{
  "kind": "all",
  "value": "all",
  "collectionKey": "slides:all:all:all-document-kinds:all-producers:all-orientations",
  "filters": {
    "documentKinds": [],
    "sourceTypes": [],
    "orientations": []
  },
  "total": 319975,
  "page": 10431,
  "pageSize": 30,
  "pageCount": 10666,
  "rows": [
    {
      "docId": "019f6b8f-13bb-705e-a388-2610c6b5aa67",
      "docSlug": "jarvis-elliott-management-sampo-group-presentation-november-2020",
      "documentTitle": "Elliott Management Sampo Group Presentation November 2020",
      "authorId": "elliott-management-sampo-group-presentation-november-2020",
      "authorName": null,
      "documentKindSlug": "activist-deck",
      "documentKindLabel": "Activist deck",
      "sourceTypeSlug": "activist_investor",
      "sourceTypeLabel": "Activist investor",
      "presentationDate": "2020-11-01 00:00:00",
      "orientation": null,
      "aspectRatio": null,
      "pageNumber": 17,
      "slideType": "peer_benchmark",
      "function": "compare_peers",
      "notes": "The slide uses a before-after style framing to link operational performance (COR) to financial valuation (P/E).",
      "imagePath": null,
      "matchCount": 1,
      "evidence": null,
      "slideHref": "/slides/019f6b8f-13bb-705e-a388-2610c6b5aa67/17",
      "deckHref": "/decks/019f6b8f-13bb-705e-a388-2610c6b5aa67",
      "deckAnchorHref": "/decks/019f6b8f-13bb-705e-a388-2610c6b5aa67#slide-17",
      "loopMatches": [
        {
          "to": 19,
          "from": 10,
          "name": "Golden Circle",
          "slug": "11-golden-circle",
          "bestFor": "Visionary leadership, brand positioning, mission statements",
          "matchId": "3a77738a-efc8-4c26-9648-6afd94d255f0",
          "evidence": "The document presents the separation of Nordea as a solution, allowing Sampo to focus on its insurance business and increasing its value.",
          "position": 1,
          "objective": "Show how the separation of Nordea will allow Sampo to focus on its insurance business",
          "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": 19,
          "from": 10,
          "beatId": "ad603bd4-2b16-418c-a7d1-6f5537b4e8fc",
          "arcName": "Problem-Agitate-Solution",
          "arcSlug": "problem-agitate-solution",
          "beatName": "Solution",
          "beatSlug": "problem-agitate-solution-solution-provide-relief",
          "evidence": "The document presents the separation of Nordea as a solution to Sampo's problems.",
          "position": 2,
          "confidence": 0.8,
          "parentBeatName": "Resolution",
          "parentBeatSlug": "resolution"
        }
      ],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019f6b8f-13bb-705e-a388-2610c6b5aa67",
      "docSlug": "jarvis-elliott-management-sampo-group-presentation-november-2020",
      "documentTitle": "Elliott Management Sampo Group Presentation November 2020",
      "authorId": "elliott-management-sampo-group-presentation-november-2020",
      "authorName": null,
      "documentKindSlug": "activist-deck",
      "documentKindLabel": "Activist deck",
      "sourceTypeSlug": "activist_investor",
      "sourceTypeLabel": "Activist investor",
      "presentationDate": "2020-11-01 00:00:00",
      "orientation": null,
      "aspectRatio": null,
      "pageNumber": 18,
      "slideType": "key_takeaways",
      "function": "summarize",
      "notes": null,
      "imagePath": null,
      "matchCount": 1,
      "evidence": null,
      "slideHref": "/slides/019f6b8f-13bb-705e-a388-2610c6b5aa67/18",
      "deckHref": "/decks/019f6b8f-13bb-705e-a388-2610c6b5aa67",
      "deckAnchorHref": "/decks/019f6b8f-13bb-705e-a388-2610c6b5aa67#slide-18",
      "loopMatches": [
        {
          "to": 19,
          "from": 10,
          "name": "Golden Circle",
          "slug": "11-golden-circle",
          "bestFor": "Visionary leadership, brand positioning, mission statements",
          "matchId": "3a77738a-efc8-4c26-9648-6afd94d255f0",
          "evidence": "The document presents the separation of Nordea as a solution, allowing Sampo to focus on its insurance business and increasing its value.",
          "position": 1,
          "objective": "Show how the separation of Nordea will allow Sampo to focus on its insurance business",
          "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": 19,
          "from": 10,
          "beatId": "ad603bd4-2b16-418c-a7d1-6f5537b4e8fc",
          "arcName": "Problem-Agitate-Solution",
          "arcSlug": "problem-agitate-solution",
          "beatName": "Solution",
          "beatSlug": "problem-agitate-solution-solution-provide-relief",
          "evidence": "The document presents the separation of Nordea as a solution to Sampo's problems.",
          "position": 2,
          "confidence": 0.8,
          "parentBeatName": "Resolution",
          "parentBeatSlug": "resolution"
        }
      ],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019f6b8f-13bb-705e-a388-2610c6b5aa67",
      "docSlug": "jarvis-elliott-management-sampo-group-presentation-november-2020",
      "documentTitle": "Elliott Management Sampo Group Presentation November 2020",
      "authorId": "elliott-management-sampo-group-presentation-november-2020",
      "authorName": null,
      "documentKindSlug": "activist-deck",
      "documentKindLabel": "Activist deck",
      "sourceTypeSlug": "activist_investor",
      "sourceTypeLabel": "Activist investor",
      "presentationDate": "2020-11-01 00:00:00",
      "orientation": null,
      "aspectRatio": null,
      "pageNumber": 19,
      "slideType": "thesis_headline",
      "function": "quantify_opportunity",
      "notes": "Includes a bar chart comparing market CAGR in Sweden vs. Rest of Nordics.",
      "imagePath": null,
      "matchCount": 1,
      "evidence": null,
      "slideHref": "/slides/019f6b8f-13bb-705e-a388-2610c6b5aa67/19",
      "deckHref": "/decks/019f6b8f-13bb-705e-a388-2610c6b5aa67",
      "deckAnchorHref": "/decks/019f6b8f-13bb-705e-a388-2610c6b5aa67#slide-19",
      "loopMatches": [
        {
          "to": 19,
          "from": 10,
          "name": "Golden Circle",
          "slug": "11-golden-circle",
          "bestFor": "Visionary leadership, brand positioning, mission statements",
          "matchId": "3a77738a-efc8-4c26-9648-6afd94d255f0",
          "evidence": "The document presents the separation of Nordea as a solution, allowing Sampo to focus on its insurance business and increasing its value.",
          "position": 1,
          "objective": "Show how the separation of Nordea will allow Sampo to focus on its insurance business",
          "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": 19,
          "from": 10,
          "beatId": "ad603bd4-2b16-418c-a7d1-6f5537b4e8fc",
          "arcName": "Problem-Agitate-Solution",
          "arcSlug": "problem-agitate-solution",
          "beatName": "Solution",
          "beatSlug": "problem-agitate-solution-solution-provide-relief",
          "evidence": "The document presents the separation of Nordea as a solution to Sampo's problems.",
          "position": 2,
          "confidence": 0.8,
          "parentBeatName": "Resolution",
          "parentBeatSlug": "resolution"
        }
      ],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019f6b8f-13bb-705e-a388-2610c6b5aa67",
      "docSlug": "jarvis-elliott-management-sampo-group-presentation-november-2020",
      "documentTitle": "Elliott Management Sampo Group Presentation November 2020",
      "authorId": "elliott-management-sampo-group-presentation-november-2020",
      "authorName": null,
      "documentKindSlug": "activist-deck",
      "documentKindLabel": "Activist deck",
      "sourceTypeSlug": "activist_investor",
      "sourceTypeLabel": "Activist investor",
      "presentationDate": "2020-11-01 00:00:00",
      "orientation": null,
      "aspectRatio": null,
      "pageNumber": 20,
      "slideType": "key_takeaways",
      "function": "summarize",
      "notes": null,
      "imagePath": null,
      "matchCount": 1,
      "evidence": null,
      "slideHref": "/slides/019f6b8f-13bb-705e-a388-2610c6b5aa67/20",
      "deckHref": "/decks/019f6b8f-13bb-705e-a388-2610c6b5aa67",
      "deckAnchorHref": "/decks/019f6b8f-13bb-705e-a388-2610c6b5aa67#slide-20",
      "loopMatches": [],
      "arcBeatMatches": [],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019f6b8f-13bb-705e-a388-2610c6b5aa67",
      "docSlug": "jarvis-elliott-management-sampo-group-presentation-november-2020",
      "documentTitle": "Elliott Management Sampo Group Presentation November 2020",
      "authorId": "elliott-management-sampo-group-presentation-november-2020",
      "authorName": null,
      "documentKindSlug": "activist-deck",
      "documentKindLabel": "Activist deck",
      "sourceTypeSlug": "activist_investor",
      "sourceTypeLabel": "Activist investor",
      "presentationDate": "2020-11-01 00:00:00",
      "orientation": null,
      "aspectRatio": null,
      "pageNumber": 21,
      "slideType": "cover",
      "function": "front_matter",
      "notes": null,
      "imagePath": null,
      "matchCount": 1,
      "evidence": null,
      "slideHref": "/slides/019f6b8f-13bb-705e-a388-2610c6b5aa67/21",
      "deckHref": "/decks/019f6b8f-13bb-705e-a388-2610c6b5aa67",
      "deckAnchorHref": "/decks/019f6b8f-13bb-705e-a388-2610c6b5aa67#slide-21",
      "loopMatches": [],
      "arcBeatMatches": [],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019f6b8f-1424-7414-9277-c50c403d931a",
      "docSlug": "jarvis-elliott-management-western-digital-letter-may-2022",
      "documentTitle": "Elliott Management Western Digital Letter May 2022",
      "authorId": "elliott-management-western-digital-letter-may-2022",
      "authorName": null,
      "documentKindSlug": "document",
      "documentKindLabel": "Document",
      "sourceTypeSlug": "independent_analyst",
      "sourceTypeLabel": "Independent analyst",
      "presentationDate": "2022-05-01 00:00:00",
      "orientation": null,
      "aspectRatio": null,
      "pageNumber": 1,
      "slideType": "executive_summary",
      "function": "frame_problem",
      "notes": "This is a formal investor letter from Elliott Management to Western Digital's Board, dated May 3, 2022.",
      "imagePath": "https://imgproxy.kitesheet.com/KtfF4SkEQLkZYrhkmxc3dpWR_GfouAcOeW1-udO8On8/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9qYXJ2aXMtZWxsaW90dC1tYW5hZ2VtZW50LXdlc3Rlcm4tZGlnaXRhbC1sZXR0ZXItbWF5LTIwMjIvcDAwMS5qcGc",
      "matchCount": 1,
      "evidence": null,
      "slideHref": "/slides/019f6b8f-1424-7414-9277-c50c403d931a/1",
      "deckHref": "/decks/019f6b8f-1424-7414-9277-c50c403d931a",
      "deckAnchorHref": "/decks/019f6b8f-1424-7414-9277-c50c403d931a#slide-1",
      "loopMatches": [],
      "arcBeatMatches": [
        {
          "to": 2,
          "from": 1,
          "beatId": "2c4b66fd-74bd-41d4-9135-e14eead9dd42",
          "arcName": "The Consultant's Gambit",
          "arcSlug": "consultants-gambit",
          "beatName": "Situation & Context",
          "beatSlug": "consultants-gambit-situation-context",
          "evidence": "The letter to the board and investment in Western Digital",
          "position": 0,
          "confidence": 0.8,
          "parentBeatName": "Setup",
          "parentBeatSlug": "setup"
        }
      ],
      "imagePathAlt": "https://imgproxy.kitesheet.com/QHEvIZPgYu28tkLgvFwP5-oZmoRReaIv2TmYlHVftT4/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9qYXJ2aXMtZWxsaW90dC1tYW5hZ2VtZW50LXdlc3Rlcm4tZGlnaXRhbC1sZXR0ZXItbWF5LTIwMjIvcDAwMS5wbmc",
      "thumbSrc": "https://imgproxy.kitesheet.com/P76pk21P6A1BrYubV1TwaZ-jOfJPNMyXHLWAEUACoqw/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9qYXJ2aXMtZWxsaW90dC1tYW5hZ2VtZW50LXdlc3Rlcm4tZGlnaXRhbC1sZXR0ZXItbWF5LTIwMjIvcDAwMS5qcGc",
      "thumbSrcAlt": "https://imgproxy.kitesheet.com/NSfcD2qyKLZlbslkEASgurenWDrWrLMa3u8ZKt_YTbo/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9qYXJ2aXMtZWxsaW90dC1tYW5hZ2VtZW50LXdlc3Rlcm4tZGlnaXRhbC1sZXR0ZXItbWF5LTIwMjIvcDAwMS5wbmc"
    },
    {
      "docId": "019f6b8f-1424-7414-9277-c50c403d931a",
      "docSlug": "jarvis-elliott-management-western-digital-letter-may-2022",
      "documentTitle": "Elliott Management Western Digital Letter May 2022",
      "authorId": "elliott-management-western-digital-letter-may-2022",
      "authorName": null,
      "documentKindSlug": "document",
      "documentKindLabel": "Document",
      "sourceTypeSlug": "independent_analyst",
      "sourceTypeLabel": "Independent analyst",
      "presentationDate": "2022-05-01 00:00:00",
      "orientation": null,
      "aspectRatio": null,
      "pageNumber": 2,
      "slideType": "other",
      "function": "establish_context",
      "notes": "This is a text-heavy document page (likely from an activist investor letter or presentation appendix) rather than a standard presentation slide.",
      "imagePath": null,
      "matchCount": 1,
      "evidence": null,
      "slideHref": "/slides/019f6b8f-1424-7414-9277-c50c403d931a/2",
      "deckHref": "/decks/019f6b8f-1424-7414-9277-c50c403d931a",
      "deckAnchorHref": "/decks/019f6b8f-1424-7414-9277-c50c403d931a#slide-2",
      "loopMatches": [],
      "arcBeatMatches": [
        {
          "to": 2,
          "from": 1,
          "beatId": "2c4b66fd-74bd-41d4-9135-e14eead9dd42",
          "arcName": "The Consultant's Gambit",
          "arcSlug": "consultants-gambit",
          "beatName": "Situation & Context",
          "beatSlug": "consultants-gambit-situation-context",
          "evidence": "The letter to the board and investment in Western Digital",
          "position": 0,
          "confidence": 0.8,
          "parentBeatName": "Setup",
          "parentBeatSlug": "setup"
        }
      ],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019f6b8f-1424-7414-9277-c50c403d931a",
      "docSlug": "jarvis-elliott-management-western-digital-letter-may-2022",
      "documentTitle": "Elliott Management Western Digital Letter May 2022",
      "authorId": "elliott-management-western-digital-letter-may-2022",
      "authorName": null,
      "documentKindSlug": "document",
      "documentKindLabel": "Document",
      "sourceTypeSlug": "independent_analyst",
      "sourceTypeLabel": "Independent analyst",
      "presentationDate": "2022-05-01 00:00:00",
      "orientation": null,
      "aspectRatio": null,
      "pageNumber": 3,
      "slideType": "other",
      "function": "establish_context",
      "notes": "The slide is a text-heavy narrative page providing context for an investment thesis.",
      "imagePath": null,
      "matchCount": 1,
      "evidence": null,
      "slideHref": "/slides/019f6b8f-1424-7414-9277-c50c403d931a/3",
      "deckHref": "/decks/019f6b8f-1424-7414-9277-c50c403d931a",
      "deckAnchorHref": "/decks/019f6b8f-1424-7414-9277-c50c403d931a#slide-3",
      "loopMatches": [],
      "arcBeatMatches": [
        {
          "to": 7,
          "from": 3,
          "beatId": "1f8ee46b-097a-4469-8954-9dbe6370c63d",
          "arcName": "The Consultant's Gambit",
          "arcSlug": "consultants-gambit",
          "beatName": "Problem & Complication",
          "beatSlug": "consultants-gambit-problem-complication",
          "evidence": "Market sizing, competitive landscape, and performance against targets",
          "position": 1,
          "confidence": 0.8,
          "parentBeatName": "Complication",
          "parentBeatSlug": "complication"
        }
      ],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019f6b8f-1424-7414-9277-c50c403d931a",
      "docSlug": "jarvis-elliott-management-western-digital-letter-may-2022",
      "documentTitle": "Elliott Management Western Digital Letter May 2022",
      "authorId": "elliott-management-western-digital-letter-may-2022",
      "authorName": null,
      "documentKindSlug": "document",
      "documentKindLabel": "Document",
      "sourceTypeSlug": "independent_analyst",
      "sourceTypeLabel": "Independent analyst",
      "presentationDate": "2022-05-01 00:00:00",
      "orientation": null,
      "aspectRatio": null,
      "pageNumber": 4,
      "slideType": "market_sizing",
      "function": "analyze_data",
      "notes": "Includes market share data for HDD and NAND, and narrative on Western Digital's unique dual-market positioning.",
      "imagePath": null,
      "matchCount": 1,
      "evidence": null,
      "slideHref": "/slides/019f6b8f-1424-7414-9277-c50c403d931a/4",
      "deckHref": "/decks/019f6b8f-1424-7414-9277-c50c403d931a",
      "deckAnchorHref": "/decks/019f6b8f-1424-7414-9277-c50c403d931a#slide-4",
      "loopMatches": [],
      "arcBeatMatches": [
        {
          "to": 7,
          "from": 3,
          "beatId": "1f8ee46b-097a-4469-8954-9dbe6370c63d",
          "arcName": "The Consultant's Gambit",
          "arcSlug": "consultants-gambit",
          "beatName": "Problem & Complication",
          "beatSlug": "consultants-gambit-problem-complication",
          "evidence": "Market sizing, competitive landscape, and performance against targets",
          "position": 1,
          "confidence": 0.8,
          "parentBeatName": "Complication",
          "parentBeatSlug": "complication"
        }
      ],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019f6b8f-1424-7414-9277-c50c403d931a",
      "docSlug": "jarvis-elliott-management-western-digital-letter-may-2022",
      "documentTitle": "Elliott Management Western Digital Letter May 2022",
      "authorId": "elliott-management-western-digital-letter-may-2022",
      "authorName": null,
      "documentKindSlug": "document",
      "documentKindLabel": "Document",
      "sourceTypeSlug": "independent_analyst",
      "sourceTypeLabel": "Independent analyst",
      "presentationDate": "2022-05-01 00:00:00",
      "orientation": null,
      "aspectRatio": null,
      "pageNumber": 5,
      "slideType": "competitive_analysis",
      "function": "compare_peers",
      "notes": "The slide argues that Western Digital's combined HDD/Flash business model has failed to create synergies, citing market share losses.",
      "imagePath": null,
      "matchCount": 1,
      "evidence": null,
      "slideHref": "/slides/019f6b8f-1424-7414-9277-c50c403d931a/5",
      "deckHref": "/decks/019f6b8f-1424-7414-9277-c50c403d931a",
      "deckAnchorHref": "/decks/019f6b8f-1424-7414-9277-c50c403d931a#slide-5",
      "loopMatches": [
        {
          "to": 9,
          "from": 5,
          "name": "Benchmark Gap",
          "slug": "39-benchmark-gap",
          "bestFor": "Performance improvement, competitive analysis, target setting",
          "matchId": "712eecbe-4591-4784-80fe-3a3fcc99e6bd",
          "evidence": "Comparison tables and peer benchmark",
          "position": 0,
          "objective": "Highlight Western Digital's underperformance",
          "structure": "Our Performance -> Industry Average -> Best-in-Class -> The Gap = The Opportunity",
          "confidence": 0.7,
          "description": "Compare performance against best-in-class to quantify the opportunity"
        }
      ],
      "arcBeatMatches": [
        {
          "to": 7,
          "from": 3,
          "beatId": "1f8ee46b-097a-4469-8954-9dbe6370c63d",
          "arcName": "The Consultant's Gambit",
          "arcSlug": "consultants-gambit",
          "beatName": "Problem & Complication",
          "beatSlug": "consultants-gambit-problem-complication",
          "evidence": "Market sizing, competitive landscape, and performance against targets",
          "position": 1,
          "confidence": 0.8,
          "parentBeatName": "Complication",
          "parentBeatSlug": "complication"
        }
      ],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019f6b8f-1424-7414-9277-c50c403d931a",
      "docSlug": "jarvis-elliott-management-western-digital-letter-may-2022",
      "documentTitle": "Elliott Management Western Digital Letter May 2022",
      "authorId": "elliott-management-western-digital-letter-may-2022",
      "authorName": null,
      "documentKindSlug": "document",
      "documentKindLabel": "Document",
      "sourceTypeSlug": "independent_analyst",
      "sourceTypeLabel": "Independent analyst",
      "presentationDate": "2022-05-01 00:00:00",
      "orientation": null,
      "aspectRatio": null,
      "pageNumber": 6,
      "slideType": "other",
      "function": "analyze_data",
      "notes": "The slide critiques Western Digital's strategic narrative using market share data and historical business outcomes.",
      "imagePath": null,
      "matchCount": 1,
      "evidence": null,
      "slideHref": "/slides/019f6b8f-1424-7414-9277-c50c403d931a/6",
      "deckHref": "/decks/019f6b8f-1424-7414-9277-c50c403d931a",
      "deckAnchorHref": "/decks/019f6b8f-1424-7414-9277-c50c403d931a#slide-6",
      "loopMatches": [
        {
          "to": 9,
          "from": 5,
          "name": "Benchmark Gap",
          "slug": "39-benchmark-gap",
          "bestFor": "Performance improvement, competitive analysis, target setting",
          "matchId": "712eecbe-4591-4784-80fe-3a3fcc99e6bd",
          "evidence": "Comparison tables and peer benchmark",
          "position": 0,
          "objective": "Highlight Western Digital's underperformance",
          "structure": "Our Performance -> Industry Average -> Best-in-Class -> The Gap = The Opportunity",
          "confidence": 0.7,
          "description": "Compare performance against best-in-class to quantify the opportunity"
        }
      ],
      "arcBeatMatches": [
        {
          "to": 7,
          "from": 3,
          "beatId": "1f8ee46b-097a-4469-8954-9dbe6370c63d",
          "arcName": "The Consultant's Gambit",
          "arcSlug": "consultants-gambit",
          "beatName": "Problem & Complication",
          "beatSlug": "consultants-gambit-problem-complication",
          "evidence": "Market sizing, competitive landscape, and performance against targets",
          "position": 1,
          "confidence": 0.8,
          "parentBeatName": "Complication",
          "parentBeatSlug": "complication"
        }
      ],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019f6b8f-1424-7414-9277-c50c403d931a",
      "docSlug": "jarvis-elliott-management-western-digital-letter-may-2022",
      "documentTitle": "Elliott Management Western Digital Letter May 2022",
      "authorId": "elliott-management-western-digital-letter-may-2022",
      "authorName": null,
      "documentKindSlug": "document",
      "documentKindLabel": "Document",
      "sourceTypeSlug": "independent_analyst",
      "sourceTypeLabel": "Independent analyst",
      "presentationDate": "2022-05-01 00:00:00",
      "orientation": null,
      "aspectRatio": null,
      "pageNumber": 7,
      "slideType": "comparison_table",
      "function": "analyze_data",
      "notes": "The slide uses a table to highlight missed financial targets and includes a narrative critique of the company's operational execution and valuation compared to Seagate.",
      "imagePath": null,
      "matchCount": 1,
      "evidence": null,
      "slideHref": "/slides/019f6b8f-1424-7414-9277-c50c403d931a/7",
      "deckHref": "/decks/019f6b8f-1424-7414-9277-c50c403d931a",
      "deckAnchorHref": "/decks/019f6b8f-1424-7414-9277-c50c403d931a#slide-7",
      "loopMatches": [
        {
          "to": 9,
          "from": 5,
          "name": "Benchmark Gap",
          "slug": "39-benchmark-gap",
          "bestFor": "Performance improvement, competitive analysis, target setting",
          "matchId": "712eecbe-4591-4784-80fe-3a3fcc99e6bd",
          "evidence": "Comparison tables and peer benchmark",
          "position": 0,
          "objective": "Highlight Western Digital's underperformance",
          "structure": "Our Performance -> Industry Average -> Best-in-Class -> The Gap = The Opportunity",
          "confidence": 0.7,
          "description": "Compare performance against best-in-class to quantify the opportunity"
        }
      ],
      "arcBeatMatches": [
        {
          "to": 7,
          "from": 3,
          "beatId": "1f8ee46b-097a-4469-8954-9dbe6370c63d",
          "arcName": "The Consultant's Gambit",
          "arcSlug": "consultants-gambit",
          "beatName": "Problem & Complication",
          "beatSlug": "consultants-gambit-problem-complication",
          "evidence": "Market sizing, competitive landscape, and performance against targets",
          "position": 1,
          "confidence": 0.8,
          "parentBeatName": "Complication",
          "parentBeatSlug": "complication"
        },
        {
          "to": 10,
          "from": 7,
          "beatId": "ab93209e-80bf-49ff-b75e-828e135dd7e0",
          "arcName": "The Consultant's Gambit",
          "arcSlug": "consultants-gambit",
          "beatName": "Evidence & Proof",
          "beatSlug": "consultants-gambit-evidence-proof",
          "evidence": "Comparison tables and peer benchmark",
          "position": 2,
          "confidence": 0.8,
          "parentBeatName": "Evidence",
          "parentBeatSlug": "evidence"
        }
      ],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019f6b8f-1424-7414-9277-c50c403d931a",
      "docSlug": "jarvis-elliott-management-western-digital-letter-may-2022",
      "documentTitle": "Elliott Management Western Digital Letter May 2022",
      "authorId": "elliott-management-western-digital-letter-may-2022",
      "authorName": null,
      "documentKindSlug": "document",
      "documentKindLabel": "Document",
      "sourceTypeSlug": "independent_analyst",
      "sourceTypeLabel": "Independent analyst",
      "presentationDate": "2022-05-01 00:00:00",
      "orientation": null,
      "aspectRatio": null,
      "pageNumber": 8,
      "slideType": "comparison_table",
      "function": "compare_peers",
      "notes": "Includes waterfall charts for EV evolution, a line chart for forward P/E, and a bar chart for P/E premium/discount.",
      "imagePath": null,
      "matchCount": 1,
      "evidence": null,
      "slideHref": "/slides/019f6b8f-1424-7414-9277-c50c403d931a/8",
      "deckHref": "/decks/019f6b8f-1424-7414-9277-c50c403d931a",
      "deckAnchorHref": "/decks/019f6b8f-1424-7414-9277-c50c403d931a#slide-8",
      "loopMatches": [
        {
          "to": 9,
          "from": 5,
          "name": "Benchmark Gap",
          "slug": "39-benchmark-gap",
          "bestFor": "Performance improvement, competitive analysis, target setting",
          "matchId": "712eecbe-4591-4784-80fe-3a3fcc99e6bd",
          "evidence": "Comparison tables and peer benchmark",
          "position": 0,
          "objective": "Highlight Western Digital's underperformance",
          "structure": "Our Performance -> Industry Average -> Best-in-Class -> The Gap = The Opportunity",
          "confidence": 0.7,
          "description": "Compare performance against best-in-class to quantify the opportunity"
        }
      ],
      "arcBeatMatches": [
        {
          "to": 10,
          "from": 7,
          "beatId": "ab93209e-80bf-49ff-b75e-828e135dd7e0",
          "arcName": "The Consultant's Gambit",
          "arcSlug": "consultants-gambit",
          "beatName": "Evidence & Proof",
          "beatSlug": "consultants-gambit-evidence-proof",
          "evidence": "Comparison tables and peer benchmark",
          "position": 2,
          "confidence": 0.8,
          "parentBeatName": "Evidence",
          "parentBeatSlug": "evidence"
        }
      ],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019f6b8f-1424-7414-9277-c50c403d931a",
      "docSlug": "jarvis-elliott-management-western-digital-letter-may-2022",
      "documentTitle": "Elliott Management Western Digital Letter May 2022",
      "authorId": "elliott-management-western-digital-letter-may-2022",
      "authorName": null,
      "documentKindSlug": "document",
      "documentKindLabel": "Document",
      "sourceTypeSlug": "independent_analyst",
      "sourceTypeLabel": "Independent analyst",
      "presentationDate": "2022-05-01 00:00:00",
      "orientation": null,
      "aspectRatio": null,
      "pageNumber": 9,
      "slideType": "peer_benchmark",
      "function": "compare_peers",
      "notes": "Activist investor presentation slide (Elliott Management) advocating for a strategic review and separation of HDD and Flash businesses.",
      "imagePath": null,
      "matchCount": 1,
      "evidence": null,
      "slideHref": "/slides/019f6b8f-1424-7414-9277-c50c403d931a/9",
      "deckHref": "/decks/019f6b8f-1424-7414-9277-c50c403d931a",
      "deckAnchorHref": "/decks/019f6b8f-1424-7414-9277-c50c403d931a#slide-9",
      "loopMatches": [
        {
          "to": 9,
          "from": 5,
          "name": "Benchmark Gap",
          "slug": "39-benchmark-gap",
          "bestFor": "Performance improvement, competitive analysis, target setting",
          "matchId": "712eecbe-4591-4784-80fe-3a3fcc99e6bd",
          "evidence": "Comparison tables and peer benchmark",
          "position": 0,
          "objective": "Highlight Western Digital's underperformance",
          "structure": "Our Performance -> Industry Average -> Best-in-Class -> The Gap = The Opportunity",
          "confidence": 0.7,
          "description": "Compare performance against best-in-class to quantify the opportunity"
        }
      ],
      "arcBeatMatches": [
        {
          "to": 10,
          "from": 7,
          "beatId": "ab93209e-80bf-49ff-b75e-828e135dd7e0",
          "arcName": "The Consultant's Gambit",
          "arcSlug": "consultants-gambit",
          "beatName": "Evidence & Proof",
          "beatSlug": "consultants-gambit-evidence-proof",
          "evidence": "Comparison tables and peer benchmark",
          "position": 2,
          "confidence": 0.8,
          "parentBeatName": "Evidence",
          "parentBeatSlug": "evidence"
        }
      ],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019f6b8f-1424-7414-9277-c50c403d931a",
      "docSlug": "jarvis-elliott-management-western-digital-letter-may-2022",
      "documentTitle": "Elliott Management Western Digital Letter May 2022",
      "authorId": "elliott-management-western-digital-letter-may-2022",
      "authorName": null,
      "documentKindSlug": "document",
      "documentKindLabel": "Document",
      "sourceTypeSlug": "independent_analyst",
      "sourceTypeLabel": "Independent analyst",
      "presentationDate": "2022-05-01 00:00:00",
      "orientation": null,
      "aspectRatio": null,
      "pageNumber": 10,
      "slideType": "comparison_table",
      "function": "compare_peers",
      "notes": "Includes analyst quotes supporting the SOTP valuation approach.",
      "imagePath": null,
      "matchCount": 1,
      "evidence": null,
      "slideHref": "/slides/019f6b8f-1424-7414-9277-c50c403d931a/10",
      "deckHref": "/decks/019f6b8f-1424-7414-9277-c50c403d931a",
      "deckAnchorHref": "/decks/019f6b8f-1424-7414-9277-c50c403d931a#slide-10",
      "loopMatches": [],
      "arcBeatMatches": [
        {
          "to": 10,
          "from": 7,
          "beatId": "ab93209e-80bf-49ff-b75e-828e135dd7e0",
          "arcName": "The Consultant's Gambit",
          "arcSlug": "consultants-gambit",
          "beatName": "Evidence & Proof",
          "beatSlug": "consultants-gambit-evidence-proof",
          "evidence": "Comparison tables and peer benchmark",
          "position": 2,
          "confidence": 0.8,
          "parentBeatName": "Evidence",
          "parentBeatSlug": "evidence"
        }
      ],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019f6b8f-1424-7414-9277-c50c403d931a",
      "docSlug": "jarvis-elliott-management-western-digital-letter-may-2022",
      "documentTitle": "Elliott Management Western Digital Letter May 2022",
      "authorId": "elliott-management-western-digital-letter-may-2022",
      "authorName": null,
      "documentKindSlug": "document",
      "documentKindLabel": "Document",
      "sourceTypeSlug": "independent_analyst",
      "sourceTypeLabel": "Independent analyst",
      "presentationDate": "2022-05-01 00:00:00",
      "orientation": null,
      "aspectRatio": null,
      "pageNumber": 11,
      "slideType": "appendix_data",
      "function": "analyze_data",
      "notes": "Includes a waterfall-style bridge for Western Digital EV and a bar chart for historical M&A multiples.",
      "imagePath": null,
      "matchCount": 1,
      "evidence": null,
      "slideHref": "/slides/019f6b8f-1424-7414-9277-c50c403d931a/11",
      "deckHref": "/decks/019f6b8f-1424-7414-9277-c50c403d931a",
      "deckAnchorHref": "/decks/019f6b8f-1424-7414-9277-c50c403d931a#slide-11",
      "loopMatches": [
        {
          "to": 13,
          "from": 11,
          "name": "Quick Win Big Bet",
          "slug": "47-quick-win-big-bet",
          "bestFor": "Transformation planning, 100-day plans, resource allocation",
          "matchId": "a0ce2312-ef17-4039-9e37-81a82f608d49",
          "evidence": "Valuation of Flash and closing ask",
          "position": 1,
          "objective": "Present a clear ask",
          "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": 13,
          "from": 11,
          "beatId": "fff7868b-e9da-477c-a4a6-79fa7581c515",
          "arcName": "The Consultant's Gambit",
          "arcSlug": "consultants-gambit",
          "beatName": "Impact & Next Steps",
          "beatSlug": "consultants-gambit-impact-next-steps",
          "evidence": "Valuation of Flash and closing ask",
          "position": 3,
          "confidence": 0.8,
          "parentBeatName": "Resolution",
          "parentBeatSlug": "resolution"
        }
      ],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019f6b8f-1424-7414-9277-c50c403d931a",
      "docSlug": "jarvis-elliott-management-western-digital-letter-may-2022",
      "documentTitle": "Elliott Management Western Digital Letter May 2022",
      "authorId": "elliott-management-western-digital-letter-may-2022",
      "authorName": null,
      "documentKindSlug": "document",
      "documentKindLabel": "Document",
      "sourceTypeSlug": "independent_analyst",
      "sourceTypeLabel": "Independent analyst",
      "presentationDate": "2022-05-01 00:00:00",
      "orientation": null,
      "aspectRatio": null,
      "pageNumber": 12,
      "slideType": "key_messages",
      "function": "present_solution",
      "notes": "This is a text-heavy slide presenting an activist investor's (Elliott) proposal for corporate restructuring and capital allocation.",
      "imagePath": null,
      "matchCount": 1,
      "evidence": null,
      "slideHref": "/slides/019f6b8f-1424-7414-9277-c50c403d931a/12",
      "deckHref": "/decks/019f6b8f-1424-7414-9277-c50c403d931a",
      "deckAnchorHref": "/decks/019f6b8f-1424-7414-9277-c50c403d931a#slide-12",
      "loopMatches": [
        {
          "to": 13,
          "from": 11,
          "name": "Quick Win Big Bet",
          "slug": "47-quick-win-big-bet",
          "bestFor": "Transformation planning, 100-day plans, resource allocation",
          "matchId": "a0ce2312-ef17-4039-9e37-81a82f608d49",
          "evidence": "Valuation of Flash and closing ask",
          "position": 1,
          "objective": "Present a clear ask",
          "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": 13,
          "from": 11,
          "beatId": "fff7868b-e9da-477c-a4a6-79fa7581c515",
          "arcName": "The Consultant's Gambit",
          "arcSlug": "consultants-gambit",
          "beatName": "Impact & Next Steps",
          "beatSlug": "consultants-gambit-impact-next-steps",
          "evidence": "Valuation of Flash and closing ask",
          "position": 3,
          "confidence": 0.8,
          "parentBeatName": "Resolution",
          "parentBeatSlug": "resolution"
        }
      ],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019f6b8f-1424-7414-9277-c50c403d931a",
      "docSlug": "jarvis-elliott-management-western-digital-letter-may-2022",
      "documentTitle": "Elliott Management Western Digital Letter May 2022",
      "authorId": "elliott-management-western-digital-letter-may-2022",
      "authorName": null,
      "documentKindSlug": "document",
      "documentKindLabel": "Document",
      "sourceTypeSlug": "independent_analyst",
      "sourceTypeLabel": "Independent analyst",
      "presentationDate": "2022-05-01 00:00:00",
      "orientation": null,
      "aspectRatio": null,
      "pageNumber": 13,
      "slideType": "closing_ask",
      "function": "state_next_steps",
      "notes": "Includes two waterfall charts illustrating valuation components.",
      "imagePath": null,
      "matchCount": 1,
      "evidence": null,
      "slideHref": "/slides/019f6b8f-1424-7414-9277-c50c403d931a/13",
      "deckHref": "/decks/019f6b8f-1424-7414-9277-c50c403d931a",
      "deckAnchorHref": "/decks/019f6b8f-1424-7414-9277-c50c403d931a#slide-13",
      "loopMatches": [
        {
          "to": 13,
          "from": 11,
          "name": "Quick Win Big Bet",
          "slug": "47-quick-win-big-bet",
          "bestFor": "Transformation planning, 100-day plans, resource allocation",
          "matchId": "a0ce2312-ef17-4039-9e37-81a82f608d49",
          "evidence": "Valuation of Flash and closing ask",
          "position": 1,
          "objective": "Present a clear ask",
          "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": 13,
          "from": 11,
          "beatId": "fff7868b-e9da-477c-a4a6-79fa7581c515",
          "arcName": "The Consultant's Gambit",
          "arcSlug": "consultants-gambit",
          "beatName": "Impact & Next Steps",
          "beatSlug": "consultants-gambit-impact-next-steps",
          "evidence": "Valuation of Flash and closing ask",
          "position": 3,
          "confidence": 0.8,
          "parentBeatName": "Resolution",
          "parentBeatSlug": "resolution"
        }
      ],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019f6b8f-148c-71c9-ac0f-40186ec7e732",
      "docSlug": "jarvis-eminence-pluralsight-presentation-february-2021",
      "documentTitle": "Eminence Pluralsight Presentation February 2021",
      "authorId": "eminence-pluralsight-presentation-february-2021",
      "authorName": null,
      "documentKindSlug": "activist-deck",
      "documentKindLabel": "Activist deck",
      "sourceTypeSlug": "activist_investor",
      "sourceTypeLabel": "Activist investor",
      "presentationDate": "2021-02-01 00:00:00",
      "orientation": null,
      "aspectRatio": null,
      "pageNumber": 1,
      "slideType": "cover",
      "function": "front_matter",
      "notes": "Includes logos for Eminence Capital, Vista Equity Partners, and Pluralsight, plus a 'JUST SAY NO!' badge.",
      "imagePath": "https://imgproxy.kitesheet.com/MftfADPr-P4mX5C-xcY8F_vU-pTzSVNmyF16NIHkeik/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9qYXJ2aXMtZW1pbmVuY2UtcGx1cmFsc2lnaHQtcHJlc2VudGF0aW9uLWZlYnJ1YXJ5LTIwMjEvcDAwMS5qcGc",
      "matchCount": 1,
      "evidence": null,
      "slideHref": "/slides/019f6b8f-148c-71c9-ac0f-40186ec7e732/1",
      "deckHref": "/decks/019f6b8f-148c-71c9-ac0f-40186ec7e732",
      "deckAnchorHref": "/decks/019f6b8f-148c-71c9-ac0f-40186ec7e732#slide-1",
      "loopMatches": [],
      "arcBeatMatches": [
        {
          "to": 4,
          "from": 1,
          "beatId": "d68c5227-d117-428f-81b8-f132b654ae35",
          "arcName": "Problem-Agitate-Solution",
          "arcSlug": "problem-agitate-solution",
          "beatName": "Problem",
          "beatSlug": "problem-agitate-solution-problem-identify-pain",
          "evidence": "The document identifies the acquisition as a problem",
          "position": 0,
          "confidence": 0.8,
          "parentBeatName": "Complication",
          "parentBeatSlug": "complication"
        }
      ],
      "imagePathAlt": "https://imgproxy.kitesheet.com/9OaZTzLjt4Ys3zQ1V65LCGzwVeI3AzTMZqCFyOVPZoM/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9qYXJ2aXMtZW1pbmVuY2UtcGx1cmFsc2lnaHQtcHJlc2VudGF0aW9uLWZlYnJ1YXJ5LTIwMjEvcDAwMS5wbmc",
      "thumbSrc": "https://imgproxy.kitesheet.com/h0bgsFQTZLjJFuZ63KF4M5bGJgiMl-HfCs-TnxfYTSw/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9qYXJ2aXMtZW1pbmVuY2UtcGx1cmFsc2lnaHQtcHJlc2VudGF0aW9uLWZlYnJ1YXJ5LTIwMjEvcDAwMS5qcGc",
      "thumbSrcAlt": "https://imgproxy.kitesheet.com/rOrjLQRtrzDbf4fkd7eo2gRUYtQk8_9QgMoh7J6tmWk/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9qYXJ2aXMtZW1pbmVuY2UtcGx1cmFsc2lnaHQtcHJlc2VudGF0aW9uLWZlYnJ1YXJ5LTIwMjEvcDAwMS5wbmc"
    },
    {
      "docId": "019f6b8f-148c-71c9-ac0f-40186ec7e732",
      "docSlug": "jarvis-eminence-pluralsight-presentation-february-2021",
      "documentTitle": "Eminence Pluralsight Presentation February 2021",
      "authorId": "eminence-pluralsight-presentation-february-2021",
      "authorName": null,
      "documentKindSlug": "activist-deck",
      "documentKindLabel": "Activist deck",
      "sourceTypeSlug": "activist_investor",
      "sourceTypeLabel": "Activist investor",
      "presentationDate": "2021-02-01 00:00:00",
      "orientation": null,
      "aspectRatio": null,
      "pageNumber": 2,
      "slideType": "other",
      "function": "establish_context",
      "notes": null,
      "imagePath": null,
      "matchCount": 1,
      "evidence": null,
      "slideHref": "/slides/019f6b8f-148c-71c9-ac0f-40186ec7e732/2",
      "deckHref": "/decks/019f6b8f-148c-71c9-ac0f-40186ec7e732",
      "deckAnchorHref": "/decks/019f6b8f-148c-71c9-ac0f-40186ec7e732#slide-2",
      "loopMatches": [],
      "arcBeatMatches": [
        {
          "to": 4,
          "from": 1,
          "beatId": "d68c5227-d117-428f-81b8-f132b654ae35",
          "arcName": "Problem-Agitate-Solution",
          "arcSlug": "problem-agitate-solution",
          "beatName": "Problem",
          "beatSlug": "problem-agitate-solution-problem-identify-pain",
          "evidence": "The document identifies the acquisition as a problem",
          "position": 0,
          "confidence": 0.8,
          "parentBeatName": "Complication",
          "parentBeatSlug": "complication"
        }
      ],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019f6b8f-148c-71c9-ac0f-40186ec7e732",
      "docSlug": "jarvis-eminence-pluralsight-presentation-february-2021",
      "documentTitle": "Eminence Pluralsight Presentation February 2021",
      "authorId": "eminence-pluralsight-presentation-february-2021",
      "authorName": null,
      "documentKindSlug": "activist-deck",
      "documentKindLabel": "Activist deck",
      "sourceTypeSlug": "activist_investor",
      "sourceTypeLabel": "Activist investor",
      "presentationDate": "2021-02-01 00:00:00",
      "orientation": null,
      "aspectRatio": null,
      "pageNumber": 3,
      "slideType": "executive_summary",
      "function": "summarize",
      "notes": "The slide uses a structured list format to outline the investment rationale.",
      "imagePath": null,
      "matchCount": 1,
      "evidence": null,
      "slideHref": "/slides/019f6b8f-148c-71c9-ac0f-40186ec7e732/3",
      "deckHref": "/decks/019f6b8f-148c-71c9-ac0f-40186ec7e732",
      "deckAnchorHref": "/decks/019f6b8f-148c-71c9-ac0f-40186ec7e732#slide-3",
      "loopMatches": [],
      "arcBeatMatches": [
        {
          "to": 4,
          "from": 1,
          "beatId": "d68c5227-d117-428f-81b8-f132b654ae35",
          "arcName": "Problem-Agitate-Solution",
          "arcSlug": "problem-agitate-solution",
          "beatName": "Problem",
          "beatSlug": "problem-agitate-solution-problem-identify-pain",
          "evidence": "The document identifies the acquisition as a problem",
          "position": 0,
          "confidence": 0.8,
          "parentBeatName": "Complication",
          "parentBeatSlug": "complication"
        }
      ],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019f6b8f-148c-71c9-ac0f-40186ec7e732",
      "docSlug": "jarvis-eminence-pluralsight-presentation-february-2021",
      "documentTitle": "Eminence Pluralsight Presentation February 2021",
      "authorId": "eminence-pluralsight-presentation-february-2021",
      "authorName": null,
      "documentKindSlug": "activist-deck",
      "documentKindLabel": "Activist deck",
      "sourceTypeSlug": "activist_investor",
      "sourceTypeLabel": "Activist investor",
      "presentationDate": "2021-02-01 00:00:00",
      "orientation": null,
      "aspectRatio": null,
      "pageNumber": 4,
      "slideType": "key_messages",
      "function": "summarize",
      "notes": null,
      "imagePath": null,
      "matchCount": 1,
      "evidence": null,
      "slideHref": "/slides/019f6b8f-148c-71c9-ac0f-40186ec7e732/4",
      "deckHref": "/decks/019f6b8f-148c-71c9-ac0f-40186ec7e732",
      "deckAnchorHref": "/decks/019f6b8f-148c-71c9-ac0f-40186ec7e732#slide-4",
      "loopMatches": [],
      "arcBeatMatches": [
        {
          "to": 4,
          "from": 1,
          "beatId": "d68c5227-d117-428f-81b8-f132b654ae35",
          "arcName": "Problem-Agitate-Solution",
          "arcSlug": "problem-agitate-solution",
          "beatName": "Problem",
          "beatSlug": "problem-agitate-solution-problem-identify-pain",
          "evidence": "The document identifies the acquisition as a problem",
          "position": 0,
          "confidence": 0.8,
          "parentBeatName": "Complication",
          "parentBeatSlug": "complication"
        }
      ],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019f6b8f-148c-71c9-ac0f-40186ec7e732",
      "docSlug": "jarvis-eminence-pluralsight-presentation-february-2021",
      "documentTitle": "Eminence Pluralsight Presentation February 2021",
      "authorId": "eminence-pluralsight-presentation-february-2021",
      "authorName": null,
      "documentKindSlug": "activist-deck",
      "documentKindLabel": "Activist deck",
      "sourceTypeSlug": "activist_investor",
      "sourceTypeLabel": "Activist investor",
      "presentationDate": "2021-02-01 00:00:00",
      "orientation": null,
      "aspectRatio": null,
      "pageNumber": 5,
      "slideType": "valuation_table",
      "function": "show_valuation_bridge",
      "notes": "The slide uses a narrative approach to valuation, contrasting the current offer with peer-based and transaction-based benchmarks.",
      "imagePath": null,
      "matchCount": 1,
      "evidence": null,
      "slideHref": "/slides/019f6b8f-148c-71c9-ac0f-40186ec7e732/5",
      "deckHref": "/decks/019f6b8f-148c-71c9-ac0f-40186ec7e732",
      "deckAnchorHref": "/decks/019f6b8f-148c-71c9-ac0f-40186ec7e732#slide-5",
      "loopMatches": [],
      "arcBeatMatches": [
        {
          "to": 16,
          "from": 5,
          "beatId": "e3a5d247-b501-4daf-b5b7-c3d00de96de3",
          "arcName": "Problem-Agitate-Solution",
          "arcSlug": "problem-agitate-solution",
          "beatName": "Agitate",
          "beatSlug": "problem-agitate-solution-agitate-make-it-worse",
          "evidence": "The document agitates the problem by highlighting the flawed process",
          "position": 1,
          "confidence": 0.8,
          "parentBeatName": "Development",
          "parentBeatSlug": "development"
        }
      ],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019f6b8f-148c-71c9-ac0f-40186ec7e732",
      "docSlug": "jarvis-eminence-pluralsight-presentation-february-2021",
      "documentTitle": "Eminence Pluralsight Presentation February 2021",
      "authorId": "eminence-pluralsight-presentation-february-2021",
      "authorName": null,
      "documentKindSlug": "activist-deck",
      "documentKindLabel": "Activist deck",
      "sourceTypeSlug": "activist_investor",
      "sourceTypeLabel": "Activist investor",
      "presentationDate": "2021-02-01 00:00:00",
      "orientation": null,
      "aspectRatio": null,
      "pageNumber": 6,
      "slideType": "valuation_reveal",
      "function": "expose_contradiction",
      "notes": "Uses a historical stock price chart to visually demonstrate the lack of shareholder value creation.",
      "imagePath": null,
      "matchCount": 1,
      "evidence": null,
      "slideHref": "/slides/019f6b8f-148c-71c9-ac0f-40186ec7e732/6",
      "deckHref": "/decks/019f6b8f-148c-71c9-ac0f-40186ec7e732",
      "deckAnchorHref": "/decks/019f6b8f-148c-71c9-ac0f-40186ec7e732#slide-6",
      "loopMatches": [],
      "arcBeatMatches": [
        {
          "to": 16,
          "from": 5,
          "beatId": "e3a5d247-b501-4daf-b5b7-c3d00de96de3",
          "arcName": "Problem-Agitate-Solution",
          "arcSlug": "problem-agitate-solution",
          "beatName": "Agitate",
          "beatSlug": "problem-agitate-solution-agitate-make-it-worse",
          "evidence": "The document agitates the problem by highlighting the flawed process",
          "position": 1,
          "confidence": 0.8,
          "parentBeatName": "Development",
          "parentBeatSlug": "development"
        }
      ],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019f6b8f-148c-71c9-ac0f-40186ec7e732",
      "docSlug": "jarvis-eminence-pluralsight-presentation-february-2021",
      "documentTitle": "Eminence Pluralsight Presentation February 2021",
      "authorId": "eminence-pluralsight-presentation-february-2021",
      "authorName": null,
      "documentKindSlug": "activist-deck",
      "documentKindLabel": "Activist deck",
      "sourceTypeSlug": "activist_investor",
      "sourceTypeLabel": "Activist investor",
      "presentationDate": "2021-02-01 00:00:00",
      "orientation": null,
      "aspectRatio": null,
      "pageNumber": 7,
      "slideType": "peer_benchmark",
      "function": "compare_peers",
      "notes": "The slide uses a regression line to show the correlation between growth and valuation, with Pluralsight circled as an outlier below the trend line.",
      "imagePath": null,
      "matchCount": 1,
      "evidence": null,
      "slideHref": "/slides/019f6b8f-148c-71c9-ac0f-40186ec7e732/7",
      "deckHref": "/decks/019f6b8f-148c-71c9-ac0f-40186ec7e732",
      "deckAnchorHref": "/decks/019f6b8f-148c-71c9-ac0f-40186ec7e732#slide-7",
      "loopMatches": [
        {
          "to": 10,
          "from": 7,
          "name": "Benchmark Gap",
          "slug": "39-benchmark-gap",
          "bestFor": "Performance improvement, competitive analysis, target setting",
          "matchId": "e24bcbd7-ba9c-42bc-9ed0-3b4ea6ad7570",
          "evidence": "The document presents benchmarking data to support its claim",
          "position": 0,
          "objective": "Highlight the undervaluation of Pluralsight",
          "structure": "Our Performance -> Industry Average -> Best-in-Class -> The Gap = The Opportunity",
          "confidence": 0.7,
          "description": "Compare performance against best-in-class to quantify the opportunity"
        }
      ],
      "arcBeatMatches": [
        {
          "to": 16,
          "from": 5,
          "beatId": "e3a5d247-b501-4daf-b5b7-c3d00de96de3",
          "arcName": "Problem-Agitate-Solution",
          "arcSlug": "problem-agitate-solution",
          "beatName": "Agitate",
          "beatSlug": "problem-agitate-solution-agitate-make-it-worse",
          "evidence": "The document agitates the problem by highlighting the flawed process",
          "position": 1,
          "confidence": 0.8,
          "parentBeatName": "Development",
          "parentBeatSlug": "development"
        }
      ],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019f6b8f-148c-71c9-ac0f-40186ec7e732",
      "docSlug": "jarvis-eminence-pluralsight-presentation-february-2021",
      "documentTitle": "Eminence Pluralsight Presentation February 2021",
      "authorId": "eminence-pluralsight-presentation-february-2021",
      "authorName": null,
      "documentKindSlug": "activist-deck",
      "documentKindLabel": "Activist deck",
      "sourceTypeSlug": "activist_investor",
      "sourceTypeLabel": "Activist investor",
      "presentationDate": "2021-02-01 00:00:00",
      "orientation": null,
      "aspectRatio": null,
      "pageNumber": 8,
      "slideType": "valuation_table",
      "function": "compare_peers",
      "notes": "The slide uses a peer group of SaaS companies with similar growth profiles to justify a higher valuation for Pluralsight.",
      "imagePath": null,
      "matchCount": 1,
      "evidence": null,
      "slideHref": "/slides/019f6b8f-148c-71c9-ac0f-40186ec7e732/8",
      "deckHref": "/decks/019f6b8f-148c-71c9-ac0f-40186ec7e732",
      "deckAnchorHref": "/decks/019f6b8f-148c-71c9-ac0f-40186ec7e732#slide-8",
      "loopMatches": [
        {
          "to": 10,
          "from": 7,
          "name": "Benchmark Gap",
          "slug": "39-benchmark-gap",
          "bestFor": "Performance improvement, competitive analysis, target setting",
          "matchId": "e24bcbd7-ba9c-42bc-9ed0-3b4ea6ad7570",
          "evidence": "The document presents benchmarking data to support its claim",
          "position": 0,
          "objective": "Highlight the undervaluation of Pluralsight",
          "structure": "Our Performance -> Industry Average -> Best-in-Class -> The Gap = The Opportunity",
          "confidence": 0.7,
          "description": "Compare performance against best-in-class to quantify the opportunity"
        }
      ],
      "arcBeatMatches": [
        {
          "to": 16,
          "from": 5,
          "beatId": "e3a5d247-b501-4daf-b5b7-c3d00de96de3",
          "arcName": "Problem-Agitate-Solution",
          "arcSlug": "problem-agitate-solution",
          "beatName": "Agitate",
          "beatSlug": "problem-agitate-solution-agitate-make-it-worse",
          "evidence": "The document agitates the problem by highlighting the flawed process",
          "position": 1,
          "confidence": 0.8,
          "parentBeatName": "Development",
          "parentBeatSlug": "development"
        }
      ],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019f6b8f-148c-71c9-ac0f-40186ec7e732",
      "docSlug": "jarvis-eminence-pluralsight-presentation-february-2021",
      "documentTitle": "Eminence Pluralsight Presentation February 2021",
      "authorId": "eminence-pluralsight-presentation-february-2021",
      "authorName": null,
      "documentKindSlug": "activist-deck",
      "documentKindLabel": "Activist deck",
      "sourceTypeSlug": "activist_investor",
      "sourceTypeLabel": "Activist investor",
      "presentationDate": "2021-02-01 00:00:00",
      "orientation": null,
      "aspectRatio": null,
      "pageNumber": 9,
      "slideType": "expose_contradiction",
      "function": "expose_contradiction",
      "notes": "Uses annotations to highlight 'Sales force execution issues' and 'COVID impact' as temporary headwinds.",
      "imagePath": null,
      "matchCount": 1,
      "evidence": null,
      "slideHref": "/slides/019f6b8f-148c-71c9-ac0f-40186ec7e732/9",
      "deckHref": "/decks/019f6b8f-148c-71c9-ac0f-40186ec7e732",
      "deckAnchorHref": "/decks/019f6b8f-148c-71c9-ac0f-40186ec7e732#slide-9",
      "loopMatches": [
        {
          "to": 10,
          "from": 7,
          "name": "Benchmark Gap",
          "slug": "39-benchmark-gap",
          "bestFor": "Performance improvement, competitive analysis, target setting",
          "matchId": "e24bcbd7-ba9c-42bc-9ed0-3b4ea6ad7570",
          "evidence": "The document presents benchmarking data to support its claim",
          "position": 0,
          "objective": "Highlight the undervaluation of Pluralsight",
          "structure": "Our Performance -> Industry Average -> Best-in-Class -> The Gap = The Opportunity",
          "confidence": 0.7,
          "description": "Compare performance against best-in-class to quantify the opportunity"
        }
      ],
      "arcBeatMatches": [
        {
          "to": 16,
          "from": 5,
          "beatId": "e3a5d247-b501-4daf-b5b7-c3d00de96de3",
          "arcName": "Problem-Agitate-Solution",
          "arcSlug": "problem-agitate-solution",
          "beatName": "Agitate",
          "beatSlug": "problem-agitate-solution-agitate-make-it-worse",
          "evidence": "The document agitates the problem by highlighting the flawed process",
          "position": 1,
          "confidence": 0.8,
          "parentBeatName": "Development",
          "parentBeatSlug": "development"
        }
      ],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019f6b8f-148c-71c9-ac0f-40186ec7e732",
      "docSlug": "jarvis-eminence-pluralsight-presentation-february-2021",
      "documentTitle": "Eminence Pluralsight Presentation February 2021",
      "authorId": "eminence-pluralsight-presentation-february-2021",
      "authorName": null,
      "documentKindSlug": "activist-deck",
      "documentKindLabel": "Activist deck",
      "sourceTypeSlug": "activist_investor",
      "sourceTypeLabel": "Activist investor",
      "presentationDate": "2021-02-01 00:00:00",
      "orientation": null,
      "aspectRatio": null,
      "pageNumber": 10,
      "slideType": "precedent_table",
      "function": "cite_precedent",
      "notes": "The slide uses a 'precedent transaction' analysis to argue that the current offer is below market norms.",
      "imagePath": null,
      "matchCount": 1,
      "evidence": null,
      "slideHref": "/slides/019f6b8f-148c-71c9-ac0f-40186ec7e732/10",
      "deckHref": "/decks/019f6b8f-148c-71c9-ac0f-40186ec7e732",
      "deckAnchorHref": "/decks/019f6b8f-148c-71c9-ac0f-40186ec7e732#slide-10",
      "loopMatches": [
        {
          "to": 10,
          "from": 7,
          "name": "Benchmark Gap",
          "slug": "39-benchmark-gap",
          "bestFor": "Performance improvement, competitive analysis, target setting",
          "matchId": "e24bcbd7-ba9c-42bc-9ed0-3b4ea6ad7570",
          "evidence": "The document presents benchmarking data to support its claim",
          "position": 0,
          "objective": "Highlight the undervaluation of Pluralsight",
          "structure": "Our Performance -> Industry Average -> Best-in-Class -> The Gap = The Opportunity",
          "confidence": 0.7,
          "description": "Compare performance against best-in-class to quantify the opportunity"
        }
      ],
      "arcBeatMatches": [
        {
          "to": 16,
          "from": 5,
          "beatId": "e3a5d247-b501-4daf-b5b7-c3d00de96de3",
          "arcName": "Problem-Agitate-Solution",
          "arcSlug": "problem-agitate-solution",
          "beatName": "Agitate",
          "beatSlug": "problem-agitate-solution-agitate-make-it-worse",
          "evidence": "The document agitates the problem by highlighting the flawed process",
          "position": 1,
          "confidence": 0.8,
          "parentBeatName": "Development",
          "parentBeatSlug": "development"
        }
      ],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019f6b8f-148c-71c9-ac0f-40186ec7e732",
      "docSlug": "jarvis-eminence-pluralsight-presentation-february-2021",
      "documentTitle": "Eminence Pluralsight Presentation February 2021",
      "authorId": "eminence-pluralsight-presentation-february-2021",
      "authorName": null,
      "documentKindSlug": "activist-deck",
      "documentKindLabel": "Activist deck",
      "sourceTypeSlug": "activist_investor",
      "sourceTypeLabel": "Activist investor",
      "presentationDate": "2021-02-01 00:00:00",
      "orientation": null,
      "aspectRatio": null,
      "pageNumber": 11,
      "slideType": "expose_contradiction",
      "function": "expose_contradiction",
      "notes": "Uses rhetorical questions to challenge the Board's decision-making process.",
      "imagePath": null,
      "matchCount": 1,
      "evidence": null,
      "slideHref": "/slides/019f6b8f-148c-71c9-ac0f-40186ec7e732/11",
      "deckHref": "/decks/019f6b8f-148c-71c9-ac0f-40186ec7e732",
      "deckAnchorHref": "/decks/019f6b8f-148c-71c9-ac0f-40186ec7e732#slide-11",
      "loopMatches": [],
      "arcBeatMatches": [
        {
          "to": 16,
          "from": 5,
          "beatId": "e3a5d247-b501-4daf-b5b7-c3d00de96de3",
          "arcName": "Problem-Agitate-Solution",
          "arcSlug": "problem-agitate-solution",
          "beatName": "Agitate",
          "beatSlug": "problem-agitate-solution-agitate-make-it-worse",
          "evidence": "The document agitates the problem by highlighting the flawed process",
          "position": 1,
          "confidence": 0.8,
          "parentBeatName": "Development",
          "parentBeatSlug": "development"
        }
      ],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019f6b8f-148c-71c9-ac0f-40186ec7e732",
      "docSlug": "jarvis-eminence-pluralsight-presentation-february-2021",
      "documentTitle": "Eminence Pluralsight Presentation February 2021",
      "authorId": "eminence-pluralsight-presentation-february-2021",
      "authorName": null,
      "documentKindSlug": "activist-deck",
      "documentKindLabel": "Activist deck",
      "sourceTypeSlug": "activist_investor",
      "sourceTypeLabel": "Activist investor",
      "presentationDate": "2021-02-01 00:00:00",
      "orientation": null,
      "aspectRatio": null,
      "pageNumber": 12,
      "slideType": "expose_contradiction",
      "function": "expose_contradiction",
      "notes": "The slide uses a series of rhetorical questions to challenge the integrity of the company's M&A process.",
      "imagePath": null,
      "matchCount": 1,
      "evidence": null,
      "slideHref": "/slides/019f6b8f-148c-71c9-ac0f-40186ec7e732/12",
      "deckHref": "/decks/019f6b8f-148c-71c9-ac0f-40186ec7e732",
      "deckAnchorHref": "/decks/019f6b8f-148c-71c9-ac0f-40186ec7e732#slide-12",
      "loopMatches": [],
      "arcBeatMatches": [
        {
          "to": 16,
          "from": 5,
          "beatId": "e3a5d247-b501-4daf-b5b7-c3d00de96de3",
          "arcName": "Problem-Agitate-Solution",
          "arcSlug": "problem-agitate-solution",
          "beatName": "Agitate",
          "beatSlug": "problem-agitate-solution-agitate-make-it-worse",
          "evidence": "The document agitates the problem by highlighting the flawed process",
          "position": 1,
          "confidence": 0.8,
          "parentBeatName": "Development",
          "parentBeatSlug": "development"
        }
      ],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    }
  ]
}