline",
          "slug": "sparkline",
          "status": "active",
          "bestFor": "Keynotes, TED-style talks",
          "canonId": "019dd956-606e-720c-905a-42607ac0bf50",
          "version": 1,
          "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49",
          "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss",
          "description": null,
          "familyLabel": null,
          "categoryName": "Narrative & Transformation",
          "categorySlug": "narrative-transformation"
        },
        "matchId": "9f7ea982-177b-4bbc-bdc1-36e6a16f0d8e",
        "evidence": "The two-slide document has a title 'In Pursuit of Value', suggesting a Sparkline narrative arc.",
        "isPrimary": true,
        "confidence": 0.7,
        "extraction": {
          "at": "2026-07-16 23:21:52.274013+00",
          "model": "or:meta-llama/llama-4-scout",
          "runId": null,
          "seconds": null,
          "promptVersion": "doc-narrative-v1"
        }
      }
    ],
    "beats": [
      {
        "to": 1,
        "arc": {
          "name": "The Sparkline",
          "slug": "sparkline",
          "status": "active",
          "bestFor": "Keynotes, TED-style talks",
          "canonId": "019dd956-606e-720c-905a-42607ac0bf50",
          "version": 1,
          "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49",
          "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss",
          "description": null,
          "familyLabel": null,
          "categoryName": "Narrative & Transformation",
          "categorySlug": "narrative-transformation"
        },
        "from": 1,
        "name": "What Is",
        "beatId": "13af311c-236d-4d09-9d31-b4615b661275",
        "matchId": "9f7ea982-177b-4bbc-bdc1-36e6a16f0d8e",
        "beatType": {
          "name": "What Is",
          "slug": "sparkline-what-is-1",
          "status": "active",
          "canonId": "019dd9b8-25d5-7468-8649-454886d75343",
          "version": 1,
          "description": null
        },
        "evidence": "The first slide introduces the topic.",
        "position": 0,
        "isPrimaryArc": true,
        "parentBeatType": {
          "name": "Setup",
          "slug": "setup",
          "status": "active",
          "canonId": "019dd9b8-020e-7505-af9b-d9b9a4679bcc",
          "version": 1,
          "description": "Where the deck grounds the reader before doing anything else. Almost every arc opens here."
        },
        "alignedBlockIds": null,
        "matchConfidence": 0.7
      },
      {
        "to": 2,
        "arc": {
          "name": "The Sparkline",
          "slug": "sparkline",
          "status": "active",
          "bestFor": "Keynotes, TED-style talks",
          "canonId": "019dd956-606e-720c-905a-42607ac0bf50",
          "version": 1,
          "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49",
          "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss",
          "description": null,
          "familyLabel": null,
          "categoryName": "Narrative & Transformation",
          "categorySlug": "narrative-transformation"
        },
        "from": 2,
        "name": "New Bliss",
        "beatId": "617b6b82-cf1e-41ca-842e-ac6438c59a12",
        "matchId": "9f7ea982-177b-4bbc-bdc1-36e6a16f0d8e",
        "beatType": {
          "name": "New Bliss",
          "slug": "sparkline-new-bliss",
          "status": "active",
          "canonId": "019dd9b8-2879-72f7-8968-bcfac0921b99",
          "version": 1,
          "description": null
        },
        "evidence": "The second slide likely concludes or summarizes the update.",
        "position": 1,
        "isPrimaryArc": true,
        "parentBeatType": {
          "name": "Resolution",
          "slug": "resolution",
          "status": "active",
          "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b",
          "version": 1,
          "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution."
        },
        "alignedBlockIds": null,
        "matchConfidence": 0.7
      }
    ],
    "loops": [],
    "tools": [],
    "frameworks": [],
    "patterns": []
  },
  "storymakers": null,
  "score": null,
  "review": null,
  "activistThesis": null,
  "pitchdeck": {
    "metadata": null,
    "profile": null
  },
  "slides": [
    {
      "page": 1,
      "type": "appendix",
      "title": "This appears to be a newsletter or commentary page rather than a standard presentation slide.",
      "function": "analyze_data",
      "imagePath": "https://imgproxy.kitesheet.com/UgAa7e8jyghdkOLwhZ9SqO5l9W22042_eEaa1NVbehA/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9qYXJ2aXMtc2xhLW5ld3NsZXR0ZXItY29ydmV4LWFkdC9wMDAxLmpwZw",
      "rawType": "other",
      "block": null,
      "metadata": {
        "slideType": "other",
        "slideTypeCanon": {
          "name": "Other (fallback)",
          "slug": "other",
          "status": "active",
          "canonId": "019de52d-0af5-71ed-83de-d51ae245fc43",
          "version": 1,
          "description": null
        },
        "function": "analyze_data",
        "functionCanon": {
          "name": "Analyze data",
          "slug": "analyze_data",
          "status": "active",
          "canonId": "019de52d-1590-7413-8c82-cc218cff40b4",
          "version": 1,
          "description": null
        },
        "density": "sparse",
        "densityScore": 23,
        "componentCount": 5,
        "textChars": 324,
        "nDataPoints": 1,
        "notes": "This appears to be a newsletter or commentary page rather than a standard presentation slide.",
        "elementsJson": null,
        "confidence": 0.9,
        "extraction": {
          "model": "google/gemini-3.1-flash-lite-preview",
          "runId": null,
          "at": "2026-07-16 19:05:46.939+00",
          "seconds": 2.66,
          "promptVersion": "v2-canon-conditioned"
        }
      },
      "links": {
        "slide": "/slides/019f6b8f-6423-76fa-b702-c718531eef12/1",
        "deck": "/decks/019f6b8f-6423-76fa-b702-c718531eef12",
        "deckAnchor": "/decks/019f6b8f-6423-76fa-b702-c718531eef12#slide-1",
        "deckJson": "/decks/019f6b8f-6423-76fa-b702-c718531eef12.json"
      },
      "components": [
        {
          "bbox": {
            "h": 0.17,
            "w": 0.39,
            "x": 0.49,
            "y": 0.47
          },
          "kind": "chart",
          "text": "Overactive ADT stock price chart",
          "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": "2026-07-16 19:05:46.939+00",
            "model": "google/gemini-3.1-flash-lite-preview",
            "runId": null,
            "seconds": null,
            "promptVersion": null
          },
          "componentId": "8c5573a2-b1eb-4577-b9db-2866449fb092",
          "parentComponentId": null
        },
        {
          "bbox": {
            "h": 0.17,
            "w": 0.12,
            "x": 0.09,
            "y": 0.47
          },
          "kind": "image",
          "text": "Book cover: Bonds Are Not Forever",
          "attrs": null,
          "canon": {
            "kind": {
              "name": "Image",
              "slug": "image",
              "status": "active",
              "canonId": "019de52c-f978-701f-a720-51d029d769e7",
              "version": 1,
              "description": "Photo, illustration, screenshot or icon."
            },
            "tool": null,
            "subkind": {
              "name": "Illustration",
              "slug": "illustration",
              "status": "active",
              "canonId": "019de52c-fe76-7772-a5ac-c0b7294d7615",
              "version": 1,
              "description": null
            },
            "framework": null
          },
          "subkind": "illustration",
          "groupRole": null,
          "confidence": null,
          "extraction": {
            "at": "2026-07-16 19:05:46.939+00",
            "model": "google/gemini-3.1-flash-lite-preview",
            "runId": null,
            "seconds": null,
            "promptVersion": null
          },
          "componentId": "c64dfcff-93f6-45d6-b0d8-7d634c22ebbe",
          "parentComponentId": null
        },
        {
          "bbox": {
            "h": 0.68,
            "w": 0.65,
            "x": 0.23,
            "y": 0.23
          },
          "kind": "paragraph",
          "text": "Activist hedge funds draw increasing media attention nowadays. There are good reasons for this; the successful ones invariably carry out deep research on their targets and often lobby for the company to buy back shares...",
          "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": null,
            "framework": null
          },
          "subkind": "paragraph",
          "groupRole": null,
          "confidence": null,
          "extraction": {
            "at": "2026-07-16 19:05:46.939+00",
            "model": "google/gemini-3.1-flash-lite-preview",
            "runId": null,
            "seconds": null,
            "promptVersion": null
          },
          "componentId": "033e7107-1891-4c8f-937c-50b3baa26f85",
          "parentComponentId": null
        },
        {
          "bbox": {
            "h": 0.03,
            "w": 0.22,
            "x": 0.39,
            "y": 0.13
          },
          "kind": "title",
          "text": "In Pursuit of Value",
          "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 19:05:46.939+00",
            "model": "google/gemini-3.1-flash-lite-preview",
            "runId": null,
            "seconds": null,
            "promptVersion": null
          },
          "componentId": "5f7cfecd-8409-48a6-9067-e6d1523aef02",
          "parentComponentId": null
        },
        {
          "bbox": {
            "h": 0.01,
            "w": 0.12,
            "x": 0.23,
            "y": 0.21
          },
          "kind": "title",
          "text": "Two-Edged Activists",
          "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": "Subtitle",
              "slug": "subtitle",
              "status": "active",
              "canonId": "019de52c-fb09-739d-900c-815b0d9ac526",
              "version": 1,
              "description": null
            },
            "framework": null
          },
          "subkind": "subtitle",
          "groupRole": null,
          "confidence": null,
          "extraction": {
            "at": "2026-07-16 19:05:46.939+00",
            "model": "google/gemini-3.1-flash-lite-preview",
            "runId": null,
            "seconds": null,
            "promptVersion": null
          },
          "componentId": "66457d72-fa07-45e8-a1e2-ee753690bceb",
          "parentComponentId": null
        }
      ],
      "metrics": [],
      "tools": [],
      "frameworks": [],
      "arcBeats": [
        {
          "to": 1,
          "arc": {
            "name": "The Sparkline",
            "slug": "sparkline",
            "status": "active",
            "bestFor": "Keynotes, TED-style talks",
            "canonId": "019dd956-606e-720c-905a-42607ac0bf50",
            "version": 1,
            "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49",
            "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss",
            "description": null,
            "familyLabel": null
          },
          "from": 1,
          "name": "What Is",
          "beatId": "13af311c-236d-4d09-9d31-b4615b661275",
          "matchId": "9f7ea982-177b-4bbc-bdc1-36e6a16f0d8e",
          "beatType": {
            "name": "What Is",
            "slug": "sparkline-what-is-1",
            "status": "active",
            "canonId": "019dd9b8-25d5-7468-8649-454886d75343",
            "version": 1,
            "description": null
          },
          "evidence": "The first slide introduces the topic.",
          "position": 0,
          "isPrimaryArc": true,
          "parentBeatType": {
            "name": "Setup",
            "slug": "setup",
            "status": "active",
            "canonId": "019dd9b8-020e-7505-af9b-d9b9a4679bcc",
            "version": 1,
            "description": "Where the deck grounds the reader before doing anything else. Almost every arc opens here."
          },
          "alignedBlockIds": null,
          "matchConfidence": 0.7
        }
      ],
      "loops": [],
      "thumbSrc": "https://imgproxy.kitesheet.com/iO8WYj_VTfB_1A0MoXvIpsrNLYx6G62LPV5DxxNRGrw/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9qYXJ2aXMtc2xhLW5ld3NsZXR0ZXItY29ydmV4LWFkdC9wMDAxLmpwZw",
      "imagePathAlt": "https://imgproxy.kitesheet.com/1svaj6-qau7YMcROl_6nbWX79cKGEJqH6nTR1GA0364/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9qYXJ2aXMtc2xhLW5ld3NsZXR0ZXItY29ydmV4LWFkdC9wMDAxLnBuZw",
      "thumbSrcAlt": "https://imgproxy.kitesheet.com/OAJb9n2ORULgOTfKdg9n79HXhK-NKIZpJejGhcJN7L0/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9qYXJ2aXMtc2xhLW5ld3NsZXR0ZXItY29ydmV4LWFkdC9wMDAxLnBuZw"
    },
    {
      "page": 2,
      "type": "appendix",
      "title": "The slide is a dense text-based commentary on investment strategy and specific company performance.",
      "function": "summarize",
      "rawType": "other",
      "block": null,
      "metadata": {
        "slideType": "other",
        "slideTypeCanon": {
          "name": "Other (fallback)",
          "slug": "other",
          "status": "active",
          "canonId": "019de52d-0af5-71ed-83de-d51ae245fc43",
          "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": 11,
        "componentCount": 2,
        "textChars": 294,
        "nDataPoints": 2,
        "notes": "The slide is a dense text-based commentary on investment strategy and specific company performance.",
        "elementsJson": null,
        "confidence": 0.9,
        "extraction": {
          "model": "google/gemini-3.1-flash-lite-preview",
          "runId": null,
          "at": "2026-07-16 19:05:46.714+00",
          "seconds": 2.322,
          "promptVersion": "v2-canon-conditioned"
        }
      },
      "links": {
        "slide": "/slides/019f6b8f-6423-76fa-b702-c718531eef12/2",
        "deck": "/decks/019f6b8f-6423-76fa-b702-c718531eef12",
        "deckAnchor": "/decks/019f6b8f-6423-76fa-b702-c718531eef12#slide-2",
        "deckJson": "/decks/019f6b8f-6423-76fa-b702-c718531eef12.json"
      },
      "components": [
        {
          "bbox": {
            "h": 0.15,
            "w": 0.15,
            "x": 0.08,
            "y": 0.42
          },
          "kind": "callout",
          "text": "SL Advisors, LLC focuses on identifying securities that are trading at a discount to intrinsic value.",
          "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": "2026-07-16 19:05:46.714+00",
            "model": "google/gemini-3.1-flash-lite-preview",
            "runId": null,
            "seconds": null,
            "promptVersion": null
          },
          "componentId": "6d0d39cc-c4ba-4a5d-b3f4-d12d33053ac3",
          "parentComponentId": null
        },
        {
          "bbox": {
            "h": 0.82,
            "w": 0.69,
            "x": 0.23,
            "y": 0.09
          },
          "kind": "paragraph",
          "text": "Following Meister's script to buy back shares, management deemed it reasonable to pay the previous day's closing price for Corvex's block of shares without insisting on any discount for size...",
          "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": null,
            "framework": null
          },
          "subkind": "paragraph",
          "groupRole": null,
          "confidence": null,
          "extraction": {
            "at": "2026-07-16 19:05:46.714+00",
            "model": "google/gemini-3.1-flash-lite-preview",
            "runId": null,
            "seconds": null,
            "promptVersion": null
          },
          "componentId": "8eb8460b-1cea-4bd5-a363-5a433287dd9b",
          "parentComponentId": null
        }
      ],
      "metrics": [],
      "tools": [],
      "frameworks": [],
      "arcBeats": [
        {
          "to": 2,
          "arc": {
            "name": "The Sparkline",
            "slug": "sparkline",
            "status": "active",
            "bestFor": "Keynotes, TED-style talks",
            "canonId": "019dd956-606e-720c-905a-42607ac0bf50",
            "version": 1,
            "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49",
            "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss",
            "description": null,
            "familyLabel": null
          },
          "from": 2,
          "name": "New Bliss",
          "beatId": "617b6b82-cf1e-41ca-842e-ac6438c59a12",
          "matchId": "9f7ea982-177b-4bbc-bdc1-36e6a16f0d8e",
          "beatType": {
            "name": "New Bliss",
            "slug": "sparkline-new-bliss",
            "status": "active",
            "canonId": "019dd9b8-2879-72f7-8968-bcfac0921b99",
            "version": 1,
            "description": null
          },
          "evidence": "The second slide likely concludes or summarizes the update.",
          "position": 1,
          "isPrimaryArc": true,
          "parentBeatType": {
            "name": "Resolution",
            "slug": "resolution",
            "status": "active",
            "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b",
            "version": 1,
            "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution."
          },
          "alignedBlockIds": null,
          "matchConfidence": 0.7
        }
      ],
      "loops": [],
      "locked": true
    }
  ],
  "arcBeats": [
    {
      "from": 1,
      "to": 1,
      "label": "What Is",
      "description": "The first slide introduces the topic."
    },
    {
      "from": 2,
      "to": 2,
      "label": "New Bliss",
      "description": "The second slide likely concludes or summarizes the update."
    }
  ],
  "loops": []
}