{
  "kind": "framework",
  "value": "investment-thesis",
  "collectionKey": "slides:framework:investment-thesis:all-document-kinds:all-producers:all-orientations",
  "filters": {
    "documentKinds": [],
    "sourceTypes": [],
    "orientations": []
  },
  "total": 26,
  "page": 1,
  "pageSize": 24,
  "pageCount": 2,
  "rows": [
    {
      "docId": "019dd923-622c-750b-8b9b-c622cb82b5b7",
      "docSlug": "62936067f4f8",
      "documentTitle": "Pershing Square Holdings Portfolio (multi-position) (PSH)",
      "authorId": "01_Pershing_Square",
      "authorName": "William Ackman",
      "documentKindSlug": "activist-deck",
      "documentKindLabel": "Activist deck",
      "sourceTypeSlug": "activist_investor",
      "sourceTypeLabel": "Activist investor",
      "presentationDate": "2017-01-26 00:00:00",
      "orientation": "landscape",
      "aspectRatio": 1.3333334,
      "pageNumber": 42,
      "slideType": "thesis_headline",
      "function": "frame_situation",
      "notes": "Uses a 'buy the dip' investment thesis logic.",
      "imagePath": null,
      "matchCount": 1,
      "evidence": "The slide outlines a rationale for buying a stock based on temporary market conditions.",
      "slideHref": "/slides/019dd923-622c-750b-8b9b-c622cb82b5b7/42",
      "deckHref": "/decks/019dd923-622c-750b-8b9b-c622cb82b5b7",
      "deckAnchorHref": "/decks/019dd923-622c-750b-8b9b-c622cb82b5b7#slide-42",
      "loopMatches": [],
      "arcBeatMatches": [
        {
          "to": 95,
          "from": 15,
          "beatId": "4730cd1b-0114-4ab3-afd3-5c0e7aee6451",
          "arcName": "Monroe's Motivated Sequence",
          "arcSlug": "monroes-sequence",
          "beatName": "Satisfaction",
          "beatSlug": "monroes-sequence-satisfaction",
          "evidence": "The document provides a comprehensive update on the fund's current portfolio, highlighting progress and positive returns.",
          "position": 2,
          "confidence": 0.8,
          "parentBeatName": "Turn",
          "parentBeatSlug": "turn"
        }
      ],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019dd923-622c-750b-8b9b-d46665ea105d",
      "docSlug": "175fe2d5ffde",
      "documentTitle": "Pershing Square Holdings Portfolio (multi-position) (PSH)",
      "authorId": "01_Pershing_Square",
      "authorName": "William Ackman",
      "documentKindSlug": "activist-deck",
      "documentKindLabel": "Activist deck",
      "sourceTypeSlug": "activist_investor",
      "sourceTypeLabel": "Activist investor",
      "presentationDate": "2018-01-29 00:00:00",
      "orientation": "landscape",
      "aspectRatio": 1.3333334,
      "pageNumber": 35,
      "slideType": "thesis_headline",
      "function": "quantify_opportunity",
      "notes": "The slide uses a structured argument format to justify a long position.",
      "imagePath": null,
      "matchCount": 1,
      "evidence": "Structured argument presenting current valuation, concerns, and future catalysts.",
      "slideHref": "/slides/019dd923-622c-750b-8b9b-d46665ea105d/35",
      "deckHref": "/decks/019dd923-622c-750b-8b9b-d46665ea105d",
      "deckAnchorHref": "/decks/019dd923-622c-750b-8b9b-d46665ea105d#slide-35",
      "loopMatches": [
        {
          "to": 48,
          "from": 32,
          "name": "Before After",
          "slug": "21-before-after",
          "bestFor": "Product demos, process improvements, ROI justification",
          "matchId": "bc29dbe1-8e85-4e88-87cb-338ac56e26ab",
          "evidence": "The document highlights the performance of various portfolio companies.",
          "position": 1,
          "objective": "To show the progress of specific investments.",
          "structure": "The Old Way (Pain) -> The Moment of Change -> The New Way (Glory) -> The Measurable Delta",
          "confidence": 0.6,
          "description": "Show the dramatic contrast between the old way and the new way through side-by-side comparison"
        }
      ],
      "arcBeatMatches": [],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019dd923-5e88-73ef-bd5e-4fa3e83c9e69",
      "docSlug": "f1544389d3f64e2e",
      "documentTitle": "2024 Q1 Investor Briefing",
      "authorId": "Curtiss-Wright",
      "authorName": "Curtiss-Wright",
      "documentKindSlug": "consulting-deck",
      "documentKindLabel": "Consulting deck",
      "sourceTypeSlug": "strategy_consulting",
      "sourceTypeLabel": "Strategy consulting",
      "presentationDate": null,
      "orientation": "landscape",
      "aspectRatio": 1.778,
      "pageNumber": 3,
      "slideType": "executive_summary",
      "function": "summarize",
      "notes": "The slide uses a numbered process flow to outline the core investment pillars.",
      "imagePath": null,
      "matchCount": 1,
      "evidence": "The slide outlines the core pillars of the company's value proposition to investors.",
      "slideHref": "/slides/019dd923-5e88-73ef-bd5e-4fa3e83c9e69/3",
      "deckHref": "/decks/019dd923-5e88-73ef-bd5e-4fa3e83c9e69",
      "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5e-4fa3e83c9e69#slide-3",
      "loopMatches": [],
      "arcBeatMatches": [
        {
          "to": 4,
          "from": 1,
          "beatId": "41db218d-b331-4bce-967d-bbaa35337d8a",
          "arcName": "The Sequoia Pitch",
          "arcSlug": "sequoia-pitch",
          "beatName": "Setup",
          "beatSlug": "setup",
          "evidence": "Introduction to Curtiss-Wright and its investment story",
          "position": 0,
          "confidence": 0.8,
          "parentBeatName": null,
          "parentBeatSlug": null
        }
      ],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019dd923-5e88-73ef-bd5e-4fa3e83c9e69",
      "docSlug": "f1544389d3f64e2e",
      "documentTitle": "2024 Q1 Investor Briefing",
      "authorId": "Curtiss-Wright",
      "authorName": "Curtiss-Wright",
      "documentKindSlug": "consulting-deck",
      "documentKindLabel": "Consulting deck",
      "sourceTypeSlug": "strategy_consulting",
      "sourceTypeLabel": "Strategy consulting",
      "presentationDate": null,
      "orientation": "landscape",
      "aspectRatio": 1.778,
      "pageNumber": 22,
      "slideType": "executive_summary",
      "function": "summarize",
      "notes": "The slide uses a numbered process flow to outline the investment story.",
      "imagePath": null,
      "matchCount": 1,
      "evidence": "The slide outlines five pillars of the company's investment story.",
      "slideHref": "/slides/019dd923-5e88-73ef-bd5e-4fa3e83c9e69/22",
      "deckHref": "/decks/019dd923-5e88-73ef-bd5e-4fa3e83c9e69",
      "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5e-4fa3e83c9e69#slide-22",
      "loopMatches": [],
      "arcBeatMatches": [],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019dd923-622c-750b-8b9c-242e23015294",
      "docSlug": "cb06bd893f1e",
      "documentTitle": "Pershing Square Holdings Portfolio (multi-position) (PSH)",
      "authorId": "01_Pershing_Square",
      "authorName": "Pershing Square Holdings",
      "documentKindSlug": "activist-deck",
      "documentKindLabel": "Activist deck",
      "sourceTypeSlug": "activist_investor",
      "sourceTypeLabel": "Activist investor",
      "presentationDate": "2026-02-11 00:00:00",
      "orientation": "landscape",
      "aspectRatio": 1.3333334,
      "pageNumber": 54,
      "slideType": "key_takeaways",
      "function": "summarize",
      "notes": "Slide 54 from a Pershing Square activist deck.",
      "imagePath": null,
      "matchCount": 1,
      "evidence": "The slide explicitly structures arguments to support a 'partnership' investment thesis.",
      "slideHref": "/slides/019dd923-622c-750b-8b9c-242e23015294/54",
      "deckHref": "/decks/019dd923-622c-750b-8b9c-242e23015294",
      "deckAnchorHref": "/decks/019dd923-622c-750b-8b9c-242e23015294#slide-54",
      "loopMatches": [],
      "arcBeatMatches": [
        {
          "to": 85,
          "from": 34,
          "beatId": "e9293ecd-c884-41d2-86fc-5536cd9fc2a4",
          "arcName": "Monroe's Motivated Sequence",
          "arcSlug": "monroes-sequence",
          "beatName": "Action",
          "beatSlug": "monroes-sequence-action",
          "evidence": "The document concludes with a business and organizational update, market developments, and equity portfolio update",
          "position": 3,
          "confidence": 0.8,
          "parentBeatName": "Resolution",
          "parentBeatSlug": "resolution"
        }
      ],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019dd923-622c-750b-8b9c-242e23015294",
      "docSlug": "cb06bd893f1e",
      "documentTitle": "Pershing Square Holdings Portfolio (multi-position) (PSH)",
      "authorId": "01_Pershing_Square",
      "authorName": "Pershing Square Holdings",
      "documentKindSlug": "activist-deck",
      "documentKindLabel": "Activist deck",
      "sourceTypeSlug": "activist_investor",
      "sourceTypeLabel": "Activist investor",
      "presentationDate": "2026-02-11 00:00:00",
      "orientation": "landscape",
      "aspectRatio": 1.3333334,
      "pageNumber": 60,
      "slideType": "thesis_headline",
      "function": "summarize",
      "notes": "The slide uses a structured list format to present the investment thesis.",
      "imagePath": null,
      "matchCount": 1,
      "evidence": "Structured argument presenting company quality, growth drivers, and valuation discount.",
      "slideHref": "/slides/019dd923-622c-750b-8b9c-242e23015294/60",
      "deckHref": "/decks/019dd923-622c-750b-8b9c-242e23015294",
      "deckAnchorHref": "/decks/019dd923-622c-750b-8b9c-242e23015294#slide-60",
      "loopMatches": [],
      "arcBeatMatches": [
        {
          "to": 85,
          "from": 34,
          "beatId": "e9293ecd-c884-41d2-86fc-5536cd9fc2a4",
          "arcName": "Monroe's Motivated Sequence",
          "arcSlug": "monroes-sequence",
          "beatName": "Action",
          "beatSlug": "monroes-sequence-action",
          "evidence": "The document concludes with a business and organizational update, market developments, and equity portfolio update",
          "position": 3,
          "confidence": 0.8,
          "parentBeatName": "Resolution",
          "parentBeatSlug": "resolution"
        }
      ],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019de073-71f8-7553-b174-9960dd207538",
      "docSlug": "a768536e17853f71ba05e8b401ae31f0",
      "documentTitle": "Advantage Solutions | Investor Presentation Deck | 26 slides",
      "authorId": "advantage-solutions",
      "authorName": "Advantage Solutions",
      "documentKindSlug": "pitchdeck",
      "documentKindLabel": "Pitch deck",
      "sourceTypeSlug": "investor_relations",
      "sourceTypeLabel": "Investor relations",
      "presentationDate": "2022-09-01 00:00:00",
      "orientation": "landscape",
      "aspectRatio": 1.7777778,
      "pageNumber": 12,
      "slideType": "traction",
      "function": "show_traction",
      "notes": "The slide uses a 'do's and don'ts' framework for M&A strategy.",
      "imagePath": null,
      "matchCount": 1,
      "evidence": "The slide outlines the criteria for M&A investments and the rationale for the strategy.",
      "slideHref": "/slides/019de073-71f8-7553-b174-9960dd207538/12",
      "deckHref": "/decks/019de073-71f8-7553-b174-9960dd207538",
      "deckAnchorHref": "/decks/019de073-71f8-7553-b174-9960dd207538#slide-12",
      "loopMatches": [
        {
          "to": 12,
          "from": 12,
          "name": "Quick Win Big Bet",
          "slug": "47-quick-win-big-bet",
          "bestFor": "Transformation planning, 100-day plans, resource allocation",
          "matchId": "4f2a1e0b-5da6-4c12-921f-c6381a10d2fa",
          "evidence": "Strategic and Financially Attractive Acquisition Program",
          "position": 1,
          "objective": "What are the strategic and financially attractive acquisition opportunities?",
          "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap",
          "confidence": 0.6,
          "description": "Separate initiatives into immediate wins and longer-term strategic bets"
        }
      ],
      "arcBeatMatches": [
        {
          "to": 15,
          "from": 9,
          "beatId": "e3e83e67-4f5e-4469-9202-47dd3c12451f",
          "arcName": "The Sequoia Pitch",
          "arcSlug": "sequoia-pitch",
          "beatName": "Traction",
          "beatSlug": null,
          "evidence": "Long-term clients drive recurring revenue streams, 2021 trends rebounded nicely, 2022 Q2 results in line with expectations",
          "position": 3,
          "confidence": 0.8,
          "parentBeatName": null,
          "parentBeatSlug": null
        }
      ],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019dd923-605c-759f-b6b0-117f3db4e563",
      "docSlug": "bi-0a306436ea762a50",
      "documentTitle": "Climate VC World Fund adds PwC as anchor LP to $365 million fund",
      "authorId": "Pitchdecks",
      "authorName": "World Fund",
      "documentKindSlug": "pitchdeck",
      "documentKindLabel": "Pitch deck",
      "sourceTypeSlug": "strategy_consulting",
      "sourceTypeLabel": "Strategy consulting",
      "presentationDate": null,
      "orientation": "landscape",
      "aspectRatio": 1.778,
      "pageNumber": 7,
      "slideType": "thesis_headline",
      "function": "inspire_vision",
      "notes": "The chart uses a wave-like visualization to represent sectors, with a horizontal threshold line at 100MT.",
      "imagePath": null,
      "matchCount": 1,
      "evidence": "The slide explicitly states 'Our thesis' and defines the criteria for investment (100 Mt CO2e).",
      "slideHref": "/slides/019dd923-605c-759f-b6b0-117f3db4e563/7",
      "deckHref": "/decks/019dd923-605c-759f-b6b0-117f3db4e563",
      "deckAnchorHref": "/decks/019dd923-605c-759f-b6b0-117f3db4e563#slide-7",
      "loopMatches": [
        {
          "to": 7,
          "from": 5,
          "name": "Golden Circle",
          "slug": "11-golden-circle",
          "bestFor": "Visionary leadership, brand positioning, mission statements",
          "matchId": "5c872c55-50e0-4140-93ed-0efed92cc60e",
          "evidence": "We focus on accelerating Europe’s climate tech leadership and invest in tech with a CPP of at least 100 Mt CO2e yearly",
          "position": 1,
          "objective": "Why we invest in climate tech",
          "structure": "The Why (Belief) -> The How (Process) -> The What (Result)",
          "confidence": 0.7,
          "description": "Invert the typical pitch by starting with why you exist, rather than what you do"
        }
      ],
      "arcBeatMatches": [
        {
          "to": 7,
          "from": 5,
          "beatId": "f278ce94-fef4-4b7a-9533-dc3268f33e15",
          "arcName": "The Sequoia Pitch",
          "arcSlug": "sequoia-pitch",
          "beatName": "Solution",
          "beatSlug": "sequoia-pitch-solution",
          "evidence": "We focus on accelerating Europe’s climate tech leadership and invest in tech with a CPP of at least 100 Mt CO2e yearly",
          "position": 1,
          "confidence": 0.8,
          "parentBeatName": "Turn",
          "parentBeatSlug": "turn"
        }
      ],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019dd923-622c-750b-8b9c-2e2276933d3a",
      "docSlug": "b3d6851b3cc0",
      "documentTitle": "BMC Software (BMC)",
      "authorId": "02_Elliott_Management",
      "authorName": "Elliott Management",
      "documentKindSlug": "activist-deck",
      "documentKindLabel": "Activist deck",
      "sourceTypeSlug": "activist_investor",
      "sourceTypeLabel": "Activist investor",
      "presentationDate": "2012-05-31 00:00:00",
      "orientation": "portrait",
      "aspectRatio": 0.70665085,
      "pageNumber": 55,
      "slideType": "competitive_analysis",
      "function": "size_opportunity",
      "notes": "The slide uses a list of PE firms and their portfolio companies to demonstrate market activity and interest in the software sector.",
      "imagePath": null,
      "matchCount": 1,
      "evidence": "The slide explicitly lists the rationale for a PE acquisition (market growth, margin improvement, exit strategy).",
      "slideHref": "/slides/019dd923-622c-750b-8b9c-2e2276933d3a/55",
      "deckHref": "/decks/019dd923-622c-750b-8b9c-2e2276933d3a",
      "deckAnchorHref": "/decks/019dd923-622c-750b-8b9c-2e2276933d3a#slide-55",
      "loopMatches": [],
      "arcBeatMatches": [],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019de070-e28f-705f-b9d4-e7f0edbbf006",
      "docSlug": "0cfa5c73666c2ec46bec73669cffebe9",
      "documentTitle": "Eutelsat | Mergers and Acquisitions Presentation Deck | 22 slides",
      "authorId": "eutelsat",
      "authorName": "Eutelsat",
      "documentKindSlug": "conference-presentation",
      "documentKindLabel": "Conference presentation",
      "sourceTypeSlug": "investment_bank",
      "sourceTypeLabel": "Investment bank",
      "presentationDate": "2021-04-01 00:00:00",
      "orientation": "landscape",
      "aspectRatio": 1.7777778,
      "pageNumber": 15,
      "slideType": "thesis_headline",
      "function": "size_opportunity",
      "notes": "The slide uses a structured three-part argument (Opportunity, Timing, Pricing) to justify an investment decision.",
      "imagePath": null,
      "matchCount": 1,
      "evidence": "Structured as Opportunity, Timing, Pricing",
      "slideHref": "/slides/019de070-e28f-705f-b9d4-e7f0edbbf006/15",
      "deckHref": "/decks/019de070-e28f-705f-b9d4-e7f0edbbf006",
      "deckAnchorHref": "/decks/019de070-e28f-705f-b9d4-e7f0edbbf006#slide-15",
      "loopMatches": [
        {
          "to": 19,
          "from": 3,
          "name": "Golden Circle",
          "slug": "11-golden-circle",
          "bestFor": "Visionary leadership, brand positioning, mission statements",
          "matchId": "85b0a1bc-47f8-4763-8cac-a81921860ba1",
          "evidence": "The document follows the Golden Circle structure: Why (slide 3), How (slides 7-12), What (slides 13-19)",
          "position": 0,
          "objective": "Why-How-What",
          "structure": "The Why (Belief) -> The How (Process) -> The What (Result)",
          "confidence": 0.7,
          "description": "Invert the typical pitch by starting with why you exist, rather than what you do"
        }
      ],
      "arcBeatMatches": [
        {
          "to": 17,
          "from": 13,
          "beatId": "e6537275-12dc-4520-87db-4ab02c4974e6",
          "arcName": "The Consultant's Gambit",
          "arcSlug": "consultants-gambit",
          "beatName": "Evidence & Proof",
          "beatSlug": "consultants-gambit-evidence-proof",
          "evidence": "Slides 13-17 provide evidence and proof of the solution",
          "position": 3,
          "confidence": 0.8,
          "parentBeatName": "Evidence",
          "parentBeatSlug": "evidence"
        }
      ],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019dd923-5de0-76bd-a166-391e2c852a5a",
      "docSlug": "559c9d6aef9f89ae",
      "documentTitle": "Fiscal Year 2021 First Quarter",
      "authorId": "misc",
      "authorName": "Booz Allen Hamilton",
      "documentKindSlug": "consulting-deck",
      "documentKindLabel": "Consulting deck",
      "sourceTypeSlug": "strategy_consulting",
      "sourceTypeLabel": "Strategy consulting",
      "presentationDate": null,
      "orientation": "landscape",
      "aspectRatio": 1.333,
      "pageNumber": 14,
      "slideType": "financial_analysis",
      "function": "quantify_impact",
      "notes": "The slide uses a bar-grouped chart to demonstrate superior dividend growth compared to peers, reinforcing the investment thesis.",
      "imagePath": null,
      "matchCount": 1,
      "evidence": "Explicitly stated as the core message of the slide",
      "slideHref": "/slides/019dd923-5de0-76bd-a166-391e2c852a5a/14",
      "deckHref": "/decks/019dd923-5de0-76bd-a166-391e2c852a5a",
      "deckAnchorHref": "/decks/019dd923-5de0-76bd-a166-391e2c852a5a#slide-14",
      "loopMatches": [
        {
          "to": 14,
          "from": 3,
          "name": "Golden Circle",
          "slug": "11-golden-circle",
          "bestFor": "Visionary leadership, brand positioning, mission statements",
          "matchId": "65a65a06-9409-4060-bf37-19a330dfbe06",
          "evidence": "The deck uses a golden circle structure, starting with 'why' (invest in Booz Allen Hamilton), then 'how' (strategic alignment and financial performance), and 'what' (company history and growth strategy).",
          "position": 0,
          "objective": "Why invest in Booz Allen Hamilton",
          "structure": "The Why (Belief) -> The How (Process) -> The What (Result)",
          "confidence": 0.7,
          "description": "Invert the typical pitch by starting with why you exist, rather than what you do"
        }
      ],
      "arcBeatMatches": [
        {
          "to": 14,
          "from": 7,
          "beatId": "79e0d318-2695-4837-90a2-1f53533c9261",
          "arcName": "AIDA",
          "arcSlug": "aida",
          "beatName": "Desire",
          "beatSlug": "aida-desire",
          "evidence": "The slides highlighting strategic alignment, vision 2020 growth strategy, and financial performance create a desire to invest in the company.",
          "position": 2,
          "confidence": 0.8,
          "parentBeatName": "Evidence",
          "parentBeatSlug": "evidence"
        }
      ],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019dd923-622b-71dc-a6dd-b26e417ec3c7",
      "docSlug": "fda66eac2d71",
      "documentTitle": "REIT sector (thematic)",
      "authorId": "26_Land_and_Buildings",
      "authorName": "Land and Buildings",
      "documentKindSlug": "research-note",
      "documentKindLabel": "Research note",
      "sourceTypeSlug": "activist_investor",
      "sourceTypeLabel": "Activist investor",
      "presentationDate": "2021-11-01 00:00:00",
      "orientation": "portrait",
      "aspectRatio": 0.7777778,
      "pageNumber": 3,
      "slideType": "key_takeaways",
      "function": "summarize",
      "notes": "Includes specific stock tickers (AVB, AMH, PSA, FR) as investment examples.",
      "imagePath": null,
      "matchCount": 1,
      "evidence": "The slide presents a structured argument for specific asset classes as inflation hedges.",
      "slideHref": "/slides/019dd923-622b-71dc-a6dd-b26e417ec3c7/3",
      "deckHref": "/decks/019dd923-622b-71dc-a6dd-b26e417ec3c7",
      "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dd-b26e417ec3c7#slide-3",
      "loopMatches": [
        {
          "to": 4,
          "from": 2,
          "name": "Cost Of Inaction",
          "slug": "27-cost-of-inaction",
          "bestFor": "Urgent budget requests, compliance, risk mitigation",
          "matchId": "95204ac5-804f-4fb0-9464-8def70e49590",
          "evidence": "The document implies that choosing the wrong type of real estate can result in poor returns, highlighting the cost of inaction.",
          "position": 0,
          "objective": "Highlight the cost of not choosing the right inflation hedge",
          "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": [
        {
          "to": 3,
          "from": 3,
          "beatId": "1ff75b53-c3bc-4217-bc7e-469b3492cc4e",
          "arcName": "Problem-Agitate-Solution",
          "arcSlug": "problem-agitate-solution",
          "beatName": "Solution (Provide relief)",
          "beatSlug": "problem-agitate-solution-solution-provide-relief",
          "evidence": "The document provides a solution by recommending specific property types that make good inflation hedges.",
          "position": 2,
          "confidence": 0.8,
          "parentBeatName": "Resolution",
          "parentBeatSlug": "resolution"
        }
      ],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019dd923-622c-750b-8b96-54d2d65f46fb",
      "docSlug": "f004c0c14f61",
      "documentTitle": "Bolloré SA (BOL FP)",
      "authorId": "51_Muddy_Waters",
      "authorName": "Carson C Block",
      "documentKindSlug": "research-note",
      "documentKindLabel": "Research note",
      "sourceTypeSlug": "short_seller",
      "sourceTypeLabel": "Short seller",
      "presentationDate": "2015-02-17 00:00:00",
      "orientation": "portrait",
      "aspectRatio": 0.78790915,
      "pageNumber": 3,
      "slideType": "executive_summary",
      "function": "summarize",
      "notes": "The slide uses a 'Breton Pulleys' metaphor to describe the circular ownership structure.",
      "imagePath": null,
      "matchCount": 1,
      "evidence": "The slide presents a clear 'long' position supported by valuation and structural analysis.",
      "slideHref": "/slides/019dd923-622c-750b-8b96-54d2d65f46fb/3",
      "deckHref": "/decks/019dd923-622c-750b-8b96-54d2d65f46fb",
      "deckAnchorHref": "/decks/019dd923-622c-750b-8b96-54d2d65f46fb#slide-3",
      "loopMatches": [
        {
          "to": 3,
          "from": 2,
          "name": "Voice Of Customer",
          "slug": "51-voice-of-customer",
          "bestFor": "Product strategy, customer experience, market research",
          "matchId": "3341c0d4-941b-4b0e-8b96-feae96cb55d9",
          "evidence": "Executive summary highlighting arbitrage opportunities",
          "position": 1,
          "objective": "Understand investor concerns",
          "structure": "What Customers Say (Verbatim) -> The Pattern Across Voices -> The Insight -> The Response",
          "confidence": 0.6,
          "description": "Let customer quotes and feedback drive the narrative and validate the insight"
        }
      ],
      "arcBeatMatches": [
        {
          "to": 3,
          "from": 2,
          "beatId": "0220dda4-fdf7-45cc-8f6b-e486f119518e",
          "arcName": "The Sequoia Pitch",
          "arcSlug": "sequoia-pitch",
          "beatName": "Problem",
          "beatSlug": "sequoia-pitch-problem",
          "evidence": "Description of Bolloré's complex structure",
          "position": 0,
          "confidence": 0.8,
          "parentBeatName": "Complication",
          "parentBeatSlug": "complication"
        }
      ],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019de510-a1d8-7014-ae07-8cadfe2398cb",
      "docSlug": "579e6aa6cce9232f6971d53956b441b7",
      "documentTitle": "Nerdy | SPAC Presentation Deck | 52 slides",
      "authorId": "nerdy",
      "authorName": "Nerdy",
      "documentKindSlug": "pitchdeck",
      "documentKindLabel": "Pitch deck",
      "sourceTypeSlug": "investment_bank",
      "sourceTypeLabel": "Investment bank",
      "presentationDate": "2021-03-01 00:00:00",
      "orientation": "landscape",
      "aspectRatio": 1.7777778,
      "pageNumber": 8,
      "slideType": "executive_summary",
      "function": "summarize",
      "notes": "The slide uses a structured list format to present seven distinct investment pillars.",
      "imagePath": null,
      "matchCount": 1,
      "evidence": "Structured list of strategic pillars supporting an investment case.",
      "slideHref": "/slides/019de510-a1d8-7014-ae07-8cadfe2398cb/8",
      "deckHref": "/decks/019de510-a1d8-7014-ae07-8cadfe2398cb",
      "deckAnchorHref": "/decks/019de510-a1d8-7014-ae07-8cadfe2398cb#slide-8",
      "loopMatches": [],
      "arcBeatMatches": [],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019dd923-5e88-73ef-bd57-d1f41442ce98",
      "docSlug": "a6c3f029ae331a14",
      "documentTitle": "original",
      "authorId": "BoozAllenHamilton",
      "authorName": "Booz Allen Hamilton",
      "documentKindSlug": "consulting-deck",
      "documentKindLabel": "Consulting deck",
      "sourceTypeSlug": "strategy_consulting",
      "sourceTypeLabel": "Strategy consulting",
      "presentationDate": null,
      "orientation": "landscape",
      "aspectRatio": 1.333,
      "pageNumber": 14,
      "slideType": "financial_analysis",
      "function": "quantify_impact",
      "notes": "The slide uses a bar-grouped chart to demonstrate superior dividend growth compared to peers, reinforcing the investment thesis.",
      "imagePath": null,
      "matchCount": 1,
      "evidence": "Explicitly stated as the core message of the slide",
      "slideHref": "/slides/019dd923-5e88-73ef-bd57-d1f41442ce98/14",
      "deckHref": "/decks/019dd923-5e88-73ef-bd57-d1f41442ce98",
      "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd57-d1f41442ce98#slide-14",
      "loopMatches": [
        {
          "to": 14,
          "from": 3,
          "name": "Golden Circle",
          "slug": "11-golden-circle",
          "bestFor": "Visionary leadership, brand positioning, mission statements",
          "matchId": "45face1f-6f33-4650-9515-56ab2191c0ea",
          "evidence": "The deck presents a clear why-how-what narrative",
          "position": 0,
          "objective": "Why invest in Booz Allen Hamilton?",
          "structure": "The Why (Belief) -> The How (Process) -> The What (Result)",
          "confidence": 0.7,
          "description": "Invert the typical pitch by starting with why you exist, rather than what you do"
        },
        {
          "to": 14,
          "from": 9,
          "name": "Cost Of Inaction",
          "slug": "27-cost-of-inaction",
          "bestFor": "Urgent budget requests, compliance, risk mitigation",
          "matchId": "389a326d-e706-4e75-9e8a-4bc3d7038d4e",
          "evidence": "The deck implies the costs of inaction through strong earnings growth and shareholder value",
          "position": 1,
          "objective": "What are the costs of not investing in Booz Allen Hamilton?",
          "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": [
        {
          "to": 14,
          "from": 9,
          "beatId": "9670968a-a0df-4fdf-bed6-5731a726a6f7",
          "arcName": "AIDA",
          "arcSlug": "aida",
          "beatName": "Desire",
          "beatSlug": "aida-desire",
          "evidence": "The Vision 2020 growth strategy and financial results create desire for investment",
          "position": 2,
          "confidence": 0.8,
          "parentBeatName": "Evidence",
          "parentBeatSlug": "evidence"
        }
      ],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019dd923-5e88-73ef-bd57-d1f41442ce98",
      "docSlug": "a6c3f029ae331a14",
      "documentTitle": "original",
      "authorId": "BoozAllenHamilton",
      "authorName": "Booz Allen Hamilton",
      "documentKindSlug": "consulting-deck",
      "documentKindLabel": "Consulting deck",
      "sourceTypeSlug": "strategy_consulting",
      "sourceTypeLabel": "Strategy consulting",
      "presentationDate": null,
      "orientation": "landscape",
      "aspectRatio": 1.333,
      "pageNumber": 17,
      "slideType": "kpi_dashboard",
      "function": "summarize",
      "notes": "The slide uses a formulaic structure (Position + Returns + Option Value) to frame financial performance.",
      "imagePath": null,
      "matchCount": 1,
      "evidence": "The slide explicitly structures performance around an 'Updated Investment Thesis' consisting of three pillars.",
      "slideHref": "/slides/019dd923-5e88-73ef-bd57-d1f41442ce98/17",
      "deckHref": "/decks/019dd923-5e88-73ef-bd57-d1f41442ce98",
      "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd57-d1f41442ce98#slide-17",
      "loopMatches": [],
      "arcBeatMatches": [
        {
          "to": 25,
          "from": 15,
          "beatId": "b418adad-9c27-48e3-a7ab-357dad4b9c73",
          "arcName": "AIDA",
          "arcSlug": "aida",
          "beatName": "Action",
          "beatSlug": "aida-action",
          "evidence": "The quarterly performance and financial results encourage action",
          "position": 3,
          "confidence": 0.8,
          "parentBeatName": "Resolution",
          "parentBeatSlug": "resolution"
        }
      ],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019de06f-fac0-7028-97e9-79b5a868635b",
      "docSlug": "a9dbd2afd8b67eb9b43951ae299ef9e4",
      "documentTitle": "Pershing Square | Activist Presentation Deck | 62 slides",
      "authorId": "pershing-square",
      "authorName": "Pershing Square Holdings",
      "documentKindSlug": "deck",
      "documentKindLabel": "Deck",
      "sourceTypeSlug": "activist_investor",
      "sourceTypeLabel": "Activist investor",
      "presentationDate": "2020-02-01 00:00:00",
      "orientation": "landscape",
      "aspectRatio": 1.3333334,
      "pageNumber": 42,
      "slideType": "executive_summary",
      "function": "summarize",
      "notes": "The slide uses a structured list format to present key performance indicators and valuation arguments.",
      "imagePath": null,
      "matchCount": 1,
      "evidence": "Structured presentation of business quality, performance, and valuation",
      "slideHref": "/slides/019de06f-fac0-7028-97e9-79b5a868635b/42",
      "deckHref": "/decks/019de06f-fac0-7028-97e9-79b5a868635b",
      "deckAnchorHref": "/decks/019de06f-fac0-7028-97e9-79b5a868635b#slide-42",
      "loopMatches": [],
      "arcBeatMatches": [
        {
          "to": 49,
          "from": 31,
          "beatId": "4844ba62-45b2-49cd-81b4-4377d9c5ba3b",
          "arcName": "The Sparkline",
          "arcSlug": "sparkline",
          "beatName": "Climax",
          "beatSlug": "mountain-climax",
          "evidence": "The portfolio update section, with its focus on specific investments and their performance, represents a climax in the narrative.",
          "position": 5,
          "confidence": 0.8,
          "parentBeatName": "Turn",
          "parentBeatSlug": "turn"
        }
      ],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019de072-37d6-7755-8e9e-0a6385739f0c",
      "docSlug": "fb136123164f5e36a5a596a541676b1e",
      "documentTitle": "Pershing Square | Activist Presentation Deck | 68 slides",
      "authorId": "pershing-square",
      "authorName": "Pershing Square Holdings",
      "documentKindSlug": "deck",
      "documentKindLabel": "Deck",
      "sourceTypeSlug": "activist_investor",
      "sourceTypeLabel": "Activist investor",
      "presentationDate": "2022-02-01 00:00:00",
      "orientation": "landscape",
      "aspectRatio": 1.3333334,
      "pageNumber": 25,
      "slideType": "thesis_headline",
      "function": "summarize",
      "notes": null,
      "imagePath": null,
      "matchCount": 1,
      "evidence": "Structured as a summary of key investment drivers and valuation rationale.",
      "slideHref": "/slides/019de072-37d6-7755-8e9e-0a6385739f0c/25",
      "deckHref": "/decks/019de072-37d6-7755-8e9e-0a6385739f0c",
      "deckAnchorHref": "/decks/019de072-37d6-7755-8e9e-0a6385739f0c#slide-25",
      "loopMatches": [],
      "arcBeatMatches": [],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019de074-61d5-77ad-804e-a10cfea572ae",
      "docSlug": "871a150e8685ea20715b43fc3aa48dd4",
      "documentTitle": "Pershing Square | Investor Presentation Deck | 62 slides",
      "authorId": "pershing-square",
      "authorName": "Pershing Square Holdings",
      "documentKindSlug": "pitchdeck",
      "documentKindLabel": "Pitch deck",
      "sourceTypeSlug": "investor_relations",
      "sourceTypeLabel": "Investor relations",
      "presentationDate": "2023-02-01 00:00:00",
      "orientation": "landscape",
      "aspectRatio": 1.2938006,
      "pageNumber": 38,
      "slideType": "key_takeaways",
      "function": "summarize",
      "notes": "This slide is from a Pershing Square investor presentation.",
      "imagePath": null,
      "matchCount": 1,
      "evidence": "Structured as a series of high-level arguments supporting a buy-side thesis.",
      "slideHref": "/slides/019de074-61d5-77ad-804e-a10cfea572ae/38",
      "deckHref": "/decks/019de074-61d5-77ad-804e-a10cfea572ae",
      "deckAnchorHref": "/decks/019de074-61d5-77ad-804e-a10cfea572ae#slide-38",
      "loopMatches": [
        {
          "to": 47,
          "from": 38,
          "name": "Golden Circle",
          "slug": "11-golden-circle",
          "bestFor": "Visionary leadership, brand positioning, mission statements",
          "matchId": "aa731689-e1cf-4f86-93a0-af28e853609d",
          "evidence": "The document provides an update on the portfolio, highlighting key investments and their performance",
          "position": 1,
          "objective": "Explain the investment strategy and portfolio",
          "structure": "The Why (Belief) -> The How (Process) -> The What (Result)",
          "confidence": 0.7,
          "description": "Invert the typical pitch by starting with why you exist, rather than what you do"
        }
      ],
      "arcBeatMatches": [
        {
          "to": 49,
          "from": 38,
          "beatId": "85a51ea2-bd3f-4b75-bc32-97be75d53d9d",
          "arcName": "The Sequoia Pitch",
          "arcSlug": "sequoia-pitch",
          "beatName": "Market Size",
          "beatSlug": "sequoia-pitch-market-size",
          "evidence": "The document provides an update on the portfolio, highlighting key investments and their performance",
          "position": 2,
          "confidence": 0.8,
          "parentBeatName": "Evidence",
          "parentBeatSlug": "evidence"
        }
      ],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019de074-61d5-77ad-804e-a10cfea572ae",
      "docSlug": "871a150e8685ea20715b43fc3aa48dd4",
      "documentTitle": "Pershing Square | Investor Presentation Deck | 62 slides",
      "authorId": "pershing-square",
      "authorName": "Pershing Square Holdings",
      "documentKindSlug": "pitchdeck",
      "documentKindLabel": "Pitch deck",
      "sourceTypeSlug": "investor_relations",
      "sourceTypeLabel": "Investor relations",
      "presentationDate": "2023-02-01 00:00:00",
      "orientation": "landscape",
      "aspectRatio": 1.2938006,
      "pageNumber": 52,
      "slideType": "executive_summary",
      "function": "summarize",
      "notes": "This slide is from a Pershing Square presentation, likely an activist investor deck.",
      "imagePath": null,
      "matchCount": 1,
      "evidence": "Structured as a summary of business model, competitive advantage, and valuation upside.",
      "slideHref": "/slides/019de074-61d5-77ad-804e-a10cfea572ae/52",
      "deckHref": "/decks/019de074-61d5-77ad-804e-a10cfea572ae",
      "deckAnchorHref": "/decks/019de074-61d5-77ad-804e-a10cfea572ae#slide-52",
      "loopMatches": [],
      "arcBeatMatches": [],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019de077-8089-70a8-af4b-7abc3eaa282b",
      "docSlug": "38b666bcb7607dce4178f9a0f3665606",
      "documentTitle": "Pershing Square | Investor Presentation Deck | 75 slides",
      "authorId": "pershing-square",
      "authorName": "Pershing Square Holdings",
      "documentKindSlug": "conference-presentation",
      "documentKindLabel": "Conference presentation",
      "sourceTypeSlug": "investor_relations",
      "sourceTypeLabel": "Investor relations",
      "presentationDate": "2025-02-01 00:00:00",
      "orientation": "landscape",
      "aspectRatio": 1.2938006,
      "pageNumber": 65,
      "slideType": "key_messages",
      "function": "summarize",
      "notes": "The slide uses a structured list format to present political catalysts and financial upside.",
      "imagePath": null,
      "matchCount": 1,
      "evidence": "The slide presents a structured argument for why an asset will increase in value based on catalysts.",
      "slideHref": "/slides/019de077-8089-70a8-af4b-7abc3eaa282b/65",
      "deckHref": "/decks/019de077-8089-70a8-af4b-7abc3eaa282b",
      "deckAnchorHref": "/decks/019de077-8089-70a8-af4b-7abc3eaa282b#slide-65",
      "loopMatches": [],
      "arcBeatMatches": [],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019dd923-60d1-700e-95b4-3ec3f9bfcd68",
      "docSlug": "bi-423eb7b431e063e0",
      "documentTitle": "PITCH DECK: Eric Seufert launches $10 million fund Heracles Capital",
      "authorId": "Pitchdecks",
      "authorName": "Heracles Capital",
      "documentKindSlug": "pitchdeck",
      "documentKindLabel": "Pitch deck",
      "sourceTypeSlug": "strategy_consulting",
      "sourceTypeLabel": "Strategy consulting",
      "presentationDate": null,
      "orientation": "landscape",
      "aspectRatio": 1.779,
      "pageNumber": 12,
      "slideType": "thesis_headline",
      "function": "establish_context",
      "notes": "The slide outlines three core pillars for investment evaluation: Team, Unit Economics, and Category.",
      "imagePath": null,
      "matchCount": 1,
      "evidence": "The slide outlines three pillars (Team, Unit Economics, Category) used to evaluate investment opportunities.",
      "slideHref": "/slides/019dd923-60d1-700e-95b4-3ec3f9bfcd68/12",
      "deckHref": "/decks/019dd923-60d1-700e-95b4-3ec3f9bfcd68",
      "deckAnchorHref": "/decks/019dd923-60d1-700e-95b4-3ec3f9bfcd68#slide-12",
      "loopMatches": [],
      "arcBeatMatches": [
        {
          "to": 12,
          "from": 12,
          "beatId": "24d484a9-3338-43ca-8dfe-e80b415d47d7",
          "arcName": "The Sequoia Pitch",
          "arcSlug": "sequoia-pitch",
          "beatName": "Solution",
          "beatSlug": "sequoia-pitch-solution",
          "evidence": "The Mobile App Economy has entered its second act: a multitude of business models propel products and services to astounding success.",
          "position": 3,
          "confidence": 0.8,
          "parentBeatName": "Turn",
          "parentBeatSlug": "turn"
        }
      ],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019dd923-622c-750b-8b9b-7b0c6b27c958",
      "docSlug": "650ed2b9854a",
      "documentTitle": "The Procter & Gamble Company (PG)",
      "authorId": "01_Pershing_Square",
      "authorName": "William Ackman",
      "documentKindSlug": "conference-presentation",
      "documentKindLabel": "Conference presentation",
      "sourceTypeSlug": "activist_investor",
      "sourceTypeLabel": "Activist investor",
      "presentationDate": "2013-05-08 00:00:00",
      "orientation": "landscape",
      "aspectRatio": 1.2941177,
      "pageNumber": 43,
      "slideType": "valuation_reveal",
      "function": "show_valuation_bridge",
      "notes": "The slide uses a combination of a quantitative valuation summary and a qualitative list of value drivers to justify a 'buy' or 'hold' thesis.",
      "imagePath": null,
      "matchCount": 1,
      "evidence": "The slide presents a valuation metric followed by a list of qualitative drivers to support a 'limited downside' thesis.",
      "slideHref": "/slides/019dd923-622c-750b-8b9b-7b0c6b27c958/43",
      "deckHref": "/decks/019dd923-622c-750b-8b9b-7b0c6b27c958",
      "deckAnchorHref": "/decks/019dd923-622c-750b-8b9b-7b0c6b27c958#slide-43",
      "loopMatches": [],
      "arcBeatMatches": [
        {
          "to": 45,
          "from": 28,
          "beatId": "5276b33a-1748-4e9b-bdc6-933343923f7b",
          "arcName": "The Consultant's Gambit",
          "arcSlug": "consultants-gambit",
          "beatName": "Impact & Next Steps",
          "beatSlug": "consultants-gambit-impact-next-steps",
          "evidence": "The presentation outlines the implications of its findings and potential next steps",
          "position": 3,
          "confidence": 0.8,
          "parentBeatName": "Resolution",
          "parentBeatSlug": "resolution"
        }
      ],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019dd923-622b-71dc-a6db-3d40ebfdedac",
      "docSlug": "9266edfa9f01",
      "documentTitle": "Lazard Ltd (LAZ)",
      "authorId": "06_Trian_Partners",
      "authorName": "Trian Partners",
      "documentKindSlug": "activist-deck",
      "documentKindLabel": "Activist deck",
      "sourceTypeSlug": "activist_investor",
      "sourceTypeLabel": "Activist investor",
      "presentationDate": "2012-06-18 00:00:00",
      "orientation": "landscape",
      "aspectRatio": 1.3333334,
      "pageNumber": 7,
      "slideType": "key_takeaways",
      "function": "summarize",
      "notes": "The slide presents a classic activist investment thesis: market cycle timing combined with valuation arbitrage.",
      "imagePath": null,
      "matchCount": 1,
      "evidence": "The slide structure presents a clear 'Why Now' (M&A cycle) and 'Why Cheap' (Valuation) argument.",
      "slideHref": "/slides/019dd923-622b-71dc-a6db-3d40ebfdedac/7",
      "deckHref": "/decks/019dd923-622b-71dc-a6db-3d40ebfdedac",
      "deckAnchorHref": "/decks/019dd923-622b-71dc-a6db-3d40ebfdedac#slide-7",
      "loopMatches": [],
      "arcBeatMatches": [],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    }
  ]
}