Starboard Value Algonquin Letter July 2023

starboard-value-algonquin-letter-july-2023 · 2023-07
arc beats above · slides in the middle · loops below · scroll → 1 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
Narrative range 3 total
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Whole deck 3 slides 100% 3/3 slides 100% 3/3 slides · 15 hits
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33.3% 1/3 slides
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66.7% 2/3 slides

Slide inventory

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every slide · same image gating as the playbook
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Slide 1
This is a formal investor letter (13D activist communication).establish_context
Open slide detailLoop · Cost Of Inaction
02
This is a text-heavy slide outlining a corporate strategy proposal, likely from an activist investor (Starboard).present_solution
Open slide detailLoop · Cost Of Inaction
03
Includes a footnote regarding EPS estimation methodology.cite_precedent