{ "kind": "all", "value": "all", "collectionKey": "slides:all:all:all-document-kinds:all-producers:all-orientations", "filters": { "documentKinds": [], "sourceTypes": [], "orientations": [] }, "total": 319975, "page": 17215, "pageSize": 18, "pageCount": 17777, "rows": [ { "docId": "019f6b8e-e1ba-725c-a8b9-fc18ef46d3ba", "docSlug": "jarvis-4-ibd-presentation-2020-avx-corp-centerview-partners", "documentTitle": "4 IBD presentation 2020 Avx Corp Centerview Partners", "authorId": "4-ibd-presentation-2020-avx-corp-centerview-partners", "authorName": null, "documentKindSlug": "deck", "documentKindLabel": "Deck", "sourceTypeSlug": "investment_bank", "sourceTypeLabel": "Investment bank", "presentationDate": "2020-01-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 8, "slideType": "appendix_data", "function": "analyze_data", "notes": "The slide outlines the rationale for using FY2021E as a normalized base for financial forecasting due to volatility in prior years.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8e-e1ba-725c-a8b9-fc18ef46d3ba/8", "deckHref": "/decks/019f6b8e-e1ba-725c-a8b9-fc18ef46d3ba", "deckAnchorHref": "/decks/019f6b8e-e1ba-725c-a8b9-fc18ef46d3ba#slide-8", "loopMatches": [ { "to": 9, "from": 5, "name": "Logic Chain", "slug": "01-logic-chain", "bestFor": "Skeptical audiences, controversial recommendations, rigorous analysis", "matchId": "6b12dd44-654e-4de5-883c-6c83c145c769", "evidence": "ARROW Snapshot, ARROW Historical Financial Performance", "position": 0, "objective": "Understand the current situation and financial performance", "structure": "Premise 1 (Accepted truth) -> Premise 2 (Observed fact) -> Therefore... (Inevitable conclusion)", "confidence": 0.6, "description": "Build an airtight chain of logic where each premise leads inevitably to the conclusion" } ], "arcBeatMatches": [ { "to": 8, "from": 7, "beatId": "f9aaacdd-2eaa-46df-a477-1a341f435257", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Problem & Complication", "beatSlug": "consultants-gambit-problem-complication", "evidence": "Key Drivers of Recent Revenue Volatility, Basis of Presentation for Financial Forecasts", "position": 1, "confidence": 0.8, "parentBeatName": "Complication", "parentBeatSlug": "complication" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8e-e1ba-725c-a8b9-fc18ef46d3ba", "docSlug": "jarvis-4-ibd-presentation-2020-avx-corp-centerview-partners", "documentTitle": "4 IBD presentation 2020 Avx Corp Centerview Partners", "authorId": "4-ibd-presentation-2020-avx-corp-centerview-partners", "authorName": null, "documentKindSlug": "deck", "documentKindLabel": "Deck", "sourceTypeSlug": "investment_bank", "sourceTypeLabel": "Investment bank", "presentationDate": "2020-01-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 9, "slideType": "executive_summary", "function": "analyze_data", "notes": "Includes CAGR annotations and specific business unit commentary.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8e-e1ba-725c-a8b9-fc18ef46d3ba/9", "deckHref": "/decks/019f6b8e-e1ba-725c-a8b9-fc18ef46d3ba", "deckAnchorHref": "/decks/019f6b8e-e1ba-725c-a8b9-fc18ef46d3ba#slide-9", "loopMatches": [ { "to": 9, "from": 5, "name": "Logic Chain", "slug": "01-logic-chain", "bestFor": "Skeptical audiences, controversial recommendations, rigorous analysis", "matchId": "6b12dd44-654e-4de5-883c-6c83c145c769", "evidence": "ARROW Snapshot, ARROW Historical Financial Performance", "position": 0, "objective": "Understand the current situation and financial performance", "structure": "Premise 1 (Accepted truth) -> Premise 2 (Observed fact) -> Therefore... (Inevitable conclusion)", "confidence": 0.6, "description": "Build an airtight chain of logic where each premise leads inevitably to the conclusion" } ], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8e-e1ba-725c-a8b9-fc18ef46d3ba", "docSlug": "jarvis-4-ibd-presentation-2020-avx-corp-centerview-partners", "documentTitle": "4 IBD presentation 2020 Avx Corp Centerview Partners", "authorId": "4-ibd-presentation-2020-avx-corp-centerview-partners", "authorName": null, "documentKindSlug": "deck", "documentKindLabel": "Deck", "sourceTypeSlug": "investment_bank", "sourceTypeLabel": "Investment bank", "presentationDate": "2020-01-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 10, "slideType": "peer_benchmark", "function": "compare_peers", "notes": "Includes annotations for specific dates (Dec 2016, Oct 2017, Jan 2018, Oct 2019) and a table of YoY revenue growth at the bottom.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8e-e1ba-725c-a8b9-fc18ef46d3ba/10", "deckHref": "/decks/019f6b8e-e1ba-725c-a8b9-fc18ef46d3ba", "deckAnchorHref": "/decks/019f6b8e-e1ba-725c-a8b9-fc18ef46d3ba#slide-10", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8e-e1ba-725c-a8b9-fc18ef46d3ba", "docSlug": "jarvis-4-ibd-presentation-2020-avx-corp-centerview-partners", "documentTitle": "4 IBD presentation 2020 Avx Corp Centerview Partners", "authorId": "4-ibd-presentation-2020-avx-corp-centerview-partners", "authorName": null, "documentKindSlug": "deck", "documentKindLabel": "Deck", "sourceTypeSlug": "investment_bank", "sourceTypeLabel": "Investment bank", "presentationDate": "2020-01-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 11, "slideType": "peer_benchmark", "function": "compare_peers", "notes": "Includes valuation tables for both ARROW and peers with 1, 3, and 5-year lookbacks.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8e-e1ba-725c-a8b9-fc18ef46d3ba/11", "deckHref": "/decks/019f6b8e-e1ba-725c-a8b9-fc18ef46d3ba", "deckAnchorHref": "/decks/019f6b8e-e1ba-725c-a8b9-fc18ef46d3ba#slide-11", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8e-e1ba-725c-a8b9-fc18ef46d3ba", "docSlug": "jarvis-4-ibd-presentation-2020-avx-corp-centerview-partners", "documentTitle": "4 IBD presentation 2020 Avx Corp Centerview Partners", "authorId": "4-ibd-presentation-2020-avx-corp-centerview-partners", "authorName": null, "documentKindSlug": "deck", "documentKindLabel": "Deck", "sourceTypeSlug": "investment_bank", "sourceTypeLabel": "Investment bank", "presentationDate": "2020-01-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 12, "slideType": "appendix_data", "function": "analyze_data", "notes": "Includes disclaimer about preliminary draft status and data sources.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8e-e1ba-725c-a8b9-fc18ef46d3ba/12", "deckHref": "/decks/019f6b8e-e1ba-725c-a8b9-fc18ef46d3ba", "deckAnchorHref": "/decks/019f6b8e-e1ba-725c-a8b9-fc18ef46d3ba#slide-12", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8e-e1ba-725c-a8b9-fc18ef46d3ba", "docSlug": "jarvis-4-ibd-presentation-2020-avx-corp-centerview-partners", "documentTitle": "4 IBD presentation 2020 Avx Corp Centerview Partners", "authorId": "4-ibd-presentation-2020-avx-corp-centerview-partners", "authorName": null, "documentKindSlug": "deck", "documentKindLabel": "Deck", "sourceTypeSlug": "investment_bank", "sourceTypeLabel": "Investment bank", "presentationDate": "2020-01-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 13, "slideType": "appendix_data", "function": "analyze_data", "notes": "The slide uses a structured list format to categorize qualitative business drivers.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8e-e1ba-725c-a8b9-fc18ef46d3ba/13", "deckHref": "/decks/019f6b8e-e1ba-725c-a8b9-fc18ef46d3ba", "deckAnchorHref": "/decks/019f6b8e-e1ba-725c-a8b9-fc18ef46d3ba#slide-13", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8e-e1ba-725c-a8b9-fc18ef46d3ba", "docSlug": "jarvis-4-ibd-presentation-2020-avx-corp-centerview-partners", "documentTitle": "4 IBD presentation 2020 Avx Corp Centerview Partners", "authorId": "4-ibd-presentation-2020-avx-corp-centerview-partners", "authorName": null, "documentKindSlug": "deck", "documentKindLabel": "Deck", "sourceTypeSlug": "investment_bank", "sourceTypeLabel": "Investment bank", "presentationDate": "2020-01-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 14, "slideType": "section_divider", "function": "transition", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8e-e1ba-725c-a8b9-fc18ef46d3ba/14", "deckHref": "/decks/019f6b8e-e1ba-725c-a8b9-fc18ef46d3ba", "deckAnchorHref": "/decks/019f6b8e-e1ba-725c-a8b9-fc18ef46d3ba#slide-14", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8e-e1ba-725c-a8b9-fc18ef46d3ba", "docSlug": "jarvis-4-ibd-presentation-2020-avx-corp-centerview-partners", "documentTitle": "4 IBD presentation 2020 Avx Corp Centerview Partners", "authorId": "4-ibd-presentation-2020-avx-corp-centerview-partners", "authorName": null, "documentKindSlug": "deck", "documentKindLabel": "Deck", "sourceTypeSlug": "investment_bank", "sourceTypeLabel": "Investment bank", "presentationDate": "2020-01-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 15, "slideType": "executive_summary", "function": "summarize", "notes": "Includes a table comparing Unaffected, Current, and KITE Proposal financial metrics.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8e-e1ba-725c-a8b9-fc18ef46d3ba/15", "deckHref": "/decks/019f6b8e-e1ba-725c-a8b9-fc18ef46d3ba", "deckAnchorHref": "/decks/019f6b8e-e1ba-725c-a8b9-fc18ef46d3ba#slide-15", "loopMatches": [ { "to": 20, "from": 15, "name": "Cost Of Inaction", "slug": "27-cost-of-inaction", "bestFor": "Urgent budget requests, compliance, risk mitigation", "matchId": "e382ce8e-1d84-45e8-940b-6c83097bc09b", "evidence": "Summary of KITE Proposal, ARROW Analysis at Various Prices", "position": 1, "objective": "Evaluate the cost of inaction and consider alternative proposals", "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": 16, "from": 15, "beatId": "62dde27d-8fe1-4348-974a-84ec415bcfe0", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Solution & Approach", "beatSlug": "consultants-gambit-solution-approach", "evidence": "Summary of KITE Proposal, Preliminary ARROW Valuation Summary", "position": 2, "confidence": 0.8, "parentBeatName": "Turn", "parentBeatSlug": "turn" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8e-e1ba-725c-a8b9-fc18ef46d3ba", "docSlug": "jarvis-4-ibd-presentation-2020-avx-corp-centerview-partners", "documentTitle": "4 IBD presentation 2020 Avx Corp Centerview Partners", "authorId": "4-ibd-presentation-2020-avx-corp-centerview-partners", "authorName": null, "documentKindSlug": "deck", "documentKindLabel": "Deck", "sourceTypeSlug": "investment_bank", "sourceTypeLabel": "Investment bank", "presentationDate": "2020-01-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 16, "slideType": "appendix_data", "function": "analyze_data", "notes": "Includes specific reference to KITE offer price and ARROW unaffected share price.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8e-e1ba-725c-a8b9-fc18ef46d3ba/16", "deckHref": "/decks/019f6b8e-e1ba-725c-a8b9-fc18ef46d3ba", "deckAnchorHref": "/decks/019f6b8e-e1ba-725c-a8b9-fc18ef46d3ba#slide-16", "loopMatches": [ { "to": 20, "from": 15, "name": "Cost Of Inaction", "slug": "27-cost-of-inaction", "bestFor": "Urgent budget requests, compliance, risk mitigation", "matchId": "e382ce8e-1d84-45e8-940b-6c83097bc09b", "evidence": "Summary of KITE Proposal, ARROW Analysis at Various Prices", "position": 1, "objective": "Evaluate the cost of inaction and consider alternative proposals", "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": 16, "from": 15, "beatId": "62dde27d-8fe1-4348-974a-84ec415bcfe0", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Solution & Approach", "beatSlug": "consultants-gambit-solution-approach", "evidence": "Summary of KITE Proposal, Preliminary ARROW Valuation Summary", "position": 2, "confidence": 0.8, "parentBeatName": "Turn", "parentBeatSlug": "turn" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8e-e1ba-725c-a8b9-fc18ef46d3ba", "docSlug": "jarvis-4-ibd-presentation-2020-avx-corp-centerview-partners", "documentTitle": "4 IBD presentation 2020 Avx Corp Centerview Partners", "authorId": "4-ibd-presentation-2020-avx-corp-centerview-partners", "authorName": null, "documentKindSlug": "deck", "documentKindLabel": "Deck", "sourceTypeSlug": "investment_bank", "sourceTypeLabel": "Investment bank", "presentationDate": "2020-01-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 17, "slideType": "appendix_data", "function": "analyze_data", "notes": "Includes a 'KEY Offer' column highlighted with a dashed box.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8e-e1ba-725c-a8b9-fc18ef46d3ba/17", "deckHref": "/decks/019f6b8e-e1ba-725c-a8b9-fc18ef46d3ba", "deckAnchorHref": "/decks/019f6b8e-e1ba-725c-a8b9-fc18ef46d3ba#slide-17", "loopMatches": [ { "to": 20, "from": 15, "name": "Cost Of Inaction", "slug": "27-cost-of-inaction", "bestFor": "Urgent budget requests, compliance, risk mitigation", "matchId": "e382ce8e-1d84-45e8-940b-6c83097bc09b", "evidence": "Summary of KITE Proposal, ARROW Analysis at Various Prices", "position": 1, "objective": "Evaluate the cost of inaction and consider alternative proposals", "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": 20, "from": 17, "beatId": "6bb372d4-e60d-493b-b25e-bb371a45a191", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Evidence & Proof", "beatSlug": "consultants-gambit-evidence-proof", "evidence": "ARROW Analysis at Various Prices, Discounted Cash Flows", "position": 3, "confidence": 0.8, "parentBeatName": "Evidence", "parentBeatSlug": "evidence" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8e-e1ba-725c-a8b9-fc18ef46d3ba", "docSlug": "jarvis-4-ibd-presentation-2020-avx-corp-centerview-partners", "documentTitle": "4 IBD presentation 2020 Avx Corp Centerview Partners", "authorId": "4-ibd-presentation-2020-avx-corp-centerview-partners", "authorName": null, "documentKindSlug": "deck", "documentKindLabel": "Deck", "sourceTypeSlug": "investment_bank", "sourceTypeLabel": "Investment bank", "presentationDate": "2020-01-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 18, "slideType": "appendix_data", "function": "compare_peers", "notes": "Includes market capitalization, enterprise value, EV/EBITDA, P/E, growth rates, and margin data.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8e-e1ba-725c-a8b9-fc18ef46d3ba/18", "deckHref": "/decks/019f6b8e-e1ba-725c-a8b9-fc18ef46d3ba", "deckAnchorHref": "/decks/019f6b8e-e1ba-725c-a8b9-fc18ef46d3ba#slide-18", "loopMatches": [ { "to": 20, "from": 15, "name": "Cost Of Inaction", "slug": "27-cost-of-inaction", "bestFor": "Urgent budget requests, compliance, risk mitigation", "matchId": "e382ce8e-1d84-45e8-940b-6c83097bc09b", "evidence": "Summary of KITE Proposal, ARROW Analysis at Various Prices", "position": 1, "objective": "Evaluate the cost of inaction and consider alternative proposals", "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": 20, "from": 17, "beatId": "6bb372d4-e60d-493b-b25e-bb371a45a191", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Evidence & Proof", "beatSlug": "consultants-gambit-evidence-proof", "evidence": "ARROW Analysis at Various Prices, Discounted Cash Flows", "position": 3, "confidence": 0.8, "parentBeatName": "Evidence", "parentBeatSlug": "evidence" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8e-e1ba-725c-a8b9-fc18ef46d3ba", "docSlug": "jarvis-4-ibd-presentation-2020-avx-corp-centerview-partners", "documentTitle": "4 IBD presentation 2020 Avx Corp Centerview Partners", "authorId": "4-ibd-presentation-2020-avx-corp-centerview-partners", "authorName": null, "documentKindSlug": "deck", "documentKindLabel": "Deck", "sourceTypeSlug": "investment_bank", "sourceTypeLabel": "Investment bank", "presentationDate": "2020-01-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 19, "slideType": "appendix_data", "function": "cite_precedent", "notes": "Includes average and median calculations for the selected peer group.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8e-e1ba-725c-a8b9-fc18ef46d3ba/19", "deckHref": "/decks/019f6b8e-e1ba-725c-a8b9-fc18ef46d3ba", "deckAnchorHref": "/decks/019f6b8e-e1ba-725c-a8b9-fc18ef46d3ba#slide-19", "loopMatches": [ { "to": 20, "from": 15, "name": "Cost Of Inaction", "slug": "27-cost-of-inaction", "bestFor": "Urgent budget requests, compliance, risk mitigation", "matchId": "e382ce8e-1d84-45e8-940b-6c83097bc09b", "evidence": "Summary of KITE Proposal, ARROW Analysis at Various Prices", "position": 1, "objective": "Evaluate the cost of inaction and consider alternative proposals", "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": 20, "from": 17, "beatId": "6bb372d4-e60d-493b-b25e-bb371a45a191", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Evidence & Proof", "beatSlug": "consultants-gambit-evidence-proof", "evidence": "ARROW Analysis at Various Prices, Discounted Cash Flows", "position": 3, "confidence": 0.8, "parentBeatName": "Evidence", "parentBeatSlug": "evidence" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8e-e1ba-725c-a8b9-fc18ef46d3ba", "docSlug": "jarvis-4-ibd-presentation-2020-avx-corp-centerview-partners", "documentTitle": "4 IBD presentation 2020 Avx Corp Centerview Partners", "authorId": "4-ibd-presentation-2020-avx-corp-centerview-partners", "authorName": null, "documentKindSlug": "deck", "documentKindLabel": "Deck", "sourceTypeSlug": "investment_bank", "sourceTypeLabel": "Investment bank", "presentationDate": "2020-01-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 20, "slideType": "appendix_data", "function": "analyze_data", "notes": "Includes sensitivity tables for WACC vs Perpetuity Growth Rate.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8e-e1ba-725c-a8b9-fc18ef46d3ba/20", "deckHref": "/decks/019f6b8e-e1ba-725c-a8b9-fc18ef46d3ba", "deckAnchorHref": "/decks/019f6b8e-e1ba-725c-a8b9-fc18ef46d3ba#slide-20", "loopMatches": [ { "to": 20, "from": 15, "name": "Cost Of Inaction", "slug": "27-cost-of-inaction", "bestFor": "Urgent budget requests, compliance, risk mitigation", "matchId": "e382ce8e-1d84-45e8-940b-6c83097bc09b", "evidence": "Summary of KITE Proposal, ARROW Analysis at Various Prices", "position": 1, "objective": "Evaluate the cost of inaction and consider alternative proposals", "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": 20, "from": 17, "beatId": "6bb372d4-e60d-493b-b25e-bb371a45a191", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Evidence & Proof", "beatSlug": "consultants-gambit-evidence-proof", "evidence": "ARROW Analysis at Various Prices, Discounted Cash Flows", "position": 3, "confidence": 0.8, "parentBeatName": "Evidence", "parentBeatSlug": "evidence" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8e-e1ba-725c-a8b9-fc18ef46d3ba", "docSlug": "jarvis-4-ibd-presentation-2020-avx-corp-centerview-partners", "documentTitle": "4 IBD presentation 2020 Avx Corp Centerview Partners", "authorId": "4-ibd-presentation-2020-avx-corp-centerview-partners", "authorName": null, "documentKindSlug": "deck", "documentKindLabel": "Deck", "sourceTypeSlug": "investment_bank", "sourceTypeLabel": "Investment bank", "presentationDate": "2020-01-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 21, "slideType": "appendix_data", "function": "analyze_data", "notes": "Includes two scenarios: 'Leave Cash on Balance Sheet' and 'Distribute Cash as a Dividend'.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8e-e1ba-725c-a8b9-fc18ef46d3ba/21", "deckHref": "/decks/019f6b8e-e1ba-725c-a8b9-fc18ef46d3ba", "deckAnchorHref": "/decks/019f6b8e-e1ba-725c-a8b9-fc18ef46d3ba#slide-21", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8e-e1ba-725c-a8b9-fc18ef46d3ba", "docSlug": "jarvis-4-ibd-presentation-2020-avx-corp-centerview-partners", "documentTitle": "4 IBD presentation 2020 Avx Corp Centerview Partners", "authorId": "4-ibd-presentation-2020-avx-corp-centerview-partners", "authorName": null, "documentKindSlug": "deck", "documentKindLabel": "Deck", "sourceTypeSlug": "investment_bank", "sourceTypeLabel": "Investment bank", "presentationDate": "2020-01-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 22, "slideType": "appendix", "function": "appendix", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8e-e1ba-725c-a8b9-fc18ef46d3ba/22", "deckHref": "/decks/019f6b8e-e1ba-725c-a8b9-fc18ef46d3ba", "deckAnchorHref": "/decks/019f6b8e-e1ba-725c-a8b9-fc18ef46d3ba#slide-22", "loopMatches": [], "arcBeatMatches": [ { "to": 27, "from": 22, "beatId": "173298cf-b6b2-4a7c-b24f-59b5d061d06e", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Impact & Next Steps", "beatSlug": "consultants-gambit-impact-next-steps", "evidence": "Appendix, Illustrative Sensitivity Analysis", "position": 4, "confidence": 0.8, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8e-e1ba-725c-a8b9-fc18ef46d3ba", "docSlug": "jarvis-4-ibd-presentation-2020-avx-corp-centerview-partners", "documentTitle": "4 IBD presentation 2020 Avx Corp Centerview Partners", "authorId": "4-ibd-presentation-2020-avx-corp-centerview-partners", "authorName": null, "documentKindSlug": "deck", "documentKindLabel": "Deck", "sourceTypeSlug": "investment_bank", "sourceTypeLabel": "Investment bank", "presentationDate": "2020-01-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 23, "slideType": "appendix_data", "function": "analyze_data", "notes": "Includes corporate overhead adjustments and segment-specific growth rates.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8e-e1ba-725c-a8b9-fc18ef46d3ba/23", "deckHref": "/decks/019f6b8e-e1ba-725c-a8b9-fc18ef46d3ba", "deckAnchorHref": "/decks/019f6b8e-e1ba-725c-a8b9-fc18ef46d3ba#slide-23", "loopMatches": [], "arcBeatMatches": [ { "to": 27, "from": 22, "beatId": "173298cf-b6b2-4a7c-b24f-59b5d061d06e", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Impact & Next Steps", "beatSlug": "consultants-gambit-impact-next-steps", "evidence": "Appendix, Illustrative Sensitivity Analysis", "position": 4, "confidence": 0.8, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8e-e1ba-725c-a8b9-fc18ef46d3ba", "docSlug": "jarvis-4-ibd-presentation-2020-avx-corp-centerview-partners", "documentTitle": "4 IBD presentation 2020 Avx Corp Centerview Partners", "authorId": "4-ibd-presentation-2020-avx-corp-centerview-partners", "authorName": null, "documentKindSlug": "deck", "documentKindLabel": "Deck", "sourceTypeSlug": "investment_bank", "sourceTypeLabel": "Investment bank", "presentationDate": "2020-01-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 24, "slideType": "appendix_data", "function": "analyze_data", "notes": "Includes GAAP and non-GAAP (Adjusted Net Income, Adjusted EBITDA) metrics.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8e-e1ba-725c-a8b9-fc18ef46d3ba/24", "deckHref": "/decks/019f6b8e-e1ba-725c-a8b9-fc18ef46d3ba", "deckAnchorHref": "/decks/019f6b8e-e1ba-725c-a8b9-fc18ef46d3ba#slide-24", "loopMatches": [], "arcBeatMatches": [ { "to": 27, "from": 22, "beatId": "173298cf-b6b2-4a7c-b24f-59b5d061d06e", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Impact & Next Steps", "beatSlug": "consultants-gambit-impact-next-steps", "evidence": "Appendix, Illustrative Sensitivity Analysis", "position": 4, "confidence": 0.8, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8e-e1ba-725c-a8b9-fc18ef46d3ba", "docSlug": "jarvis-4-ibd-presentation-2020-avx-corp-centerview-partners", "documentTitle": "4 IBD presentation 2020 Avx Corp Centerview Partners", "authorId": "4-ibd-presentation-2020-avx-corp-centerview-partners", "authorName": null, "documentKindSlug": "deck", "documentKindLabel": "Deck", "sourceTypeSlug": "investment_bank", "sourceTypeLabel": "Investment bank", "presentationDate": "2020-01-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 25, "slideType": "appendix_data", "function": "analyze_data", "notes": "The table uses a matrix format to show the intersection of two variables (EBITDA margin delta and revenue growth CAGR) on equity value.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8e-e1ba-725c-a8b9-fc18ef46d3ba/25", "deckHref": "/decks/019f6b8e-e1ba-725c-a8b9-fc18ef46d3ba", "deckAnchorHref": "/decks/019f6b8e-e1ba-725c-a8b9-fc18ef46d3ba#slide-25", "loopMatches": [], "arcBeatMatches": [ { "to": 27, "from": 22, "beatId": "173298cf-b6b2-4a7c-b24f-59b5d061d06e", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Impact & Next Steps", "beatSlug": "consultants-gambit-impact-next-steps", "evidence": "Appendix, Illustrative Sensitivity Analysis", "position": 4, "confidence": 0.8, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true } ] }