{ "kind": "all", "value": "all", "collectionKey": "slides:all:all:all-document-kinds:all-producers:all-orientations", "filters": { "documentKinds": [], "sourceTypes": [], "orientations": [] }, "total": 319975, "page": 1908, "pageSize": 60, "pageCount": 5333, "rows": [ { "docId": "019dd923-622b-71dc-a6dc-8129984d7be6", "docSlug": "c4ed24b02383", "documentTitle": "Airbus SE (AIR)", "authorId": "20_TCI_Fund", "authorName": "Sir Christopher Hohn", "documentKindSlug": "shareholder-letter", "documentKindLabel": "Shareholder letter", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2019-11-30 00:00:00", "orientation": "portrait", "aspectRatio": 0.7078385, "pageNumber": 4, "slideType": "executive_summary", "function": "diagnose_problem", "notes": "Page 4 of a shareholder letter; contains specific critiques of Airbus's R&D and hydrogen/electric strategy.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dc-8129984d7be6/4", "deckHref": "/decks/019dd923-622b-71dc-a6dc-8129984d7be6", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dc-8129984d7be6#slide-4", "loopMatches": [ { "to": 4, "from": 2, "name": "Cost Of Inaction", "slug": "27-cost-of-inaction", "bestFor": "Urgent budget requests, compliance, risk mitigation", "matchId": "10771471-da1a-44a3-96c1-65025b9e5335", "evidence": "Slides 2-4 discuss shortcomings and requirements", "position": 0, "objective": "Highlight the consequences of not implementing low-carbon transition plans", "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": 4, "from": 3, "beatId": "47a711fb-84d3-4682-aab1-a408203bfceb", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Agitate (Make it worse)", "beatSlug": "problem-agitate-solution-agitate-make-it-worse", "evidence": "Slides 3-4 emphasize Airbus's shortcomings and the need for improvement", "position": 1, "confidence": 0.8, "parentBeatName": "Development", "parentBeatSlug": "development" }, { "to": 5, "from": 4, "beatId": "c4afec9c-11f2-42d8-a588-35207f75df5e", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Solution (Provide relief)", "beatSlug": "problem-agitate-solution-solution-provide-relief", "evidence": "Slides 4-5 outline Airbus's de-carbonisation plans and necessary regulatory changes", "position": 2, "confidence": 0.8, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dc-8129984d7be6", "docSlug": "c4ed24b02383", "documentTitle": "Airbus SE (AIR)", "authorId": "20_TCI_Fund", "authorName": "Sir Christopher Hohn", "documentKindSlug": "shareholder-letter", "documentKindLabel": "Shareholder letter", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2019-11-30 00:00:00", "orientation": "portrait", "aspectRatio": 0.7078385, "pageNumber": 5, "slideType": "closing_ask", "function": "state_demand", "notes": "This is a formal shareholder letter signed by Chris Hohn, Philip Green, and Ben Walker.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dc-8129984d7be6/5", "deckHref": "/decks/019dd923-622b-71dc-a6dc-8129984d7be6", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dc-8129984d7be6#slide-5", "loopMatches": [ { "to": 6, "from": 5, "name": "Why Now", "slug": "15-why-now", "bestFor": "Sales pitches, fundraising, requesting immediate budget approval", "matchId": "1e5a82d1-dffc-48bd-8c55-70c402eb6fb6", "evidence": "Slides 5-6 discuss necessary changes and methodology", "position": 1, "objective": "Emphasize the urgency of regulatory and taxation changes", "structure": "The Context (Trends) -> The Trigger Event -> The Window of Opportunity", "confidence": 0.6, "description": "Create temporal urgency by proving that the window of opportunity is opening or closing" } ], "arcBeatMatches": [ { "to": 5, "from": 4, "beatId": "c4afec9c-11f2-42d8-a588-35207f75df5e", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Solution (Provide relief)", "beatSlug": "problem-agitate-solution-solution-provide-relief", "evidence": "Slides 4-5 outline Airbus's de-carbonisation plans and necessary regulatory changes", "position": 2, "confidence": 0.8, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dc-8129984d7be6", "docSlug": "c4ed24b02383", "documentTitle": "Airbus SE (AIR)", "authorId": "20_TCI_Fund", "authorName": "Sir Christopher Hohn", "documentKindSlug": "shareholder-letter", "documentKindLabel": "Shareholder letter", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2019-11-30 00:00:00", "orientation": "portrait", "aspectRatio": 0.7078385, "pageNumber": 6, "slideType": "appendix_methodology", "function": "appendix", "notes": "Page number 6 is present at the bottom right.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dc-8129984d7be6/6", "deckHref": "/decks/019dd923-622b-71dc-a6dc-8129984d7be6", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dc-8129984d7be6#slide-6", "loopMatches": [ { "to": 6, "from": 5, "name": "Why Now", "slug": "15-why-now", "bestFor": "Sales pitches, fundraising, requesting immediate budget approval", "matchId": "1e5a82d1-dffc-48bd-8c55-70c402eb6fb6", "evidence": "Slides 5-6 discuss necessary changes and methodology", "position": 1, "objective": "Emphasize the urgency of regulatory and taxation changes", "structure": "The Context (Trends) -> The Trigger Event -> The Window of Opportunity", "confidence": 0.6, "description": "Create temporal urgency by proving that the window of opportunity is opening or closing" } ], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dc-846389cd1a6c", "docSlug": "64a2f2b79c00", "documentTitle": "Canadian Pacific Railway (CP)", "authorId": "20_TCI_Fund", "authorName": "Chris Hohn", "documentKindSlug": "shareholder-letter", "documentKindLabel": "Shareholder letter", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2019-11-30 00:00:00", "orientation": "portrait", "aspectRatio": 0.7078385, "pageNumber": 1, "slideType": "executive_summary", "function": "state_demand", "notes": "This is a shareholder activist letter sent to the CEO of Canadian Pacific Railway.", "imagePath": "https://imgproxy.kitesheet.com/-xDwGTGFBW5mqEBQBHzXns04YxikEKh6SQKbQHY4uX0/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy82NGEyZjJiNzljMDAvcDAwMS5wbmc", "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dc-846389cd1a6c/1", "deckHref": "/decks/019dd923-622b-71dc-a6dc-846389cd1a6c", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dc-846389cd1a6c#slide-1", "loopMatches": [ { "to": 2, "from": 1, "name": "Cost Of Inaction", "slug": "27-cost-of-inaction", "bestFor": "Urgent budget requests, compliance, risk mitigation", "matchId": "d38ae697-0a7d-45c8-a29a-edfa124697bd", "evidence": "The document emphasizes the importance of improving low-carbon transition plans.", "position": 0, "objective": "Highlighting the risks of inaction on climate change disclosure", "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": 1, "from": 1, "beatId": "43cfa205-fca4-4e09-b2c0-2068c570e66e", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Problem", "beatSlug": "problem-agitate-solution-problem-identify-pain", "evidence": "The executive summary and demand list identify areas for improvement.", "position": 0, "confidence": 0.8, "parentBeatName": "Complication", "parentBeatSlug": "complication" } ], "imagePathAlt": "https://imgproxy.kitesheet.com/S1VLuVVxdEgYQThku8Kx_KbRLvuJYZZGB292oMzzPWE/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy82NGEyZjJiNzljMDAvcDAwMS5qcGc", "thumbSrc": "https://imgproxy.kitesheet.com/l-ULP9Kf4jnP36J46KyCRUYJtYMjBni1GsHrSDo5t24/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy82NGEyZjJiNzljMDAvcDAwMS5wbmc", "thumbSrcAlt": "https://imgproxy.kitesheet.com/4D9fHI8yfsxEr_z1jqY7wtnFKTIU5Q2HM8b7aCJzxZI/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy82NGEyZjJiNzljMDAvcDAwMS5qcGc" }, { "docId": "019dd923-622b-71dc-a6dc-846389cd1a6c", "docSlug": "64a2f2b79c00", "documentTitle": "Canadian Pacific Railway (CP)", "authorId": "20_TCI_Fund", "authorName": "Chris Hohn", "documentKindSlug": "shareholder-letter", "documentKindLabel": "Shareholder letter", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2019-11-30 00:00:00", "orientation": "portrait", "aspectRatio": 0.7078385, "pageNumber": 2, "slideType": "appendix_disclosure", "function": "state_demand", "notes": "This is a page from a shareholder letter detailing ESG engagement policies and a specific case study on Canadian Pacific.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dc-846389cd1a6c/2", "deckHref": "/decks/019dd923-622b-71dc-a6dc-846389cd1a6c", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dc-846389cd1a6c#slide-2", "loopMatches": [ { "to": 2, "from": 1, "name": "Cost Of Inaction", "slug": "27-cost-of-inaction", "bestFor": "Urgent budget requests, compliance, risk mitigation", "matchId": "d38ae697-0a7d-45c8-a29a-edfa124697bd", "evidence": "The document emphasizes the importance of improving low-carbon transition plans.", "position": 0, "objective": "Highlighting the risks of inaction on climate change disclosure", "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": "c8e8bae3-8792-4ae9-8187-539b3b5b4eb9", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Agitate", "beatSlug": "problem-agitate-solution-agitate-make-it-worse", "evidence": "The appendix disclosure and demand list highlight the need for better low-carbon transition plans.", "position": 1, "confidence": 0.8, "parentBeatName": "Development", "parentBeatSlug": "development" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dc-846389cd1a6c", "docSlug": "64a2f2b79c00", "documentTitle": "Canadian Pacific Railway (CP)", "authorId": "20_TCI_Fund", "authorName": "Chris Hohn", "documentKindSlug": "shareholder-letter", "documentKindLabel": "Shareholder letter", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2019-11-30 00:00:00", "orientation": "portrait", "aspectRatio": 0.7078385, "pageNumber": 3, "slideType": "demand_list", "function": "state_demand", "notes": "This is a page from an activist investor letter (TCI) to Canadian Pacific.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dc-846389cd1a6c/3", "deckHref": "/decks/019dd923-622b-71dc-a6dc-846389cd1a6c", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dc-846389cd1a6c#slide-3", "loopMatches": [ { "to": 4, "from": 3, "name": "Voice Of Customer", "slug": "51-voice-of-customer", "bestFor": "Product strategy, customer experience, market research", "matchId": "36ddf430-99f9-455a-8c82-36d0be165a6b", "evidence": "The demand list and closing ask reflect TCI's expectations.", "position": 1, "objective": "Presenting TCI's requirements as a voice of the customer", "structure": "What Customers Say (Verbatim) -> The Pattern Across Voices -> The Insight -> The Response", "confidence": 0.6, "description": "Let customer quotes and feedback drive the narrative and validate the insight" } ], "arcBeatMatches": [ { "to": 4, "from": 3, "beatId": "838d8d97-7896-4391-9807-2e62b2ddad0d", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Solution", "beatSlug": "problem-agitate-solution-solution-provide-relief", "evidence": "The closing ask and appendix methodology provide solutions and guidance for improvement.", "position": 2, "confidence": 0.8, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dc-846389cd1a6c", "docSlug": "64a2f2b79c00", "documentTitle": "Canadian Pacific Railway (CP)", "authorId": "20_TCI_Fund", "authorName": "Chris Hohn", "documentKindSlug": "shareholder-letter", "documentKindLabel": "Shareholder letter", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2019-11-30 00:00:00", "orientation": "portrait", "aspectRatio": 0.7078385, "pageNumber": 4, "slideType": "closing_ask", "function": "state_demand", "notes": "This is the final page of a shareholder letter, containing recommendations and signatures.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dc-846389cd1a6c/4", "deckHref": "/decks/019dd923-622b-71dc-a6dc-846389cd1a6c", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dc-846389cd1a6c#slide-4", "loopMatches": [ { "to": 4, "from": 3, "name": "Voice Of Customer", "slug": "51-voice-of-customer", "bestFor": "Product strategy, customer experience, market research", "matchId": "36ddf430-99f9-455a-8c82-36d0be165a6b", "evidence": "The demand list and closing ask reflect TCI's expectations.", "position": 1, "objective": "Presenting TCI's requirements as a voice of the customer", "structure": "What Customers Say (Verbatim) -> The Pattern Across Voices -> The Insight -> The Response", "confidence": 0.6, "description": "Let customer quotes and feedback drive the narrative and validate the insight" } ], "arcBeatMatches": [ { "to": 4, "from": 3, "beatId": "838d8d97-7896-4391-9807-2e62b2ddad0d", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Solution", "beatSlug": "problem-agitate-solution-solution-provide-relief", "evidence": "The closing ask and appendix methodology provide solutions and guidance for improvement.", "position": 2, "confidence": 0.8, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dc-846389cd1a6c", "docSlug": "64a2f2b79c00", "documentTitle": "Canadian Pacific Railway (CP)", "authorId": "20_TCI_Fund", "authorName": "Chris Hohn", "documentKindSlug": "shareholder-letter", "documentKindLabel": "Shareholder letter", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2019-11-30 00:00:00", "orientation": "portrait", "aspectRatio": 0.7078385, "pageNumber": 5, "slideType": "appendix_methodology", "function": "appendix", "notes": "Page 5 of a shareholder-letter deck.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dc-846389cd1a6c/5", "deckHref": "/decks/019dd923-622b-71dc-a6dc-846389cd1a6c", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dc-846389cd1a6c#slide-5", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dc-846389cd1a6c", "docSlug": "64a2f2b79c00", "documentTitle": "Canadian Pacific Railway (CP)", "authorId": "20_TCI_Fund", "authorName": "Chris Hohn", "documentKindSlug": "shareholder-letter", "documentKindLabel": "Shareholder letter", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2019-11-30 00:00:00", "orientation": "portrait", "aspectRatio": 0.7078385, "pageNumber": 6, "slideType": "filler", "function": "filler", "notes": "The image provided is entirely blank/white.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dc-846389cd1a6c/6", "deckHref": "/decks/019dd923-622b-71dc-a6dc-846389cd1a6c", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dc-846389cd1a6c#slide-6", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dc-994f37adc6a1", "docSlug": "4780ff5e26e9", "documentTitle": "Forward Air Corporation (FWRD)", "authorId": "21_Ancora", "authorName": "Frederick DiSanto", "documentKindSlug": "shareholder-letter", "documentKindLabel": "Shareholder letter", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2021-02-16 00:00:00", "orientation": "portrait", "aspectRatio": 0.77272725, "pageNumber": 1, "slideType": "executive_summary", "function": "diagnose_problem", "notes": "This is an activist investor letter from Ancora to Forward Air shareholders.", "imagePath": "https://imgproxy.kitesheet.com/tK1iv38_9l5HstD3TFWMvGUatZB4-3zWF5GxJDaIfeE/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy80NzgwZmY1ZTI2ZTkvcDAwMS5qcGc", "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dc-994f37adc6a1/1", "deckHref": "/decks/019dd923-622b-71dc-a6dc-994f37adc6a1", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dc-994f37adc6a1#slide-1", "loopMatches": [ { "to": 11, "from": 1, "name": "Cost Of Inaction", "slug": "27-cost-of-inaction", "bestFor": "Urgent budget requests, compliance, risk mitigation", "matchId": "e6c7f39d-458b-4198-ae55-fb197a0d83d1", "evidence": "The document emphasizes the need for change by highlighting poor performance and the potential for improvement.", "position": 2, "objective": "To emphasize the cost of inaction", "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": 5, "from": 1, "beatId": "8be7c587-51ff-42bd-81b1-0b5897e9e3ad", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Problem (Identify pain)", "beatSlug": "problem-agitate-solution-problem-identify-pain", "evidence": "The document identifies the problem of poor performance and criticizes management and the Board.", "position": 0, "confidence": 0.8, "parentBeatName": "Complication", "parentBeatSlug": "complication" } ], "imagePathAlt": "https://imgproxy.kitesheet.com/7ehJY9Nh4T-0ECURcXcz214jbNi5BWJvuVQjYAhLEA4/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy80NzgwZmY1ZTI2ZTkvcDAwMS5wbmc", "thumbSrc": "https://imgproxy.kitesheet.com/0KL6Pq2TgzhrQMklz9L9eodcqMYdqxmPjhYPSKhtmUI/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy80NzgwZmY1ZTI2ZTkvcDAwMS5qcGc", "thumbSrcAlt": "https://imgproxy.kitesheet.com/BEA4Ox7u1ftuXfSmZo1ro_B4Kp8UKO-X3drnf8mf540/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy80NzgwZmY1ZTI2ZTkvcDAwMS5wbmc" }, { "docId": "019dd923-622b-71dc-a6dc-994f37adc6a1", "docSlug": "4780ff5e26e9", "documentTitle": "Forward Air Corporation (FWRD)", "authorId": "21_Ancora", "authorName": "Frederick DiSanto", "documentKindSlug": "shareholder-letter", "documentKindLabel": "Shareholder letter", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2021-02-16 00:00:00", "orientation": "portrait", "aspectRatio": 0.77272725, "pageNumber": 2, "slideType": "appendix_data", "function": "analyze_data", "notes": "The slide includes a narrative analysis of the acquisition's impact and a subsequent paragraph critiquing the core Expedited LTL business performance relative to peers.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dc-994f37adc6a1/2", "deckHref": "/decks/019dd923-622b-71dc-a6dc-994f37adc6a1", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dc-994f37adc6a1#slide-2", "loopMatches": [ { "to": 11, "from": 1, "name": "Cost Of Inaction", "slug": "27-cost-of-inaction", "bestFor": "Urgent budget requests, compliance, risk mitigation", "matchId": "e6c7f39d-458b-4198-ae55-fb197a0d83d1", "evidence": "The document emphasizes the need for change by highlighting poor performance and the potential for improvement.", "position": 2, "objective": "To emphasize the cost of inaction", "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": 5, "from": 1, "beatId": "8be7c587-51ff-42bd-81b1-0b5897e9e3ad", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Problem (Identify pain)", "beatSlug": "problem-agitate-solution-problem-identify-pain", "evidence": "The document identifies the problem of poor performance and criticizes management and the Board.", "position": 0, "confidence": 0.8, "parentBeatName": "Complication", "parentBeatSlug": "complication" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dc-95d02b976161", "docSlug": "4b852ffa1ce3", "documentTitle": "Edgewater Technology, Inc. (EDGW)", "authorId": "21_Ancora", "authorName": "Jim Chadwick", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2017-01-24 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 1, "slideType": "cover", "function": "front_matter", "notes": null, "imagePath": "https://imgproxy.kitesheet.com/Yw0DGoDADsE4nI_-M_s6Twc3UwszN8uyuT3dwVUiwsA/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy80Yjg1MmZmYTFjZTMvcDAwMS5qcGc", "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dc-95d02b976161/1", "deckHref": "/decks/019dd923-622b-71dc-a6dc-95d02b976161", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dc-95d02b976161#slide-1", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": "https://imgproxy.kitesheet.com/QyPxhjlVKnLX5l7IyFAKobw0G7O9dznjdfTqmVqk-ww/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy80Yjg1MmZmYTFjZTMvcDAwMS5wbmc", "thumbSrc": "https://imgproxy.kitesheet.com/7r5x6VB31OSka8_RkhQ6IXNIHc6JgHFT3Bxv6Uzv8y8/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy80Yjg1MmZmYTFjZTMvcDAwMS5qcGc", "thumbSrcAlt": "https://imgproxy.kitesheet.com/HZonqdK3YdPd6nJsB1V647z1o65Qr6WaqmUw2DHx3E0/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy80Yjg1MmZmYTFjZTMvcDAwMS5wbmc" }, { "docId": "019dd923-622b-71dc-a6dc-95d02b976161", "docSlug": "4b852ffa1ce3", "documentTitle": "Edgewater Technology, Inc. (EDGW)", "authorId": "21_Ancora", "authorName": "Jim Chadwick", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2017-01-24 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-95d02b976161/2", "deckHref": "/decks/019dd923-622b-71dc-a6dc-95d02b976161", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dc-95d02b976161#slide-2", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dc-95d02b976161", "docSlug": "4b852ffa1ce3", "documentTitle": "Edgewater Technology, Inc. (EDGW)", "authorId": "21_Ancora", "authorName": "Jim Chadwick", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2017-01-24 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 3, "slideType": "table_of_contents", "function": "front_matter", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dc-95d02b976161/3", "deckHref": "/decks/019dd923-622b-71dc-a6dc-95d02b976161", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dc-95d02b976161#slide-3", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dc-95d02b976161", "docSlug": "4b852ffa1ce3", "documentTitle": "Edgewater Technology, Inc. (EDGW)", "authorId": "21_Ancora", "authorName": "Jim Chadwick", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2017-01-24 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 4, "slideType": "executive_summary", "function": "diagnose_problem", "notes": "This is an activist investor presentation slide (Ancora vs Edgewater).", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dc-95d02b976161/4", "deckHref": "/decks/019dd923-622b-71dc-a6dc-95d02b976161", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dc-95d02b976161#slide-4", "loopMatches": [], "arcBeatMatches": [ { "to": 14, "from": 4, "beatId": "c22d6a69-10f1-48d1-8ba4-e91d10fb2022", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Problem (Identify pain)", "beatSlug": "problem-agitate-solution-problem-identify-pain", "evidence": "The document starts by highlighting Edgewater's underperformance and poor operating results", "position": 0, "confidence": 0.8, "parentBeatName": "Complication", "parentBeatSlug": "complication" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dc-95d02b976161", "docSlug": "4b852ffa1ce3", "documentTitle": "Edgewater Technology, Inc. (EDGW)", "authorId": "21_Ancora", "authorName": "Jim Chadwick", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2017-01-24 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 5, "slideType": "timeline", "function": "establish_context", "notes": "The slide uses a table format to present a chronological sequence of events, which functions as a timeline.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dc-95d02b976161/5", "deckHref": "/decks/019dd923-622b-71dc-a6dc-95d02b976161", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dc-95d02b976161#slide-5", "loopMatches": [], "arcBeatMatches": [ { "to": 14, "from": 4, "beatId": "c22d6a69-10f1-48d1-8ba4-e91d10fb2022", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Problem (Identify pain)", "beatSlug": "problem-agitate-solution-problem-identify-pain", "evidence": "The document starts by highlighting Edgewater's underperformance and poor operating results", "position": 0, "confidence": 0.8, "parentBeatName": "Complication", "parentBeatSlug": "complication" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dc-95d02b976161", "docSlug": "4b852ffa1ce3", "documentTitle": "Edgewater Technology, Inc. (EDGW)", "authorId": "21_Ancora", "authorName": "Jim Chadwick", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2017-01-24 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 6, "slideType": "timeline", "function": "summarize", "notes": "This slide is part of a series documenting a shareholder activism campaign.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dc-95d02b976161/6", "deckHref": "/decks/019dd923-622b-71dc-a6dc-95d02b976161", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dc-95d02b976161#slide-6", "loopMatches": [], "arcBeatMatches": [ { "to": 14, "from": 4, "beatId": "c22d6a69-10f1-48d1-8ba4-e91d10fb2022", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Problem (Identify pain)", "beatSlug": "problem-agitate-solution-problem-identify-pain", "evidence": "The document starts by highlighting Edgewater's underperformance and poor operating results", "position": 0, "confidence": 0.8, "parentBeatName": "Complication", "parentBeatSlug": "complication" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dc-95d02b976161", "docSlug": "4b852ffa1ce3", "documentTitle": "Edgewater Technology, Inc. (EDGW)", "authorId": "21_Ancora", "authorName": "Jim Chadwick", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2017-01-24 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 7, "slideType": "demand_list", "function": "state_demand", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dc-95d02b976161/7", "deckHref": "/decks/019dd923-622b-71dc-a6dc-95d02b976161", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dc-95d02b976161#slide-7", "loopMatches": [], "arcBeatMatches": [ { "to": 14, "from": 4, "beatId": "c22d6a69-10f1-48d1-8ba4-e91d10fb2022", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Problem (Identify pain)", "beatSlug": "problem-agitate-solution-problem-identify-pain", "evidence": "The document starts by highlighting Edgewater's underperformance and poor operating results", "position": 0, "confidence": 0.8, "parentBeatName": "Complication", "parentBeatSlug": "complication" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dc-95d02b976161", "docSlug": "4b852ffa1ce3", "documentTitle": "Edgewater Technology, Inc. (EDGW)", "authorId": "21_Ancora", "authorName": "Jim Chadwick", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2017-01-24 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 8, "slideType": "nominee_bio", "function": "introduce_nominees", "notes": "The slide uses a structured table format to compare candidates across experience and benefits.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dc-95d02b976161/8", "deckHref": "/decks/019dd923-622b-71dc-a6dc-95d02b976161", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dc-95d02b976161#slide-8", "loopMatches": [], "arcBeatMatches": [ { "to": 14, "from": 4, "beatId": "c22d6a69-10f1-48d1-8ba4-e91d10fb2022", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Problem (Identify pain)", "beatSlug": "problem-agitate-solution-problem-identify-pain", "evidence": "The document starts by highlighting Edgewater's underperformance and poor operating results", "position": 0, "confidence": 0.8, "parentBeatName": "Complication", "parentBeatSlug": "complication" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dc-95d02b976161", "docSlug": "4b852ffa1ce3", "documentTitle": "Edgewater Technology, Inc. (EDGW)", "authorId": "21_Ancora", "authorName": "Jim Chadwick", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2017-01-24 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 9, "slideType": "peer_gap", "function": "expose_gap", "notes": "Uses contrast-pairs to highlight the superiority of the activist's nominees over the incumbent board.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dc-95d02b976161/9", "deckHref": "/decks/019dd923-622b-71dc-a6dc-95d02b976161", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dc-95d02b976161#slide-9", "loopMatches": [], "arcBeatMatches": [ { "to": 14, "from": 4, "beatId": "c22d6a69-10f1-48d1-8ba4-e91d10fb2022", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Problem (Identify pain)", "beatSlug": "problem-agitate-solution-problem-identify-pain", "evidence": "The document starts by highlighting Edgewater's underperformance and poor operating results", "position": 0, "confidence": 0.8, "parentBeatName": "Complication", "parentBeatSlug": "complication" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dc-95d02b976161", "docSlug": "4b852ffa1ce3", "documentTitle": "Edgewater Technology, Inc. (EDGW)", "authorId": "21_Ancora", "authorName": "Jim Chadwick", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2017-01-24 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 10, "slideType": "demand_list", "function": "state_demand", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dc-95d02b976161/10", "deckHref": "/decks/019dd923-622b-71dc-a6dc-95d02b976161", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dc-95d02b976161#slide-10", "loopMatches": [], "arcBeatMatches": [ { "to": 14, "from": 4, "beatId": "c22d6a69-10f1-48d1-8ba4-e91d10fb2022", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Problem (Identify pain)", "beatSlug": "problem-agitate-solution-problem-identify-pain", "evidence": "The document starts by highlighting Edgewater's underperformance and poor operating results", "position": 0, "confidence": 0.8, "parentBeatName": "Complication", "parentBeatSlug": "complication" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dc-95d02b976161", "docSlug": "4b852ffa1ce3", "documentTitle": "Edgewater Technology, Inc. (EDGW)", "authorId": "21_Ancora", "authorName": "Jim Chadwick", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2017-01-24 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 11, "slideType": "propose_solution", "function": "propose_solution", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dc-95d02b976161/11", "deckHref": "/decks/019dd923-622b-71dc-a6dc-95d02b976161", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dc-95d02b976161#slide-11", "loopMatches": [], "arcBeatMatches": [ { "to": 14, "from": 4, "beatId": "c22d6a69-10f1-48d1-8ba4-e91d10fb2022", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Problem (Identify pain)", "beatSlug": "problem-agitate-solution-problem-identify-pain", "evidence": "The document starts by highlighting Edgewater's underperformance and poor operating results", "position": 0, "confidence": 0.8, "parentBeatName": "Complication", "parentBeatSlug": "complication" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dc-95d02b976161", "docSlug": "4b852ffa1ce3", "documentTitle": "Edgewater Technology, Inc. (EDGW)", "authorId": "21_Ancora", "authorName": "Jim Chadwick", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2017-01-24 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 12, "slideType": "section_divider", "function": "transition", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dc-95d02b976161/12", "deckHref": "/decks/019dd923-622b-71dc-a6dc-95d02b976161", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dc-95d02b976161#slide-12", "loopMatches": [], "arcBeatMatches": [ { "to": 14, "from": 4, "beatId": "c22d6a69-10f1-48d1-8ba4-e91d10fb2022", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Problem (Identify pain)", "beatSlug": "problem-agitate-solution-problem-identify-pain", "evidence": "The document starts by highlighting Edgewater's underperformance and poor operating results", "position": 0, "confidence": 0.8, "parentBeatName": "Complication", "parentBeatSlug": "complication" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dc-95d02b976161", "docSlug": "4b852ffa1ce3", "documentTitle": "Edgewater Technology, Inc. (EDGW)", "authorId": "21_Ancora", "authorName": "Jim Chadwick", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2017-01-24 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 13, "slideType": "peer_benchmark", "function": "compare_peers", "notes": "The slide argues that Edgewater's underperformance is significant and that the company's own peer group selection is biased.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dc-95d02b976161/13", "deckHref": "/decks/019dd923-622b-71dc-a6dc-95d02b976161", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dc-95d02b976161#slide-13", "loopMatches": [], "arcBeatMatches": [ { "to": 14, "from": 4, "beatId": "c22d6a69-10f1-48d1-8ba4-e91d10fb2022", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Problem (Identify pain)", "beatSlug": "problem-agitate-solution-problem-identify-pain", "evidence": "The document starts by highlighting Edgewater's underperformance and poor operating results", "position": 0, "confidence": 0.8, "parentBeatName": "Complication", "parentBeatSlug": "complication" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dc-95d02b976161", "docSlug": "4b852ffa1ce3", "documentTitle": "Edgewater Technology, Inc. (EDGW)", "authorId": "21_Ancora", "authorName": "Jim Chadwick", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2017-01-24 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 14, "slideType": "peer_benchmark", "function": "compare_peers", "notes": "The chart highlights a significant performance gap during the tenure of the current CEO.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dc-95d02b976161/14", "deckHref": "/decks/019dd923-622b-71dc-a6dc-95d02b976161", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dc-95d02b976161#slide-14", "loopMatches": [ { "to": 20, "from": 14, "name": "Pattern Hunter", "slug": "02-pattern-hunter", "bestFor": "Time-pressed audiences, building consensus, when data is strong", "matchId": "edbe511a-8c8a-4947-9451-7e59449e1c43", "evidence": "The document uses peer benchmarks to demonstrate Edgewater's underperformance", "position": 0, "objective": "To demonstrate Edgewater's prolonged underperformance", "structure": "Evidence A -> Evidence B -> Evidence C -> Pattern/Conclusion", "confidence": 0.7, "description": "Group multiple pieces of evidence that together point to a pattern or conclusion" } ], "arcBeatMatches": [ { "to": 14, "from": 4, "beatId": "c22d6a69-10f1-48d1-8ba4-e91d10fb2022", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Problem (Identify pain)", "beatSlug": "problem-agitate-solution-problem-identify-pain", "evidence": "The document starts by highlighting Edgewater's underperformance and poor operating results", "position": 0, "confidence": 0.8, "parentBeatName": "Complication", "parentBeatSlug": "complication" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dc-95d02b976161", "docSlug": "4b852ffa1ce3", "documentTitle": "Edgewater Technology, Inc. (EDGW)", "authorId": "21_Ancora", "authorName": "Jim Chadwick", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2017-01-24 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 15, "slideType": "peer_benchmark", "function": "compare_peers", "notes": "The chart highlights significant underperformance of EDGW compared to major indices, particularly since the appointment of the CEO in 2002.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dc-95d02b976161/15", "deckHref": "/decks/019dd923-622b-71dc-a6dc-95d02b976161", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dc-95d02b976161#slide-15", "loopMatches": [ { "to": 20, "from": 14, "name": "Pattern Hunter", "slug": "02-pattern-hunter", "bestFor": "Time-pressed audiences, building consensus, when data is strong", "matchId": "edbe511a-8c8a-4947-9451-7e59449e1c43", "evidence": "The document uses peer benchmarks to demonstrate Edgewater's underperformance", "position": 0, "objective": "To demonstrate Edgewater's prolonged underperformance", "structure": "Evidence A -> Evidence B -> Evidence C -> Pattern/Conclusion", "confidence": 0.7, "description": "Group multiple pieces of evidence that together point to a pattern or conclusion" }, { "to": 24, "from": 15, "name": "Cost Of Inaction", "slug": "27-cost-of-inaction", "bestFor": "Urgent budget requests, compliance, risk mitigation", "matchId": "204b94dc-a68d-40c7-ae8b-c0891be10ef9", "evidence": "The document highlights the negative consequences of inaction, including continued underperformance", "position": 2, "objective": "To highlight the cost of inaction", "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": 24, "from": 15, "beatId": "370c35c6-ef07-4efe-ba1a-20bb40a219a3", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Agitate (Make it worse)", "beatSlug": "problem-agitate-solution-agitate-make-it-worse", "evidence": "The document then agitates the problem by highlighting excessive executive compensation and poor corporate governance", "position": 1, "confidence": 0.8, "parentBeatName": "Development", "parentBeatSlug": "development" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dc-95d02b976161", "docSlug": "4b852ffa1ce3", "documentTitle": "Edgewater Technology, Inc. (EDGW)", "authorId": "21_Ancora", "authorName": "Jim Chadwick", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2017-01-24 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 16, "slideType": "section_divider", "function": "transition", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dc-95d02b976161/16", "deckHref": "/decks/019dd923-622b-71dc-a6dc-95d02b976161", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dc-95d02b976161#slide-16", "loopMatches": [ { "to": 20, "from": 14, "name": "Pattern Hunter", "slug": "02-pattern-hunter", "bestFor": "Time-pressed audiences, building consensus, when data is strong", "matchId": "edbe511a-8c8a-4947-9451-7e59449e1c43", "evidence": "The document uses peer benchmarks to demonstrate Edgewater's underperformance", "position": 0, "objective": "To demonstrate Edgewater's prolonged underperformance", "structure": "Evidence A -> Evidence B -> Evidence C -> Pattern/Conclusion", "confidence": 0.7, "description": "Group multiple pieces of evidence that together point to a pattern or conclusion" }, { "to": 24, "from": 15, "name": "Cost Of Inaction", "slug": "27-cost-of-inaction", "bestFor": "Urgent budget requests, compliance, risk mitigation", "matchId": "204b94dc-a68d-40c7-ae8b-c0891be10ef9", "evidence": "The document highlights the negative consequences of inaction, including continued underperformance", "position": 2, "objective": "To highlight the cost of inaction", "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": 24, "from": 15, "beatId": "370c35c6-ef07-4efe-ba1a-20bb40a219a3", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Agitate (Make it worse)", "beatSlug": "problem-agitate-solution-agitate-make-it-worse", "evidence": "The document then agitates the problem by highlighting excessive executive compensation and poor corporate governance", "position": 1, "confidence": 0.8, "parentBeatName": "Development", "parentBeatSlug": "development" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dc-95d02b976161", "docSlug": "4b852ffa1ce3", "documentTitle": "Edgewater Technology, Inc. (EDGW)", "authorId": "21_Ancora", "authorName": "Jim Chadwick", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2017-01-24 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 17, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "The slide uses a 'Value Creation (Destruction)' calculation to highlight negative returns.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dc-95d02b976161/17", "deckHref": "/decks/019dd923-622b-71dc-a6dc-95d02b976161", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dc-95d02b976161#slide-17", "loopMatches": [ { "to": 20, "from": 14, "name": "Pattern Hunter", "slug": "02-pattern-hunter", "bestFor": "Time-pressed audiences, building consensus, when data is strong", "matchId": "edbe511a-8c8a-4947-9451-7e59449e1c43", "evidence": "The document uses peer benchmarks to demonstrate Edgewater's underperformance", "position": 0, "objective": "To demonstrate Edgewater's prolonged underperformance", "structure": "Evidence A -> Evidence B -> Evidence C -> Pattern/Conclusion", "confidence": 0.7, "description": "Group multiple pieces of evidence that together point to a pattern or conclusion" }, { "to": 24, "from": 15, "name": "Cost Of Inaction", "slug": "27-cost-of-inaction", "bestFor": "Urgent budget requests, compliance, risk mitigation", "matchId": "204b94dc-a68d-40c7-ae8b-c0891be10ef9", "evidence": "The document highlights the negative consequences of inaction, including continued underperformance", "position": 2, "objective": "To highlight the cost of inaction", "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": 24, "from": 15, "beatId": "370c35c6-ef07-4efe-ba1a-20bb40a219a3", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Agitate (Make it worse)", "beatSlug": "problem-agitate-solution-agitate-make-it-worse", "evidence": "The document then agitates the problem by highlighting excessive executive compensation and poor corporate governance", "position": 1, "confidence": 0.8, "parentBeatName": "Development", "parentBeatSlug": "development" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dc-95d02b976161", "docSlug": "4b852ffa1ce3", "documentTitle": "Edgewater Technology, Inc. (EDGW)", "authorId": "21_Ancora", "authorName": "Jim Chadwick", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2017-01-24 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 18, "slideType": "problem_statement", "function": "diagnose_problem", "notes": "The slide uses a comparison table to highlight performance gaps between Edgewater and its peers.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dc-95d02b976161/18", "deckHref": "/decks/019dd923-622b-71dc-a6dc-95d02b976161", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dc-95d02b976161#slide-18", "loopMatches": [ { "to": 20, "from": 14, "name": "Pattern Hunter", "slug": "02-pattern-hunter", "bestFor": "Time-pressed audiences, building consensus, when data is strong", "matchId": "edbe511a-8c8a-4947-9451-7e59449e1c43", "evidence": "The document uses peer benchmarks to demonstrate Edgewater's underperformance", "position": 0, "objective": "To demonstrate Edgewater's prolonged underperformance", "structure": "Evidence A -> Evidence B -> Evidence C -> Pattern/Conclusion", "confidence": 0.7, "description": "Group multiple pieces of evidence that together point to a pattern or conclusion" }, { "to": 24, "from": 15, "name": "Cost Of Inaction", "slug": "27-cost-of-inaction", "bestFor": "Urgent budget requests, compliance, risk mitigation", "matchId": "204b94dc-a68d-40c7-ae8b-c0891be10ef9", "evidence": "The document highlights the negative consequences of inaction, including continued underperformance", "position": 2, "objective": "To highlight the cost of inaction", "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": 24, "from": 15, "beatId": "370c35c6-ef07-4efe-ba1a-20bb40a219a3", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Agitate (Make it worse)", "beatSlug": "problem-agitate-solution-agitate-make-it-worse", "evidence": "The document then agitates the problem by highlighting excessive executive compensation and poor corporate governance", "position": 1, "confidence": 0.8, "parentBeatName": "Development", "parentBeatSlug": "development" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dc-95d02b976161", "docSlug": "4b852ffa1ce3", "documentTitle": "Edgewater Technology, Inc. (EDGW)", "authorId": "21_Ancora", "authorName": "Jim Chadwick", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2017-01-24 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 19, "slideType": "peer_gap", "function": "expose_gap", "notes": "The slide uses a combination of a combo chart (revenue/margin) and a grouped bar chart (margin comparison) to argue for management failure.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dc-95d02b976161/19", "deckHref": "/decks/019dd923-622b-71dc-a6dc-95d02b976161", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dc-95d02b976161#slide-19", "loopMatches": [ { "to": 20, "from": 14, "name": "Pattern Hunter", "slug": "02-pattern-hunter", "bestFor": "Time-pressed audiences, building consensus, when data is strong", "matchId": "edbe511a-8c8a-4947-9451-7e59449e1c43", "evidence": "The document uses peer benchmarks to demonstrate Edgewater's underperformance", "position": 0, "objective": "To demonstrate Edgewater's prolonged underperformance", "structure": "Evidence A -> Evidence B -> Evidence C -> Pattern/Conclusion", "confidence": 0.7, "description": "Group multiple pieces of evidence that together point to a pattern or conclusion" }, { "to": 24, "from": 15, "name": "Cost Of Inaction", "slug": "27-cost-of-inaction", "bestFor": "Urgent budget requests, compliance, risk mitigation", "matchId": "204b94dc-a68d-40c7-ae8b-c0891be10ef9", "evidence": "The document highlights the negative consequences of inaction, including continued underperformance", "position": 2, "objective": "To highlight the cost of inaction", "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": 24, "from": 15, "beatId": "370c35c6-ef07-4efe-ba1a-20bb40a219a3", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Agitate (Make it worse)", "beatSlug": "problem-agitate-solution-agitate-make-it-worse", "evidence": "The document then agitates the problem by highlighting excessive executive compensation and poor corporate governance", "position": 1, "confidence": 0.8, "parentBeatName": "Development", "parentBeatSlug": "development" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dc-95d02b976161", "docSlug": "4b852ffa1ce3", "documentTitle": "Edgewater Technology, Inc. (EDGW)", "authorId": "21_Ancora", "authorName": "Jim Chadwick", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2017-01-24 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 20, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "The slide uses a dual-chart layout to visually correlate poor company performance with high executive pay.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dc-95d02b976161/20", "deckHref": "/decks/019dd923-622b-71dc-a6dc-95d02b976161", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dc-95d02b976161#slide-20", "loopMatches": [ { "to": 20, "from": 14, "name": "Pattern Hunter", "slug": "02-pattern-hunter", "bestFor": "Time-pressed audiences, building consensus, when data is strong", "matchId": "edbe511a-8c8a-4947-9451-7e59449e1c43", "evidence": "The document uses peer benchmarks to demonstrate Edgewater's underperformance", "position": 0, "objective": "To demonstrate Edgewater's prolonged underperformance", "structure": "Evidence A -> Evidence B -> Evidence C -> Pattern/Conclusion", "confidence": 0.7, "description": "Group multiple pieces of evidence that together point to a pattern or conclusion" }, { "to": 24, "from": 15, "name": "Cost Of Inaction", "slug": "27-cost-of-inaction", "bestFor": "Urgent budget requests, compliance, risk mitigation", "matchId": "204b94dc-a68d-40c7-ae8b-c0891be10ef9", "evidence": "The document highlights the negative consequences of inaction, including continued underperformance", "position": 2, "objective": "To highlight the cost of inaction", "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": 24, "from": 15, "beatId": "370c35c6-ef07-4efe-ba1a-20bb40a219a3", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Agitate (Make it worse)", "beatSlug": "problem-agitate-solution-agitate-make-it-worse", "evidence": "The document then agitates the problem by highlighting excessive executive compensation and poor corporate governance", "position": 1, "confidence": 0.8, "parentBeatName": "Development", "parentBeatSlug": "development" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dc-95d02b976161", "docSlug": "4b852ffa1ce3", "documentTitle": "Edgewater Technology, Inc. (EDGW)", "authorId": "21_Ancora", "authorName": "Jim Chadwick", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2017-01-24 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 21, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "Uses direct quotes from CEO and CFO to undermine management credibility.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dc-95d02b976161/21", "deckHref": "/decks/019dd923-622b-71dc-a6dc-95d02b976161", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dc-95d02b976161#slide-21", "loopMatches": [ { "to": 24, "from": 15, "name": "Cost Of Inaction", "slug": "27-cost-of-inaction", "bestFor": "Urgent budget requests, compliance, risk mitigation", "matchId": "204b94dc-a68d-40c7-ae8b-c0891be10ef9", "evidence": "The document highlights the negative consequences of inaction, including continued underperformance", "position": 2, "objective": "To highlight the cost of inaction", "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": 24, "from": 15, "beatId": "370c35c6-ef07-4efe-ba1a-20bb40a219a3", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Agitate (Make it worse)", "beatSlug": "problem-agitate-solution-agitate-make-it-worse", "evidence": "The document then agitates the problem by highlighting excessive executive compensation and poor corporate governance", "position": 1, "confidence": 0.8, "parentBeatName": "Development", "parentBeatSlug": "development" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dc-95d02b976161", "docSlug": "4b852ffa1ce3", "documentTitle": "Edgewater Technology, Inc. (EDGW)", "authorId": "21_Ancora", "authorName": "Jim Chadwick", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2017-01-24 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 22, "slideType": "section_divider", "function": "transition", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dc-95d02b976161/22", "deckHref": "/decks/019dd923-622b-71dc-a6dc-95d02b976161", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dc-95d02b976161#slide-22", "loopMatches": [ { "to": 24, "from": 15, "name": "Cost Of Inaction", "slug": "27-cost-of-inaction", "bestFor": "Urgent budget requests, compliance, risk mitigation", "matchId": "204b94dc-a68d-40c7-ae8b-c0891be10ef9", "evidence": "The document highlights the negative consequences of inaction, including continued underperformance", "position": 2, "objective": "To highlight the cost of inaction", "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": 24, "from": 15, "beatId": "370c35c6-ef07-4efe-ba1a-20bb40a219a3", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Agitate (Make it worse)", "beatSlug": "problem-agitate-solution-agitate-make-it-worse", "evidence": "The document then agitates the problem by highlighting excessive executive compensation and poor corporate governance", "position": 1, "confidence": 0.8, "parentBeatName": "Development", "parentBeatSlug": "development" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dc-95d02b976161", "docSlug": "4b852ffa1ce3", "documentTitle": "Edgewater Technology, Inc. (EDGW)", "authorId": "21_Ancora", "authorName": "Jim Chadwick", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2017-01-24 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 23, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "The slide uses a 'villain' framing to criticize executive pay relative to company earnings.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dc-95d02b976161/23", "deckHref": "/decks/019dd923-622b-71dc-a6dc-95d02b976161", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dc-95d02b976161#slide-23", "loopMatches": [ { "to": 24, "from": 15, "name": "Cost Of Inaction", "slug": "27-cost-of-inaction", "bestFor": "Urgent budget requests, compliance, risk mitigation", "matchId": "204b94dc-a68d-40c7-ae8b-c0891be10ef9", "evidence": "The document highlights the negative consequences of inaction, including continued underperformance", "position": 2, "objective": "To highlight the cost of inaction", "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": 24, "from": 15, "beatId": "370c35c6-ef07-4efe-ba1a-20bb40a219a3", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Agitate (Make it worse)", "beatSlug": "problem-agitate-solution-agitate-make-it-worse", "evidence": "The document then agitates the problem by highlighting excessive executive compensation and poor corporate governance", "position": 1, "confidence": 0.8, "parentBeatName": "Development", "parentBeatSlug": "development" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dc-95d02b976161", "docSlug": "4b852ffa1ce3", "documentTitle": "Edgewater Technology, Inc. (EDGW)", "authorId": "21_Ancora", "authorName": "Jim Chadwick", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2017-01-24 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 24, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "The chart uses a dual-axis approach to overlay cumulative compensation (bar) with stock performance (line).", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dc-95d02b976161/24", "deckHref": "/decks/019dd923-622b-71dc-a6dc-95d02b976161", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dc-95d02b976161#slide-24", "loopMatches": [ { "to": 24, "from": 15, "name": "Cost Of Inaction", "slug": "27-cost-of-inaction", "bestFor": "Urgent budget requests, compliance, risk mitigation", "matchId": "204b94dc-a68d-40c7-ae8b-c0891be10ef9", "evidence": "The document highlights the negative consequences of inaction, including continued underperformance", "position": 2, "objective": "To highlight the cost of inaction", "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": 24, "from": 15, "beatId": "370c35c6-ef07-4efe-ba1a-20bb40a219a3", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Agitate (Make it worse)", "beatSlug": "problem-agitate-solution-agitate-make-it-worse", "evidence": "The document then agitates the problem by highlighting excessive executive compensation and poor corporate governance", "position": 1, "confidence": 0.8, "parentBeatName": "Development", "parentBeatSlug": "development" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dc-95d02b976161", "docSlug": "4b852ffa1ce3", "documentTitle": "Edgewater Technology, Inc. (EDGW)", "authorId": "21_Ancora", "authorName": "Jim Chadwick", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2017-01-24 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 25, "slideType": "section_divider", "function": "transition", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dc-95d02b976161/25", "deckHref": "/decks/019dd923-622b-71dc-a6dc-95d02b976161", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dc-95d02b976161#slide-25", "loopMatches": [ { "to": 31, "from": 25, "name": "Golden Circle", "slug": "11-golden-circle", "bestFor": "Visionary leadership, brand positioning, mission statements", "matchId": "06dac030-e580-441b-ae56-9e4af71e927e", "evidence": "The document presents Ancora's plan as a solution to Edgewater's problems", "position": 1, "objective": "To present Ancora's plan as a solution", "structure": "The Why (Belief) -> The How (Process) -> The What (Result)", "confidence": 0.7, "description": "Invert the typical pitch by starting with why you exist, rather than what you do" } ], "arcBeatMatches": [ { "to": 31, "from": 25, "beatId": "26aa79c1-2489-486f-87ae-42a5bedbcb96", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Solution (Provide relief)", "beatSlug": "problem-agitate-solution-solution-provide-relief", "evidence": "The document proposes solutions, including Ancora's plan and board candidates", "position": 2, "confidence": 0.8, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dc-95d02b976161", "docSlug": "4b852ffa1ce3", "documentTitle": "Edgewater Technology, Inc. (EDGW)", "authorId": "21_Ancora", "authorName": "Jim Chadwick", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2017-01-24 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 26, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "The slide uses a table to highlight the lack of 'skin in the game' for legacy directors.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dc-95d02b976161/26", "deckHref": "/decks/019dd923-622b-71dc-a6dc-95d02b976161", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dc-95d02b976161#slide-26", "loopMatches": [ { "to": 31, "from": 25, "name": "Golden Circle", "slug": "11-golden-circle", "bestFor": "Visionary leadership, brand positioning, mission statements", "matchId": "06dac030-e580-441b-ae56-9e4af71e927e", "evidence": "The document presents Ancora's plan as a solution to Edgewater's problems", "position": 1, "objective": "To present Ancora's plan as a solution", "structure": "The Why (Belief) -> The How (Process) -> The What (Result)", "confidence": 0.7, "description": "Invert the typical pitch by starting with why you exist, rather than what you do" } ], "arcBeatMatches": [ { "to": 31, "from": 25, "beatId": "26aa79c1-2489-486f-87ae-42a5bedbcb96", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Solution (Provide relief)", "beatSlug": "problem-agitate-solution-solution-provide-relief", "evidence": "The document proposes solutions, including Ancora's plan and board candidates", "position": 2, "confidence": 0.8, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dc-95d02b976161", "docSlug": "4b852ffa1ce3", "documentTitle": "Edgewater Technology, Inc. (EDGW)", "authorId": "21_Ancora", "authorName": "Jim Chadwick", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2017-01-24 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 27, "slideType": "villain_critique", "function": "name_villain", "notes": "The slide uses a narrative structure to build a case against the current Board's competence.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dc-95d02b976161/27", "deckHref": "/decks/019dd923-622b-71dc-a6dc-95d02b976161", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dc-95d02b976161#slide-27", "loopMatches": [ { "to": 31, "from": 25, "name": "Golden Circle", "slug": "11-golden-circle", "bestFor": "Visionary leadership, brand positioning, mission statements", "matchId": "06dac030-e580-441b-ae56-9e4af71e927e", "evidence": "The document presents Ancora's plan as a solution to Edgewater's problems", "position": 1, "objective": "To present Ancora's plan as a solution", "structure": "The Why (Belief) -> The How (Process) -> The What (Result)", "confidence": 0.7, "description": "Invert the typical pitch by starting with why you exist, rather than what you do" } ], "arcBeatMatches": [ { "to": 31, "from": 25, "beatId": "26aa79c1-2489-486f-87ae-42a5bedbcb96", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Solution (Provide relief)", "beatSlug": "problem-agitate-solution-solution-provide-relief", "evidence": "The document proposes solutions, including Ancora's plan and board candidates", "position": 2, "confidence": 0.8, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dc-95d02b976161", "docSlug": "4b852ffa1ce3", "documentTitle": "Edgewater Technology, Inc. (EDGW)", "authorId": "21_Ancora", "authorName": "Jim Chadwick", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2017-01-24 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 28, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "The slide uses a bar chart to contrast revenue growth against specific acquisition spending events.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dc-95d02b976161/28", "deckHref": "/decks/019dd923-622b-71dc-a6dc-95d02b976161", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dc-95d02b976161#slide-28", "loopMatches": [ { "to": 31, "from": 25, "name": "Golden Circle", "slug": "11-golden-circle", "bestFor": "Visionary leadership, brand positioning, mission statements", "matchId": "06dac030-e580-441b-ae56-9e4af71e927e", "evidence": "The document presents Ancora's plan as a solution to Edgewater's problems", "position": 1, "objective": "To present Ancora's plan as a solution", "structure": "The Why (Belief) -> The How (Process) -> The What (Result)", "confidence": 0.7, "description": "Invert the typical pitch by starting with why you exist, rather than what you do" } ], "arcBeatMatches": [ { "to": 31, "from": 25, "beatId": "26aa79c1-2489-486f-87ae-42a5bedbcb96", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Solution (Provide relief)", "beatSlug": "problem-agitate-solution-solution-provide-relief", "evidence": "The document proposes solutions, including Ancora's plan and board candidates", "position": 2, "confidence": 0.8, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dc-95d02b976161", "docSlug": "4b852ffa1ce3", "documentTitle": "Edgewater Technology, Inc. (EDGW)", "authorId": "21_Ancora", "authorName": "Jim Chadwick", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2017-01-24 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 29, "slideType": "villain_critique", "function": "expose_contradiction", "notes": "The slide uses a nested bullet point structure to detail specific grievances regarding the Board's handling of the strategic sale process.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dc-95d02b976161/29", "deckHref": "/decks/019dd923-622b-71dc-a6dc-95d02b976161", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dc-95d02b976161#slide-29", "loopMatches": [ { "to": 31, "from": 25, "name": "Golden Circle", "slug": "11-golden-circle", "bestFor": "Visionary leadership, brand positioning, mission statements", "matchId": "06dac030-e580-441b-ae56-9e4af71e927e", "evidence": "The document presents Ancora's plan as a solution to Edgewater's problems", "position": 1, "objective": "To present Ancora's plan as a solution", "structure": "The Why (Belief) -> The How (Process) -> The What (Result)", "confidence": 0.7, "description": "Invert the typical pitch by starting with why you exist, rather than what you do" } ], "arcBeatMatches": [ { "to": 31, "from": 25, "beatId": "26aa79c1-2489-486f-87ae-42a5bedbcb96", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Solution (Provide relief)", "beatSlug": "problem-agitate-solution-solution-provide-relief", "evidence": "The document proposes solutions, including Ancora's plan and board candidates", "position": 2, "confidence": 0.8, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dc-95d02b976161", "docSlug": "4b852ffa1ce3", "documentTitle": "Edgewater Technology, Inc. (EDGW)", "authorId": "21_Ancora", "authorName": "Jim Chadwick", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2017-01-24 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 30, "slideType": "key_takeaways", "function": "summarize", "notes": "This is a classic activist investor 'conclusion' slide, framing the incumbent board as the villain and the activist as the solution.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dc-95d02b976161/30", "deckHref": "/decks/019dd923-622b-71dc-a6dc-95d02b976161", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dc-95d02b976161#slide-30", "loopMatches": [ { "to": 31, "from": 25, "name": "Golden Circle", "slug": "11-golden-circle", "bestFor": "Visionary leadership, brand positioning, mission statements", "matchId": "06dac030-e580-441b-ae56-9e4af71e927e", "evidence": "The document presents Ancora's plan as a solution to Edgewater's problems", "position": 1, "objective": "To present Ancora's plan as a solution", "structure": "The Why (Belief) -> The How (Process) -> The What (Result)", "confidence": 0.7, "description": "Invert the typical pitch by starting with why you exist, rather than what you do" } ], "arcBeatMatches": [ { "to": 31, "from": 25, "beatId": "26aa79c1-2489-486f-87ae-42a5bedbcb96", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Solution (Provide relief)", "beatSlug": "problem-agitate-solution-solution-provide-relief", "evidence": "The document proposes solutions, including Ancora's plan and board candidates", "position": 2, "confidence": 0.8, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dc-95d02b976161", "docSlug": "4b852ffa1ce3", "documentTitle": "Edgewater Technology, Inc. (EDGW)", "authorId": "21_Ancora", "authorName": "Jim Chadwick", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2017-01-24 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 31, "slideType": "executive_summary", "function": "establish_context", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dc-95d02b976161/31", "deckHref": "/decks/019dd923-622b-71dc-a6dc-95d02b976161", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dc-95d02b976161#slide-31", "loopMatches": [ { "to": 31, "from": 25, "name": "Golden Circle", "slug": "11-golden-circle", "bestFor": "Visionary leadership, brand positioning, mission statements", "matchId": "06dac030-e580-441b-ae56-9e4af71e927e", "evidence": "The document presents Ancora's plan as a solution to Edgewater's problems", "position": 1, "objective": "To present Ancora's plan as a solution", "structure": "The Why (Belief) -> The How (Process) -> The What (Result)", "confidence": 0.7, "description": "Invert the typical pitch by starting with why you exist, rather than what you do" } ], "arcBeatMatches": [ { "to": 31, "from": 25, "beatId": "26aa79c1-2489-486f-87ae-42a5bedbcb96", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Solution (Provide relief)", "beatSlug": "problem-agitate-solution-solution-provide-relief", "evidence": "The document proposes solutions, including Ancora's plan and board candidates", "position": 2, "confidence": 0.8, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dc-95d02b976161", "docSlug": "4b852ffa1ce3", "documentTitle": "Edgewater Technology, Inc. (EDGW)", "authorId": "21_Ancora", "authorName": "Jim Chadwick", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2017-01-24 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 32, "slideType": "appendix", "function": "appendix", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dc-95d02b976161/32", "deckHref": "/decks/019dd923-622b-71dc-a6dc-95d02b976161", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dc-95d02b976161#slide-32", "loopMatches": [], "arcBeatMatches": [ { "to": 35, "from": 32, "beatId": "c1257baa-3d71-455f-9831-11074b3550b5", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Action", "beatSlug": "aida-action", "evidence": "The document concludes with a call to action, presenting Ancora's board candidate biographies and a final peer benchmark", "position": 3, "confidence": 0.8, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dc-95d02b976161", "docSlug": "4b852ffa1ce3", "documentTitle": "Edgewater Technology, Inc. (EDGW)", "authorId": "21_Ancora", "authorName": "Jim Chadwick", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2017-01-24 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 33, "slideType": "nominee_bio", "function": "introduce_nominees", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dc-95d02b976161/33", "deckHref": "/decks/019dd923-622b-71dc-a6dc-95d02b976161", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dc-95d02b976161#slide-33", "loopMatches": [], "arcBeatMatches": [ { "to": 35, "from": 32, "beatId": "c1257baa-3d71-455f-9831-11074b3550b5", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Action", "beatSlug": "aida-action", "evidence": "The document concludes with a call to action, presenting Ancora's board candidate biographies and a final peer benchmark", "position": 3, "confidence": 0.8, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dc-95d02b976161", "docSlug": "4b852ffa1ce3", "documentTitle": "Edgewater Technology, Inc. (EDGW)", "authorId": "21_Ancora", "authorName": "Jim Chadwick", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2017-01-24 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 34, "slideType": "nominee_bio", "function": "introduce_nominees", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dc-95d02b976161/34", "deckHref": "/decks/019dd923-622b-71dc-a6dc-95d02b976161", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dc-95d02b976161#slide-34", "loopMatches": [], "arcBeatMatches": [ { "to": 35, "from": 32, "beatId": "c1257baa-3d71-455f-9831-11074b3550b5", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Action", "beatSlug": "aida-action", "evidence": "The document concludes with a call to action, presenting Ancora's board candidate biographies and a final peer benchmark", "position": 3, "confidence": 0.8, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dc-95d02b976161", "docSlug": "4b852ffa1ce3", "documentTitle": "Edgewater Technology, Inc. (EDGW)", "authorId": "21_Ancora", "authorName": "Jim Chadwick", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2017-01-24 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 35, "slideType": "peer_benchmark", "function": "compare_peers", "notes": "The slide serves as a reference list for peer group identification.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dc-95d02b976161/35", "deckHref": "/decks/019dd923-622b-71dc-a6dc-95d02b976161", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dc-95d02b976161#slide-35", "loopMatches": [], "arcBeatMatches": [ { "to": 35, "from": 32, "beatId": "c1257baa-3d71-455f-9831-11074b3550b5", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Action", "beatSlug": "aida-action", "evidence": "The document concludes with a call to action, presenting Ancora's board candidate biographies and a final peer benchmark", "position": 3, "confidence": 0.8, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dc-8ed5107f48c1", "docSlug": "ea0ff9d4eeca", "documentTitle": "Ferrovial (FER)", "authorId": "20_TCI_Fund", "authorName": "Chris Hohn", "documentKindSlug": "shareholder-letter", "documentKindLabel": "Shareholder letter", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2019-11-30 00:00:00", "orientation": "portrait", "aspectRatio": 0.7078385, "pageNumber": 1, "slideType": "executive_summary", "function": "state_demand", "notes": "This is a formal shareholder letter from TCI Fund Management to Ferrovial S.A. regarding ESG and climate disclosure requirements.", "imagePath": "https://imgproxy.kitesheet.com/NtLUemzihSjMU_yG83RXIXCsbED_ZZyCobH3zKDRAOI/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9lYTBmZjlkNGVlY2EvcDAwMS5wbmc", "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dc-8ed5107f48c1/1", "deckHref": "/decks/019dd923-622b-71dc-a6dc-8ed5107f48c1", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dc-8ed5107f48c1#slide-1", "loopMatches": [], "arcBeatMatches": [ { "to": 1, "from": 1, "beatId": "7e04c51c-72c5-4aa5-bc95-f2e1f81675b8", "arcName": "AIDA", "arcSlug": "aida", "beatName": "Attention", "beatSlug": "aida-attention", "evidence": "The letter begins with an executive summary that grabs attention", "position": 0, "confidence": 0.6, "parentBeatName": "Hook", "parentBeatSlug": "hook" } ], "imagePathAlt": "https://imgproxy.kitesheet.com/H36x7q5osAbf7XW46duebtNwmtPnSa5oushpLViZ3aQ/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9lYTBmZjlkNGVlY2EvcDAwMS5qcGc", "thumbSrc": "https://imgproxy.kitesheet.com/12mR8osAUHKEzxKgBlGg0BnYQ0jrltsEVek1fiNjl6Q/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9lYTBmZjlkNGVlY2EvcDAwMS5wbmc", "thumbSrcAlt": "https://imgproxy.kitesheet.com/MXRW3aYBYIUoXy-pybenfHyz3ZVG-f5O5rdwduLcZc8/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9lYTBmZjlkNGVlY2EvcDAwMS5qcGc" }, { "docId": "019dd923-622b-71dc-a6dc-8ed5107f48c1", "docSlug": "ea0ff9d4eeca", "documentTitle": "Ferrovial (FER)", "authorId": "20_TCI_Fund", "authorName": "Chris Hohn", "documentKindSlug": "shareholder-letter", "documentKindLabel": "Shareholder letter", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2019-11-30 00:00:00", "orientation": "portrait", "aspectRatio": 0.7078385, "pageNumber": 2, "slideType": "key_messages", "function": "state_demand", "notes": "Page 2 of a shareholder letter, focusing on ESG/Climate stewardship.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dc-8ed5107f48c1/2", "deckHref": "/decks/019dd923-622b-71dc-a6dc-8ed5107f48c1", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dc-8ed5107f48c1#slide-2", "loopMatches": [], "arcBeatMatches": [ { "to": 2, "from": 2, "beatId": "23438c4e-8ef5-4e05-afea-291c3d6adb26", "arcName": "AIDA", "arcSlug": "aida", "beatName": "Interest", "beatSlug": "aida-interest", "evidence": "Key messages about low-carbon transition plans generate interest", "position": 1, "confidence": 0.6, "parentBeatName": "Complication", "parentBeatSlug": "complication" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dc-8ed5107f48c1", "docSlug": "ea0ff9d4eeca", "documentTitle": "Ferrovial (FER)", "authorId": "20_TCI_Fund", "authorName": "Chris Hohn", "documentKindSlug": "shareholder-letter", "documentKindLabel": "Shareholder letter", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2019-11-30 00:00:00", "orientation": "portrait", "aspectRatio": 0.7078385, "pageNumber": 3, "slideType": "key_messages", "function": "propose_solution", "notes": "The slide is a continuation of a letter, focusing on corporate sustainability strategy and policy advocacy.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dc-8ed5107f48c1/3", "deckHref": "/decks/019dd923-622b-71dc-a6dc-8ed5107f48c1", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dc-8ed5107f48c1#slide-3", "loopMatches": [], "arcBeatMatches": [ { "to": 3, "from": 3, "beatId": "eb9d8bdc-f6c3-45c3-8cd5-ad9598cbe0ac", "arcName": "AIDA", "arcSlug": "aida", "beatName": "Desire", "beatSlug": "aida-desire", "evidence": "Advocating for regulatory changes to de-carbonise aviation sparks desire for change", "position": 2, "confidence": 0.6, "parentBeatName": "Evidence", "parentBeatSlug": "evidence" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dc-8ed5107f48c1", "docSlug": "ea0ff9d4eeca", "documentTitle": "Ferrovial (FER)", "authorId": "20_TCI_Fund", "authorName": "Chris Hohn", "documentKindSlug": "shareholder-letter", "documentKindLabel": "Shareholder letter", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2019-11-30 00:00:00", "orientation": "portrait", "aspectRatio": 0.7078385, "pageNumber": 4, "slideType": "closing_ask", "function": "state_demand", "notes": "This is the final page of a shareholder letter, including signatures.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dc-8ed5107f48c1/4", "deckHref": "/decks/019dd923-622b-71dc-a6dc-8ed5107f48c1", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dc-8ed5107f48c1#slide-4", "loopMatches": [], "arcBeatMatches": [ { "to": 4, "from": 4, "beatId": "3f58449d-b966-4f6e-954c-3249bff542f0", "arcName": "AIDA", "arcSlug": "aida", "beatName": "Action", "beatSlug": "aida-action", "evidence": "The closing ask for regulatory changes to de-carbonise road transport prompts action", "position": 3, "confidence": 0.6, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dc-88f077191205", "docSlug": "4a15d7fb3340", "documentTitle": "S&P Global (SPGI)", "authorId": "20_TCI_Fund", "authorName": "Chris Hohn", "documentKindSlug": "shareholder-letter", "documentKindLabel": "Shareholder letter", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2019-11-30 00:00:00", "orientation": "portrait", "aspectRatio": 0.7078385, "pageNumber": 1, "slideType": "cover", "function": "front_matter", "notes": "This is a shareholder letter/engagement document.", "imagePath": "https://imgproxy.kitesheet.com/ojlzOtxsjoVuwQO6DeQ1VpQG91-FwFjUpkfmhSDSgLc/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy80YTE1ZDdmYjMzNDAvcDAwMS5wbmc", "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dc-88f077191205/1", "deckHref": "/decks/019dd923-622b-71dc-a6dc-88f077191205", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dc-88f077191205#slide-1", "loopMatches": [], "arcBeatMatches": [ { "to": 2, "from": 1, "beatId": "95af002e-622a-439d-8cac-5e07ac6bb02c", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Problem", "beatSlug": "problem-agitate-solution-problem-identify-pain", "evidence": "The cover and key messages slides introduce the issue of carbon emissions disclosure", "position": 0, "confidence": 0.8, "parentBeatName": "Complication", "parentBeatSlug": "complication" } ], "imagePathAlt": "https://imgproxy.kitesheet.com/LehwUGlVFkSf0L8qDaChcahSbcoL9liwqQNmv3HzTmE/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy80YTE1ZDdmYjMzNDAvcDAwMS5qcGc", "thumbSrc": "https://imgproxy.kitesheet.com/O4Bcou8DeGHdvwzwtGuWRrjvZZiFsqzLP5gCSbiJH08/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy80YTE1ZDdmYjMzNDAvcDAwMS5wbmc", "thumbSrcAlt": "https://imgproxy.kitesheet.com/RNAH1wFRHEOp98rhG3AjtWZ2khxHJeVpLhiGiD_QBTg/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy80YTE1ZDdmYjMzNDAvcDAwMS5qcGc" }, { "docId": "019dd923-622b-71dc-a6dc-88f077191205", "docSlug": "4a15d7fb3340", "documentTitle": "S&P Global (SPGI)", "authorId": "20_TCI_Fund", "authorName": "Chris Hohn", "documentKindSlug": "shareholder-letter", "documentKindLabel": "Shareholder letter", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2019-11-30 00:00:00", "orientation": "portrait", "aspectRatio": 0.7078385, "pageNumber": 2, "slideType": "key_messages", "function": "state_demand", "notes": "Page 2 of a shareholder letter.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dc-88f077191205/2", "deckHref": "/decks/019dd923-622b-71dc-a6dc-88f077191205", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dc-88f077191205#slide-2", "loopMatches": [ { "to": 4, "from": 2, "name": "Cost Of Inaction", "slug": "27-cost-of-inaction", "bestFor": "Urgent budget requests, compliance, risk mitigation", "matchId": "c97149e9-a9f5-47fa-9140-64c9d3ff6ddb", "evidence": "The document implies that lack of disclosure leads to investment and loan portfolio exposure risk", "position": 0, "objective": "Highlight the risks of not disclosing GHG emissions", "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": 1, "beatId": "95af002e-622a-439d-8cac-5e07ac6bb02c", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Problem", "beatSlug": "problem-agitate-solution-problem-identify-pain", "evidence": "The cover and key messages slides introduce the issue of carbon emissions disclosure", "position": 0, "confidence": 0.8, "parentBeatName": "Complication", "parentBeatSlug": "complication" }, { "to": 3, "from": 2, "beatId": "2e8705fb-c158-42d3-9b8d-a4a682361b1d", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Agitate", "beatSlug": "problem-agitate-solution-agitate-make-it-worse", "evidence": "The demand list slide emphasizes the need for S&P Global to advocate for mandatory disclosure", "position": 1, "confidence": 0.8, "parentBeatName": "Development", "parentBeatSlug": "development" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dc-88f077191205", "docSlug": "4a15d7fb3340", "documentTitle": "S&P Global (SPGI)", "authorId": "20_TCI_Fund", "authorName": "Chris Hohn", "documentKindSlug": "shareholder-letter", "documentKindLabel": "Shareholder letter", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2019-11-30 00:00:00", "orientation": "portrait", "aspectRatio": 0.7078385, "pageNumber": 3, "slideType": "demand_list", "function": "state_demand", "notes": "This is a page from a shareholder letter advocating for ESG transparency.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dc-88f077191205/3", "deckHref": "/decks/019dd923-622b-71dc-a6dc-88f077191205", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dc-88f077191205#slide-3", "loopMatches": [ { "to": 4, "from": 2, "name": "Cost Of Inaction", "slug": "27-cost-of-inaction", "bestFor": "Urgent budget requests, compliance, risk mitigation", "matchId": "c97149e9-a9f5-47fa-9140-64c9d3ff6ddb", "evidence": "The document implies that lack of disclosure leads to investment and loan portfolio exposure risk", "position": 0, "objective": "Highlight the risks of not disclosing GHG emissions", "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": 2, "beatId": "2e8705fb-c158-42d3-9b8d-a4a682361b1d", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Agitate", "beatSlug": "problem-agitate-solution-agitate-make-it-worse", "evidence": "The demand list slide emphasizes the need for S&P Global to advocate for mandatory disclosure", "position": 1, "confidence": 0.8, "parentBeatName": "Development", "parentBeatSlug": "development" }, { "to": 4, "from": 3, "beatId": "3817e391-4691-4623-97a5-2b778ada54cb", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Solution", "beatSlug": "problem-agitate-solution-solution-provide-relief", "evidence": "The closing ask slide presents S&P's Trucost service as a solution to identify portfolio exposure risk", "position": 2, "confidence": 0.8, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dc-88f077191205", "docSlug": "4a15d7fb3340", "documentTitle": "S&P Global (SPGI)", "authorId": "20_TCI_Fund", "authorName": "Chris Hohn", "documentKindSlug": "shareholder-letter", "documentKindLabel": "Shareholder letter", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2019-11-30 00:00:00", "orientation": "portrait", "aspectRatio": 0.7078385, "pageNumber": 4, "slideType": "closing_ask", "function": "closing_ask", "notes": "Page 4 of a letter signed by Chris Hohn, Philip Green, and Alex Baring.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dc-88f077191205/4", "deckHref": "/decks/019dd923-622b-71dc-a6dc-88f077191205", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dc-88f077191205#slide-4", "loopMatches": [ { "to": 4, "from": 2, "name": "Cost Of Inaction", "slug": "27-cost-of-inaction", "bestFor": "Urgent budget requests, compliance, risk mitigation", "matchId": "c97149e9-a9f5-47fa-9140-64c9d3ff6ddb", "evidence": "The document implies that lack of disclosure leads to investment and loan portfolio exposure risk", "position": 0, "objective": "Highlight the risks of not disclosing GHG emissions", "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": 4, "from": 3, "beatId": "3817e391-4691-4623-97a5-2b778ada54cb", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Solution", "beatSlug": "problem-agitate-solution-solution-provide-relief", "evidence": "The closing ask slide presents S&P's Trucost service as a solution to identify portfolio exposure risk", "position": 2, "confidence": 0.8, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dc-91827828b08c", "docSlug": "5f1744d23499", "documentTitle": "TCI portfolio companies", "authorId": "20_TCI_Fund", "authorName": null, "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.4444444, "pageNumber": 1, "slideType": "section_divider", "function": "transition", "notes": null, "imagePath": "https://imgproxy.kitesheet.com/M0BN5R-tfdVvD7qNvDKPUsW8QqDMts2LzbfaPouc0b0/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy81ZjE3NDRkMjM0OTkvcDAwMS5qcGc", "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dc-91827828b08c/1", "deckHref": "/decks/019dd923-622b-71dc-a6dc-91827828b08c", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dc-91827828b08c#slide-1", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": "https://imgproxy.kitesheet.com/CcOWCC8o4SS1zLj2koa5ZinNPL9hPyCkfwuhRbAHeYc/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy81ZjE3NDRkMjM0OTkvcDAwMS5wbmc", "thumbSrc": "https://imgproxy.kitesheet.com/J08g7_leHIl9K8rS56RF4dq32OyRmbFG2TeAoabBuSg/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy81ZjE3NDRkMjM0OTkvcDAwMS5qcGc", "thumbSrcAlt": "https://imgproxy.kitesheet.com/_iVW5XlrXtdjOIlmMB4N4ahnhn0X3yX8Kvo26UhsLOA/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy81ZjE3NDRkMjM0OTkvcDAwMS5wbmc" }, { "docId": "019dd923-622b-71dc-a6dc-91827828b08c", "docSlug": "5f1744d23499", "documentTitle": "TCI portfolio companies", "authorId": "20_TCI_Fund", "authorName": null, "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.4444444, "pageNumber": 2, "slideType": "problem_statement", "function": "diagnose_problem", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dc-91827828b08c/2", "deckHref": "/decks/019dd923-622b-71dc-a6dc-91827828b08c", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dc-91827828b08c#slide-2", "loopMatches": [ { "to": 2, "from": 2, "name": "Voice Of Customer", "slug": "51-voice-of-customer", "bestFor": "Product strategy, customer experience, market research", "matchId": "4bd5465f-c816-4469-9860-4f5968b46328", "evidence": "The problem statement on page 2 may reflect the voice of the customer.", "position": 0, "objective": "Understanding the need for ESG", "structure": "What Customers Say (Verbatim) -> The Pattern Across Voices -> The Insight -> The Response", "confidence": 0.6, "description": "Let customer quotes and feedback drive the narrative and validate the insight" } ], "arcBeatMatches": [ { "to": 2, "from": 2, "beatId": "b50d9bed-f7f9-47e2-82fc-2df71553707f", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Problem (Identify pain)", "beatSlug": "problem-agitate-solution-problem-identify-pain", "evidence": "The problem is identified on page 2.", "position": 0, "confidence": 0.8, "parentBeatName": "Complication", "parentBeatSlug": "complication" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dc-91827828b08c", "docSlug": "5f1744d23499", "documentTitle": "TCI portfolio companies", "authorId": "20_TCI_Fund", "authorName": null, "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.4444444, "pageNumber": 3, "slideType": "key_messages", "function": "state_demand", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dc-91827828b08c/3", "deckHref": "/decks/019dd923-622b-71dc-a6dc-91827828b08c", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dc-91827828b08c#slide-3", "loopMatches": [ { "to": 5, "from": 3, "name": "Cost Of Inaction", "slug": "27-cost-of-inaction", "bestFor": "Urgent budget requests, compliance, risk mitigation", "matchId": "00d19098-ebb8-410e-981f-88c0edf1a965", "evidence": "Key messages on pages 3 and 5 may imply the cost of inaction.", "position": 1, "objective": "Highlighting the importance of ESG", "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": 5, "from": 3, "beatId": "ad2387b1-d3fd-4383-affb-5f360a9cb4f1", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Desire", "beatSlug": "aida-desire", "evidence": "Key messages on pages 3 and 5 likely aim to create 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-91827828b08c", "docSlug": "5f1744d23499", "documentTitle": "TCI portfolio companies", "authorId": "20_TCI_Fund", "authorName": null, "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.4444444, "pageNumber": 4, "slideType": "propose_solution", "function": "present_solution", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dc-91827828b08c/4", "deckHref": "/decks/019dd923-622b-71dc-a6dc-91827828b08c", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dc-91827828b08c#slide-4", "loopMatches": [ { "to": 5, "from": 3, "name": "Cost Of Inaction", "slug": "27-cost-of-inaction", "bestFor": "Urgent budget requests, compliance, risk mitigation", "matchId": "00d19098-ebb8-410e-981f-88c0edf1a965", "evidence": "Key messages on pages 3 and 5 may imply the cost of inaction.", "position": 1, "objective": "Highlighting the importance of ESG", "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": 4, "from": 4, "beatId": "55db3a0a-18af-4ec0-8951-fbb9d9c8e14d", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Solution (Provide relief)", "beatSlug": "problem-agitate-solution-solution-provide-relief", "evidence": "A solution is proposed on page 4.", "position": 1, "confidence": 0.8, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" }, { "to": 5, "from": 3, "beatId": "ad2387b1-d3fd-4383-affb-5f360a9cb4f1", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Desire", "beatSlug": "aida-desire", "evidence": "Key messages on pages 3 and 5 likely aim to create 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-91827828b08c", "docSlug": "5f1744d23499", "documentTitle": "TCI portfolio companies", "authorId": "20_TCI_Fund", "authorName": null, "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.4444444, "pageNumber": 5, "slideType": "key_messages", "function": "summarize", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dc-91827828b08c/5", "deckHref": "/decks/019dd923-622b-71dc-a6dc-91827828b08c", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dc-91827828b08c#slide-5", "loopMatches": [ { "to": 5, "from": 3, "name": "Cost Of Inaction", "slug": "27-cost-of-inaction", "bestFor": "Urgent budget requests, compliance, risk mitigation", "matchId": "00d19098-ebb8-410e-981f-88c0edf1a965", "evidence": "Key messages on pages 3 and 5 may imply the cost of inaction.", "position": 1, "objective": "Highlighting the importance of ESG", "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": 5, "from": 3, "beatId": "ad2387b1-d3fd-4383-affb-5f360a9cb4f1", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Desire", "beatSlug": "aida-desire", "evidence": "Key messages on pages 3 and 5 likely aim to create 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-91827828b08c", "docSlug": "5f1744d23499", "documentTitle": "TCI portfolio companies", "authorId": "20_TCI_Fund", "authorName": null, "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.4444444, "pageNumber": 6, "slideType": "key_messages", "function": "present_framework", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dc-91827828b08c/6", "deckHref": "/decks/019dd923-622b-71dc-a6dc-91827828b08c", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dc-91827828b08c#slide-6", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true } ] }