{
  "kind": "framework",
  "value": "capital-return",
  "collectionKey": "slides:framework:capital-return:all-document-kinds:all-producers:all-orientations",
  "filters": {
    "documentKinds": [],
    "sourceTypes": [],
    "orientations": []
  },
  "total": 5,
  "page": 1,
  "pageSize": 24,
  "pageCount": 1,
  "rows": [
    {
      "docId": "019f6b8f-1ee8-7619-8028-2f5330c04706",
      "docSlug": "jarvis-greenhill-wesco-financial-presentation-dec-2010",
      "documentTitle": "Greenhill Wesco Financial Presentation Dec 2010",
      "authorId": "greenhill-wesco-financial-presentation-dec-2010",
      "authorName": null,
      "documentKindSlug": "activist-deck",
      "documentKindLabel": "Activist deck",
      "sourceTypeSlug": "activist_investor",
      "sourceTypeLabel": "Activist investor",
      "presentationDate": "2010-12-01 00:00:00",
      "orientation": null,
      "aspectRatio": null,
      "pageNumber": 22,
      "slideType": "appendix_data",
      "function": "analyze_data",
      "notes": "The slide argues that the company's true performance is higher than reported when adjusting for specific accounting and market factors.",
      "imagePath": null,
      "matchCount": 1,
      "evidence": "Normalization of ROE to reflect underlying investment performance.",
      "slideHref": "/slides/019f6b8f-1ee8-7619-8028-2f5330c04706/22",
      "deckHref": "/decks/019f6b8f-1ee8-7619-8028-2f5330c04706",
      "deckAnchorHref": "/decks/019f6b8f-1ee8-7619-8028-2f5330c04706#slide-22",
      "loopMatches": [],
      "arcBeatMatches": [
        {
          "to": 25,
          "from": 21,
          "beatId": "e8fba163-3df3-4b80-be2b-02b6d2845836",
          "arcName": "The Sequoia Pitch",
          "arcSlug": "sequoia-pitch",
          "beatName": "Financials",
          "beatSlug": "sequoia-pitch-financials",
          "evidence": "The presentation includes return on equity analysis and book yield on fixed income investments",
          "position": 4,
          "confidence": 0.7,
          "parentBeatName": "Evidence",
          "parentBeatSlug": "evidence"
        }
      ],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019f6b8f-2c24-765a-97b8-82631955283d",
      "docSlug": "jarvis-legion-genesco-presentation-june-2021",
      "documentTitle": "Legion Genesco Presentation June 2021",
      "authorId": "legion-genesco-presentation-june-2021",
      "authorName": null,
      "documentKindSlug": "activist-deck",
      "documentKindLabel": "Activist deck",
      "sourceTypeSlug": "activist_investor",
      "sourceTypeLabel": "Activist investor",
      "presentationDate": "2021-06-01 00:00:00",
      "orientation": null,
      "aspectRatio": null,
      "pageNumber": 43,
      "slideType": "expose_contradiction",
      "function": "expose_contradiction",
      "notes": "The slide uses a combination of a bar chart for ROIC and a line chart for share price to demonstrate value destruction.",
      "imagePath": null,
      "matchCount": 1,
      "evidence": "Comparison of ROIC against WACC to demonstrate value destruction.",
      "slideHref": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/43",
      "deckHref": "/decks/019f6b8f-2c24-765a-97b8-82631955283d",
      "deckAnchorHref": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-43",
      "loopMatches": [
        {
          "to": 50,
          "from": 38,
          "name": "Iceberg",
          "slug": "10-iceberg",
          "bestFor": "Consulting, complex problem solving, organizational change",
          "matchId": "a826021a-b107-42a0-a96f-01a52cc89cfe",
          "evidence": "The deck uses various metrics to show Genesco's underperformance compared to peers.",
          "position": 0,
          "objective": "Reveal the true extent of Genesco's underperformance",
          "structure": "The Symptom (Visible) -> The System (Hidden) -> The Root Cause",
          "confidence": 0.7,
          "description": "Reveal that the visible problem is merely a symptom of a deeper root cause"
        }
      ],
      "arcBeatMatches": [],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019f6b8f-6190-773e-9bd4-0558788ae38e",
      "docSlug": "jarvis-seedcamp-fund-iv-small-and-flat",
      "documentTitle": "Seedcamp fund iv small and flat",
      "authorId": "seedcamp-fund-iv-small-and-flat",
      "authorName": null,
      "documentKindSlug": "pitchdeck",
      "documentKindLabel": "Pitch deck",
      "sourceTypeSlug": "vc_research",
      "sourceTypeLabel": "VC research",
      "presentationDate": null,
      "orientation": null,
      "aspectRatio": null,
      "pageNumber": 25,
      "slideType": "traction",
      "function": "show_traction",
      "notes": null,
      "imagePath": null,
      "matchCount": 1,
      "evidence": "Presentation of VC fund performance metrics (TVPI, DPI, IRR)",
      "slideHref": "/slides/019f6b8f-6190-773e-9bd4-0558788ae38e/25",
      "deckHref": "/decks/019f6b8f-6190-773e-9bd4-0558788ae38e",
      "deckAnchorHref": "/decks/019f6b8f-6190-773e-9bd4-0558788ae38e#slide-25",
      "loopMatches": [
        {
          "to": 28,
          "from": 25,
          "name": "Cost Of Inaction",
          "slug": "27-cost-of-inaction",
          "bestFor": "Urgent budget requests, compliance, risk mitigation",
          "matchId": "ab86c13e-a5e5-4aab-ae5c-9f646287518d",
          "evidence": "Slides 25-28 present Seedcamp's performance and metrics.",
          "position": 1,
          "objective": "The cost of inaction for LPs",
          "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point",
          "confidence": 0.6,
          "description": "Quantify what happens if the audience does nothing"
        }
      ],
      "arcBeatMatches": [],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019f6b8f-6a7b-7439-a2d1-f1c88e2f670d",
      "docSlug": "jarvis-starboard-value-wix-presentation-october-2022",
      "documentTitle": "Starboard Value Wix Presentation October 2022",
      "authorId": "starboard-value-wix-presentation-october-2022",
      "authorName": null,
      "documentKindSlug": "activist-deck",
      "documentKindLabel": "Activist deck",
      "sourceTypeSlug": "activist_investor",
      "sourceTypeLabel": "Activist investor",
      "presentationDate": "2022-10-01 00:00:00",
      "orientation": null,
      "aspectRatio": null,
      "pageNumber": 19,
      "slideType": "thesis_headline",
      "function": "quantify_opportunity",
      "notes": "The chart uses a break in the x-axis between CY2022E and CY2025E to indicate a multi-year gap.",
      "imagePath": null,
      "matchCount": 1,
      "evidence": "Focus on combined revenue growth and FCF margin as a metric for operational improvement.",
      "slideHref": "/slides/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d/19",
      "deckHref": "/decks/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d",
      "deckAnchorHref": "/decks/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d#slide-19",
      "loopMatches": [],
      "arcBeatMatches": [
        {
          "to": 23,
          "from": 4,
          "beatId": "b9248ea1-8333-46ec-b63f-9134c9f2b9e3",
          "arcName": "The Consultant's Gambit",
          "arcSlug": "consultants-gambit",
          "beatName": "Problem & Complication",
          "beatSlug": "consultants-gambit-problem-complication",
          "evidence": "The document highlights the problems and complications faced by Wix, Splunk, and Salesforce, including decelerated revenue growth, compressed margins, and subpar mix of growth and profitability.",
          "position": 1,
          "confidence": 0.8,
          "parentBeatName": "Complication",
          "parentBeatSlug": "complication"
        },
        {
          "to": 64,
          "from": 19,
          "beatId": "d0aac4aa-f911-4562-96b8-bc225a9cfcda",
          "arcName": "The Consultant's Gambit",
          "arcSlug": "consultants-gambit",
          "beatName": "Solution & Approach",
          "beatSlug": "consultants-gambit-solution-approach",
          "evidence": "The document presents Starboard Value's solution and approach to improve growth and profitability in Wix, Splunk, and Salesforce.",
          "position": 2,
          "confidence": 0.8,
          "parentBeatName": "Turn",
          "parentBeatSlug": "turn"
        }
      ],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019f6b8f-6a7b-7439-a2d1-f1c88e2f670d",
      "docSlug": "jarvis-starboard-value-wix-presentation-october-2022",
      "documentTitle": "Starboard Value Wix Presentation October 2022",
      "authorId": "starboard-value-wix-presentation-october-2022",
      "authorName": null,
      "documentKindSlug": "activist-deck",
      "documentKindLabel": "Activist deck",
      "sourceTypeSlug": "activist_investor",
      "sourceTypeLabel": "Activist investor",
      "presentationDate": "2022-10-01 00:00:00",
      "orientation": null,
      "aspectRatio": null,
      "pageNumber": 28,
      "slideType": "thesis_headline",
      "function": "quantify_opportunity",
      "notes": "Uses two green dashed-border callout boxes to highlight key financial projections.",
      "imagePath": null,
      "matchCount": 1,
      "evidence": "Focus on FCF per share and valuation multiples as drivers of shareholder value.",
      "slideHref": "/slides/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d/28",
      "deckHref": "/decks/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d",
      "deckAnchorHref": "/decks/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d#slide-28",
      "loopMatches": [],
      "arcBeatMatches": [
        {
          "to": 64,
          "from": 19,
          "beatId": "d0aac4aa-f911-4562-96b8-bc225a9cfcda",
          "arcName": "The Consultant's Gambit",
          "arcSlug": "consultants-gambit",
          "beatName": "Solution & Approach",
          "beatSlug": "consultants-gambit-solution-approach",
          "evidence": "The document presents Starboard Value's solution and approach to improve growth and profitability in Wix, Splunk, and Salesforce.",
          "position": 2,
          "confidence": 0.8,
          "parentBeatName": "Turn",
          "parentBeatSlug": "turn"
        }
      ],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    }
  ]
}