{
  "kind": "framework",
  "value": "investment-thesis-summary",
  "collectionKey": "slides:framework:investment-thesis-summary:all-document-kinds:all-producers:all-orientations",
  "filters": {
    "documentKinds": [],
    "sourceTypes": [],
    "orientations": []
  },
  "total": 6,
  "page": 1,
  "pageSize": 24,
  "pageCount": 1,
  "rows": [
    {
      "docId": "019dd923-622c-750b-8b9b-fcabb447f6c1",
      "docSlug": "93546af35138",
      "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": "2023-02-09 00:00:00",
      "orientation": "landscape",
      "aspectRatio": 1.2941177,
      "pageNumber": 44,
      "slideType": "executive_summary",
      "function": "summarize",
      "notes": "The slide uses a color-coded block structure to categorize the investment thesis into three pillars: operational trends, leadership, and valuation.",
      "imagePath": null,
      "matchCount": 1,
      "evidence": "Structured as a high-level summary of operational, leadership, and valuation pillars.",
      "slideHref": "/slides/019dd923-622c-750b-8b9b-fcabb447f6c1/44",
      "deckHref": "/decks/019dd923-622c-750b-8b9b-fcabb447f6c1",
      "deckAnchorHref": "/decks/019dd923-622c-750b-8b9b-fcabb447f6c1#slide-44",
      "loopMatches": [],
      "arcBeatMatches": [],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019de514-2ea6-724b-a9d2-747c6e3ea688",
      "docSlug": "4e1976ac51b40579d14a9927eaf89910",
      "documentTitle": "AngloAmerican | ESG Presentation Deck | 33 slides",
      "authorId": "angloamerican",
      "authorName": "AngloAmerican",
      "documentKindSlug": "conference-presentation",
      "documentKindLabel": "Conference presentation",
      "sourceTypeSlug": "investor_relations",
      "sourceTypeLabel": "Investor relations",
      "presentationDate": "2022-10-01 00:00:00",
      "orientation": "landscape",
      "aspectRatio": 1.4446952,
      "pageNumber": 27,
      "slideType": "closing_ask",
      "function": "summarize",
      "notes": "The slide uses a three-column structure to summarize the investment thesis.",
      "imagePath": null,
      "matchCount": 1,
      "evidence": "Three-pillar structure summarizing competitive assets, capabilities, and returns.",
      "slideHref": "/slides/019de514-2ea6-724b-a9d2-747c6e3ea688/27",
      "deckHref": "/decks/019de514-2ea6-724b-a9d2-747c6e3ea688",
      "deckAnchorHref": "/decks/019de514-2ea6-724b-a9d2-747c6e3ea688#slide-27",
      "loopMatches": [],
      "arcBeatMatches": [
        {
          "to": 27,
          "from": 26,
          "beatId": "542345ee-3c03-4130-9210-b1a3de334773",
          "arcName": "Problem-Agitate-Solution",
          "arcSlug": "problem-agitate-solution",
          "beatName": "Closing Ask",
          "beatSlug": null,
          "evidence": "Call to action and Q&A session",
          "position": 4,
          "confidence": 0.8,
          "parentBeatName": null,
          "parentBeatSlug": null
        }
      ],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019de075-7ee5-71ee-9f68-373938a3395c",
      "docSlug": "ee2eb83c7d552f5a96495e10484d9af5",
      "documentTitle": "CorpAcq | SPAC Presentation Deck | 47 slides",
      "authorId": "corpacq",
      "authorName": "CorpAcq",
      "documentKindSlug": "pitchdeck",
      "documentKindLabel": "Pitch deck",
      "sourceTypeSlug": "investment_bank",
      "sourceTypeLabel": "Investment bank",
      "presentationDate": "2023-08-01 00:00:00",
      "orientation": "landscape",
      "aspectRatio": 1.4138439,
      "pageNumber": 13,
      "slideType": "executive_summary",
      "function": "summarize",
      "notes": "The slide uses a structured three-column layout to present the investment thesis.",
      "imagePath": null,
      "matchCount": 1,
      "evidence": "Three-pillar structure summarizing value creation, growth, and returns.",
      "slideHref": "/slides/019de075-7ee5-71ee-9f68-373938a3395c/13",
      "deckHref": "/decks/019de075-7ee5-71ee-9f68-373938a3395c",
      "deckAnchorHref": "/decks/019de075-7ee5-71ee-9f68-373938a3395c#slide-13",
      "loopMatches": [],
      "arcBeatMatches": [],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019dd923-5fed-74f2-a96e-d658b686c6e8",
      "docSlug": "bi-b516d9812aa30253",
      "documentTitle": "Goldman Sachs-backed DataStax in $115m round after this pitch",
      "authorId": "Pitchdecks",
      "authorName": "DataStax",
      "documentKindSlug": "pitchdeck",
      "documentKindLabel": "Pitch deck",
      "sourceTypeSlug": "strategy_consulting",
      "sourceTypeLabel": "Strategy consulting",
      "presentationDate": null,
      "orientation": "landscape",
      "aspectRatio": 1.776,
      "pageNumber": 10,
      "slideType": "executive_summary",
      "function": "summarize",
      "notes": "This is a classic 'Why Us' or 'Investment Thesis' summary slide.",
      "imagePath": null,
      "matchCount": 1,
      "evidence": "The slide organizes the core value proposition into four distinct pillars.",
      "slideHref": "/slides/019dd923-5fed-74f2-a96e-d658b686c6e8/10",
      "deckHref": "/decks/019dd923-5fed-74f2-a96e-d658b686c6e8",
      "deckAnchorHref": "/decks/019dd923-5fed-74f2-a96e-d658b686c6e8#slide-10",
      "loopMatches": [],
      "arcBeatMatches": [
        {
          "to": 10,
          "from": 10,
          "beatId": "c4189ad5-baa6-4b33-a2e9-55c74f580f06",
          "arcName": "The Sequoia Pitch",
          "arcSlug": "sequoia-pitch",
          "beatName": "Team",
          "beatSlug": "sequoia-pitch-team",
          "evidence": "Slide 10: Executive summary",
          "position": 4,
          "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": 44,
      "slideType": "thesis_headline",
      "function": "summarize",
      "notes": "This slide uses a structured list format to present three core pillars of the investment thesis.",
      "imagePath": null,
      "matchCount": 1,
      "evidence": "Structured presentation of three pillars supporting a buy recommendation.",
      "slideHref": "/slides/019de074-61d5-77ad-804e-a10cfea572ae/44",
      "deckHref": "/decks/019de074-61d5-77ad-804e-a10cfea572ae",
      "deckAnchorHref": "/decks/019de074-61d5-77ad-804e-a10cfea572ae#slide-44",
      "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": "019de071-2e00-744b-b690-1d7937840cbc",
      "docSlug": "50be9bba7bd162085881e89723762776",
      "documentTitle": "SES | SPAC Presentation Deck | 36 slides",
      "authorId": "ses",
      "authorName": "SES",
      "documentKindSlug": "pitchdeck",
      "documentKindLabel": "Pitch deck",
      "sourceTypeSlug": "investment_bank",
      "sourceTypeLabel": "Investment bank",
      "presentationDate": "2021-06-01 00:00:00",
      "orientation": "landscape",
      "aspectRatio": 1.7777778,
      "pageNumber": 4,
      "slideType": "key_messages",
      "function": "summarize",
      "notes": "The slide uses a structured 5-column layout to present the investment thesis.",
      "imagePath": null,
      "matchCount": 1,
      "evidence": "Structured 5-pillar presentation of company value proposition",
      "slideHref": "/slides/019de071-2e00-744b-b690-1d7937840cbc/4",
      "deckHref": "/decks/019de071-2e00-744b-b690-1d7937840cbc",
      "deckAnchorHref": "/decks/019de071-2e00-744b-b690-1d7937840cbc#slide-4",
      "loopMatches": [
        {
          "to": 4,
          "from": 3,
          "name": "Golden Circle",
          "slug": "11-golden-circle",
          "bestFor": "Visionary leadership, brand positioning, mission statements",
          "matchId": "857d1aae-28f2-488d-aefd-c2626bd7446e",
          "evidence": "The deck presents SES's equity story and leader in global content connectivity solutions.",
          "position": 0,
          "objective": "Why SES?",
          "structure": "The Why (Belief) -> The How (Process) -> The What (Result)",
          "confidence": 0.6,
          "description": "Invert the typical pitch by starting with why you exist, rather than what you do"
        }
      ],
      "arcBeatMatches": [],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    }
  ]
}