{ "kind": "all", "value": "all", "collectionKey": "slides:all:all:all-document-kinds:all-producers:all-orientations", "filters": { "documentKinds": [], "sourceTypes": [], "orientations": [] }, "total": 319975, "page": 1925, "pageSize": 60, "pageCount": 5333, "rows": [ { "docId": "019dd923-622b-71dc-a6dd-319439e92e81", "docSlug": "328603efbd66", "documentTitle": "Nintendo Co., Ltd. (7974)", "authorId": "25_Oasis_Management", "authorName": "Seth Fischer", "documentKindSlug": "shareholder-letter", "documentKindLabel": "Shareholder letter", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2013-06-11 00:00:00", "orientation": "portrait", "aspectRatio": 0.70735884, "pageNumber": 1, "slideType": "ceo_quote", "function": "frame_situation", "notes": "This is a shareholder letter from Oasis Management to Nintendo, dated June 11, 2013.", "imagePath": "https://imgproxy.kitesheet.com/kI7CHV7qC8Ki7gLmT0ucSrpOiXR4N7mvvJ29M-z4y5U/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy8zMjg2MDNlZmJkNjYvcDAwMS5qcGc", "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dd-319439e92e81/1", "deckHref": "/decks/019dd923-622b-71dc-a6dd-319439e92e81", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dd-319439e92e81#slide-1", "loopMatches": [], "arcBeatMatches": [ { "to": 1, "from": 1, "beatId": "b7b434d0-135b-440a-b6f1-559d2ec3177e", "arcName": "Monroe's Motivated Sequence", "arcSlug": "monroes-sequence", "beatName": "Attention", "beatSlug": "monroes-sequence-attention", "evidence": "CEO quote on page 1", "position": 0, "confidence": 0.6, "parentBeatName": "Hook", "parentBeatSlug": "hook" } ], "imagePathAlt": "https://imgproxy.kitesheet.com/2qnrVZVqv0TM-UIoSEpKU30CrKX603XEP4zXiZ9qCz0/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy8zMjg2MDNlZmJkNjYvcDAwMS5wbmc", "thumbSrc": "https://imgproxy.kitesheet.com/6B1zr-4CVA4SFLASqM_ZrEFE12wLUjqVt_09PvcST7I/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy8zMjg2MDNlZmJkNjYvcDAwMS5qcGc", "thumbSrcAlt": "https://imgproxy.kitesheet.com/357SNIWd5zEBkfXfO7DU3fIfuiYfceMHlI6jZO0m_CQ/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy8zMjg2MDNlZmJkNjYvcDAwMS5wbmc" }, { "docId": "019dd923-622b-71dc-a6dd-319439e92e81", "docSlug": "328603efbd66", "documentTitle": "Nintendo Co., Ltd. (7974)", "authorId": "25_Oasis_Management", "authorName": "Seth Fischer", "documentKindSlug": "shareholder-letter", "documentKindLabel": "Shareholder letter", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2013-06-11 00:00:00", "orientation": "portrait", "aspectRatio": 0.70735884, "pageNumber": 2, "slideType": "closing_ask", "function": "state_demand", "notes": "This is page 2 of a 3-page shareholder letter.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dd-319439e92e81/2", "deckHref": "/decks/019dd923-622b-71dc-a6dd-319439e92e81", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dd-319439e92e81#slide-2", "loopMatches": [], "arcBeatMatches": [ { "to": 2, "from": 2, "beatId": "45398a7e-f75a-479d-9528-d750794ab722", "arcName": "Monroe's Motivated Sequence", "arcSlug": "monroes-sequence", "beatName": "Need", "beatSlug": "monroes-sequence-need", "evidence": "Letter to Mr. Satoru Iwata on page 2", "position": 1, "confidence": 0.6, "parentBeatName": "Complication", "parentBeatSlug": "complication" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dd-319439e92e81", "docSlug": "328603efbd66", "documentTitle": "Nintendo Co., Ltd. (7974)", "authorId": "25_Oasis_Management", "authorName": "Seth Fischer", "documentKindSlug": "shareholder-letter", "documentKindLabel": "Shareholder letter", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2013-06-11 00:00:00", "orientation": "portrait", "aspectRatio": 0.70735884, "pageNumber": 3, "slideType": "closing_ask", "function": "closing_ask", "notes": "This is the final page of a formal letter.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dd-319439e92e81/3", "deckHref": "/decks/019dd923-622b-71dc-a6dd-319439e92e81", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dd-319439e92e81#slide-3", "loopMatches": [], "arcBeatMatches": [ { "to": 3, "from": 3, "beatId": "f9d3b7f8-9974-4525-b16a-2bfebbb2acb1", "arcName": "Monroe's Motivated Sequence", "arcSlug": "monroes-sequence", "beatName": "Satisfaction", "beatSlug": "monroes-sequence-satisfaction", "evidence": "Closing ask on page 3", "position": 2, "confidence": 0.6, "parentBeatName": "Turn", "parentBeatSlug": "turn" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dd-39d1f1dbbec5", "docSlug": "13a96cf5425c", "documentTitle": "Nintendo Co., Ltd. (7974.T)", "authorId": "25_Oasis_Management", "authorName": "Seth Fischer", "documentKindSlug": "shareholder-letter", "documentKindLabel": "Shareholder letter", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2014-02-26 00:00:00", "orientation": "portrait", "aspectRatio": 0.70735884, "pageNumber": 1, "slideType": "other", "function": "state_demand", "notes": "This is a formal shareholder letter from Oasis Management to Satoru Iwata of Nintendo.", "imagePath": "https://imgproxy.kitesheet.com/r67anvrZy-kdeAi6Dr_1OM5aH35l_zTwtrJ_v5ps19E/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy8xM2E5NmNmNTQyNWMvcDAwMS5qcGc", "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dd-39d1f1dbbec5/1", "deckHref": "/decks/019dd923-622b-71dc-a6dd-39d1f1dbbec5", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dd-39d1f1dbbec5#slide-1", "loopMatches": [], "arcBeatMatches": [ { "to": 1, "from": 1, "beatId": "a62a1c41-9547-46c6-9aeb-43cbaa6fde6c", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Situation & Context", "beatSlug": "consultants-gambit-situation-context", "evidence": "The opening slide 'OASIS' provides context", "position": 0, "confidence": 0.8, "parentBeatName": "Setup", "parentBeatSlug": "setup" } ], "imagePathAlt": "https://imgproxy.kitesheet.com/RrQ0FblCY71djme5lhnmUwryRaafqTl_9FD6RTN8oEs/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy8xM2E5NmNmNTQyNWMvcDAwMS5wbmc", "thumbSrc": "https://imgproxy.kitesheet.com/Qba7dgmJVXApH48-88r-H3lGMCBVqaGgxdEv9jtcLqs/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy8xM2E5NmNmNTQyNWMvcDAwMS5qcGc", "thumbSrcAlt": "https://imgproxy.kitesheet.com/kKocourNNCk6r5BpYM4v7n8lBvVV43i2NcJmBGSrGrE/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy8xM2E5NmNmNTQyNWMvcDAwMS5wbmc" }, { "docId": "019dd923-622b-71dc-a6dd-39d1f1dbbec5", "docSlug": "13a96cf5425c", "documentTitle": "Nintendo Co., Ltd. (7974.T)", "authorId": "25_Oasis_Management", "authorName": "Seth Fischer", "documentKindSlug": "shareholder-letter", "documentKindLabel": "Shareholder letter", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2014-02-26 00:00:00", "orientation": "portrait", "aspectRatio": 0.70735884, "pageNumber": 2, "slideType": "executive_summary", "function": "diagnose_problem", "notes": "This is a page from an activist investor letter (likely from Seth Fischer of Oasis Management) to Satoru Iwata.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dd-39d1f1dbbec5/2", "deckHref": "/decks/019dd923-622b-71dc-a6dd-39d1f1dbbec5", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dd-39d1f1dbbec5#slide-2", "loopMatches": [ { "to": 3, "from": 2, "name": "Cost Of Inaction", "slug": "27-cost-of-inaction", "bestFor": "Urgent budget requests, compliance, risk mitigation", "matchId": "1a4789a5-8c79-467f-a7ac-2639fd64f5ad", "evidence": "The letter implies that not addressing challenges will negatively impact Nintendo", "position": 0, "objective": "What are the consequences of not adapting to market changes?", "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": 2, "from": 2, "beatId": "1ab121f4-cfd3-4c30-9971-6f8b5f9f7841", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Problem & Complication", "beatSlug": "consultants-gambit-problem-complication", "evidence": "The executive summary likely outlines challenges faced by Nintendo", "position": 1, "confidence": 0.8, "parentBeatName": "Complication", "parentBeatSlug": "complication" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dd-39d1f1dbbec5", "docSlug": "13a96cf5425c", "documentTitle": "Nintendo Co., Ltd. (7974.T)", "authorId": "25_Oasis_Management", "authorName": "Seth Fischer", "documentKindSlug": "shareholder-letter", "documentKindLabel": "Shareholder letter", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2014-02-26 00:00:00", "orientation": "portrait", "aspectRatio": 0.70735884, "pageNumber": 3, "slideType": "closing_ask", "function": "closing_ask", "notes": "This is the third page of a three-page letter.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dd-39d1f1dbbec5/3", "deckHref": "/decks/019dd923-622b-71dc-a6dd-39d1f1dbbec5", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dd-39d1f1dbbec5#slide-3", "loopMatches": [ { "to": 3, "from": 2, "name": "Cost Of Inaction", "slug": "27-cost-of-inaction", "bestFor": "Urgent budget requests, compliance, risk mitigation", "matchId": "1a4789a5-8c79-467f-a7ac-2639fd64f5ad", "evidence": "The letter implies that not addressing challenges will negatively impact Nintendo", "position": 0, "objective": "What are the consequences of not adapting to market changes?", "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": 3, "from": 3, "beatId": "1df48b1c-c609-479b-bdb1-08427dc7c9be", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Impact & Next Steps", "beatSlug": "consultants-gambit-impact-next-steps", "evidence": "The closing ask on the last slide implies a call to action", "position": 2, "confidence": 0.8, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dd-3d4eaf58eff2", "docSlug": "bb238d821e45", "documentTitle": "Nintendo Co., Ltd. (7974.T)", "authorId": "25_Oasis_Management", "authorName": "Seth Fischer", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2013-06-06 00:00:00", "orientation": "portrait", "aspectRatio": 0.77272725, "pageNumber": 1, "slideType": "cover", "function": "front_matter", "notes": null, "imagePath": "https://imgproxy.kitesheet.com/wuZlUgQ8eIqhl6567XsxBP8ubRbSym2SJ3842s3QxTE/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9iYjIzOGQ4MjFlNDUvcDAwMS5qcGc", "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dd-3d4eaf58eff2/1", "deckHref": "/decks/019dd923-622b-71dc-a6dd-3d4eaf58eff2", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dd-3d4eaf58eff2#slide-1", "loopMatches": [], "arcBeatMatches": [ { "to": 5, "from": 1, "beatId": "acd86235-8247-4bb5-9824-f07cfe5cf35d", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Situation & Context", "beatSlug": "consultants-gambit-situation-context", "evidence": "The presentation starts with a cover slide and disclaimer, then sets the context for the gaming industry.", "position": 0, "confidence": 0.8, "parentBeatName": "Setup", "parentBeatSlug": "setup" } ], "imagePathAlt": "https://imgproxy.kitesheet.com/Q2WkV52J_2a6Au0CbavlSlczvVsUBVRdcibC8zdCIBY/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9iYjIzOGQ4MjFlNDUvcDAwMS5wbmc", "thumbSrc": "https://imgproxy.kitesheet.com/Qa0Hw1Uo1zLT282hUarAbdMWuzDJSAKu-0OrJFfcNxQ/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9iYjIzOGQ4MjFlNDUvcDAwMS5qcGc", "thumbSrcAlt": "https://imgproxy.kitesheet.com/0iMUeZhELZFLmwtIcCBnV3lAEfg3JOzlpKhdg6WPV6g/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9iYjIzOGQ4MjFlNDUvcDAwMS5wbmc" }, { "docId": "019dd923-622b-71dc-a6dd-3d4eaf58eff2", "docSlug": "bb238d821e45", "documentTitle": "Nintendo Co., Ltd. (7974.T)", "authorId": "25_Oasis_Management", "authorName": "Seth Fischer", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2013-06-06 00:00:00", "orientation": "portrait", "aspectRatio": 0.77272725, "pageNumber": 2, "slideType": "disclaimer", "function": "other", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dd-3d4eaf58eff2/2", "deckHref": "/decks/019dd923-622b-71dc-a6dd-3d4eaf58eff2", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dd-3d4eaf58eff2#slide-2", "loopMatches": [], "arcBeatMatches": [ { "to": 5, "from": 1, "beatId": "acd86235-8247-4bb5-9824-f07cfe5cf35d", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Situation & Context", "beatSlug": "consultants-gambit-situation-context", "evidence": "The presentation starts with a cover slide and disclaimer, then sets the context for the gaming industry.", "position": 0, "confidence": 0.8, "parentBeatName": "Setup", "parentBeatSlug": "setup" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dd-3d4eaf58eff2", "docSlug": "bb238d821e45", "documentTitle": "Nintendo Co., Ltd. (7974.T)", "authorId": "25_Oasis_Management", "authorName": "Seth Fischer", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2013-06-06 00:00:00", "orientation": "portrait", "aspectRatio": 0.77272725, "pageNumber": 3, "slideType": "other", "function": "other", "notes": "Likely a filler or transition slide in a presentation.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dd-3d4eaf58eff2/3", "deckHref": "/decks/019dd923-622b-71dc-a6dd-3d4eaf58eff2", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dd-3d4eaf58eff2#slide-3", "loopMatches": [], "arcBeatMatches": [ { "to": 5, "from": 1, "beatId": "acd86235-8247-4bb5-9824-f07cfe5cf35d", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Situation & Context", "beatSlug": "consultants-gambit-situation-context", "evidence": "The presentation starts with a cover slide and disclaimer, then sets the context for the gaming industry.", "position": 0, "confidence": 0.8, "parentBeatName": "Setup", "parentBeatSlug": "setup" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dd-3d4eaf58eff2", "docSlug": "bb238d821e45", "documentTitle": "Nintendo Co., Ltd. (7974.T)", "authorId": "25_Oasis_Management", "authorName": "Seth Fischer", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2013-06-06 00:00:00", "orientation": "portrait", "aspectRatio": 0.77272725, "pageNumber": 4, "slideType": "cover", "function": "front_matter", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dd-3d4eaf58eff2/4", "deckHref": "/decks/019dd923-622b-71dc-a6dd-3d4eaf58eff2", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dd-3d4eaf58eff2#slide-4", "loopMatches": [], "arcBeatMatches": [ { "to": 5, "from": 1, "beatId": "acd86235-8247-4bb5-9824-f07cfe5cf35d", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Situation & Context", "beatSlug": "consultants-gambit-situation-context", "evidence": "The presentation starts with a cover slide and disclaimer, then sets the context for the gaming industry.", "position": 0, "confidence": 0.8, "parentBeatName": "Setup", "parentBeatSlug": "setup" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dd-3d4eaf58eff2", "docSlug": "bb238d821e45", "documentTitle": "Nintendo Co., Ltd. (7974.T)", "authorId": "25_Oasis_Management", "authorName": "Seth Fischer", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2013-06-06 00:00:00", "orientation": "portrait", "aspectRatio": 0.77272725, "pageNumber": 5, "slideType": "transition", "function": "transition", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dd-3d4eaf58eff2/5", "deckHref": "/decks/019dd923-622b-71dc-a6dd-3d4eaf58eff2", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dd-3d4eaf58eff2#slide-5", "loopMatches": [], "arcBeatMatches": [ { "to": 5, "from": 1, "beatId": "acd86235-8247-4bb5-9824-f07cfe5cf35d", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Situation & Context", "beatSlug": "consultants-gambit-situation-context", "evidence": "The presentation starts with a cover slide and disclaimer, then sets the context for the gaming industry.", "position": 0, "confidence": 0.8, "parentBeatName": "Setup", "parentBeatSlug": "setup" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dd-3d4eaf58eff2", "docSlug": "bb238d821e45", "documentTitle": "Nintendo Co., Ltd. (7974.T)", "authorId": "25_Oasis_Management", "authorName": "Seth Fischer", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2013-06-06 00:00:00", "orientation": "portrait", "aspectRatio": 0.77272725, "pageNumber": 6, "slideType": "other", "function": "establish_context", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dd-3d4eaf58eff2/6", "deckHref": "/decks/019dd923-622b-71dc-a6dd-3d4eaf58eff2", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dd-3d4eaf58eff2#slide-6", "loopMatches": [ { "to": 9, "from": 6, "name": "Pattern Hunter", "slug": "02-pattern-hunter", "bestFor": "Time-pressed audiences, building consensus, when data is strong", "matchId": "d7cb73e2-c54e-4712-87b3-29cb73ebba50", "evidence": "The presentation highlights the rise of smartphones and tablets, and the potential threat to Nintendo's business.", "position": 0, "objective": "What are the key trends in the gaming industry?", "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": 9, "from": 6, "beatId": "af9f4772-a14e-468f-bb08-9b96c94a2c34", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Problem & Complication", "beatSlug": "consultants-gambit-problem-complication", "evidence": "The presentation highlights the rise of smartphones and tablets, and the potential threat to Nintendo's business.", "position": 1, "confidence": 0.8, "parentBeatName": "Complication", "parentBeatSlug": "complication" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dd-3d4eaf58eff2", "docSlug": "bb238d821e45", "documentTitle": "Nintendo Co., Ltd. (7974.T)", "authorId": "25_Oasis_Management", "authorName": "Seth Fischer", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2013-06-06 00:00:00", "orientation": "portrait", "aspectRatio": 0.77272725, "pageNumber": 7, "slideType": "comparison_table", "function": "compare_peers", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dd-3d4eaf58eff2/7", "deckHref": "/decks/019dd923-622b-71dc-a6dd-3d4eaf58eff2", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dd-3d4eaf58eff2#slide-7", "loopMatches": [ { "to": 9, "from": 6, "name": "Pattern Hunter", "slug": "02-pattern-hunter", "bestFor": "Time-pressed audiences, building consensus, when data is strong", "matchId": "d7cb73e2-c54e-4712-87b3-29cb73ebba50", "evidence": "The presentation highlights the rise of smartphones and tablets, and the potential threat to Nintendo's business.", "position": 0, "objective": "What are the key trends in the gaming industry?", "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": 9, "from": 6, "beatId": "af9f4772-a14e-468f-bb08-9b96c94a2c34", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Problem & Complication", "beatSlug": "consultants-gambit-problem-complication", "evidence": "The presentation highlights the rise of smartphones and tablets, and the potential threat to Nintendo's business.", "position": 1, "confidence": 0.8, "parentBeatName": "Complication", "parentBeatSlug": "complication" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dd-3d4eaf58eff2", "docSlug": "bb238d821e45", "documentTitle": "Nintendo Co., Ltd. (7974.T)", "authorId": "25_Oasis_Management", "authorName": "Seth Fischer", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2013-06-06 00:00:00", "orientation": "portrait", "aspectRatio": 0.77272725, "pageNumber": 8, "slideType": "other", "function": "analyze_data", "notes": "The chart illustrates the decline of console gaming revenue alongside the growth of mobile and online gaming.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dd-3d4eaf58eff2/8", "deckHref": "/decks/019dd923-622b-71dc-a6dd-3d4eaf58eff2", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dd-3d4eaf58eff2#slide-8", "loopMatches": [ { "to": 9, "from": 6, "name": "Pattern Hunter", "slug": "02-pattern-hunter", "bestFor": "Time-pressed audiences, building consensus, when data is strong", "matchId": "d7cb73e2-c54e-4712-87b3-29cb73ebba50", "evidence": "The presentation highlights the rise of smartphones and tablets, and the potential threat to Nintendo's business.", "position": 0, "objective": "What are the key trends in the gaming industry?", "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": 9, "from": 6, "beatId": "af9f4772-a14e-468f-bb08-9b96c94a2c34", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Problem & Complication", "beatSlug": "consultants-gambit-problem-complication", "evidence": "The presentation highlights the rise of smartphones and tablets, and the potential threat to Nintendo's business.", "position": 1, "confidence": 0.8, "parentBeatName": "Complication", "parentBeatSlug": "complication" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dd-3d4eaf58eff2", "docSlug": "bb238d821e45", "documentTitle": "Nintendo Co., Ltd. (7974.T)", "authorId": "25_Oasis_Management", "authorName": "Seth Fischer", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2013-06-06 00:00:00", "orientation": "portrait", "aspectRatio": 0.77272725, "pageNumber": 9, "slideType": "comparison_table", "function": "analyze_data", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dd-3d4eaf58eff2/9", "deckHref": "/decks/019dd923-622b-71dc-a6dd-3d4eaf58eff2", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dd-3d4eaf58eff2#slide-9", "loopMatches": [ { "to": 9, "from": 6, "name": "Pattern Hunter", "slug": "02-pattern-hunter", "bestFor": "Time-pressed audiences, building consensus, when data is strong", "matchId": "d7cb73e2-c54e-4712-87b3-29cb73ebba50", "evidence": "The presentation highlights the rise of smartphones and tablets, and the potential threat to Nintendo's business.", "position": 0, "objective": "What are the key trends in the gaming industry?", "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": 9, "from": 6, "beatId": "af9f4772-a14e-468f-bb08-9b96c94a2c34", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Problem & Complication", "beatSlug": "consultants-gambit-problem-complication", "evidence": "The presentation highlights the rise of smartphones and tablets, and the potential threat to Nintendo's business.", "position": 1, "confidence": 0.8, "parentBeatName": "Complication", "parentBeatSlug": "complication" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dd-3d4eaf58eff2", "docSlug": "bb238d821e45", "documentTitle": "Nintendo Co., Ltd. (7974.T)", "authorId": "25_Oasis_Management", "authorName": "Seth Fischer", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2013-06-06 00:00:00", "orientation": "portrait", "aspectRatio": 0.77272725, "pageNumber": 10, "slideType": "quote_slide", "function": "establish_context", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dd-3d4eaf58eff2/10", "deckHref": "/decks/019dd923-622b-71dc-a6dd-3d4eaf58eff2", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dd-3d4eaf58eff2#slide-10", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dd-3d4eaf58eff2", "docSlug": "bb238d821e45", "documentTitle": "Nintendo Co., Ltd. (7974.T)", "authorId": "25_Oasis_Management", "authorName": "Seth Fischer", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2013-06-06 00:00:00", "orientation": "portrait", "aspectRatio": 0.77272725, "pageNumber": 11, "slideType": "thesis_headline", "function": "state_demand", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dd-3d4eaf58eff2/11", "deckHref": "/decks/019dd923-622b-71dc-a6dd-3d4eaf58eff2", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dd-3d4eaf58eff2#slide-11", "loopMatches": [ { "to": 15, "from": 11, "name": "Golden Circle", "slug": "11-golden-circle", "bestFor": "Visionary leadership, brand positioning, mission statements", "matchId": "139bf4bf-5fcf-4576-ba84-8422dbd08e45", "evidence": "The presentation proposes a solution for Nintendo to publish games for iOS and Android, leveraging the company's history of innovation and iconic characters.", "position": 1, "objective": "Why should Nintendo publish games for iOS and Android?", "structure": "The Why (Belief) -> The How (Process) -> The What (Result)", "confidence": 0.8, "description": "Invert the typical pitch by starting with why you exist, rather than what you do" } ], "arcBeatMatches": [ { "to": 15, "from": 11, "beatId": "62bb5098-b5dc-47d6-8761-d76c108b04d4", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Solution & Approach", "beatSlug": "consultants-gambit-solution-approach", "evidence": "The presentation proposes a solution for Nintendo to publish games for iOS and Android.", "position": 2, "confidence": 0.8, "parentBeatName": "Turn", "parentBeatSlug": "turn" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dd-3d4eaf58eff2", "docSlug": "bb238d821e45", "documentTitle": "Nintendo Co., Ltd. (7974.T)", "authorId": "25_Oasis_Management", "authorName": "Seth Fischer", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2013-06-06 00:00:00", "orientation": "portrait", "aspectRatio": 0.77272725, "pageNumber": 12, "slideType": "transition", "function": "transition", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dd-3d4eaf58eff2/12", "deckHref": "/decks/019dd923-622b-71dc-a6dd-3d4eaf58eff2", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dd-3d4eaf58eff2#slide-12", "loopMatches": [ { "to": 15, "from": 11, "name": "Golden Circle", "slug": "11-golden-circle", "bestFor": "Visionary leadership, brand positioning, mission statements", "matchId": "139bf4bf-5fcf-4576-ba84-8422dbd08e45", "evidence": "The presentation proposes a solution for Nintendo to publish games for iOS and Android, leveraging the company's history of innovation and iconic characters.", "position": 1, "objective": "Why should Nintendo publish games for iOS and Android?", "structure": "The Why (Belief) -> The How (Process) -> The What (Result)", "confidence": 0.8, "description": "Invert the typical pitch by starting with why you exist, rather than what you do" } ], "arcBeatMatches": [ { "to": 15, "from": 11, "beatId": "62bb5098-b5dc-47d6-8761-d76c108b04d4", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Solution & Approach", "beatSlug": "consultants-gambit-solution-approach", "evidence": "The presentation proposes a solution for Nintendo to publish games for iOS and Android.", "position": 2, "confidence": 0.8, "parentBeatName": "Turn", "parentBeatSlug": "turn" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dd-3d4eaf58eff2", "docSlug": "bb238d821e45", "documentTitle": "Nintendo Co., Ltd. (7974.T)", "authorId": "25_Oasis_Management", "authorName": "Seth Fischer", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2013-06-06 00:00:00", "orientation": "portrait", "aspectRatio": 0.77272725, "pageNumber": 13, "slideType": "other", "function": "establish_context", "notes": "This slide serves as a historical anchor point in a presentation about Nintendo's origins.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dd-3d4eaf58eff2/13", "deckHref": "/decks/019dd923-622b-71dc-a6dd-3d4eaf58eff2", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dd-3d4eaf58eff2#slide-13", "loopMatches": [ { "to": 15, "from": 11, "name": "Golden Circle", "slug": "11-golden-circle", "bestFor": "Visionary leadership, brand positioning, mission statements", "matchId": "139bf4bf-5fcf-4576-ba84-8422dbd08e45", "evidence": "The presentation proposes a solution for Nintendo to publish games for iOS and Android, leveraging the company's history of innovation and iconic characters.", "position": 1, "objective": "Why should Nintendo publish games for iOS and Android?", "structure": "The Why (Belief) -> The How (Process) -> The What (Result)", "confidence": 0.8, "description": "Invert the typical pitch by starting with why you exist, rather than what you do" } ], "arcBeatMatches": [ { "to": 15, "from": 11, "beatId": "62bb5098-b5dc-47d6-8761-d76c108b04d4", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Solution & Approach", "beatSlug": "consultants-gambit-solution-approach", "evidence": "The presentation proposes a solution for Nintendo to publish games for iOS and Android.", "position": 2, "confidence": 0.8, "parentBeatName": "Turn", "parentBeatSlug": "turn" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dd-3d4eaf58eff2", "docSlug": "bb238d821e45", "documentTitle": "Nintendo Co., Ltd. (7974.T)", "authorId": "25_Oasis_Management", "authorName": "Seth Fischer", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2013-06-06 00:00:00", "orientation": "portrait", "aspectRatio": 0.77272725, "pageNumber": 14, "slideType": "other", "function": "establish_context", "notes": "This slide serves as a historical artifact/contextual marker in a presentation about Nintendo's history.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dd-3d4eaf58eff2/14", "deckHref": "/decks/019dd923-622b-71dc-a6dd-3d4eaf58eff2", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dd-3d4eaf58eff2#slide-14", "loopMatches": [ { "to": 15, "from": 11, "name": "Golden Circle", "slug": "11-golden-circle", "bestFor": "Visionary leadership, brand positioning, mission statements", "matchId": "139bf4bf-5fcf-4576-ba84-8422dbd08e45", "evidence": "The presentation proposes a solution for Nintendo to publish games for iOS and Android, leveraging the company's history of innovation and iconic characters.", "position": 1, "objective": "Why should Nintendo publish games for iOS and Android?", "structure": "The Why (Belief) -> The How (Process) -> The What (Result)", "confidence": 0.8, "description": "Invert the typical pitch by starting with why you exist, rather than what you do" } ], "arcBeatMatches": [ { "to": 15, "from": 11, "beatId": "62bb5098-b5dc-47d6-8761-d76c108b04d4", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Solution & Approach", "beatSlug": "consultants-gambit-solution-approach", "evidence": "The presentation proposes a solution for Nintendo to publish games for iOS and Android.", "position": 2, "confidence": 0.8, "parentBeatName": "Turn", "parentBeatSlug": "turn" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dd-3d4eaf58eff2", "docSlug": "bb238d821e45", "documentTitle": "Nintendo Co., Ltd. (7974.T)", "authorId": "25_Oasis_Management", "authorName": "Seth Fischer", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2013-06-06 00:00:00", "orientation": "portrait", "aspectRatio": 0.77272725, "pageNumber": 15, "slideType": "other", "function": "establish_context", "notes": "This slide serves as a historical artifact/contextual anchor for Nintendo's early business history.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dd-3d4eaf58eff2/15", "deckHref": "/decks/019dd923-622b-71dc-a6dd-3d4eaf58eff2", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dd-3d4eaf58eff2#slide-15", "loopMatches": [ { "to": 15, "from": 11, "name": "Golden Circle", "slug": "11-golden-circle", "bestFor": "Visionary leadership, brand positioning, mission statements", "matchId": "139bf4bf-5fcf-4576-ba84-8422dbd08e45", "evidence": "The presentation proposes a solution for Nintendo to publish games for iOS and Android, leveraging the company's history of innovation and iconic characters.", "position": 1, "objective": "Why should Nintendo publish games for iOS and Android?", "structure": "The Why (Belief) -> The How (Process) -> The What (Result)", "confidence": 0.8, "description": "Invert the typical pitch by starting with why you exist, rather than what you do" } ], "arcBeatMatches": [ { "to": 15, "from": 11, "beatId": "62bb5098-b5dc-47d6-8761-d76c108b04d4", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Solution & Approach", "beatSlug": "consultants-gambit-solution-approach", "evidence": "The presentation proposes a solution for Nintendo to publish games for iOS and Android.", "position": 2, "confidence": 0.8, "parentBeatName": "Turn", "parentBeatSlug": "turn" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dd-3d4eaf58eff2", "docSlug": "bb238d821e45", "documentTitle": "Nintendo Co., Ltd. (7974.T)", "authorId": "25_Oasis_Management", "authorName": "Seth Fischer", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2013-06-06 00:00:00", "orientation": "portrait", "aspectRatio": 0.77272725, "pageNumber": 16, "slideType": "other", "function": "establish_context", "notes": "The slide serves as a historical reference point for early handheld gaming.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dd-3d4eaf58eff2/16", "deckHref": "/decks/019dd923-622b-71dc-a6dd-3d4eaf58eff2", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dd-3d4eaf58eff2#slide-16", "loopMatches": [], "arcBeatMatches": [ { "to": 20, "from": 16, "beatId": "5cc615f7-1d33-4749-a5fe-6f7e49596b72", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Evidence & Proof", "beatSlug": "consultants-gambit-evidence-proof", "evidence": "The presentation provides evidence of Nintendo's history of innovation and adaptation.", "position": 3, "confidence": 0.8, "parentBeatName": "Evidence", "parentBeatSlug": "evidence" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dd-3d4eaf58eff2", "docSlug": "bb238d821e45", "documentTitle": "Nintendo Co., Ltd. (7974.T)", "authorId": "25_Oasis_Management", "authorName": "Seth Fischer", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2013-06-06 00:00:00", "orientation": "portrait", "aspectRatio": 0.77272725, "pageNumber": 17, "slideType": "other", "function": "establish_context", "notes": "The slide serves as a historical reference point for the gaming hardware.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dd-3d4eaf58eff2/17", "deckHref": "/decks/019dd923-622b-71dc-a6dd-3d4eaf58eff2", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dd-3d4eaf58eff2#slide-17", "loopMatches": [], "arcBeatMatches": [ { "to": 20, "from": 16, "beatId": "5cc615f7-1d33-4749-a5fe-6f7e49596b72", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Evidence & Proof", "beatSlug": "consultants-gambit-evidence-proof", "evidence": "The presentation provides evidence of Nintendo's history of innovation and adaptation.", "position": 3, "confidence": 0.8, "parentBeatName": "Evidence", "parentBeatSlug": "evidence" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dd-3d4eaf58eff2", "docSlug": "bb238d821e45", "documentTitle": "Nintendo Co., Ltd. (7974.T)", "authorId": "25_Oasis_Management", "authorName": "Seth Fischer", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2013-06-06 00:00:00", "orientation": "portrait", "aspectRatio": 0.77272725, "pageNumber": 18, "slideType": "other", "function": "establish_context", "notes": "The slide uses a visual metaphor of the product and its target demographic to establish a precedent for social gaming disruption.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dd-3d4eaf58eff2/18", "deckHref": "/decks/019dd923-622b-71dc-a6dd-3d4eaf58eff2", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dd-3d4eaf58eff2#slide-18", "loopMatches": [], "arcBeatMatches": [ { "to": 20, "from": 16, "beatId": "5cc615f7-1d33-4749-a5fe-6f7e49596b72", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Evidence & Proof", "beatSlug": "consultants-gambit-evidence-proof", "evidence": "The presentation provides evidence of Nintendo's history of innovation and adaptation.", "position": 3, "confidence": 0.8, "parentBeatName": "Evidence", "parentBeatSlug": "evidence" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dd-3d4eaf58eff2", "docSlug": "bb238d821e45", "documentTitle": "Nintendo Co., Ltd. (7974.T)", "authorId": "25_Oasis_Management", "authorName": "Seth Fischer", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2013-06-06 00:00:00", "orientation": "portrait", "aspectRatio": 0.77272725, "pageNumber": 19, "slideType": "other", "function": "illustrate_case", "notes": "Slide appears to be part of a case study or historical review of mobile gaming.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dd-3d4eaf58eff2/19", "deckHref": "/decks/019dd923-622b-71dc-a6dd-3d4eaf58eff2", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dd-3d4eaf58eff2#slide-19", "loopMatches": [], "arcBeatMatches": [ { "to": 20, "from": 16, "beatId": "5cc615f7-1d33-4749-a5fe-6f7e49596b72", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Evidence & Proof", "beatSlug": "consultants-gambit-evidence-proof", "evidence": "The presentation provides evidence of Nintendo's history of innovation and adaptation.", "position": 3, "confidence": 0.8, "parentBeatName": "Evidence", "parentBeatSlug": "evidence" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dd-353f979d0dbc", "docSlug": "10dc1a90d4ed", "documentTitle": "Japanese listed companies (market-level)", "authorId": "25_Oasis_Management", "authorName": "Seth Fischer", "documentKindSlug": "other", "documentKindLabel": "Other", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2015-07-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.4999981, "pageNumber": 1, "slideType": "other", "function": "establish_context", "notes": "Includes a numbered list of 10 governance improvement points and a pull-quote from Seth Fischer.", "imagePath": "https://imgproxy.kitesheet.com/KQhHPQIBSfeBrGSNYQ621qQ_slwVJzPz5uA8OxSSDdE/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy8xMGRjMWE5MGQ0ZWQvcDAwMS5qcGc", "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dd-353f979d0dbc/1", "deckHref": "/decks/019dd923-622b-71dc-a6dd-353f979d0dbc", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dd-353f979d0dbc#slide-1", "loopMatches": [], "arcBeatMatches": [ { "to": 1, "from": 1, "beatId": "aeed451e-d125-4ec9-9351-50d93df5c8e9", "arcName": "The Sparkline", "arcSlug": "sparkline", "beatName": "Setup", "beatSlug": "setup", "evidence": "Introduction to Japan's shareholder rights and the revolution.", "position": 0, "confidence": 0.6, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": "https://imgproxy.kitesheet.com/e93eMwayiwHhQL4kEkcdFY26hd7qPvSVEw9vRmXZM80/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy8xMGRjMWE5MGQ0ZWQvcDAwMS5wbmc", "thumbSrc": "https://imgproxy.kitesheet.com/RLkfyOXmXx7Hx7JagT_B6pY4tlgqwciOEXoLlybZErY/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy8xMGRjMWE5MGQ0ZWQvcDAwMS5qcGc", "thumbSrcAlt": "https://imgproxy.kitesheet.com/7vlPsv_T54ZHNiYSR21XJVceVfuZNe6ru2U4vQntUKE/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy8xMGRjMWE5MGQ0ZWQvcDAwMS5wbmc" }, { "docId": "019dd923-622b-71dc-a6dd-353f979d0dbc", "docSlug": "10dc1a90d4ed", "documentTitle": "Japanese listed companies (market-level)", "authorId": "25_Oasis_Management", "authorName": "Seth Fischer", "documentKindSlug": "other", "documentKindLabel": "Other", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2015-07-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.4999981, "pageNumber": 2, "slideType": "other", "function": "establish_context", "notes": "The slide is a page from a magazine or report (Ethical Boardroom, Summer 2015). It features a large background image of the Tokyo Stock Exchange and a callout box emphasizing ROE.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dd-353f979d0dbc/2", "deckHref": "/decks/019dd923-622b-71dc-a6dd-353f979d0dbc", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dd-353f979d0dbc#slide-2", "loopMatches": [], "arcBeatMatches": [ { "to": 2, "from": 2, "beatId": "da82874a-0228-479a-be27-eec6dab585e6", "arcName": "The Sparkline", "arcSlug": "sparkline", "beatName": "What Is", "beatSlug": "sparkline-what-is-1", "evidence": "The impact of the Stewardship and Corporate Governance Code.", "position": 1, "confidence": 0.6, "parentBeatName": "Setup", "parentBeatSlug": "setup" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dd-2ff9692ec362", "docSlug": "60ffa56ad868", "documentTitle": "Rio Tinto (RIO)", "authorId": "24_Palliser_Capital", "authorName": "Palliser", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2024-12-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 16, "slideType": "comparison_table", "function": "diagnose_problem", "notes": "The table categorizes capital allocation into Growth and Capital Return, further split by method, with columns for availability, utilization, and limitations.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dd-2ff9692ec362/16", "deckHref": "/decks/019dd923-622b-71dc-a6dd-2ff9692ec362", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dd-2ff9692ec362#slide-16", "loopMatches": [], "arcBeatMatches": [ { "to": 25, "from": 13, "beatId": "76824370-706e-4773-ae11-0421c73aa9e2", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Agitate (Make it worse)", "beatSlug": "problem-agitate-solution-agitate-make-it-worse", "evidence": "The presentation agitates the problem by highlighting the DLC structure's negative consequences, including destroyed shareholder value and wasted franking credits.", "position": 1, "confidence": 0.9, "parentBeatName": "Development", "parentBeatSlug": "development" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dd-2ff9692ec362", "docSlug": "60ffa56ad868", "documentTitle": "Rio Tinto (RIO)", "authorId": "24_Palliser_Capital", "authorName": "Palliser", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2024-12-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 17, "slideType": "peer_benchmark", "function": "compare_peers", "notes": "The slide uses pie charts to contrast the high reliance on stock for M&A in the broader market and sector versus the near-total reliance on cash for Rio Tinto.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dd-2ff9692ec362/17", "deckHref": "/decks/019dd923-622b-71dc-a6dd-2ff9692ec362", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dd-2ff9692ec362#slide-17", "loopMatches": [], "arcBeatMatches": [ { "to": 25, "from": 13, "beatId": "76824370-706e-4773-ae11-0421c73aa9e2", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Agitate (Make it worse)", "beatSlug": "problem-agitate-solution-agitate-make-it-worse", "evidence": "The presentation agitates the problem by highlighting the DLC structure's negative consequences, including destroyed shareholder value and wasted franking credits.", "position": 1, "confidence": 0.9, "parentBeatName": "Development", "parentBeatSlug": "development" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dd-2ff9692ec362", "docSlug": "60ffa56ad868", "documentTitle": "Rio Tinto (RIO)", "authorId": "24_Palliser_Capital", "authorName": "Palliser", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2024-12-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 18, "slideType": "problem_statement", "function": "diagnose_problem", "notes": "Uses a causal chain framework to link cash-only M&A to negative outcomes.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dd-2ff9692ec362/18", "deckHref": "/decks/019dd923-622b-71dc-a6dd-2ff9692ec362", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dd-2ff9692ec362#slide-18", "loopMatches": [], "arcBeatMatches": [ { "to": 25, "from": 13, "beatId": "76824370-706e-4773-ae11-0421c73aa9e2", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Agitate (Make it worse)", "beatSlug": "problem-agitate-solution-agitate-make-it-worse", "evidence": "The presentation agitates the problem by highlighting the DLC structure's negative consequences, including destroyed shareholder value and wasted franking credits.", "position": 1, "confidence": 0.9, "parentBeatName": "Development", "parentBeatSlug": "development" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dd-2ff9692ec362", "docSlug": "60ffa56ad868", "documentTitle": "Rio Tinto (RIO)", "authorId": "24_Palliser_Capital", "authorName": "Palliser", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2024-12-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 19, "slideType": "other", "function": "establish_context", "notes": "Includes a diagram illustrating the flow of taxes, dividends, and credits between the company, the ATO, and shareholders.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dd-2ff9692ec362/19", "deckHref": "/decks/019dd923-622b-71dc-a6dd-2ff9692ec362", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dd-2ff9692ec362#slide-19", "loopMatches": [], "arcBeatMatches": [ { "to": 25, "from": 13, "beatId": "76824370-706e-4773-ae11-0421c73aa9e2", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Agitate (Make it worse)", "beatSlug": "problem-agitate-solution-agitate-make-it-worse", "evidence": "The presentation agitates the problem by highlighting the DLC structure's negative consequences, including destroyed shareholder value and wasted franking credits.", "position": 1, "confidence": 0.9, "parentBeatName": "Development", "parentBeatSlug": "development" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dd-2ff9692ec362", "docSlug": "60ffa56ad868", "documentTitle": "Rio Tinto (RIO)", "authorId": "24_Palliser_Capital", "authorName": "Palliser", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2024-12-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 20, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "The slide uses a series of stacked bar charts and pie charts to highlight the structural imbalance between Rio Tinto Plc and Ltd entities.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dd-2ff9692ec362/20", "deckHref": "/decks/019dd923-622b-71dc-a6dd-2ff9692ec362", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dd-2ff9692ec362#slide-20", "loopMatches": [], "arcBeatMatches": [ { "to": 25, "from": 13, "beatId": "76824370-706e-4773-ae11-0421c73aa9e2", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Agitate (Make it worse)", "beatSlug": "problem-agitate-solution-agitate-make-it-worse", "evidence": "The presentation agitates the problem by highlighting the DLC structure's negative consequences, including destroyed shareholder value and wasted franking credits.", "position": 1, "confidence": 0.9, "parentBeatName": "Development", "parentBeatSlug": "development" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dd-2ff9692ec362", "docSlug": "60ffa56ad868", "documentTitle": "Rio Tinto (RIO)", "authorId": "24_Palliser_Capital", "authorName": "Palliser", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2024-12-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 21, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "The slide uses a visual flow to show the 'leakage' of value (franking credits) caused by the intercompany transfer mechanism.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dd-2ff9692ec362/21", "deckHref": "/decks/019dd923-622b-71dc-a6dd-2ff9692ec362", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dd-2ff9692ec362#slide-21", "loopMatches": [], "arcBeatMatches": [ { "to": 25, "from": 13, "beatId": "76824370-706e-4773-ae11-0421c73aa9e2", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Agitate (Make it worse)", "beatSlug": "problem-agitate-solution-agitate-make-it-worse", "evidence": "The presentation agitates the problem by highlighting the DLC structure's negative consequences, including destroyed shareholder value and wasted franking credits.", "position": 1, "confidence": 0.9, "parentBeatName": "Development", "parentBeatSlug": "development" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dd-2ff9692ec362", "docSlug": "60ffa56ad868", "documentTitle": "Rio Tinto (RIO)", "authorId": "24_Palliser_Capital", "authorName": "Palliser", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2024-12-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 22, "slideType": "appendix_data", "function": "analyze_data", "notes": "The slide uses a dual-axis chart to show growth in credits and a bar chart to show valuation consensus.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dd-2ff9692ec362/22", "deckHref": "/decks/019dd923-622b-71dc-a6dd-2ff9692ec362", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dd-2ff9692ec362#slide-22", "loopMatches": [], "arcBeatMatches": [ { "to": 25, "from": 13, "beatId": "76824370-706e-4773-ae11-0421c73aa9e2", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Agitate (Make it worse)", "beatSlug": "problem-agitate-solution-agitate-make-it-worse", "evidence": "The presentation agitates the problem by highlighting the DLC structure's negative consequences, including destroyed shareholder value and wasted franking credits.", "position": 1, "confidence": 0.9, "parentBeatName": "Development", "parentBeatSlug": "development" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dd-2ff9692ec362", "docSlug": "60ffa56ad868", "documentTitle": "Rio Tinto (RIO)", "authorId": "24_Palliser_Capital", "authorName": "Palliser", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2024-12-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 23, "slideType": "problem_statement", "function": "diagnose_problem", "notes": "Uses a hub-and-spoke style diagram to illustrate multiple problems stemming from a central issue.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dd-2ff9692ec362/23", "deckHref": "/decks/019dd923-622b-71dc-a6dd-2ff9692ec362", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dd-2ff9692ec362#slide-23", "loopMatches": [], "arcBeatMatches": [ { "to": 25, "from": 13, "beatId": "76824370-706e-4773-ae11-0421c73aa9e2", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Agitate (Make it worse)", "beatSlug": "problem-agitate-solution-agitate-make-it-worse", "evidence": "The presentation agitates the problem by highlighting the DLC structure's negative consequences, including destroyed shareholder value and wasted franking credits.", "position": 1, "confidence": 0.9, "parentBeatName": "Development", "parentBeatSlug": "development" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dd-2ff9692ec362", "docSlug": "60ffa56ad868", "documentTitle": "Rio Tinto (RIO)", "authorId": "24_Palliser_Capital", "authorName": "Palliser", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2024-12-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 24, "slideType": "section_divider", "function": "transition", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dd-2ff9692ec362/24", "deckHref": "/decks/019dd923-622b-71dc-a6dd-2ff9692ec362", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dd-2ff9692ec362#slide-24", "loopMatches": [ { "to": 27, "from": 24, "name": "Cost Of Inaction", "slug": "27-cost-of-inaction", "bestFor": "Urgent budget requests, compliance, risk mitigation", "matchId": "72f58ef3-852c-49c4-b5f0-37ef26598eed", "evidence": "The presentation highlights the costs of inaction, including destroyed shareholder value and wasted franking credits.", "position": 1, "objective": "What are the costs of not unifying the DLC structure?", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "confidence": 0.8, "description": "Quantify what happens if the audience does nothing" } ], "arcBeatMatches": [ { "to": 25, "from": 13, "beatId": "76824370-706e-4773-ae11-0421c73aa9e2", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Agitate (Make it worse)", "beatSlug": "problem-agitate-solution-agitate-make-it-worse", "evidence": "The presentation agitates the problem by highlighting the DLC structure's negative consequences, including destroyed shareholder value and wasted franking credits.", "position": 1, "confidence": 0.9, "parentBeatName": "Development", "parentBeatSlug": "development" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dd-2ff9692ec362", "docSlug": "60ffa56ad868", "documentTitle": "Rio Tinto (RIO)", "authorId": "24_Palliser_Capital", "authorName": "Palliser", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2024-12-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 25, "slideType": "valuation_reveal", "function": "quantify_opportunity", "notes": "Uses a CEO quote to preemptively counter the argument against unification.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dd-2ff9692ec362/25", "deckHref": "/decks/019dd923-622b-71dc-a6dd-2ff9692ec362", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dd-2ff9692ec362#slide-25", "loopMatches": [ { "to": 27, "from": 24, "name": "Cost Of Inaction", "slug": "27-cost-of-inaction", "bestFor": "Urgent budget requests, compliance, risk mitigation", "matchId": "72f58ef3-852c-49c4-b5f0-37ef26598eed", "evidence": "The presentation highlights the costs of inaction, including destroyed shareholder value and wasted franking credits.", "position": 1, "objective": "What are the costs of not unifying the DLC structure?", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "confidence": 0.8, "description": "Quantify what happens if the audience does nothing" } ], "arcBeatMatches": [ { "to": 25, "from": 13, "beatId": "76824370-706e-4773-ae11-0421c73aa9e2", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Agitate (Make it worse)", "beatSlug": "problem-agitate-solution-agitate-make-it-worse", "evidence": "The presentation agitates the problem by highlighting the DLC structure's negative consequences, including destroyed shareholder value and wasted franking credits.", "position": 1, "confidence": 0.9, "parentBeatName": "Development", "parentBeatSlug": "development" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dd-2ff9692ec362", "docSlug": "60ffa56ad868", "documentTitle": "Rio Tinto (RIO)", "authorId": "24_Palliser_Capital", "authorName": "Palliser", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2024-12-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 26, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "The slide uses a waterfall-style logic to illustrate the 'lost' value due to the lack of stock-based M&A.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dd-2ff9692ec362/26", "deckHref": "/decks/019dd923-622b-71dc-a6dd-2ff9692ec362", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dd-2ff9692ec362#slide-26", "loopMatches": [ { "to": 27, "from": 24, "name": "Cost Of Inaction", "slug": "27-cost-of-inaction", "bestFor": "Urgent budget requests, compliance, risk mitigation", "matchId": "72f58ef3-852c-49c4-b5f0-37ef26598eed", "evidence": "The presentation highlights the costs of inaction, including destroyed shareholder value and wasted franking credits.", "position": 1, "objective": "What are the costs of not unifying the DLC structure?", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "confidence": 0.8, "description": "Quantify what happens if the audience does nothing" } ], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dd-2ff9692ec362", "docSlug": "60ffa56ad868", "documentTitle": "Rio Tinto (RIO)", "authorId": "24_Palliser_Capital", "authorName": "Palliser", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2024-12-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 27, "slideType": "before_after", "function": "expose_contradiction", "notes": "The slide uses a waterfall-style comparison to show how the DLC structure causes 'wasted' credits compared to a unified structure.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dd-2ff9692ec362/27", "deckHref": "/decks/019dd923-622b-71dc-a6dd-2ff9692ec362", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dd-2ff9692ec362#slide-27", "loopMatches": [ { "to": 27, "from": 24, "name": "Cost Of Inaction", "slug": "27-cost-of-inaction", "bestFor": "Urgent budget requests, compliance, risk mitigation", "matchId": "72f58ef3-852c-49c4-b5f0-37ef26598eed", "evidence": "The presentation highlights the costs of inaction, including destroyed shareholder value and wasted franking credits.", "position": 1, "objective": "What are the costs of not unifying the DLC structure?", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "confidence": 0.8, "description": "Quantify what happens if the audience does nothing" } ], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dd-2ff9692ec362", "docSlug": "60ffa56ad868", "documentTitle": "Rio Tinto (RIO)", "authorId": "24_Palliser_Capital", "authorName": "Palliser", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2024-12-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 28, "slideType": "section_divider", "function": "transition", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dd-2ff9692ec362/28", "deckHref": "/decks/019dd923-622b-71dc-a6dd-2ff9692ec362", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dd-2ff9692ec362#slide-28", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dd-2ff9692ec362", "docSlug": "60ffa56ad868", "documentTitle": "Rio Tinto (RIO)", "authorId": "24_Palliser_Capital", "authorName": "Palliser", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2024-12-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 29, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "Uses a structured table to systematically dismantle management's claims.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dd-2ff9692ec362/29", "deckHref": "/decks/019dd923-622b-71dc-a6dd-2ff9692ec362", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dd-2ff9692ec362#slide-29", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dd-2ff9692ec362", "docSlug": "60ffa56ad868", "documentTitle": "Rio Tinto (RIO)", "authorId": "24_Palliser_Capital", "authorName": "Palliser", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2024-12-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 30, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "Uses a stacked bar chart to visualize the discrepancy between management's claim and actual/opportunity costs.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dd-2ff9692ec362/30", "deckHref": "/decks/019dd923-622b-71dc-a6dd-2ff9692ec362", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dd-2ff9692ec362#slide-30", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dd-2ff9692ec362", "docSlug": "60ffa56ad868", "documentTitle": "Rio Tinto (RIO)", "authorId": "24_Palliser_Capital", "authorName": "Palliser", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2024-12-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 31, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "Uses a comparison of tax savings vs. value destruction to frame the DLC as a net negative.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dd-2ff9692ec362/31", "deckHref": "/decks/019dd923-622b-71dc-a6dd-2ff9692ec362", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dd-2ff9692ec362#slide-31", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dd-2ff9692ec362", "docSlug": "60ffa56ad868", "documentTitle": "Rio Tinto (RIO)", "authorId": "24_Palliser_Capital", "authorName": "Palliser", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2024-12-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 32, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "Uses a direct quote from the CEO to highlight a contradiction between stated strategy and actual execution.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dd-2ff9692ec362/32", "deckHref": "/decks/019dd923-622b-71dc-a6dd-2ff9692ec362", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dd-2ff9692ec362#slide-32", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dd-2ff9692ec362", "docSlug": "60ffa56ad868", "documentTitle": "Rio Tinto (RIO)", "authorId": "24_Palliser_Capital", "authorName": "Palliser", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2024-12-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 33, "slideType": "preempt_rebuttal", "function": "preempt_rebuttal", "notes": "Uses a quote from the CFO to frame the rebuttal.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dd-2ff9692ec362/33", "deckHref": "/decks/019dd923-622b-71dc-a6dd-2ff9692ec362", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dd-2ff9692ec362#slide-33", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dd-2ff9692ec362", "docSlug": "60ffa56ad868", "documentTitle": "Rio Tinto (RIO)", "authorId": "24_Palliser_Capital", "authorName": "Palliser", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2024-12-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 34, "slideType": "cite_precedent", "function": "cite_precedent", "notes": "Uses two line charts with bar overlays to highlight performance deltas.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dd-2ff9692ec362/34", "deckHref": "/decks/019dd923-622b-71dc-a6dd-2ff9692ec362", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dd-2ff9692ec362#slide-34", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dd-2ff9692ec362", "docSlug": "60ffa56ad868", "documentTitle": "Rio Tinto (RIO)", "authorId": "24_Palliser_Capital", "authorName": "Palliser", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2024-12-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 35, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "Uses a quote from the CFO to frame the contradiction.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dd-2ff9692ec362/35", "deckHref": "/decks/019dd923-622b-71dc-a6dd-2ff9692ec362", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dd-2ff9692ec362#slide-35", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dd-2ff9692ec362", "docSlug": "60ffa56ad868", "documentTitle": "Rio Tinto (RIO)", "authorId": "24_Palliser_Capital", "authorName": "Palliser", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2024-12-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 36, "slideType": "precedent_table", "function": "cite_precedent", "notes": "The slide uses a quote from a WSJ article to frame the problem (the claim of impossibility) and then provides a table of precedents to refute it.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dd-2ff9692ec362/36", "deckHref": "/decks/019dd923-622b-71dc-a6dd-2ff9692ec362", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dd-2ff9692ec362#slide-36", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dd-2ff9692ec362", "docSlug": "60ffa56ad868", "documentTitle": "Rio Tinto (RIO)", "authorId": "24_Palliser_Capital", "authorName": "Palliser", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2024-12-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 37, "slideType": "peer_benchmark", "function": "compare_peers", "notes": "The slide uses a logo grid to visually demonstrate the commonality of institutional investors.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dd-2ff9692ec362/37", "deckHref": "/decks/019dd923-622b-71dc-a6dd-2ff9692ec362", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dd-2ff9692ec362#slide-37", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dd-2ff9692ec362", "docSlug": "60ffa56ad868", "documentTitle": "Rio Tinto (RIO)", "authorId": "24_Palliser_Capital", "authorName": "Palliser", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2024-12-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 38, "slideType": "section_divider", "function": "transition", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dd-2ff9692ec362/38", "deckHref": "/decks/019dd923-622b-71dc-a6dd-2ff9692ec362", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dd-2ff9692ec362#slide-38", "loopMatches": [], "arcBeatMatches": [ { "to": 48, "from": 38, "beatId": "c40cdfe2-9e96-4403-85fe-7d6d1f434c14", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Solution (Provide relief)", "beatSlug": "problem-agitate-solution-solution-provide-relief", "evidence": "The presentation proposes a solution through unification, highlighting its potential benefits, including unlocking value and enhancing capital allocation.", "position": 2, "confidence": 0.9, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dd-2ff9692ec362", "docSlug": "60ffa56ad868", "documentTitle": "Rio Tinto (RIO)", "authorId": "24_Palliser_Capital", "authorName": "Palliser", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2024-12-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 39, "slideType": "propose_solution", "function": "present_solution", "notes": "Uses a comparison framework to evaluate three structural options for corporate unification.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dd-2ff9692ec362/39", "deckHref": "/decks/019dd923-622b-71dc-a6dd-2ff9692ec362", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dd-2ff9692ec362#slide-39", "loopMatches": [], "arcBeatMatches": [ { "to": 48, "from": 38, "beatId": "c40cdfe2-9e96-4403-85fe-7d6d1f434c14", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Solution (Provide relief)", "beatSlug": "problem-agitate-solution-solution-provide-relief", "evidence": "The presentation proposes a solution through unification, highlighting its potential benefits, including unlocking value and enhancing capital allocation.", "position": 2, "confidence": 0.9, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dd-2ff9692ec362", "docSlug": "60ffa56ad868", "documentTitle": "Rio Tinto (RIO)", "authorId": "24_Palliser_Capital", "authorName": "Palliser", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2024-12-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 40, "slideType": "preempt_rebuttal", "function": "preempt_rebuttal", "notes": "The slide uses a logo grid to illustrate the historical prevalence and subsequent decline of DLC structures.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dd-2ff9692ec362/40", "deckHref": "/decks/019dd923-622b-71dc-a6dd-2ff9692ec362", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dd-2ff9692ec362#slide-40", "loopMatches": [], "arcBeatMatches": [ { "to": 48, "from": 38, "beatId": "c40cdfe2-9e96-4403-85fe-7d6d1f434c14", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Solution (Provide relief)", "beatSlug": "problem-agitate-solution-solution-provide-relief", "evidence": "The presentation proposes a solution through unification, highlighting its potential benefits, including unlocking value and enhancing capital allocation.", "position": 2, "confidence": 0.9, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dd-2ff9692ec362", "docSlug": "60ffa56ad868", "documentTitle": "Rio Tinto (RIO)", "authorId": "24_Palliser_Capital", "authorName": "Palliser", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2024-12-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 41, "slideType": "comparison_table", "function": "compare_peers", "notes": "The slide uses a side-by-side comparison to argue that Rio Tinto should follow BHP's unification path.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dd-2ff9692ec362/41", "deckHref": "/decks/019dd923-622b-71dc-a6dd-2ff9692ec362", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dd-2ff9692ec362#slide-41", "loopMatches": [], "arcBeatMatches": [ { "to": 48, "from": 38, "beatId": "c40cdfe2-9e96-4403-85fe-7d6d1f434c14", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Solution (Provide relief)", "beatSlug": "problem-agitate-solution-solution-provide-relief", "evidence": "The presentation proposes a solution through unification, highlighting its potential benefits, including unlocking value and enhancing capital allocation.", "position": 2, "confidence": 0.9, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dd-2ff9692ec362", "docSlug": "60ffa56ad868", "documentTitle": "Rio Tinto (RIO)", "authorId": "24_Palliser_Capital", "authorName": "Palliser", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2024-12-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 42, "slideType": "ceo_quote", "function": "cite_precedent", "notes": "The quote highlights the strategic rationale for corporate simplification and its impact on scrip-based acquisitions.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dd-2ff9692ec362/42", "deckHref": "/decks/019dd923-622b-71dc-a6dd-2ff9692ec362", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dd-2ff9692ec362#slide-42", "loopMatches": [], "arcBeatMatches": [ { "to": 48, "from": 38, "beatId": "c40cdfe2-9e96-4403-85fe-7d6d1f434c14", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Solution (Provide relief)", "beatSlug": "problem-agitate-solution-solution-provide-relief", "evidence": "The presentation proposes a solution through unification, highlighting its potential benefits, including unlocking value and enhancing capital allocation.", "position": 2, "confidence": 0.9, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dd-2ff9692ec362", "docSlug": "60ffa56ad868", "documentTitle": "Rio Tinto (RIO)", "authorId": "24_Palliser_Capital", "authorName": "Palliser", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2024-12-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 43, "slideType": "peer_benchmark", "function": "compare_peers", "notes": "The chart highlights the performance gap between BHP and Rio Tinto post-unification.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dd-2ff9692ec362/43", "deckHref": "/decks/019dd923-622b-71dc-a6dd-2ff9692ec362", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dd-2ff9692ec362#slide-43", "loopMatches": [], "arcBeatMatches": [ { "to": 48, "from": 38, "beatId": "c40cdfe2-9e96-4403-85fe-7d6d1f434c14", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Solution (Provide relief)", "beatSlug": "problem-agitate-solution-solution-provide-relief", "evidence": "The presentation proposes a solution through unification, highlighting its potential benefits, including unlocking value and enhancing capital allocation.", "position": 2, "confidence": 0.9, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dd-2ff9692ec362", "docSlug": "60ffa56ad868", "documentTitle": "Rio Tinto (RIO)", "authorId": "24_Palliser_Capital", "authorName": "Palliser", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2024-12-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 44, "slideType": "comparison_table", "function": "compare_peers", "notes": "The slide uses a before-after framing to contrast the current state (negative) with the proposed state (positive).", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dd-2ff9692ec362/44", "deckHref": "/decks/019dd923-622b-71dc-a6dd-2ff9692ec362", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dd-2ff9692ec362#slide-44", "loopMatches": [], "arcBeatMatches": [ { "to": 48, "from": 38, "beatId": "c40cdfe2-9e96-4403-85fe-7d6d1f434c14", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Solution (Provide relief)", "beatSlug": "problem-agitate-solution-solution-provide-relief", "evidence": "The presentation proposes a solution through unification, highlighting its potential benefits, including unlocking value and enhancing capital allocation.", "position": 2, "confidence": 0.9, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dd-2ff9692ec362", "docSlug": "60ffa56ad868", "documentTitle": "Rio Tinto (RIO)", "authorId": "24_Palliser_Capital", "authorName": "Palliser", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2024-12-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 45, "slideType": "section_divider", "function": "transition", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dd-2ff9692ec362/45", "deckHref": "/decks/019dd923-622b-71dc-a6dd-2ff9692ec362", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dd-2ff9692ec362#slide-45", "loopMatches": [], "arcBeatMatches": [ { "to": 48, "from": 38, "beatId": "c40cdfe2-9e96-4403-85fe-7d6d1f434c14", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Solution (Provide relief)", "beatSlug": "problem-agitate-solution-solution-provide-relief", "evidence": "The presentation proposes a solution through unification, highlighting its potential benefits, including unlocking value and enhancing capital allocation.", "position": 2, "confidence": 0.9, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dd-2ff9692ec362", "docSlug": "60ffa56ad868", "documentTitle": "Rio Tinto (RIO)", "authorId": "24_Palliser_Capital", "authorName": "Palliser", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2024-12-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 46, "slideType": "timeline", "function": "summarize", "notes": "The slide uses a vertical timeline format to contextualize recent history leading up to a strategic recommendation.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dd-2ff9692ec362/46", "deckHref": "/decks/019dd923-622b-71dc-a6dd-2ff9692ec362", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dd-2ff9692ec362#slide-46", "loopMatches": [], "arcBeatMatches": [ { "to": 48, "from": 38, "beatId": "c40cdfe2-9e96-4403-85fe-7d6d1f434c14", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Solution (Provide relief)", "beatSlug": "problem-agitate-solution-solution-provide-relief", "evidence": "The presentation proposes a solution through unification, highlighting its potential benefits, including unlocking value and enhancing capital allocation.", "position": 2, "confidence": 0.9, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dd-2ff9692ec362", "docSlug": "60ffa56ad868", "documentTitle": "Rio Tinto (RIO)", "authorId": "24_Palliser_Capital", "authorName": "Palliser", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2024-12-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 47, "slideType": "valuation_reveal", "function": "show_valuation_bridge", "notes": "The slide uses a waterfall-style bridge to illustrate value creation from structural changes and future capital allocation.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dd-2ff9692ec362/47", "deckHref": "/decks/019dd923-622b-71dc-a6dd-2ff9692ec362", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dd-2ff9692ec362#slide-47", "loopMatches": [], "arcBeatMatches": [ { "to": 48, "from": 38, "beatId": "c40cdfe2-9e96-4403-85fe-7d6d1f434c14", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Solution (Provide relief)", "beatSlug": "problem-agitate-solution-solution-provide-relief", "evidence": "The presentation proposes a solution through unification, highlighting its potential benefits, including unlocking value and enhancing capital allocation.", "position": 2, "confidence": 0.9, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dd-2ff9692ec362", "docSlug": "60ffa56ad868", "documentTitle": "Rio Tinto (RIO)", "authorId": "24_Palliser_Capital", "authorName": "Palliser", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2024-12-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 48, "slideType": "valuation_table", "function": "quantify_opportunity", "notes": "Uses a two-part table structure to show valuation of credits and the subsequent impact on balance sheet leverage.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dd-2ff9692ec362/48", "deckHref": "/decks/019dd923-622b-71dc-a6dd-2ff9692ec362", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dd-2ff9692ec362#slide-48", "loopMatches": [], "arcBeatMatches": [ { "to": 48, "from": 38, "beatId": "c40cdfe2-9e96-4403-85fe-7d6d1f434c14", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Solution (Provide relief)", "beatSlug": "problem-agitate-solution-solution-provide-relief", "evidence": "The presentation proposes a solution through unification, highlighting its potential benefits, including unlocking value and enhancing capital allocation.", "position": 2, "confidence": 0.9, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true } ] }