{ "kind": "all", "value": "all", "collectionKey": "slides:all:all:all-document-kinds:all-producers:all-orientations", "filters": { "documentKinds": [], "sourceTypes": [], "orientations": [] }, "total": 319975, "page": 17387, "pageSize": 18, "pageCount": 17777, "rows": [ { "docId": "019f6b8f-155a-7627-ae9c-99e7272d705f", "docSlug": "jarvis-engine-capital-houghton-mifflin-harcourt-presentation-march-2022", "documentTitle": "Engine Capital Houghton Mifflin Harcourt Presentation March 2022", "authorId": "engine-capital-houghton-mifflin-harcourt-presentation-march-2022", "authorName": null, "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2022-03-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 4, "slideType": "executive_summary", "function": "summarize", "notes": "The slide uses bolding and underlining to emphasize key valuation metrics and strategic alternatives.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8f-155a-7627-ae9c-99e7272d705f/4", "deckHref": "/decks/019f6b8f-155a-7627-ae9c-99e7272d705f", "deckAnchorHref": "/decks/019f6b8f-155a-7627-ae9c-99e7272d705f#slide-4", "loopMatches": [], "arcBeatMatches": [ { "to": 5, "from": 4, "beatId": "3bde61f9-1131-4f10-8cd2-179bbf18ee8e", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Problem", "beatSlug": "problem-agitate-solution-problem-identify-pain", "evidence": "The document identifies the problem with the offer and its impact on shareholders", "position": 0, "confidence": 0.8, "parentBeatName": "Complication", "parentBeatSlug": "complication" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8f-155a-7627-ae9c-99e7272d705f", "docSlug": "jarvis-engine-capital-houghton-mifflin-harcourt-presentation-march-2022", "documentTitle": "Engine Capital Houghton Mifflin Harcourt Presentation March 2022", "authorId": "engine-capital-houghton-mifflin-harcourt-presentation-march-2022", "authorName": null, "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2022-03-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 5, "slideType": "key_takeaways", "function": "summarize", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8f-155a-7627-ae9c-99e7272d705f/5", "deckHref": "/decks/019f6b8f-155a-7627-ae9c-99e7272d705f", "deckAnchorHref": "/decks/019f6b8f-155a-7627-ae9c-99e7272d705f#slide-5", "loopMatches": [], "arcBeatMatches": [ { "to": 5, "from": 4, "beatId": "3bde61f9-1131-4f10-8cd2-179bbf18ee8e", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Problem", "beatSlug": "problem-agitate-solution-problem-identify-pain", "evidence": "The document identifies the problem with the offer and its impact on shareholders", "position": 0, "confidence": 0.8, "parentBeatName": "Complication", "parentBeatSlug": "complication" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8f-155a-7627-ae9c-99e7272d705f", "docSlug": "jarvis-engine-capital-houghton-mifflin-harcourt-presentation-march-2022", "documentTitle": "Engine Capital Houghton Mifflin Harcourt Presentation March 2022", "authorId": "engine-capital-houghton-mifflin-harcourt-presentation-march-2022", "authorName": null, "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2022-03-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 6, "slideType": "executive_summary", "function": "frame_situation", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8f-155a-7627-ae9c-99e7272d705f/6", "deckHref": "/decks/019f6b8f-155a-7627-ae9c-99e7272d705f", "deckAnchorHref": "/decks/019f6b8f-155a-7627-ae9c-99e7272d705f#slide-6", "loopMatches": [], "arcBeatMatches": [ { "to": 14, "from": 6, "beatId": "c6917caa-12c6-425e-8da7-fcc510eea151", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Agitate", "beatSlug": "problem-agitate-solution-agitate-make-it-worse", "evidence": "The document highlights the flaws in the sales process and the undervaluation of the company", "position": 1, "confidence": 0.8, "parentBeatName": "Development", "parentBeatSlug": "development" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8f-155a-7627-ae9c-99e7272d705f", "docSlug": "jarvis-engine-capital-houghton-mifflin-harcourt-presentation-march-2022", "documentTitle": "Engine Capital Houghton Mifflin Harcourt Presentation March 2022", "authorId": "engine-capital-houghton-mifflin-harcourt-presentation-march-2022", "authorName": null, "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2022-03-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 7, "slideType": "valuation_table", "function": "show_valuation_bridge", "notes": "LBO model details provided for the transaction.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8f-155a-7627-ae9c-99e7272d705f/7", "deckHref": "/decks/019f6b8f-155a-7627-ae9c-99e7272d705f", "deckAnchorHref": "/decks/019f6b8f-155a-7627-ae9c-99e7272d705f#slide-7", "loopMatches": [], "arcBeatMatches": [ { "to": 14, "from": 6, "beatId": "c6917caa-12c6-425e-8da7-fcc510eea151", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Agitate", "beatSlug": "problem-agitate-solution-agitate-make-it-worse", "evidence": "The document highlights the flaws in the sales process and the undervaluation of the company", "position": 1, "confidence": 0.8, "parentBeatName": "Development", "parentBeatSlug": "development" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8f-155a-7627-ae9c-99e7272d705f", "docSlug": "jarvis-engine-capital-houghton-mifflin-harcourt-presentation-march-2022", "documentTitle": "Engine Capital Houghton Mifflin Harcourt Presentation March 2022", "authorId": "engine-capital-houghton-mifflin-harcourt-presentation-march-2022", "authorName": null, "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2022-03-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 8, "slideType": "valuation_table", "function": "show_valuation_bridge", "notes": "The slide uses a red dashed box to highlight the 2024 valuation multiple in both charts.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8f-155a-7627-ae9c-99e7272d705f/8", "deckHref": "/decks/019f6b8f-155a-7627-ae9c-99e7272d705f", "deckAnchorHref": "/decks/019f6b8f-155a-7627-ae9c-99e7272d705f#slide-8", "loopMatches": [], "arcBeatMatches": [ { "to": 14, "from": 6, "beatId": "c6917caa-12c6-425e-8da7-fcc510eea151", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Agitate", "beatSlug": "problem-agitate-solution-agitate-make-it-worse", "evidence": "The document highlights the flaws in the sales process and the undervaluation of the company", "position": 1, "confidence": 0.8, "parentBeatName": "Development", "parentBeatSlug": "development" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8f-155a-7627-ae9c-99e7272d705f", "docSlug": "jarvis-engine-capital-houghton-mifflin-harcourt-presentation-march-2022", "documentTitle": "Engine Capital Houghton Mifflin Harcourt Presentation March 2022", "authorId": "engine-capital-houghton-mifflin-harcourt-presentation-march-2022", "authorName": null, "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2022-03-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 9, "slideType": "preempt_rebuttal", "function": "preempt_rebuttal", "notes": "The chart uses a projection line to illustrate the gap between the offer price and the implied fair value.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8f-155a-7627-ae9c-99e7272d705f/9", "deckHref": "/decks/019f6b8f-155a-7627-ae9c-99e7272d705f", "deckAnchorHref": "/decks/019f6b8f-155a-7627-ae9c-99e7272d705f#slide-9", "loopMatches": [], "arcBeatMatches": [ { "to": 14, "from": 6, "beatId": "c6917caa-12c6-425e-8da7-fcc510eea151", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Agitate", "beatSlug": "problem-agitate-solution-agitate-make-it-worse", "evidence": "The document highlights the flaws in the sales process and the undervaluation of the company", "position": 1, "confidence": 0.8, "parentBeatName": "Development", "parentBeatSlug": "development" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8f-155a-7627-ae9c-99e7272d705f", "docSlug": "jarvis-engine-capital-houghton-mifflin-harcourt-presentation-march-2022", "documentTitle": "Engine Capital Houghton Mifflin Harcourt Presentation March 2022", "authorId": "engine-capital-houghton-mifflin-harcourt-presentation-march-2022", "authorName": null, "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2022-03-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 10, "slideType": "valuation_table", "function": "show_valuation_bridge", "notes": "Uses a comparison table to highlight quality differences between HMHC and McGraw Hill.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8f-155a-7627-ae9c-99e7272d705f/10", "deckHref": "/decks/019f6b8f-155a-7627-ae9c-99e7272d705f", "deckAnchorHref": "/decks/019f6b8f-155a-7627-ae9c-99e7272d705f#slide-10", "loopMatches": [ { "to": 10, "from": 10, "name": "Analogy", "slug": "08-analogy", "bestFor": "Complex concepts, new markets, technical explanations for non-experts", "matchId": "b6892b79-febb-49ca-9743-dc537602ebc3", "evidence": "The document uses a comparison to the McGraw Hill transaction to make a point", "position": 0, "objective": "Highlight the undervaluation of Houghton Mifflin Harcourt", "structure": "The Familiar Domain -> Key Parallel -> Applied to Our Situation -> Insight", "confidence": 0.6, "description": "Explain the unfamiliar through a well-understood parallel domain" } ], "arcBeatMatches": [ { "to": 14, "from": 6, "beatId": "c6917caa-12c6-425e-8da7-fcc510eea151", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Agitate", "beatSlug": "problem-agitate-solution-agitate-make-it-worse", "evidence": "The document highlights the flaws in the sales process and the undervaluation of the company", "position": 1, "confidence": 0.8, "parentBeatName": "Development", "parentBeatSlug": "development" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8f-155a-7627-ae9c-99e7272d705f", "docSlug": "jarvis-engine-capital-houghton-mifflin-harcourt-presentation-march-2022", "documentTitle": "Engine Capital Houghton Mifflin Harcourt Presentation March 2022", "authorId": "engine-capital-houghton-mifflin-harcourt-presentation-march-2022", "authorName": null, "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2022-03-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 11, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "Uses historical Q4 EBITDA data to expose the implausibility of the initial forecast.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8f-155a-7627-ae9c-99e7272d705f/11", "deckHref": "/decks/019f6b8f-155a-7627-ae9c-99e7272d705f", "deckAnchorHref": "/decks/019f6b8f-155a-7627-ae9c-99e7272d705f#slide-11", "loopMatches": [], "arcBeatMatches": [ { "to": 14, "from": 6, "beatId": "c6917caa-12c6-425e-8da7-fcc510eea151", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Agitate", "beatSlug": "problem-agitate-solution-agitate-make-it-worse", "evidence": "The document highlights the flaws in the sales process and the undervaluation of the company", "position": 1, "confidence": 0.8, "parentBeatName": "Development", "parentBeatSlug": "development" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8f-155a-7627-ae9c-99e7272d705f", "docSlug": "jarvis-engine-capital-houghton-mifflin-harcourt-presentation-march-2022", "documentTitle": "Engine Capital Houghton Mifflin Harcourt Presentation March 2022", "authorId": "engine-capital-houghton-mifflin-harcourt-presentation-march-2022", "authorName": null, "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2022-03-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 12, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "The slide uses boxed callouts to emphasize the conflict of interest fees ($75M) and the transaction success fee ($32M).", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8f-155a-7627-ae9c-99e7272d705f/12", "deckHref": "/decks/019f6b8f-155a-7627-ae9c-99e7272d705f", "deckAnchorHref": "/decks/019f6b8f-155a-7627-ae9c-99e7272d705f#slide-12", "loopMatches": [], "arcBeatMatches": [ { "to": 14, "from": 6, "beatId": "c6917caa-12c6-425e-8da7-fcc510eea151", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Agitate", "beatSlug": "problem-agitate-solution-agitate-make-it-worse", "evidence": "The document highlights the flaws in the sales process and the undervaluation of the company", "position": 1, "confidence": 0.8, "parentBeatName": "Development", "parentBeatSlug": "development" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8f-155a-7627-ae9c-99e7272d705f", "docSlug": "jarvis-engine-capital-houghton-mifflin-harcourt-presentation-march-2022", "documentTitle": "Engine Capital Houghton Mifflin Harcourt Presentation March 2022", "authorId": "engine-capital-houghton-mifflin-harcourt-presentation-march-2022", "authorName": null, "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2022-03-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 13, "slideType": "valuation_table", "function": "show_valuation_bridge", "notes": "The slide uses a sensitivity table to demonstrate the range of potential returns for an LBO scenario.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8f-155a-7627-ae9c-99e7272d705f/13", "deckHref": "/decks/019f6b8f-155a-7627-ae9c-99e7272d705f", "deckAnchorHref": "/decks/019f6b8f-155a-7627-ae9c-99e7272d705f#slide-13", "loopMatches": [ { "to": 13, "from": 13, "name": "Cost Of Inaction", "slug": "27-cost-of-inaction", "bestFor": "Urgent budget requests, compliance, risk mitigation", "matchId": "e9b451f8-f798-43b2-bf59-b14ecf288428", "evidence": "The document highlights the potential returns for Veritas under the offer", "position": 1, "objective": "Highlight the cost of accepting the $21 per share offer", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "confidence": 0.6, "description": "Quantify what happens if the audience does nothing" } ], "arcBeatMatches": [ { "to": 14, "from": 6, "beatId": "c6917caa-12c6-425e-8da7-fcc510eea151", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Agitate", "beatSlug": "problem-agitate-solution-agitate-make-it-worse", "evidence": "The document highlights the flaws in the sales process and the undervaluation of the company", "position": 1, "confidence": 0.8, "parentBeatName": "Development", "parentBeatSlug": "development" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8f-155a-7627-ae9c-99e7272d705f", "docSlug": "jarvis-engine-capital-houghton-mifflin-harcourt-presentation-march-2022", "documentTitle": "Engine Capital Houghton Mifflin Harcourt Presentation March 2022", "authorId": "engine-capital-houghton-mifflin-harcourt-presentation-march-2022", "authorName": null, "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2022-03-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 14, "slideType": "valuation_table", "function": "show_valuation_bridge", "notes": "Includes a UFCF projection table and an IRR sensitivity matrix.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8f-155a-7627-ae9c-99e7272d705f/14", "deckHref": "/decks/019f6b8f-155a-7627-ae9c-99e7272d705f", "deckAnchorHref": "/decks/019f6b8f-155a-7627-ae9c-99e7272d705f#slide-14", "loopMatches": [], "arcBeatMatches": [ { "to": 14, "from": 6, "beatId": "c6917caa-12c6-425e-8da7-fcc510eea151", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Agitate", "beatSlug": "problem-agitate-solution-agitate-make-it-worse", "evidence": "The document highlights the flaws in the sales process and the undervaluation of the company", "position": 1, "confidence": 0.8, "parentBeatName": "Development", "parentBeatSlug": "development" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8f-155a-7627-ae9c-99e7272d705f", "docSlug": "jarvis-engine-capital-houghton-mifflin-harcourt-presentation-march-2022", "documentTitle": "Engine Capital Houghton Mifflin Harcourt Presentation March 2022", "authorId": "engine-capital-houghton-mifflin-harcourt-presentation-march-2022", "authorName": null, "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2022-03-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 15, "slideType": "precedent_table", "function": "quantify_opportunity", "notes": "Includes a callout regarding employee sentiment about potential cuts.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8f-155a-7627-ae9c-99e7272d705f/15", "deckHref": "/decks/019f6b8f-155a-7627-ae9c-99e7272d705f", "deckAnchorHref": "/decks/019f6b8f-155a-7627-ae9c-99e7272d705f#slide-15", "loopMatches": [], "arcBeatMatches": [ { "to": 17, "from": 15, "beatId": "249926ee-952f-406c-9b05-e00090de91ea", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Solution", "beatSlug": "problem-agitate-solution-solution-provide-relief", "evidence": "The document presents a superior plan for shareholders", "position": 2, "confidence": 0.8, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8f-155a-7627-ae9c-99e7272d705f", "docSlug": "jarvis-engine-capital-houghton-mifflin-harcourt-presentation-march-2022", "documentTitle": "Engine Capital Houghton Mifflin Harcourt Presentation March 2022", "authorId": "engine-capital-houghton-mifflin-harcourt-presentation-march-2022", "authorName": null, "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2022-03-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 16, "slideType": "scenario_table", "function": "quantify_opportunity", "notes": "Includes specific assumptions regarding synergy realization and restructuring costs.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8f-155a-7627-ae9c-99e7272d705f/16", "deckHref": "/decks/019f6b8f-155a-7627-ae9c-99e7272d705f", "deckAnchorHref": "/decks/019f6b8f-155a-7627-ae9c-99e7272d705f#slide-16", "loopMatches": [], "arcBeatMatches": [ { "to": 17, "from": 15, "beatId": "249926ee-952f-406c-9b05-e00090de91ea", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Solution", "beatSlug": "problem-agitate-solution-solution-provide-relief", "evidence": "The document presents a superior plan for shareholders", "position": 2, "confidence": 0.8, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8f-155a-7627-ae9c-99e7272d705f", "docSlug": "jarvis-engine-capital-houghton-mifflin-harcourt-presentation-march-2022", "documentTitle": "Engine Capital Houghton Mifflin Harcourt Presentation March 2022", "authorId": "engine-capital-houghton-mifflin-harcourt-presentation-march-2022", "authorName": null, "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2022-03-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 17, "slideType": "valuation_table", "function": "quantify_opportunity", "notes": "The slide presents a financial model for a recapitalization strategy.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8f-155a-7627-ae9c-99e7272d705f/17", "deckHref": "/decks/019f6b8f-155a-7627-ae9c-99e7272d705f", "deckAnchorHref": "/decks/019f6b8f-155a-7627-ae9c-99e7272d705f#slide-17", "loopMatches": [ { "to": 17, "from": 17, "name": "Before After", "slug": "21-before-after", "bestFor": "Product demos, process improvements, ROI justification", "matchId": "37a4209a-9354-4d8b-ae71-038ccd0882ec", "evidence": "The document presents a scenario where shareholders could receive $42 per share", "position": 2, "objective": "Present a superior plan for shareholders", "structure": "The Old Way (Pain) -> The Moment of Change -> The New Way (Glory) -> The Measurable Delta", "confidence": 0.6, "description": "Show the dramatic contrast between the old way and the new way through side-by-side comparison" } ], "arcBeatMatches": [ { "to": 17, "from": 15, "beatId": "249926ee-952f-406c-9b05-e00090de91ea", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Solution", "beatSlug": "problem-agitate-solution-solution-provide-relief", "evidence": "The document presents a superior plan for shareholders", "position": 2, "confidence": 0.8, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8f-155a-7627-ae9c-99e7272d705f", "docSlug": "jarvis-engine-capital-houghton-mifflin-harcourt-presentation-march-2022", "documentTitle": "Engine Capital Houghton Mifflin Harcourt Presentation March 2022", "authorId": "engine-capital-houghton-mifflin-harcourt-presentation-march-2022", "authorName": null, "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2022-03-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 18, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "Uses a side-by-side comparison structure to debunk specific claims made by the target company.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8f-155a-7627-ae9c-99e7272d705f/18", "deckHref": "/decks/019f6b8f-155a-7627-ae9c-99e7272d705f", "deckAnchorHref": "/decks/019f6b8f-155a-7627-ae9c-99e7272d705f#slide-18", "loopMatches": [], "arcBeatMatches": [ { "to": 21, "from": 18, "beatId": "eb677ea7-65d3-4a8c-8f2c-ea7eb116b2b0", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Action", "beatSlug": "aida-action", "evidence": "The document concludes with a call to action for shareholders", "position": 3, "confidence": 0.8, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8f-155a-7627-ae9c-99e7272d705f", "docSlug": "jarvis-engine-capital-houghton-mifflin-harcourt-presentation-march-2022", "documentTitle": "Engine Capital Houghton Mifflin Harcourt Presentation March 2022", "authorId": "engine-capital-houghton-mifflin-harcourt-presentation-march-2022", "authorName": null, "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2022-03-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 19, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "Uses a contrast-pairs framework to dismantle the board's narrative.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8f-155a-7627-ae9c-99e7272d705f/19", "deckHref": "/decks/019f6b8f-155a-7627-ae9c-99e7272d705f", "deckAnchorHref": "/decks/019f6b8f-155a-7627-ae9c-99e7272d705f#slide-19", "loopMatches": [], "arcBeatMatches": [ { "to": 21, "from": 18, "beatId": "eb677ea7-65d3-4a8c-8f2c-ea7eb116b2b0", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Action", "beatSlug": "aida-action", "evidence": "The document concludes with a call to action for shareholders", "position": 3, "confidence": 0.8, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8f-155a-7627-ae9c-99e7272d705f", "docSlug": "jarvis-engine-capital-houghton-mifflin-harcourt-presentation-march-2022", "documentTitle": "Engine Capital Houghton Mifflin Harcourt Presentation March 2022", "authorId": "engine-capital-houghton-mifflin-harcourt-presentation-march-2022", "authorName": null, "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2022-03-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 20, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "Uses a side-by-side comparison structure to dismantle management's claims.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8f-155a-7627-ae9c-99e7272d705f/20", "deckHref": "/decks/019f6b8f-155a-7627-ae9c-99e7272d705f", "deckAnchorHref": "/decks/019f6b8f-155a-7627-ae9c-99e7272d705f#slide-20", "loopMatches": [], "arcBeatMatches": [ { "to": 21, "from": 18, "beatId": "eb677ea7-65d3-4a8c-8f2c-ea7eb116b2b0", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Action", "beatSlug": "aida-action", "evidence": "The document concludes with a call to action for shareholders", "position": 3, "confidence": 0.8, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8f-155a-7627-ae9c-99e7272d705f", "docSlug": "jarvis-engine-capital-houghton-mifflin-harcourt-presentation-march-2022", "documentTitle": "Engine Capital Houghton Mifflin Harcourt Presentation March 2022", "authorId": "engine-capital-houghton-mifflin-harcourt-presentation-march-2022", "authorName": null, "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2022-03-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 21, "slideType": "executive_summary", "function": "summarize", "notes": "The slide serves as a concluding summary of the investment thesis.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8f-155a-7627-ae9c-99e7272d705f/21", "deckHref": "/decks/019f6b8f-155a-7627-ae9c-99e7272d705f", "deckAnchorHref": "/decks/019f6b8f-155a-7627-ae9c-99e7272d705f#slide-21", "loopMatches": [], "arcBeatMatches": [ { "to": 21, "from": 18, "beatId": "eb677ea7-65d3-4a8c-8f2c-ea7eb116b2b0", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Action", "beatSlug": "aida-action", "evidence": "The document concludes with a call to action for shareholders", "position": 3, "confidence": 0.8, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true } ] }