{ "kind": "all", "value": "all", "collectionKey": "slides:all:all:all-document-kinds:all-producers:all-orientations", "filters": { "documentKinds": [], "sourceTypes": [], "orientations": [] }, "total": 319975, "page": 1890, "pageSize": 60, "pageCount": 5333, "rows": [ { "docId": "019dd923-622b-71dc-a6dc-1c1b1f31a796", "docSlug": "81f25714c12f", "documentTitle": "Agrium (AGU)", "authorId": "13_JANA_Partners", "authorName": "Barry Rosenstein", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2013-01-01 00:00:00", "orientation": "portrait", "aspectRatio": 0.77272725, "pageNumber": 12, "slideType": "propose_solution", "function": "diagnose_problem", "notes": "The slide uses a sidebar navigation element to frame the argument within a broader corporate governance critique.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dc-1c1b1f31a796/12", "deckHref": "/decks/019dd923-622b-71dc-a6dc-1c1b1f31a796", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dc-1c1b1f31a796#slide-12", "loopMatches": [ { "to": 14, "from": 9, "name": "The Reveal", "slug": "05-the-reveal", "bestFor": "Product launches, strategic pivots, unexpected findings", "matchId": "974e54b6-62f8-4f21-95a3-374a43e91a71", "evidence": "Clear presentation of the 5 C's", "position": 1, "objective": "Reveal the 5 C's of maximizing value for all Agrium shareholders", "structure": "Setup the Question -> Build Suspense -> The Big Reveal", "confidence": 0.7, "description": "Build mystery and anticipation, then deliver a surprising or powerful conclusion" } ], "arcBeatMatches": [ { "to": 14, "from": 9, "beatId": "805bc89d-8569-43d2-8e8a-876f854f1c5b", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Agitate", "beatSlug": "problem-agitate-solution-agitate-make-it-worse", "evidence": "The 5 C's of maximizing value for all Agrium shareholders", "position": 1, "confidence": 0.8, "parentBeatName": "Development", "parentBeatSlug": "development" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dc-1c1b1f31a796", "docSlug": "81f25714c12f", "documentTitle": "Agrium (AGU)", "authorId": "13_JANA_Partners", "authorName": "Barry Rosenstein", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2013-01-01 00:00:00", "orientation": "portrait", "aspectRatio": 0.77272725, "pageNumber": 13, "slideType": "villain_critique", "function": "name_villain", "notes": "The slide uses a process-style list on the left to highlight the specific area of critique (Conglomerate Structure).", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dc-1c1b1f31a796/13", "deckHref": "/decks/019dd923-622b-71dc-a6dc-1c1b1f31a796", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dc-1c1b1f31a796#slide-13", "loopMatches": [ { "to": 14, "from": 9, "name": "The Reveal", "slug": "05-the-reveal", "bestFor": "Product launches, strategic pivots, unexpected findings", "matchId": "974e54b6-62f8-4f21-95a3-374a43e91a71", "evidence": "Clear presentation of the 5 C's", "position": 1, "objective": "Reveal the 5 C's of maximizing value for all Agrium shareholders", "structure": "Setup the Question -> Build Suspense -> The Big Reveal", "confidence": 0.7, "description": "Build mystery and anticipation, then deliver a surprising or powerful conclusion" } ], "arcBeatMatches": [ { "to": 14, "from": 9, "beatId": "805bc89d-8569-43d2-8e8a-876f854f1c5b", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Agitate", "beatSlug": "problem-agitate-solution-agitate-make-it-worse", "evidence": "The 5 C's of maximizing value for all Agrium shareholders", "position": 1, "confidence": 0.8, "parentBeatName": "Development", "parentBeatSlug": "development" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dc-1c1b1f31a796", "docSlug": "81f25714c12f", "documentTitle": "Agrium (AGU)", "authorId": "13_JANA_Partners", "authorName": "Barry Rosenstein", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2013-01-01 00:00:00", "orientation": "portrait", "aspectRatio": 0.77272725, "pageNumber": 14, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "Uses a list-based structure to contrast specific governance failures with a supporting analyst quote.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dc-1c1b1f31a796/14", "deckHref": "/decks/019dd923-622b-71dc-a6dc-1c1b1f31a796", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dc-1c1b1f31a796#slide-14", "loopMatches": [ { "to": 14, "from": 9, "name": "The Reveal", "slug": "05-the-reveal", "bestFor": "Product launches, strategic pivots, unexpected findings", "matchId": "974e54b6-62f8-4f21-95a3-374a43e91a71", "evidence": "Clear presentation of the 5 C's", "position": 1, "objective": "Reveal the 5 C's of maximizing value for all Agrium shareholders", "structure": "Setup the Question -> Build Suspense -> The Big Reveal", "confidence": 0.7, "description": "Build mystery and anticipation, then deliver a surprising or powerful conclusion" } ], "arcBeatMatches": [ { "to": 14, "from": 9, "beatId": "805bc89d-8569-43d2-8e8a-876f854f1c5b", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Agitate", "beatSlug": "problem-agitate-solution-agitate-make-it-worse", "evidence": "The 5 C's of maximizing value for all Agrium shareholders", "position": 1, "confidence": 0.8, "parentBeatName": "Development", "parentBeatSlug": "development" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dc-1c1b1f31a796", "docSlug": "81f25714c12f", "documentTitle": "Agrium (AGU)", "authorId": "13_JANA_Partners", "authorName": "Barry Rosenstein", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2013-01-01 00:00:00", "orientation": "portrait", "aspectRatio": 0.77272725, "pageNumber": 15, "slideType": "section_divider", "function": "transition", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dc-1c1b1f31a796/15", "deckHref": "/decks/019dd923-622b-71dc-a6dc-1c1b1f31a796", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dc-1c1b1f31a796#slide-15", "loopMatches": [], "arcBeatMatches": [ { "to": 25, "from": 15, "beatId": "179fbd87-4065-49d3-9730-30bb8fc1b305", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Solution", "beatSlug": "problem-agitate-solution-solution-provide-relief", "evidence": "Case studies and opportunity summaries", "position": 2, "confidence": 0.8, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dc-1c1b1f31a796", "docSlug": "81f25714c12f", "documentTitle": "Agrium (AGU)", "authorId": "13_JANA_Partners", "authorName": "Barry Rosenstein", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2013-01-01 00:00:00", "orientation": "portrait", "aspectRatio": 0.77272725, "pageNumber": 16, "slideType": "case_study", "function": "diagnose_problem", "notes": "The slide uses a list of red/grey arrows to categorize issues, with a quantitative pie chart analysis of location overlap.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dc-1c1b1f31a796/16", "deckHref": "/decks/019dd923-622b-71dc-a6dc-1c1b1f31a796", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dc-1c1b1f31a796#slide-16", "loopMatches": [], "arcBeatMatches": [ { "to": 25, "from": 15, "beatId": "179fbd87-4065-49d3-9730-30bb8fc1b305", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Solution", "beatSlug": "problem-agitate-solution-solution-provide-relief", "evidence": "Case studies and opportunity summaries", "position": 2, "confidence": 0.8, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dc-1c1b1f31a796", "docSlug": "81f25714c12f", "documentTitle": "Agrium (AGU)", "authorId": "13_JANA_Partners", "authorName": "Barry Rosenstein", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2013-01-01 00:00:00", "orientation": "portrait", "aspectRatio": 0.77272725, "pageNumber": 17, "slideType": "geographic_map", "function": "size_opportunity", "notes": "The slide uses a proximity analysis to argue for footprint optimization.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dc-1c1b1f31a796/17", "deckHref": "/decks/019dd923-622b-71dc-a6dc-1c1b1f31a796", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dc-1c1b1f31a796#slide-17", "loopMatches": [], "arcBeatMatches": [ { "to": 25, "from": 15, "beatId": "179fbd87-4065-49d3-9730-30bb8fc1b305", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Solution", "beatSlug": "problem-agitate-solution-solution-provide-relief", "evidence": "Case studies and opportunity summaries", "position": 2, "confidence": 0.8, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dc-1c1b1f31a796", "docSlug": "81f25714c12f", "documentTitle": "Agrium (AGU)", "authorId": "13_JANA_Partners", "authorName": "Barry Rosenstein", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2013-01-01 00:00:00", "orientation": "portrait", "aspectRatio": 0.77272725, "pageNumber": 18, "slideType": "villain_critique", "function": "diagnose_problem", "notes": "Uses a list-based diagnostic framework to critique operational inefficiencies.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dc-1c1b1f31a796/18", "deckHref": "/decks/019dd923-622b-71dc-a6dc-1c1b1f31a796", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dc-1c1b1f31a796#slide-18", "loopMatches": [], "arcBeatMatches": [ { "to": 25, "from": 15, "beatId": "179fbd87-4065-49d3-9730-30bb8fc1b305", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Solution", "beatSlug": "problem-agitate-solution-solution-provide-relief", "evidence": "Case studies and opportunity summaries", "position": 2, "confidence": 0.8, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dc-1c1b1f31a796", "docSlug": "81f25714c12f", "documentTitle": "Agrium (AGU)", "authorId": "13_JANA_Partners", "authorName": "Barry Rosenstein", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2013-01-01 00:00:00", "orientation": "portrait", "aspectRatio": 0.77272725, "pageNumber": 19, "slideType": "villain_critique", "function": "name_villain", "notes": "Uses a list of criteria to critique a specific M&A deal, supported by pie charts showing GP mix divergence.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dc-1c1b1f31a796/19", "deckHref": "/decks/019dd923-622b-71dc-a6dc-1c1b1f31a796", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dc-1c1b1f31a796#slide-19", "loopMatches": [], "arcBeatMatches": [ { "to": 25, "from": 15, "beatId": "179fbd87-4065-49d3-9730-30bb8fc1b305", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Solution", "beatSlug": "problem-agitate-solution-solution-provide-relief", "evidence": "Case studies and opportunity summaries", "position": 2, "confidence": 0.8, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dc-1c1b1f31a796", "docSlug": "81f25714c12f", "documentTitle": "Agrium (AGU)", "authorId": "13_JANA_Partners", "authorName": "Barry Rosenstein", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2013-01-01 00:00:00", "orientation": "portrait", "aspectRatio": 0.77272725, "pageNumber": 20, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "Uses a list of red-flagged governance and management issues to build a case against the board's decision-making.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dc-1c1b1f31a796/20", "deckHref": "/decks/019dd923-622b-71dc-a6dc-1c1b1f31a796", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dc-1c1b1f31a796#slide-20", "loopMatches": [], "arcBeatMatches": [ { "to": 25, "from": 15, "beatId": "179fbd87-4065-49d3-9730-30bb8fc1b305", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Solution", "beatSlug": "problem-agitate-solution-solution-provide-relief", "evidence": "Case studies and opportunity summaries", "position": 2, "confidence": 0.8, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dc-1c1b1f31a796", "docSlug": "81f25714c12f", "documentTitle": "Agrium (AGU)", "authorId": "13_JANA_Partners", "authorName": "Barry Rosenstein", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2013-01-01 00:00:00", "orientation": "portrait", "aspectRatio": 0.77272725, "pageNumber": 21, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "The slide uses a list-based critique structure to highlight specific failures in cost management, controls, and structural accountability.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dc-1c1b1f31a796/21", "deckHref": "/decks/019dd923-622b-71dc-a6dc-1c1b1f31a796", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dc-1c1b1f31a796#slide-21", "loopMatches": [], "arcBeatMatches": [ { "to": 25, "from": 15, "beatId": "179fbd87-4065-49d3-9730-30bb8fc1b305", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Solution", "beatSlug": "problem-agitate-solution-solution-provide-relief", "evidence": "Case studies and opportunity summaries", "position": 2, "confidence": 0.8, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dc-1c1b1f31a796", "docSlug": "81f25714c12f", "documentTitle": "Agrium (AGU)", "authorId": "13_JANA_Partners", "authorName": "Barry Rosenstein", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2013-01-01 00:00:00", "orientation": "portrait", "aspectRatio": 0.77272725, "pageNumber": 22, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "Uses a sidebar of thematic pillars (Cost Management, Controls, Capital Allocation, Conglomerate Structure, Corporate Governance) to frame the critique.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dc-1c1b1f31a796/22", "deckHref": "/decks/019dd923-622b-71dc-a6dc-1c1b1f31a796", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dc-1c1b1f31a796#slide-22", "loopMatches": [], "arcBeatMatches": [ { "to": 25, "from": 15, "beatId": "179fbd87-4065-49d3-9730-30bb8fc1b305", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Solution", "beatSlug": "problem-agitate-solution-solution-provide-relief", "evidence": "Case studies and opportunity summaries", "position": 2, "confidence": 0.8, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dc-1c1b1f31a796", "docSlug": "81f25714c12f", "documentTitle": "Agrium (AGU)", "authorId": "13_JANA_Partners", "authorName": "Barry Rosenstein", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2013-01-01 00:00:00", "orientation": "portrait", "aspectRatio": 0.77272725, "pageNumber": 23, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "The slide uses a list of focus areas (Cost Management, Controls, Capital Allocation, Conglomerate Structure, Corporate Governance) as a navigation/context sidebar.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dc-1c1b1f31a796/23", "deckHref": "/decks/019dd923-622b-71dc-a6dc-1c1b1f31a796", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dc-1c1b1f31a796#slide-23", "loopMatches": [], "arcBeatMatches": [ { "to": 25, "from": 15, "beatId": "179fbd87-4065-49d3-9730-30bb8fc1b305", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Solution", "beatSlug": "problem-agitate-solution-solution-provide-relief", "evidence": "Case studies and opportunity summaries", "position": 2, "confidence": 0.8, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dc-1c1b1f31a796", "docSlug": "81f25714c12f", "documentTitle": "Agrium (AGU)", "authorId": "13_JANA_Partners", "authorName": "Barry Rosenstein", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2013-01-01 00:00:00", "orientation": "portrait", "aspectRatio": 0.77272725, "pageNumber": 24, "slideType": "case_study", "function": "illustrate_case", "notes": "The slide uses a numbered sequence (1-4) to map events onto a stock price chart, demonstrating the negative impact of the buyback timing.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dc-1c1b1f31a796/24", "deckHref": "/decks/019dd923-622b-71dc-a6dc-1c1b1f31a796", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dc-1c1b1f31a796#slide-24", "loopMatches": [], "arcBeatMatches": [ { "to": 25, "from": 15, "beatId": "179fbd87-4065-49d3-9730-30bb8fc1b305", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Solution", "beatSlug": "problem-agitate-solution-solution-provide-relief", "evidence": "Case studies and opportunity summaries", "position": 2, "confidence": 0.8, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dc-1c1b1f31a796", "docSlug": "81f25714c12f", "documentTitle": "Agrium (AGU)", "authorId": "13_JANA_Partners", "authorName": "Barry Rosenstein", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2013-01-01 00:00:00", "orientation": "portrait", "aspectRatio": 0.77272725, "pageNumber": 25, "slideType": "executive_summary", "function": "summarize", "notes": "The slide uses a '5 C's' framework to categorize activist demands.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dc-1c1b1f31a796/25", "deckHref": "/decks/019dd923-622b-71dc-a6dc-1c1b1f31a796", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dc-1c1b1f31a796#slide-25", "loopMatches": [], "arcBeatMatches": [ { "to": 25, "from": 15, "beatId": "179fbd87-4065-49d3-9730-30bb8fc1b305", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Solution", "beatSlug": "problem-agitate-solution-solution-provide-relief", "evidence": "Case studies and opportunity summaries", "position": 2, "confidence": 0.8, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dc-1c1b1f31a796", "docSlug": "81f25714c12f", "documentTitle": "Agrium (AGU)", "authorId": "13_JANA_Partners", "authorName": "Barry Rosenstein", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2013-01-01 00:00:00", "orientation": "portrait", "aspectRatio": 0.77272725, "pageNumber": 26, "slideType": "closing_ask", "function": "closing_ask", "notes": "The slide is essentially a single call-to-action callout box.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dc-1c1b1f31a796/26", "deckHref": "/decks/019dd923-622b-71dc-a6dc-1c1b1f31a796", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dc-1c1b1f31a796#slide-26", "loopMatches": [], "arcBeatMatches": [ { "to": 26, "from": 26, "beatId": "d1f3b5cf-cf52-4d4c-85c2-d40c97182548", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Action", "beatSlug": "aida-action", "evidence": "The closing ask", "position": 3, "confidence": 0.8, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dc-27d029f9395d", "docSlug": "bd05c4f06922", "documentTitle": "Xerox Corporation (XRX)", "authorId": "14_Icahn", "authorName": "Carl C. Icahn", "documentKindSlug": "shareholder-letter", "documentKindLabel": "Shareholder letter", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2018-01-18 00:00:00", "orientation": "portrait", "aspectRatio": 0.70709807, "pageNumber": 1, "slideType": "ceo_quote", "function": "frame_problem", "notes": "The document is a formal press release/open letter format.", "imagePath": "https://imgproxy.kitesheet.com/yewiAoIuDBZd7nUnvrK-0JBwu7Tpm0AMC5MN8Rrh_Qg/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9iZDA1YzRmMDY5MjIvcDAwMS5qcGc", "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dc-27d029f9395d/1", "deckHref": "/decks/019dd923-622b-71dc-a6dc-27d029f9395d", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dc-27d029f9395d#slide-1", "loopMatches": [], "arcBeatMatches": [ { "to": 1, "from": 1, "beatId": "f150fe84-9043-4379-927d-b86438257b40", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Attention", "beatSlug": "aida-attention", "evidence": "The letter starts with a quote from Carl Icahn, grabbing the reader's attention.", "position": 0, "confidence": 0.8, "parentBeatName": "Hook", "parentBeatSlug": "hook" } ], "imagePathAlt": "https://imgproxy.kitesheet.com/0aQp38USTM-6ZgWaIZGvXQnXZQRTSuyq8s3i-Bld86c/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9iZDA1YzRmMDY5MjIvcDAwMS5wbmc", "thumbSrc": "https://imgproxy.kitesheet.com/xDzTHFahnwU-OCC6fBSib82ba_9ACFlybrAadKZz4bs/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9iZDA1YzRmMDY5MjIvcDAwMS5qcGc", "thumbSrcAlt": "https://imgproxy.kitesheet.com/ZV4PiMK8xOwC56f1l6r9xrYr1zF4RR_xtMpX1L4Qlxc/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9iZDA1YzRmMDY5MjIvcDAwMS5wbmc" }, { "docId": "019dd923-622b-71dc-a6dc-27d029f9395d", "docSlug": "bd05c4f06922", "documentTitle": "Xerox Corporation (XRX)", "authorId": "14_Icahn", "authorName": "Carl C. Icahn", "documentKindSlug": "shareholder-letter", "documentKindLabel": "Shareholder letter", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2018-01-18 00:00:00", "orientation": "portrait", "aspectRatio": 0.70709807, "pageNumber": 2, "slideType": "villain_critique", "function": "name_villain", "notes": "The text is a direct attack on the incumbent board members and CEO Jeff Jacobson, framing them as obstacles to value creation.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dc-27d029f9395d/2", "deckHref": "/decks/019dd923-622b-71dc-a6dc-27d029f9395d", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dc-27d029f9395d#slide-2", "loopMatches": [ { "to": 3, "from": 2, "name": "Cost Of Inaction", "slug": "27-cost-of-inaction", "bestFor": "Urgent budget requests, compliance, risk mitigation", "matchId": "0d4e4d73-9303-41bd-87d4-513ea3081a6a", "evidence": "The document presents a clear cost of inaction (loss of shareholder value) if the CEO is not replaced.", "position": 0, "objective": "to highlight the risks of not taking action", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "confidence": 0.7, "description": "Quantify what happens if the audience does nothing" } ], "arcBeatMatches": [ { "to": 2, "from": 2, "beatId": "50133e54-b237-4a27-ae17-5c508d5c7f2a", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Complication", "beatSlug": "complication", "evidence": "The villain critique slide presents a problem with the current board.", "position": 1, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dc-27d029f9395d", "docSlug": "bd05c4f06922", "documentTitle": "Xerox Corporation (XRX)", "authorId": "14_Icahn", "authorName": "Carl C. Icahn", "documentKindSlug": "shareholder-letter", "documentKindLabel": "Shareholder letter", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2018-01-18 00:00:00", "orientation": "portrait", "aspectRatio": 0.70709807, "pageNumber": 3, "slideType": "closing_ask", "function": "closing_ask", "notes": "This is a text-heavy shareholder letter page.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dc-27d029f9395d/3", "deckHref": "/decks/019dd923-622b-71dc-a6dc-27d029f9395d", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dc-27d029f9395d#slide-3", "loopMatches": [ { "to": 3, "from": 2, "name": "Cost Of Inaction", "slug": "27-cost-of-inaction", "bestFor": "Urgent budget requests, compliance, risk mitigation", "matchId": "0d4e4d73-9303-41bd-87d4-513ea3081a6a", "evidence": "The document presents a clear cost of inaction (loss of shareholder value) if the CEO is not replaced.", "position": 0, "objective": "to highlight the risks of not taking action", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "confidence": 0.7, "description": "Quantify what happens if the audience does nothing" } ], "arcBeatMatches": [ { "to": 3, "from": 3, "beatId": "99e7c984-9fea-4b5f-aeb1-1ebf7fd09f24", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Desire", "beatSlug": "aida-desire", "evidence": "The closing ask slide creates a sense of urgency and desire for change.", "position": 2, "confidence": 0.8, "parentBeatName": "Evidence", "parentBeatSlug": "evidence" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dc-23e15d07fdb2", "docSlug": "44b2c3637c02", "documentTitle": "Arconic Inc. (ARNC)", "authorId": "14_Icahn", "authorName": "Richard B. Zabel", "documentKindSlug": "shareholder-letter", "documentKindLabel": "Shareholder letter", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2017-04-20 00:00:00", "orientation": "portrait", "aspectRatio": 0.77272725, "pageNumber": 1, "slideType": "other", "function": "other", "notes": "This is a personal correspondence letter, not a standard corporate slide.", "imagePath": "https://imgproxy.kitesheet.com/6uYngrr2-sZUX25A330SlzrRl-vJSCZM-9NQrX8h8iU/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy80NGIyYzM2MzdjMDIvcDAwMS5wbmc", "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dc-23e15d07fdb2/1", "deckHref": "/decks/019dd923-622b-71dc-a6dc-23e15d07fdb2", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dc-23e15d07fdb2#slide-1", "loopMatches": [], "arcBeatMatches": [ { "to": 1, "from": 1, "beatId": "e977d719-9065-4b8d-88f9-cca65a4d0dea", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Situation & Context", "beatSlug": "consultants-gambit-situation-context", "evidence": "Introduction to the letter", "position": 0, "confidence": 0.6, "parentBeatName": "Setup", "parentBeatSlug": "setup" } ], "imagePathAlt": "https://imgproxy.kitesheet.com/aImn3FWL0jXOoNB6s5onkAYeXPhxqd9kELvgJq_oCsE/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy80NGIyYzM2MzdjMDIvcDAwMS5qcGc", "thumbSrc": "https://imgproxy.kitesheet.com/6XFWcjwHRAp-7vpyl-zTqRxbB0LE12BrqnPcOf1pRx4/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy80NGIyYzM2MzdjMDIvcDAwMS5wbmc", "thumbSrcAlt": "https://imgproxy.kitesheet.com/OE6WPEXKJpRSo_UEXUhitADPCjPBlvYZMRkQP7W49Y8/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy80NGIyYzM2MzdjMDIvcDAwMS5qcGc" }, { "docId": "019dd923-622b-71dc-a6dc-23e15d07fdb2", "docSlug": "44b2c3637c02", "documentTitle": "Arconic Inc. (ARNC)", "authorId": "14_Icahn", "authorName": "Richard B. Zabel", "documentKindSlug": "shareholder-letter", "documentKindLabel": "Shareholder letter", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2017-04-20 00:00:00", "orientation": "portrait", "aspectRatio": 0.77272725, "pageNumber": 2, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "This is a primary source document (letter) used as evidence of corporate governance failure.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dc-23e15d07fdb2/2", "deckHref": "/decks/019dd923-622b-71dc-a6dc-23e15d07fdb2", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dc-23e15d07fdb2#slide-2", "loopMatches": [], "arcBeatMatches": [ { "to": 2, "from": 2, "beatId": "d088a99c-652b-49c0-b89c-17cd659256ab", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Problem & Complication", "beatSlug": "consultants-gambit-problem-complication", "evidence": "Exposing a contradiction", "position": 1, "confidence": 0.6, "parentBeatName": "Complication", "parentBeatSlug": "complication" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dc-23e15d07fdb2", "docSlug": "44b2c3637c02", "documentTitle": "Arconic Inc. (ARNC)", "authorId": "14_Icahn", "authorName": "Richard B. Zabel", "documentKindSlug": "shareholder-letter", "documentKindLabel": "Shareholder letter", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2017-04-20 00:00:00", "orientation": "portrait", "aspectRatio": 0.77272725, "pageNumber": 3, "slideType": "other", "function": "other", "notes": "This is a text-heavy shareholder letter document.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dc-23e15d07fdb2/3", "deckHref": "/decks/019dd923-622b-71dc-a6dc-23e15d07fdb2", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dc-23e15d07fdb2#slide-3", "loopMatches": [], "arcBeatMatches": [ { "to": 3, "from": 3, "beatId": "90e89f4e-09ce-42a9-a8a3-4f357ae18329", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Evidence & Proof", "beatSlug": "consultants-gambit-evidence-proof", "evidence": "Body of the letter", "position": 2, "confidence": 0.6, "parentBeatName": "Evidence", "parentBeatSlug": "evidence" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dc-23e15d07fdb2", "docSlug": "44b2c3637c02", "documentTitle": "Arconic Inc. (ARNC)", "authorId": "14_Icahn", "authorName": "Richard B. Zabel", "documentKindSlug": "shareholder-letter", "documentKindLabel": "Shareholder letter", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2017-04-20 00:00:00", "orientation": "portrait", "aspectRatio": 0.77272725, "pageNumber": 4, "slideType": "closing_ask", "function": "state_demand", "notes": "This is page 2 of a formal legal/shareholder letter.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dc-23e15d07fdb2/4", "deckHref": "/decks/019dd923-622b-71dc-a6dc-23e15d07fdb2", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dc-23e15d07fdb2#slide-4", "loopMatches": [], "arcBeatMatches": [ { "to": 4, "from": 4, "beatId": "a6282e0c-8b49-4a9f-b5a0-915328abdbf9", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Impact & Next Steps", "beatSlug": "consultants-gambit-impact-next-steps", "evidence": "Closing and ask", "position": 3, "confidence": 0.6, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dc-2b65d6c48f5e", "docSlug": "221a7c1fe12f", "documentTitle": "Xerox Corporation (XRX)", "authorId": "14_Icahn", "authorName": "Carl C. Icahn", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2018-04-17 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 1, "slideType": "cover", "function": "front_matter", "notes": null, "imagePath": "https://imgproxy.kitesheet.com/R72o6piA-4nLfOqDJHb_T3GEwPmTq3ZYbWKUqjNdtrI/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy8yMjFhN2MxZmUxMmYvcDAwMS5qcGc", "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dc-2b65d6c48f5e/1", "deckHref": "/decks/019dd923-622b-71dc-a6dc-2b65d6c48f5e", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dc-2b65d6c48f5e#slide-1", "loopMatches": [], "arcBeatMatches": [ { "to": 5, "from": 1, "beatId": "b6600e01-e03b-4feb-a50f-171f2d5061cc", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Setup", "beatSlug": "setup", "evidence": "The document begins with a setup, introducing the company and the purpose of the analysis.", "position": 0, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": "https://imgproxy.kitesheet.com/9LynBaJoHGk9NxqjdGe_zL7a1WtReWr766CeOkKckF0/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy8yMjFhN2MxZmUxMmYvcDAwMS5wbmc", "thumbSrc": "https://imgproxy.kitesheet.com/dZFXyV-bOw1LOnuw4zOMDlz2ZXFOvuHzrdOuAt9LZ-I/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy8yMjFhN2MxZmUxMmYvcDAwMS5qcGc", "thumbSrcAlt": "https://imgproxy.kitesheet.com/L8QV3Gvr6R1u9n_0fU7G5D-W3KqBhKaw3rU65Fm8A1s/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy8yMjFhN2MxZmUxMmYvcDAwMS5wbmc" }, { "docId": "019dd923-622b-71dc-a6dc-2b65d6c48f5e", "docSlug": "221a7c1fe12f", "documentTitle": "Xerox Corporation (XRX)", "authorId": "14_Icahn", "authorName": "Carl C. Icahn", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2018-04-17 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 2, "slideType": "disclaimer", "function": "other", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dc-2b65d6c48f5e/2", "deckHref": "/decks/019dd923-622b-71dc-a6dc-2b65d6c48f5e", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dc-2b65d6c48f5e#slide-2", "loopMatches": [], "arcBeatMatches": [ { "to": 5, "from": 1, "beatId": "b6600e01-e03b-4feb-a50f-171f2d5061cc", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Setup", "beatSlug": "setup", "evidence": "The document begins with a setup, introducing the company and the purpose of the analysis.", "position": 0, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dc-2b65d6c48f5e", "docSlug": "221a7c1fe12f", "documentTitle": "Xerox Corporation (XRX)", "authorId": "14_Icahn", "authorName": "Carl C. Icahn", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2018-04-17 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 3, "slideType": "nominee_bio", "function": "introduce_nominees", "notes": "Includes images of Time and Forbes magazine covers featuring Carl Icahn to establish authority.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dc-2b65d6c48f5e/3", "deckHref": "/decks/019dd923-622b-71dc-a6dc-2b65d6c48f5e", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dc-2b65d6c48f5e#slide-3", "loopMatches": [], "arcBeatMatches": [ { "to": 5, "from": 1, "beatId": "b6600e01-e03b-4feb-a50f-171f2d5061cc", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Setup", "beatSlug": "setup", "evidence": "The document begins with a setup, introducing the company and the purpose of the analysis.", "position": 0, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dc-2b65d6c48f5e", "docSlug": "221a7c1fe12f", "documentTitle": "Xerox Corporation (XRX)", "authorId": "14_Icahn", "authorName": "Carl C. Icahn", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2018-04-17 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 4, "slideType": "nominee_bio", "function": "introduce_nominees", "notes": "Includes a photo of Darwin Deason and the ACS logo.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dc-2b65d6c48f5e/4", "deckHref": "/decks/019dd923-622b-71dc-a6dc-2b65d6c48f5e", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dc-2b65d6c48f5e#slide-4", "loopMatches": [], "arcBeatMatches": [ { "to": 5, "from": 1, "beatId": "b6600e01-e03b-4feb-a50f-171f2d5061cc", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Setup", "beatSlug": "setup", "evidence": "The document begins with a setup, introducing the company and the purpose of the analysis.", "position": 0, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dc-2b65d6c48f5e", "docSlug": "221a7c1fe12f", "documentTitle": "Xerox Corporation (XRX)", "authorId": "14_Icahn", "authorName": "Carl C. Icahn", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2018-04-17 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 5, "slideType": "table_of_contents", "function": "front_matter", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dc-2b65d6c48f5e/5", "deckHref": "/decks/019dd923-622b-71dc-a6dc-2b65d6c48f5e", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dc-2b65d6c48f5e#slide-5", "loopMatches": [], "arcBeatMatches": [ { "to": 5, "from": 1, "beatId": "b6600e01-e03b-4feb-a50f-171f2d5061cc", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Setup", "beatSlug": "setup", "evidence": "The document begins with a setup, introducing the company and the purpose of the analysis.", "position": 0, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dc-2b65d6c48f5e", "docSlug": "221a7c1fe12f", "documentTitle": "Xerox Corporation (XRX)", "authorId": "14_Icahn", "authorName": "Carl C. Icahn", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2018-04-17 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 6, "slideType": "executive_summary", "function": "summarize", "notes": "The slide uses a structured table format to present arguments across four sections.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dc-2b65d6c48f5e/6", "deckHref": "/decks/019dd923-622b-71dc-a6dc-2b65d6c48f5e", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dc-2b65d6c48f5e#slide-6", "loopMatches": [], "arcBeatMatches": [ { "to": 10, "from": 6, "beatId": "4cb324cc-47fa-4e58-b847-0c921c8562ca", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Complication", "beatSlug": "complication", "evidence": "The complication is presented, highlighting the undervaluation and flaws in the proposed transaction.", "position": 1, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dc-2b65d6c48f5e", "docSlug": "221a7c1fe12f", "documentTitle": "Xerox Corporation (XRX)", "authorId": "14_Icahn", "authorName": "Carl C. Icahn", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2018-04-17 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 7, "slideType": "table_of_contents", "function": "summarize", "notes": "The slide uses a table structure to present the agenda, with Section I expanded to show specific grievances.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dc-2b65d6c48f5e/7", "deckHref": "/decks/019dd923-622b-71dc-a6dc-2b65d6c48f5e", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dc-2b65d6c48f5e#slide-7", "loopMatches": [], "arcBeatMatches": [ { "to": 10, "from": 6, "beatId": "4cb324cc-47fa-4e58-b847-0c921c8562ca", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Complication", "beatSlug": "complication", "evidence": "The complication is presented, highlighting the undervaluation and flaws in the proposed transaction.", "position": 1, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dc-2b65d6c48f5e", "docSlug": "221a7c1fe12f", "documentTitle": "Xerox Corporation (XRX)", "authorId": "14_Icahn", "authorName": "Carl C. Icahn", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2018-04-17 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 8, "slideType": "peer_benchmark", "function": "compare_peers", "notes": "Includes a timeline of key events (Icahn stake, spin-off announcement, completion) overlaid on a 5-year TSR line chart.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dc-2b65d6c48f5e/8", "deckHref": "/decks/019dd923-622b-71dc-a6dc-2b65d6c48f5e", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dc-2b65d6c48f5e#slide-8", "loopMatches": [], "arcBeatMatches": [ { "to": 10, "from": 6, "beatId": "4cb324cc-47fa-4e58-b847-0c921c8562ca", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Complication", "beatSlug": "complication", "evidence": "The complication is presented, highlighting the undervaluation and flaws in the proposed transaction.", "position": 1, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dc-2b65d6c48f5e", "docSlug": "221a7c1fe12f", "documentTitle": "Xerox Corporation (XRX)", "authorId": "14_Icahn", "authorName": "Carl C. Icahn", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2018-04-17 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 9, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "Uses a waterfall bridge to visualize the reconciliation of operating margin between 2016 and 2017.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dc-2b65d6c48f5e/9", "deckHref": "/decks/019dd923-622b-71dc-a6dc-2b65d6c48f5e", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dc-2b65d6c48f5e#slide-9", "loopMatches": [], "arcBeatMatches": [ { "to": 10, "from": 6, "beatId": "4cb324cc-47fa-4e58-b847-0c921c8562ca", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Complication", "beatSlug": "complication", "evidence": "The complication is presented, highlighting the undervaluation and flaws in the proposed transaction.", "position": 1, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dc-2b65d6c48f5e", "docSlug": "221a7c1fe12f", "documentTitle": "Xerox Corporation (XRX)", "authorId": "14_Icahn", "authorName": "Carl C. Icahn", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2018-04-17 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 10, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "The slide uses a red box highlight to draw attention to the stagnant operating profit margins despite reported cost savings.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dc-2b65d6c48f5e/10", "deckHref": "/decks/019dd923-622b-71dc-a6dc-2b65d6c48f5e", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dc-2b65d6c48f5e#slide-10", "loopMatches": [], "arcBeatMatches": [ { "to": 10, "from": 6, "beatId": "4cb324cc-47fa-4e58-b847-0c921c8562ca", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Complication", "beatSlug": "complication", "evidence": "The complication is presented, highlighting the undervaluation and flaws in the proposed transaction.", "position": 1, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dc-2b65d6c48f5e", "docSlug": "221a7c1fe12f", "documentTitle": "Xerox Corporation (XRX)", "authorId": "14_Icahn", "authorName": "Carl C. Icahn", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2018-04-17 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 11, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "Includes a direct quote from a Xerox director (Charles Prince) to support the claim of deceit.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dc-2b65d6c48f5e/11", "deckHref": "/decks/019dd923-622b-71dc-a6dc-2b65d6c48f5e", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dc-2b65d6c48f5e#slide-11", "loopMatches": [], "arcBeatMatches": [ { "to": 20, "from": 11, "beatId": "9db058f1-06a6-4de1-8925-586982018b20", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Evidence", "beatSlug": "evidence", "evidence": "The document presents evidence to support its claims, including financial data and expert opinions.", "position": 2, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dc-2b65d6c48f5e", "docSlug": "221a7c1fe12f", "documentTitle": "Xerox Corporation (XRX)", "authorId": "14_Icahn", "authorName": "Carl C. Icahn", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2018-04-17 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 12, "slideType": "propose_solution", "function": "propose_solution", "notes": "Uses a causal chain/logic flow to show how specific actions lead to a desired outcome (renegotiation).", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dc-2b65d6c48f5e/12", "deckHref": "/decks/019dd923-622b-71dc-a6dc-2b65d6c48f5e", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dc-2b65d6c48f5e#slide-12", "loopMatches": [], "arcBeatMatches": [ { "to": 20, "from": 11, "beatId": "9db058f1-06a6-4de1-8925-586982018b20", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Evidence", "beatSlug": "evidence", "evidence": "The document presents evidence to support its claims, including financial data and expert opinions.", "position": 2, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dc-2b65d6c48f5e", "docSlug": "221a7c1fe12f", "documentTitle": "Xerox Corporation (XRX)", "authorId": "14_Icahn", "authorName": "Carl C. Icahn", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2018-04-17 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 13, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "Uses a process-flow diagram to contrast board claims with expert testimony.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dc-2b65d6c48f5e/13", "deckHref": "/decks/019dd923-622b-71dc-a6dc-2b65d6c48f5e", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dc-2b65d6c48f5e#slide-13", "loopMatches": [], "arcBeatMatches": [ { "to": 20, "from": 11, "beatId": "9db058f1-06a6-4de1-8925-586982018b20", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Evidence", "beatSlug": "evidence", "evidence": "The document presents evidence to support its claims, including financial data and expert opinions.", "position": 2, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dc-2b65d6c48f5e", "docSlug": "221a7c1fe12f", "documentTitle": "Xerox Corporation (XRX)", "authorId": "14_Icahn", "authorName": "Carl C. Icahn", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2018-04-17 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 14, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "The slide uses a hierarchical bulleted list to systematically dismantle the credibility of the current management team.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dc-2b65d6c48f5e/14", "deckHref": "/decks/019dd923-622b-71dc-a6dc-2b65d6c48f5e", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dc-2b65d6c48f5e#slide-14", "loopMatches": [], "arcBeatMatches": [ { "to": 20, "from": 11, "beatId": "9db058f1-06a6-4de1-8925-586982018b20", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Evidence", "beatSlug": "evidence", "evidence": "The document presents evidence to support its claims, including financial data and expert opinions.", "position": 2, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dc-2b65d6c48f5e", "docSlug": "221a7c1fe12f", "documentTitle": "Xerox Corporation (XRX)", "authorId": "14_Icahn", "authorName": "Carl C. Icahn", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2018-04-17 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 15, "slideType": "section_divider", "function": "transition", "notes": "The slide uses a table-like structure to list specific grievances against the transaction.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dc-2b65d6c48f5e/15", "deckHref": "/decks/019dd923-622b-71dc-a6dc-2b65d6c48f5e", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dc-2b65d6c48f5e#slide-15", "loopMatches": [], "arcBeatMatches": [ { "to": 20, "from": 11, "beatId": "9db058f1-06a6-4de1-8925-586982018b20", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Evidence", "beatSlug": "evidence", "evidence": "The document presents evidence to support its claims, including financial data and expert opinions.", "position": 2, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dc-2b65d6c48f5e", "docSlug": "221a7c1fe12f", "documentTitle": "Xerox Corporation (XRX)", "authorId": "14_Icahn", "authorName": "Carl C. Icahn", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2018-04-17 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 16, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "Uses a multi-stage process flow to demonstrate the circular nature of the transaction.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dc-2b65d6c48f5e/16", "deckHref": "/decks/019dd923-622b-71dc-a6dc-2b65d6c48f5e", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dc-2b65d6c48f5e#slide-16", "loopMatches": [], "arcBeatMatches": [ { "to": 20, "from": 11, "beatId": "9db058f1-06a6-4de1-8925-586982018b20", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Evidence", "beatSlug": "evidence", "evidence": "The document presents evidence to support its claims, including financial data and expert opinions.", "position": 2, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dc-2b65d6c48f5e", "docSlug": "221a7c1fe12f", "documentTitle": "Xerox Corporation (XRX)", "authorId": "14_Icahn", "authorName": "Carl C. Icahn", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2018-04-17 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 17, "slideType": "valuation_table", "function": "show_valuation_bridge", "notes": "Uses a comparison table to expose a valuation gap.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dc-2b65d6c48f5e/17", "deckHref": "/decks/019dd923-622b-71dc-a6dc-2b65d6c48f5e", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dc-2b65d6c48f5e#slide-17", "loopMatches": [], "arcBeatMatches": [ { "to": 20, "from": 11, "beatId": "9db058f1-06a6-4de1-8925-586982018b20", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Evidence", "beatSlug": "evidence", "evidence": "The document presents evidence to support its claims, including financial data and expert opinions.", "position": 2, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dc-2b65d6c48f5e", "docSlug": "221a7c1fe12f", "documentTitle": "Xerox Corporation (XRX)", "authorId": "14_Icahn", "authorName": "Carl C. Icahn", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2018-04-17 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 18, "slideType": "valuation_table", "function": "show_valuation_bridge", "notes": "The slide highlights the discrepancy in valuation multiples between Fuji Xerox and Xerox as presented by management.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dc-2b65d6c48f5e/18", "deckHref": "/decks/019dd923-622b-71dc-a6dc-2b65d6c48f5e", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dc-2b65d6c48f5e#slide-18", "loopMatches": [], "arcBeatMatches": [ { "to": 20, "from": 11, "beatId": "9db058f1-06a6-4de1-8925-586982018b20", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Evidence", "beatSlug": "evidence", "evidence": "The document presents evidence to support its claims, including financial data and expert opinions.", "position": 2, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dc-2b65d6c48f5e", "docSlug": "221a7c1fe12f", "documentTitle": "Xerox Corporation (XRX)", "authorId": "14_Icahn", "authorName": "Carl C. Icahn", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2018-04-17 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 19, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "Uses a combination of donut charts for market segmentation and a bar chart for historical revenue.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dc-2b65d6c48f5e/19", "deckHref": "/decks/019dd923-622b-71dc-a6dc-2b65d6c48f5e", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dc-2b65d6c48f5e#slide-19", "loopMatches": [], "arcBeatMatches": [ { "to": 20, "from": 11, "beatId": "9db058f1-06a6-4de1-8925-586982018b20", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Evidence", "beatSlug": "evidence", "evidence": "The document presents evidence to support its claims, including financial data and expert opinions.", "position": 2, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dc-2b65d6c48f5e", "docSlug": "221a7c1fe12f", "documentTitle": "Xerox Corporation (XRX)", "authorId": "14_Icahn", "authorName": "Carl C. Icahn", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2018-04-17 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 20, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "Includes a news clipping image and footnotes referencing specific investigative reports and SEC filings.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dc-2b65d6c48f5e/20", "deckHref": "/decks/019dd923-622b-71dc-a6dc-2b65d6c48f5e", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dc-2b65d6c48f5e#slide-20", "loopMatches": [], "arcBeatMatches": [ { "to": 20, "from": 11, "beatId": "9db058f1-06a6-4de1-8925-586982018b20", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Evidence", "beatSlug": "evidence", "evidence": "The document presents evidence to support its claims, including financial data and expert opinions.", "position": 2, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dc-2b65d6c48f5e", "docSlug": "221a7c1fe12f", "documentTitle": "Xerox Corporation (XRX)", "authorId": "14_Icahn", "authorName": "Carl C. Icahn", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2018-04-17 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 21, "slideType": "valuation_table", "function": "show_valuation_bridge", "notes": "The slide uses a sensitivity analysis (7.0x, 7.5x, 8.0x) to demonstrate that Xerox is undervalued relative to the Fuji Xerox valuation used by the Board.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dc-2b65d6c48f5e/21", "deckHref": "/decks/019dd923-622b-71dc-a6dc-2b65d6c48f5e", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dc-2b65d6c48f5e#slide-21", "loopMatches": [], "arcBeatMatches": [ { "to": 30, "from": 21, "beatId": "bba20897-aee5-4dfd-8ec8-aa019cda9624", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Propose Solution", "beatSlug": null, "evidence": "A solution is proposed, suggesting that investors vote against the transaction and for a new board of directors.", "position": 3, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dc-2b65d6c48f5e", "docSlug": "221a7c1fe12f", "documentTitle": "Xerox Corporation (XRX)", "authorId": "14_Icahn", "authorName": "Carl C. Icahn", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2018-04-17 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 22, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "Uses a red box callout to highlight the core argument against Xerox's valuation assumptions.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dc-2b65d6c48f5e/22", "deckHref": "/decks/019dd923-622b-71dc-a6dc-2b65d6c48f5e", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dc-2b65d6c48f5e#slide-22", "loopMatches": [], "arcBeatMatches": [ { "to": 30, "from": 21, "beatId": "bba20897-aee5-4dfd-8ec8-aa019cda9624", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Propose Solution", "beatSlug": null, "evidence": "A solution is proposed, suggesting that investors vote against the transaction and for a new board of directors.", "position": 3, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dc-2b65d6c48f5e", "docSlug": "221a7c1fe12f", "documentTitle": "Xerox Corporation (XRX)", "authorId": "14_Icahn", "authorName": "Carl C. Icahn", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2018-04-17 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 23, "slideType": "valuation_table", "function": "show_valuation_bridge", "notes": "The slide uses a specific 'Net Contributed Cash Flow' calculation to argue the deal is undervalued.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dc-2b65d6c48f5e/23", "deckHref": "/decks/019dd923-622b-71dc-a6dc-2b65d6c48f5e", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dc-2b65d6c48f5e#slide-23", "loopMatches": [], "arcBeatMatches": [ { "to": 30, "from": 21, "beatId": "bba20897-aee5-4dfd-8ec8-aa019cda9624", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Propose Solution", "beatSlug": null, "evidence": "A solution is proposed, suggesting that investors vote against the transaction and for a new board of directors.", "position": 3, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dc-2b65d6c48f5e", "docSlug": "221a7c1fe12f", "documentTitle": "Xerox Corporation (XRX)", "authorId": "14_Icahn", "authorName": "Carl C. Icahn", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2018-04-17 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 24, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "Uses a 'villain' framing to highlight the risk of minority shareholder oppression.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dc-2b65d6c48f5e/24", "deckHref": "/decks/019dd923-622b-71dc-a6dc-2b65d6c48f5e", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dc-2b65d6c48f5e#slide-24", "loopMatches": [], "arcBeatMatches": [ { "to": 30, "from": 21, "beatId": "bba20897-aee5-4dfd-8ec8-aa019cda9624", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Propose Solution", "beatSlug": null, "evidence": "A solution is proposed, suggesting that investors vote against the transaction and for a new board of directors.", "position": 3, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dc-2b65d6c48f5e", "docSlug": "221a7c1fe12f", "documentTitle": "Xerox Corporation (XRX)", "authorId": "14_Icahn", "authorName": "Carl C. Icahn", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2018-04-17 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 25, "slideType": "preempt_rebuttal", "function": "preempt_rebuttal", "notes": "Uses a downward arrow graphic to represent value destruction, culminating in a pile of burning money.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dc-2b65d6c48f5e/25", "deckHref": "/decks/019dd923-622b-71dc-a6dc-2b65d6c48f5e", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dc-2b65d6c48f5e#slide-25", "loopMatches": [], "arcBeatMatches": [ { "to": 30, "from": 21, "beatId": "bba20897-aee5-4dfd-8ec8-aa019cda9624", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Propose Solution", "beatSlug": null, "evidence": "A solution is proposed, suggesting that investors vote against the transaction and for a new board of directors.", "position": 3, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dc-2b65d6c48f5e", "docSlug": "221a7c1fe12f", "documentTitle": "Xerox Corporation (XRX)", "authorId": "14_Icahn", "authorName": "Carl C. Icahn", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2018-04-17 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 26, "slideType": "section_divider", "function": "transition", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dc-2b65d6c48f5e/26", "deckHref": "/decks/019dd923-622b-71dc-a6dc-2b65d6c48f5e", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dc-2b65d6c48f5e#slide-26", "loopMatches": [], "arcBeatMatches": [ { "to": 30, "from": 21, "beatId": "bba20897-aee5-4dfd-8ec8-aa019cda9624", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Propose Solution", "beatSlug": null, "evidence": "A solution is proposed, suggesting that investors vote against the transaction and for a new board of directors.", "position": 3, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dc-2b65d6c48f5e", "docSlug": "221a7c1fe12f", "documentTitle": "Xerox Corporation (XRX)", "authorId": "14_Icahn", "authorName": "Carl C. Icahn", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2018-04-17 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 27, "slideType": "propose_solution", "function": "propose_solution", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dc-2b65d6c48f5e/27", "deckHref": "/decks/019dd923-622b-71dc-a6dc-2b65d6c48f5e", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dc-2b65d6c48f5e#slide-27", "loopMatches": [], "arcBeatMatches": [ { "to": 30, "from": 21, "beatId": "bba20897-aee5-4dfd-8ec8-aa019cda9624", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Propose Solution", "beatSlug": null, "evidence": "A solution is proposed, suggesting that investors vote against the transaction and for a new board of directors.", "position": 3, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dc-2b65d6c48f5e", "docSlug": "221a7c1fe12f", "documentTitle": "Xerox Corporation (XRX)", "authorId": "14_Icahn", "authorName": "Carl C. Icahn", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2018-04-17 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 28, "slideType": "market_sizing", "function": "size_opportunity", "notes": "The slide uses a matrix structure to contrast current revenue against a 'white space' growth opportunity.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dc-2b65d6c48f5e/28", "deckHref": "/decks/019dd923-622b-71dc-a6dc-2b65d6c48f5e", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dc-2b65d6c48f5e#slide-28", "loopMatches": [], "arcBeatMatches": [ { "to": 30, "from": 21, "beatId": "bba20897-aee5-4dfd-8ec8-aa019cda9624", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Propose Solution", "beatSlug": null, "evidence": "A solution is proposed, suggesting that investors vote against the transaction and for a new board of directors.", "position": 3, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dc-2b65d6c48f5e", "docSlug": "221a7c1fe12f", "documentTitle": "Xerox Corporation (XRX)", "authorId": "14_Icahn", "authorName": "Carl C. Icahn", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2018-04-17 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 29, "slideType": "competitive_analysis", "function": "compare_peers", "notes": "The slide highlights a strategic opportunity to partner with PC OEMs that lack a print presence.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dc-2b65d6c48f5e/29", "deckHref": "/decks/019dd923-622b-71dc-a6dc-2b65d6c48f5e", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dc-2b65d6c48f5e#slide-29", "loopMatches": [], "arcBeatMatches": [ { "to": 30, "from": 21, "beatId": "bba20897-aee5-4dfd-8ec8-aa019cda9624", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Propose Solution", "beatSlug": null, "evidence": "A solution is proposed, suggesting that investors vote against the transaction and for a new board of directors.", "position": 3, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dc-2b65d6c48f5e", "docSlug": "221a7c1fe12f", "documentTitle": "Xerox Corporation (XRX)", "authorId": "14_Icahn", "authorName": "Carl C. Icahn", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2018-04-17 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 30, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "The slide uses a table of GIS companies, a map of dealer footprints, and a website screenshot to prove the contradiction.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dc-2b65d6c48f5e/30", "deckHref": "/decks/019dd923-622b-71dc-a6dc-2b65d6c48f5e", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dc-2b65d6c48f5e#slide-30", "loopMatches": [], "arcBeatMatches": [ { "to": 30, "from": 21, "beatId": "bba20897-aee5-4dfd-8ec8-aa019cda9624", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Propose Solution", "beatSlug": null, "evidence": "A solution is proposed, suggesting that investors vote against the transaction and for a new board of directors.", "position": 3, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dc-2b65d6c48f5e", "docSlug": "221a7c1fe12f", "documentTitle": "Xerox Corporation (XRX)", "authorId": "14_Icahn", "authorName": "Carl C. Icahn", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2018-04-17 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 31, "slideType": "customer_journey", "function": "diagnose_problem", "notes": "The slide highlights the complexity of the current distribution network, contrasting direct sales with a multitude of online resellers.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dc-2b65d6c48f5e/31", "deckHref": "/decks/019dd923-622b-71dc-a6dc-2b65d6c48f5e", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dc-2b65d6c48f5e#slide-31", "loopMatches": [], "arcBeatMatches": [ { "to": 40, "from": 31, "beatId": "348bb81b-43ac-4c95-8f5c-bed692e812be", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Expose Contradiction", "beatSlug": null, "evidence": "Contradictions in the proposed transaction are exposed, further supporting the proposed solution.", "position": 4, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dc-2b65d6c48f5e", "docSlug": "221a7c1fe12f", "documentTitle": "Xerox Corporation (XRX)", "authorId": "14_Icahn", "authorName": "Carl C. Icahn", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2018-04-17 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 32, "slideType": "propose_solution", "function": "propose_solution", "notes": "The slide uses a comparison framework to justify a shift in distribution strategy.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dc-2b65d6c48f5e/32", "deckHref": "/decks/019dd923-622b-71dc-a6dc-2b65d6c48f5e", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dc-2b65d6c48f5e#slide-32", "loopMatches": [], "arcBeatMatches": [ { "to": 40, "from": 31, "beatId": "348bb81b-43ac-4c95-8f5c-bed692e812be", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Expose Contradiction", "beatSlug": null, "evidence": "Contradictions in the proposed transaction are exposed, further supporting the proposed solution.", "position": 4, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dc-2b65d6c48f5e", "docSlug": "221a7c1fe12f", "documentTitle": "Xerox Corporation (XRX)", "authorId": "14_Icahn", "authorName": "Carl C. Icahn", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2018-04-17 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 33, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "The slide uses a 'villain' critique approach by framing Xerox's management as having failed to capitalize on its own R&D assets.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dc-2b65d6c48f5e/33", "deckHref": "/decks/019dd923-622b-71dc-a6dc-2b65d6c48f5e", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dc-2b65d6c48f5e#slide-33", "loopMatches": [], "arcBeatMatches": [ { "to": 40, "from": 31, "beatId": "348bb81b-43ac-4c95-8f5c-bed692e812be", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Expose Contradiction", "beatSlug": null, "evidence": "Contradictions in the proposed transaction are exposed, further supporting the proposed solution.", "position": 4, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dc-2b65d6c48f5e", "docSlug": "221a7c1fe12f", "documentTitle": "Xerox Corporation (XRX)", "authorId": "14_Icahn", "authorName": "Carl C. Icahn", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2018-04-17 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 34, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "The slide uses a 'villain' narrative (Xerox management) to justify an activist intervention.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dc-2b65d6c48f5e/34", "deckHref": "/decks/019dd923-622b-71dc-a6dc-2b65d6c48f5e", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dc-2b65d6c48f5e#slide-34", "loopMatches": [], "arcBeatMatches": [ { "to": 40, "from": 31, "beatId": "348bb81b-43ac-4c95-8f5c-bed692e812be", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Expose Contradiction", "beatSlug": null, "evidence": "Contradictions in the proposed transaction are exposed, further supporting the proposed solution.", "position": 4, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dc-2b65d6c48f5e", "docSlug": "221a7c1fe12f", "documentTitle": "Xerox Corporation (XRX)", "authorId": "14_Icahn", "authorName": "Carl C. Icahn", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2018-04-17 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 35, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "Includes a quote from Steve Hoover (CTO of Xerox) to support the R&D value argument.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dc-2b65d6c48f5e/35", "deckHref": "/decks/019dd923-622b-71dc-a6dc-2b65d6c48f5e", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dc-2b65d6c48f5e#slide-35", "loopMatches": [], "arcBeatMatches": [ { "to": 40, "from": 31, "beatId": "348bb81b-43ac-4c95-8f5c-bed692e812be", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Expose Contradiction", "beatSlug": null, "evidence": "Contradictions in the proposed transaction are exposed, further supporting the proposed solution.", "position": 4, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dc-2b65d6c48f5e", "docSlug": "221a7c1fe12f", "documentTitle": "Xerox Corporation (XRX)", "authorId": "14_Icahn", "authorName": "Carl C. Icahn", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2018-04-17 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 36, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "The slide uses the data to argue for leverage in renegotiating joint venture agreements.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dc-2b65d6c48f5e/36", "deckHref": "/decks/019dd923-622b-71dc-a6dc-2b65d6c48f5e", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dc-2b65d6c48f5e#slide-36", "loopMatches": [], "arcBeatMatches": [ { "to": 40, "from": 31, "beatId": "348bb81b-43ac-4c95-8f5c-bed692e812be", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Expose Contradiction", "beatSlug": null, "evidence": "Contradictions in the proposed transaction are exposed, further supporting the proposed solution.", "position": 4, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dc-2b65d6c48f5e", "docSlug": "221a7c1fe12f", "documentTitle": "Xerox Corporation (XRX)", "authorId": "14_Icahn", "authorName": "Carl C. Icahn", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2018-04-17 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 37, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "Uses a table to demonstrate that sourcing from competitors is common industry practice.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dc-2b65d6c48f5e/37", "deckHref": "/decks/019dd923-622b-71dc-a6dc-2b65d6c48f5e", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dc-2b65d6c48f5e#slide-37", "loopMatches": [], "arcBeatMatches": [ { "to": 40, "from": 31, "beatId": "348bb81b-43ac-4c95-8f5c-bed692e812be", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Expose Contradiction", "beatSlug": null, "evidence": "Contradictions in the proposed transaction are exposed, further supporting the proposed solution.", "position": 4, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dc-2b65d6c48f5e", "docSlug": "221a7c1fe12f", "documentTitle": "Xerox Corporation (XRX)", "authorId": "14_Icahn", "authorName": "Carl C. Icahn", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2018-04-17 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 38, "slideType": "revenue_buildup", "function": "quantify_opportunity", "notes": "The slide uses a dual-waterfall structure to connect current cost structure to future margin expansion.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dc-2b65d6c48f5e/38", "deckHref": "/decks/019dd923-622b-71dc-a6dc-2b65d6c48f5e", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dc-2b65d6c48f5e#slide-38", "loopMatches": [], "arcBeatMatches": [ { "to": 40, "from": 31, "beatId": "348bb81b-43ac-4c95-8f5c-bed692e812be", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Expose Contradiction", "beatSlug": null, "evidence": "Contradictions in the proposed transaction are exposed, further supporting the proposed solution.", "position": 4, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true } ] }