{ "kind": "all", "value": "all", "collectionKey": "slides:all:all:all-document-kinds:all-producers:all-orientations", "filters": { "documentKinds": [], "sourceTypes": [], "orientations": [] }, "total": 319975, "page": 3143, "pageSize": 60, "pageCount": 5333, "rows": [ { "docId": "019de073-5a68-77e1-9b71-ca34d33938df", "docSlug": "78ca5e1103f5885b49f9f703a26e4432", "documentTitle": "ModivCare | Results Presentation Deck | 18 slides", "authorId": "modivcare", "authorName": "ModivCare", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "investor_relations", "sourceTypeLabel": "Investor relations", "presentationDate": "2022-08-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 7, "slideType": "valuation_table", "function": "show_valuation_bridge", "notes": "The chart uses a standard waterfall bridge format to explain the movement in cash position.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de073-5a68-77e1-9b71-ca34d33938df/7", "deckHref": "/decks/019de073-5a68-77e1-9b71-ca34d33938df", "deckAnchorHref": "/decks/019de073-5a68-77e1-9b71-ca34d33938df#slide-7", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de073-5a68-77e1-9b71-ca34d33938df", "docSlug": "78ca5e1103f5885b49f9f703a26e4432", "documentTitle": "ModivCare | Results Presentation Deck | 18 slides", "authorId": "modivcare", "authorName": "ModivCare", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "investor_relations", "sourceTypeLabel": "Investor relations", "presentationDate": "2022-08-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 8, "slideType": "kpi_overview", "function": "analyze_data", "notes": "Includes leverage metrics based on Consolidated Pro Forma Adj. EBITDA of $225.8 million plus synergies of $5.4 million.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de073-5a68-77e1-9b71-ca34d33938df/8", "deckHref": "/decks/019de073-5a68-77e1-9b71-ca34d33938df", "deckAnchorHref": "/decks/019de073-5a68-77e1-9b71-ca34d33938df#slide-8", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de073-5a68-77e1-9b71-ca34d33938df", "docSlug": "78ca5e1103f5885b49f9f703a26e4432", "documentTitle": "ModivCare | Results Presentation Deck | 18 slides", "authorId": "modivcare", "authorName": "ModivCare", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "investor_relations", "sourceTypeLabel": "Investor relations", "presentationDate": "2022-08-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 9, "slideType": "kpi_overview", "function": "analyze_data", "notes": "The table reflects the impact of the Guardian Medical Monitoring acquisition.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de073-5a68-77e1-9b71-ca34d33938df/9", "deckHref": "/decks/019de073-5a68-77e1-9b71-ca34d33938df", "deckAnchorHref": "/decks/019de073-5a68-77e1-9b71-ca34d33938df#slide-9", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de073-5a68-77e1-9b71-ca34d33938df", "docSlug": "78ca5e1103f5885b49f9f703a26e4432", "documentTitle": "ModivCare | Results Presentation Deck | 18 slides", "authorId": "modivcare", "authorName": "ModivCare", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "investor_relations", "sourceTypeLabel": "Investor relations", "presentationDate": "2022-08-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 10, "slideType": "appendix", "function": "appendix", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de073-5a68-77e1-9b71-ca34d33938df/10", "deckHref": "/decks/019de073-5a68-77e1-9b71-ca34d33938df", "deckAnchorHref": "/decks/019de073-5a68-77e1-9b71-ca34d33938df#slide-10", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de073-5a68-77e1-9b71-ca34d33938df", "docSlug": "78ca5e1103f5885b49f9f703a26e4432", "documentTitle": "ModivCare | Results Presentation Deck | 18 slides", "authorId": "modivcare", "authorName": "ModivCare", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "investor_relations", "sourceTypeLabel": "Investor relations", "presentationDate": "2022-08-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 11, "slideType": "appendix_data", "function": "analyze_data", "notes": "Includes both GAAP financial metrics and operational KPIs like paid trips and average monthly members.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de073-5a68-77e1-9b71-ca34d33938df/11", "deckHref": "/decks/019de073-5a68-77e1-9b71-ca34d33938df", "deckAnchorHref": "/decks/019de073-5a68-77e1-9b71-ca34d33938df#slide-11", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de073-5a68-77e1-9b71-ca34d33938df", "docSlug": "78ca5e1103f5885b49f9f703a26e4432", "documentTitle": "ModivCare | Results Presentation Deck | 18 slides", "authorId": "modivcare", "authorName": "ModivCare", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "investor_relations", "sourceTypeLabel": "Investor relations", "presentationDate": "2022-08-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 12, "slideType": "kpi_overview", "function": "analyze_data", "notes": "Data is in thousands. Includes adjustments for G&A and EBITDA.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de073-5a68-77e1-9b71-ca34d33938df/12", "deckHref": "/decks/019de073-5a68-77e1-9b71-ca34d33938df", "deckAnchorHref": "/decks/019de073-5a68-77e1-9b71-ca34d33938df#slide-12", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de073-5a68-77e1-9b71-ca34d33938df", "docSlug": "78ca5e1103f5885b49f9f703a26e4432", "documentTitle": "ModivCare | Results Presentation Deck | 18 slides", "authorId": "modivcare", "authorName": "ModivCare", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "investor_relations", "sourceTypeLabel": "Investor relations", "presentationDate": "2022-08-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 13, "slideType": "appendix_data", "function": "analyze_data", "notes": "The table provides a breakdown of financial results from Q2 2021 through Q2 2022.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de073-5a68-77e1-9b71-ca34d33938df/13", "deckHref": "/decks/019de073-5a68-77e1-9b71-ca34d33938df", "deckAnchorHref": "/decks/019de073-5a68-77e1-9b71-ca34d33938df#slide-13", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de073-5a68-77e1-9b71-ca34d33938df", "docSlug": "78ca5e1103f5885b49f9f703a26e4432", "documentTitle": "ModivCare | Results Presentation Deck | 18 slides", "authorId": "modivcare", "authorName": "ModivCare", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "investor_relations", "sourceTypeLabel": "Investor relations", "presentationDate": "2022-08-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 14, "slideType": "appendix_data", "function": "analyze_data", "notes": "The table includes adjustments for restructuring, transaction costs, cash-settled equity, and stock-based compensation to arrive at Adjusted G&A expense.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de073-5a68-77e1-9b71-ca34d33938df/14", "deckHref": "/decks/019de073-5a68-77e1-9b71-ca34d33938df", "deckAnchorHref": "/decks/019de073-5a68-77e1-9b71-ca34d33938df#slide-14", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de073-5a68-77e1-9b71-ca34d33938df", "docSlug": "78ca5e1103f5885b49f9f703a26e4432", "documentTitle": "ModivCare | Results Presentation Deck | 18 slides", "authorId": "modivcare", "authorName": "ModivCare", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "investor_relations", "sourceTypeLabel": "Investor relations", "presentationDate": "2022-08-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 15, "slideType": "appendix_data", "function": "analyze_data", "notes": "Includes segment-level breakdown for NEMT, Personal Care, RPM, and Corporate.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de073-5a68-77e1-9b71-ca34d33938df/15", "deckHref": "/decks/019de073-5a68-77e1-9b71-ca34d33938df", "deckAnchorHref": "/decks/019de073-5a68-77e1-9b71-ca34d33938df#slide-15", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de073-5a68-77e1-9b71-ca34d33938df", "docSlug": "78ca5e1103f5885b49f9f703a26e4432", "documentTitle": "ModivCare | Results Presentation Deck | 18 slides", "authorId": "modivcare", "authorName": "ModivCare", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "investor_relations", "sourceTypeLabel": "Investor relations", "presentationDate": "2022-08-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 16, "slideType": "appendix_data", "function": "analyze_data", "notes": "Includes footnotes explaining restructuring charges, transaction costs, and segment reorganization.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de073-5a68-77e1-9b71-ca34d33938df/16", "deckHref": "/decks/019de073-5a68-77e1-9b71-ca34d33938df", "deckAnchorHref": "/decks/019de073-5a68-77e1-9b71-ca34d33938df#slide-16", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de073-5a68-77e1-9b71-ca34d33938df", "docSlug": "78ca5e1103f5885b49f9f703a26e4432", "documentTitle": "ModivCare | Results Presentation Deck | 18 slides", "authorId": "modivcare", "authorName": "ModivCare", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "investor_relations", "sourceTypeLabel": "Investor relations", "presentationDate": "2022-08-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 17, "slideType": "appendix_disclosure", "function": "analyze_data", "notes": "Standard financial disclosure slide for non-GAAP measures.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de073-5a68-77e1-9b71-ca34d33938df/17", "deckHref": "/decks/019de073-5a68-77e1-9b71-ca34d33938df", "deckAnchorHref": "/decks/019de073-5a68-77e1-9b71-ca34d33938df#slide-17", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de073-5a68-77e1-9b71-ca34d33938df", "docSlug": "78ca5e1103f5885b49f9f703a26e4432", "documentTitle": "ModivCare | Results Presentation Deck | 18 slides", "authorId": "modivcare", "authorName": "ModivCare", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "investor_relations", "sourceTypeLabel": "Investor relations", "presentationDate": "2022-08-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 18, "slideType": "appendix_data", "function": "analyze_data", "notes": "Standard financial disclosure slide for non-GAAP metrics.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de073-5a68-77e1-9b71-ca34d33938df/18", "deckHref": "/decks/019de073-5a68-77e1-9b71-ca34d33938df", "deckAnchorHref": "/decks/019de073-5a68-77e1-9b71-ca34d33938df#slide-18", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de073-5afe-77cf-aa56-f23afd9145ee", "docSlug": "2afdc2ff07d8d401522d5fd14cd99045", "documentTitle": "Morgan Stanley | Fixed Income Presentation Deck | 11 slides", "authorId": "morgan-stanley", "authorName": "Morgan Stanley", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "investor_relations", "sourceTypeLabel": "Investor relations", "presentationDate": "2022-08-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 1, "slideType": "cover", "function": "front_matter", "notes": null, "imagePath": "https://imgproxy.kitesheet.com/h3TvpEgFl-nG_L-3AtxvlwRPjY_LDNZB69tkTGYziiQ/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy8yYWZkYzJmZjA3ZDhkNDAxNTIyZDVmZDE0Y2Q5OTA0NS9wMDAxLmpwZw", "matchCount": 1, "evidence": null, "slideHref": "/slides/019de073-5afe-77cf-aa56-f23afd9145ee/1", "deckHref": "/decks/019de073-5afe-77cf-aa56-f23afd9145ee", "deckAnchorHref": "/decks/019de073-5afe-77cf-aa56-f23afd9145ee#slide-1", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": "https://imgproxy.kitesheet.com/GOjVD9qetzw6Y1O31-jEyzpAoiOjO9g1XDa_Y0I5Pu8/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy8yYWZkYzJmZjA3ZDhkNDAxNTIyZDVmZDE0Y2Q5OTA0NS9wMDAxLnBuZw", "thumbSrc": "https://imgproxy.kitesheet.com/guBRgd29GeAO_ZR8NtlZA6SV3yVKJzT0bax6xvR76co/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy8yYWZkYzJmZjA3ZDhkNDAxNTIyZDVmZDE0Y2Q5OTA0NS9wMDAxLmpwZw", "thumbSrcAlt": "https://imgproxy.kitesheet.com/R1yh0sh7cmx3_akPFGNMLDmUpWpGGqyYimX24TzidbI/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy8yYWZkYzJmZjA3ZDhkNDAxNTIyZDVmZDE0Y2Q5OTA0NS9wMDAxLnBuZw" }, { "docId": "019de073-5afe-77cf-aa56-f23afd9145ee", "docSlug": "2afdc2ff07d8d401522d5fd14cd99045", "documentTitle": "Morgan Stanley | Fixed Income Presentation Deck | 11 slides", "authorId": "morgan-stanley", "authorName": "Morgan Stanley", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "investor_relations", "sourceTypeLabel": "Investor relations", "presentationDate": "2022-08-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 2, "slideType": "disclaimer", "function": "other", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de073-5afe-77cf-aa56-f23afd9145ee/2", "deckHref": "/decks/019de073-5afe-77cf-aa56-f23afd9145ee", "deckAnchorHref": "/decks/019de073-5afe-77cf-aa56-f23afd9145ee#slide-2", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de073-5afe-77cf-aa56-f23afd9145ee", "docSlug": "2afdc2ff07d8d401522d5fd14cd99045", "documentTitle": "Morgan Stanley | Fixed Income Presentation Deck | 11 slides", "authorId": "morgan-stanley", "authorName": "Morgan Stanley", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "investor_relations", "sourceTypeLabel": "Investor relations", "presentationDate": "2022-08-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 3, "slideType": "kpi_overview", "function": "analyze_data", "notes": "Includes footnotes referencing end notes on slide 10.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de073-5afe-77cf-aa56-f23afd9145ee/3", "deckHref": "/decks/019de073-5afe-77cf-aa56-f23afd9145ee", "deckAnchorHref": "/decks/019de073-5afe-77cf-aa56-f23afd9145ee#slide-3", "loopMatches": [ { "to": 7, "from": 3, "name": "Benchmark Gap", "slug": "39-benchmark-gap", "bestFor": "Performance improvement, competitive analysis, target setting", "matchId": "1e997264-bc76-4725-a5fe-7955a92f12bf", "evidence": "Slides 3-7 present various financial metrics, benchmarking Morgan Stanley's performance.", "position": 0, "objective": "To demonstrate Morgan Stanley's strong capital position relative to peers.", "structure": "Our Performance -> Industry Average -> Best-in-Class -> The Gap = The Opportunity", "confidence": 0.7, "description": "Compare performance against best-in-class to quantify the opportunity" } ], "arcBeatMatches": [ { "to": 7, "from": 3, "beatId": "011d4e85-ba42-4ee4-bb14-a5631e164638", "arcName": "The Sparkline", "arcSlug": "sparkline", "beatName": "What Is", "beatSlug": "sparkline-what-is-1", "evidence": "Slides 3-7 present various financial metrics, providing an overview of Morgan Stanley's current situation.", "position": 0, "confidence": 0.8, "parentBeatName": "Setup", "parentBeatSlug": "setup" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de073-5afe-77cf-aa56-f23afd9145ee", "docSlug": "2afdc2ff07d8d401522d5fd14cd99045", "documentTitle": "Morgan Stanley | Fixed Income Presentation Deck | 11 slides", "authorId": "morgan-stanley", "authorName": "Morgan Stanley", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "investor_relations", "sourceTypeLabel": "Investor relations", "presentationDate": "2022-08-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 4, "slideType": "kpi_overview", "function": "analyze_data", "notes": "Includes four charts: two bar charts, one stacked bar chart, and one donut chart.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de073-5afe-77cf-aa56-f23afd9145ee/4", "deckHref": "/decks/019de073-5afe-77cf-aa56-f23afd9145ee", "deckAnchorHref": "/decks/019de073-5afe-77cf-aa56-f23afd9145ee#slide-4", "loopMatches": [ { "to": 7, "from": 3, "name": "Benchmark Gap", "slug": "39-benchmark-gap", "bestFor": "Performance improvement, competitive analysis, target setting", "matchId": "1e997264-bc76-4725-a5fe-7955a92f12bf", "evidence": "Slides 3-7 present various financial metrics, benchmarking Morgan Stanley's performance.", "position": 0, "objective": "To demonstrate Morgan Stanley's strong capital position relative to peers.", "structure": "Our Performance -> Industry Average -> Best-in-Class -> The Gap = The Opportunity", "confidence": 0.7, "description": "Compare performance against best-in-class to quantify the opportunity" } ], "arcBeatMatches": [ { "to": 7, "from": 3, "beatId": "011d4e85-ba42-4ee4-bb14-a5631e164638", "arcName": "The Sparkline", "arcSlug": "sparkline", "beatName": "What Is", "beatSlug": "sparkline-what-is-1", "evidence": "Slides 3-7 present various financial metrics, providing an overview of Morgan Stanley's current situation.", "position": 0, "confidence": 0.8, "parentBeatName": "Setup", "parentBeatSlug": "setup" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de073-5afe-77cf-aa56-f23afd9145ee", "docSlug": "2afdc2ff07d8d401522d5fd14cd99045", "documentTitle": "Morgan Stanley | Fixed Income Presentation Deck | 11 slides", "authorId": "morgan-stanley", "authorName": "Morgan Stanley", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "investor_relations", "sourceTypeLabel": "Investor relations", "presentationDate": "2022-08-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 5, "slideType": "kpi_overview", "function": "analyze_data", "notes": "The slide uses a stacked bar chart to show funding composition and descriptive boxes to explain the funding strategy.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de073-5afe-77cf-aa56-f23afd9145ee/5", "deckHref": "/decks/019de073-5afe-77cf-aa56-f23afd9145ee", "deckAnchorHref": "/decks/019de073-5afe-77cf-aa56-f23afd9145ee#slide-5", "loopMatches": [ { "to": 7, "from": 3, "name": "Benchmark Gap", "slug": "39-benchmark-gap", "bestFor": "Performance improvement, competitive analysis, target setting", "matchId": "1e997264-bc76-4725-a5fe-7955a92f12bf", "evidence": "Slides 3-7 present various financial metrics, benchmarking Morgan Stanley's performance.", "position": 0, "objective": "To demonstrate Morgan Stanley's strong capital position relative to peers.", "structure": "Our Performance -> Industry Average -> Best-in-Class -> The Gap = The Opportunity", "confidence": 0.7, "description": "Compare performance against best-in-class to quantify the opportunity" } ], "arcBeatMatches": [ { "to": 7, "from": 3, "beatId": "011d4e85-ba42-4ee4-bb14-a5631e164638", "arcName": "The Sparkline", "arcSlug": "sparkline", "beatName": "What Is", "beatSlug": "sparkline-what-is-1", "evidence": "Slides 3-7 present various financial metrics, providing an overview of Morgan Stanley's current situation.", "position": 0, "confidence": 0.8, "parentBeatName": "Setup", "parentBeatSlug": "setup" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de073-5afe-77cf-aa56-f23afd9145ee", "docSlug": "2afdc2ff07d8d401522d5fd14cd99045", "documentTitle": "Morgan Stanley | Fixed Income Presentation Deck | 11 slides", "authorId": "morgan-stanley", "authorName": "Morgan Stanley", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "investor_relations", "sourceTypeLabel": "Investor relations", "presentationDate": "2022-08-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 6, "slideType": "kpi_overview", "function": "analyze_data", "notes": "Includes data on debt issuance vs. maturities, currency/tenor breakdown, maturity profile by year, and regulatory capital ratios.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de073-5afe-77cf-aa56-f23afd9145ee/6", "deckHref": "/decks/019de073-5afe-77cf-aa56-f23afd9145ee", "deckAnchorHref": "/decks/019de073-5afe-77cf-aa56-f23afd9145ee#slide-6", "loopMatches": [ { "to": 7, "from": 3, "name": "Benchmark Gap", "slug": "39-benchmark-gap", "bestFor": "Performance improvement, competitive analysis, target setting", "matchId": "1e997264-bc76-4725-a5fe-7955a92f12bf", "evidence": "Slides 3-7 present various financial metrics, benchmarking Morgan Stanley's performance.", "position": 0, "objective": "To demonstrate Morgan Stanley's strong capital position relative to peers.", "structure": "Our Performance -> Industry Average -> Best-in-Class -> The Gap = The Opportunity", "confidence": 0.7, "description": "Compare performance against best-in-class to quantify the opportunity" } ], "arcBeatMatches": [ { "to": 7, "from": 3, "beatId": "011d4e85-ba42-4ee4-bb14-a5631e164638", "arcName": "The Sparkline", "arcSlug": "sparkline", "beatName": "What Is", "beatSlug": "sparkline-what-is-1", "evidence": "Slides 3-7 present various financial metrics, providing an overview of Morgan Stanley's current situation.", "position": 0, "confidence": 0.8, "parentBeatName": "Setup", "parentBeatSlug": "setup" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de073-5afe-77cf-aa56-f23afd9145ee", "docSlug": "2afdc2ff07d8d401522d5fd14cd99045", "documentTitle": "Morgan Stanley | Fixed Income Presentation Deck | 11 slides", "authorId": "morgan-stanley", "authorName": "Morgan Stanley", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "investor_relations", "sourceTypeLabel": "Investor relations", "presentationDate": "2022-08-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 7, "slideType": "kpi_overview", "function": "analyze_data", "notes": "Includes a stacked bar chart for historical growth, a qualitative summary of portfolio quality, a pie chart for segment breakdown, and a table of credit quality metrics.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de073-5afe-77cf-aa56-f23afd9145ee/7", "deckHref": "/decks/019de073-5afe-77cf-aa56-f23afd9145ee", "deckAnchorHref": "/decks/019de073-5afe-77cf-aa56-f23afd9145ee#slide-7", "loopMatches": [ { "to": 7, "from": 3, "name": "Benchmark Gap", "slug": "39-benchmark-gap", "bestFor": "Performance improvement, competitive analysis, target setting", "matchId": "1e997264-bc76-4725-a5fe-7955a92f12bf", "evidence": "Slides 3-7 present various financial metrics, benchmarking Morgan Stanley's performance.", "position": 0, "objective": "To demonstrate Morgan Stanley's strong capital position relative to peers.", "structure": "Our Performance -> Industry Average -> Best-in-Class -> The Gap = The Opportunity", "confidence": 0.7, "description": "Compare performance against best-in-class to quantify the opportunity" } ], "arcBeatMatches": [ { "to": 7, "from": 3, "beatId": "011d4e85-ba42-4ee4-bb14-a5631e164638", "arcName": "The Sparkline", "arcSlug": "sparkline", "beatName": "What Is", "beatSlug": "sparkline-what-is-1", "evidence": "Slides 3-7 present various financial metrics, providing an overview of Morgan Stanley's current situation.", "position": 0, "confidence": 0.8, "parentBeatName": "Setup", "parentBeatSlug": "setup" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de073-5afe-77cf-aa56-f23afd9145ee", "docSlug": "2afdc2ff07d8d401522d5fd14cd99045", "documentTitle": "Morgan Stanley | Fixed Income Presentation Deck | 11 slides", "authorId": "morgan-stanley", "authorName": "Morgan Stanley", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "investor_relations", "sourceTypeLabel": "Investor relations", "presentationDate": "2022-08-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 8, "slideType": "appendix_data", "function": "analyze_data", "notes": "The slide provides a comparative view of credit ratings across three major agencies for different entities within the Morgan Stanley group.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de073-5afe-77cf-aa56-f23afd9145ee/8", "deckHref": "/decks/019de073-5afe-77cf-aa56-f23afd9145ee", "deckAnchorHref": "/decks/019de073-5afe-77cf-aa56-f23afd9145ee#slide-8", "loopMatches": [], "arcBeatMatches": [ { "to": 10, "from": 8, "beatId": "629a9e8b-b251-4263-9b11-745eef6c0040", "arcName": "The Sparkline", "arcSlug": "sparkline", "beatName": "What Is", "beatSlug": "sparkline-what-is-3", "evidence": "Slides 8-10 provide additional data and disclosures, further detailing Morgan Stanley's financial situation.", "position": 1, "confidence": 0.8, "parentBeatName": "Complication", "parentBeatSlug": "complication" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de073-5afe-77cf-aa56-f23afd9145ee", "docSlug": "2afdc2ff07d8d401522d5fd14cd99045", "documentTitle": "Morgan Stanley | Fixed Income Presentation Deck | 11 slides", "authorId": "morgan-stanley", "authorName": "Morgan Stanley", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "investor_relations", "sourceTypeLabel": "Investor relations", "presentationDate": "2022-08-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 9, "slideType": "appendix_disclosure", "function": "appendix", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de073-5afe-77cf-aa56-f23afd9145ee/9", "deckHref": "/decks/019de073-5afe-77cf-aa56-f23afd9145ee", "deckAnchorHref": "/decks/019de073-5afe-77cf-aa56-f23afd9145ee#slide-9", "loopMatches": [], "arcBeatMatches": [ { "to": 10, "from": 8, "beatId": "629a9e8b-b251-4263-9b11-745eef6c0040", "arcName": "The Sparkline", "arcSlug": "sparkline", "beatName": "What Is", "beatSlug": "sparkline-what-is-3", "evidence": "Slides 8-10 provide additional data and disclosures, further detailing Morgan Stanley's financial situation.", "position": 1, "confidence": 0.8, "parentBeatName": "Complication", "parentBeatSlug": "complication" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de073-5afe-77cf-aa56-f23afd9145ee", "docSlug": "2afdc2ff07d8d401522d5fd14cd99045", "documentTitle": "Morgan Stanley | Fixed Income Presentation Deck | 11 slides", "authorId": "morgan-stanley", "authorName": "Morgan Stanley", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "investor_relations", "sourceTypeLabel": "Investor relations", "presentationDate": "2022-08-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 10, "slideType": "appendix_disclosure", "function": "appendix", "notes": "Contains specific definitions for financial terms like TCE, SLR, LCR, HQLA, TLAC, and ACL.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de073-5afe-77cf-aa56-f23afd9145ee/10", "deckHref": "/decks/019de073-5afe-77cf-aa56-f23afd9145ee", "deckAnchorHref": "/decks/019de073-5afe-77cf-aa56-f23afd9145ee#slide-10", "loopMatches": [], "arcBeatMatches": [ { "to": 10, "from": 8, "beatId": "629a9e8b-b251-4263-9b11-745eef6c0040", "arcName": "The Sparkline", "arcSlug": "sparkline", "beatName": "What Is", "beatSlug": "sparkline-what-is-3", "evidence": "Slides 8-10 provide additional data and disclosures, further detailing Morgan Stanley's financial situation.", "position": 1, "confidence": 0.8, "parentBeatName": "Complication", "parentBeatSlug": "complication" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de073-5afe-77cf-aa56-f23afd9145ee", "docSlug": "2afdc2ff07d8d401522d5fd14cd99045", "documentTitle": "Morgan Stanley | Fixed Income Presentation Deck | 11 slides", "authorId": "morgan-stanley", "authorName": "Morgan Stanley", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "investor_relations", "sourceTypeLabel": "Investor relations", "presentationDate": "2022-08-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 11, "slideType": "cover", "function": "front_matter", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de073-5afe-77cf-aa56-f23afd9145ee/11", "deckHref": "/decks/019de073-5afe-77cf-aa56-f23afd9145ee", "deckAnchorHref": "/decks/019de073-5afe-77cf-aa56-f23afd9145ee#slide-11", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de073-5ba1-70c8-bac4-240d60879f83", "docSlug": "2f899ca908580f81d1c9f0a4c9f489c1", "documentTitle": "Morgan Stanley | Investment Banking Pitch Book | 41 slides", "authorId": "morgan-stanley", "authorName": "Morgan Stanley", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "investment_bank", "sourceTypeLabel": "Investment bank", "presentationDate": "2022-08-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.2938006, "pageNumber": 1, "slideType": "cover", "function": "front_matter", "notes": "Includes standard legal disclaimer for confidential treatment.", "imagePath": "https://imgproxy.kitesheet.com/M-XL0v6eZNWNJ3j1oh-JVjmSZPs_Ut8ZJDn4NOmtcRs/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy8yZjg5OWNhOTA4NTgwZjgxZDFjOWYwYTRjOWY0ODljMS9wMDAxLmpwZw", "matchCount": 1, "evidence": null, "slideHref": "/slides/019de073-5ba1-70c8-bac4-240d60879f83/1", "deckHref": "/decks/019de073-5ba1-70c8-bac4-240d60879f83", "deckAnchorHref": "/decks/019de073-5ba1-70c8-bac4-240d60879f83#slide-1", "loopMatches": [], "arcBeatMatches": [ { "to": 5, "from": 1, "beatId": "f93ceea8-8d99-4841-ad6f-f2ee8f47d369", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Situation & Context", "beatSlug": "consultants-gambit-situation-context", "evidence": "The deck starts with an executive summary, outreach summary, and management presentation schedule.", "position": 0, "confidence": 0.8, "parentBeatName": "Setup", "parentBeatSlug": "setup" } ], "imagePathAlt": "https://imgproxy.kitesheet.com/pDB5neRh9yhkVw2FH6UKpLJRj3qodP4vmHZmENjW0Xo/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy8yZjg5OWNhOTA4NTgwZjgxZDFjOWYwYTRjOWY0ODljMS9wMDAxLnBuZw", "thumbSrc": "https://imgproxy.kitesheet.com/MIrjYWUWRHugF67n7StokKBuN66AYUn-joIRW-Q8NbU/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy8yZjg5OWNhOTA4NTgwZjgxZDFjOWYwYTRjOWY0ODljMS9wMDAxLmpwZw", "thumbSrcAlt": "https://imgproxy.kitesheet.com/D5fHxOTC_lAKXhcI2PVQRiKIDoYanur0sIdRujuO4PI/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy8yZjg5OWNhOTA4NTgwZjgxZDFjOWYwYTRjOWY0ODljMS9wMDAxLnBuZw" }, { "docId": "019de073-5ba1-70c8-bac4-240d60879f83", "docSlug": "2f899ca908580f81d1c9f0a4c9f489c1", "documentTitle": "Morgan Stanley | Investment Banking Pitch Book | 41 slides", "authorId": "morgan-stanley", "authorName": "Morgan Stanley", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "investment_bank", "sourceTypeLabel": "Investment bank", "presentationDate": "2022-08-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.2938006, "pageNumber": 2, "slideType": "executive_summary", "function": "summarize", "notes": "Slide contains redacted text blocks.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de073-5ba1-70c8-bac4-240d60879f83/2", "deckHref": "/decks/019de073-5ba1-70c8-bac4-240d60879f83", "deckAnchorHref": "/decks/019de073-5ba1-70c8-bac4-240d60879f83#slide-2", "loopMatches": [], "arcBeatMatches": [ { "to": 5, "from": 1, "beatId": "f93ceea8-8d99-4841-ad6f-f2ee8f47d369", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Situation & Context", "beatSlug": "consultants-gambit-situation-context", "evidence": "The deck starts with an executive summary, outreach summary, and management presentation schedule.", "position": 0, "confidence": 0.8, "parentBeatName": "Setup", "parentBeatSlug": "setup" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de073-5ba1-70c8-bac4-240d60879f83", "docSlug": "2f899ca908580f81d1c9f0a4c9f489c1", "documentTitle": "Morgan Stanley | Investment Banking Pitch Book | 41 slides", "authorId": "morgan-stanley", "authorName": "Morgan Stanley", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "investment_bank", "sourceTypeLabel": "Investment bank", "presentationDate": "2022-08-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.2938006, "pageNumber": 3, "slideType": "kpi_dashboard", "function": "summarize", "notes": "The slide uses a checkmark-based status table to track engagement progress for multiple entities.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de073-5ba1-70c8-bac4-240d60879f83/3", "deckHref": "/decks/019de073-5ba1-70c8-bac4-240d60879f83", "deckAnchorHref": "/decks/019de073-5ba1-70c8-bac4-240d60879f83#slide-3", "loopMatches": [], "arcBeatMatches": [ { "to": 5, "from": 1, "beatId": "f93ceea8-8d99-4841-ad6f-f2ee8f47d369", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Situation & Context", "beatSlug": "consultants-gambit-situation-context", "evidence": "The deck starts with an executive summary, outreach summary, and management presentation schedule.", "position": 0, "confidence": 0.8, "parentBeatName": "Setup", "parentBeatSlug": "setup" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de073-5ba1-70c8-bac4-240d60879f83", "docSlug": "2f899ca908580f81d1c9f0a4c9f489c1", "documentTitle": "Morgan Stanley | Investment Banking Pitch Book | 41 slides", "authorId": "morgan-stanley", "authorName": "Morgan Stanley", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "investment_bank", "sourceTypeLabel": "Investment bank", "presentationDate": "2022-08-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.2938006, "pageNumber": 4, "slideType": "data_table", "function": "summarize", "notes": "The table tracks progress across six stages: Connected, Earnings Pack, NDA Signed, MP Scheduled, Meeting Held, and Data Pack Sent.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de073-5ba1-70c8-bac4-240d60879f83/4", "deckHref": "/decks/019de073-5ba1-70c8-bac4-240d60879f83", "deckAnchorHref": "/decks/019de073-5ba1-70c8-bac4-240d60879f83#slide-4", "loopMatches": [], "arcBeatMatches": [ { "to": 5, "from": 1, "beatId": "f93ceea8-8d99-4841-ad6f-f2ee8f47d369", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Situation & Context", "beatSlug": "consultants-gambit-situation-context", "evidence": "The deck starts with an executive summary, outreach summary, and management presentation schedule.", "position": 0, "confidence": 0.8, "parentBeatName": "Setup", "parentBeatSlug": "setup" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de073-5ba1-70c8-bac4-240d60879f83", "docSlug": "2f899ca908580f81d1c9f0a4c9f489c1", "documentTitle": "Morgan Stanley | Investment Banking Pitch Book | 41 slides", "authorId": "morgan-stanley", "authorName": "Morgan Stanley", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "investment_bank", "sourceTypeLabel": "Investment bank", "presentationDate": "2022-08-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.2938006, "pageNumber": 5, "slideType": "timeline", "function": "plan_implementation", "notes": "The slide uses a calendar grid to track meeting dates and status of potential bidders.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de073-5ba1-70c8-bac4-240d60879f83/5", "deckHref": "/decks/019de073-5ba1-70c8-bac4-240d60879f83", "deckAnchorHref": "/decks/019de073-5ba1-70c8-bac4-240d60879f83#slide-5", "loopMatches": [], "arcBeatMatches": [ { "to": 5, "from": 1, "beatId": "f93ceea8-8d99-4841-ad6f-f2ee8f47d369", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Situation & Context", "beatSlug": "consultants-gambit-situation-context", "evidence": "The deck starts with an executive summary, outreach summary, and management presentation schedule.", "position": 0, "confidence": 0.8, "parentBeatName": "Setup", "parentBeatSlug": "setup" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de073-5ba1-70c8-bac4-240d60879f83", "docSlug": "2f899ca908580f81d1c9f0a4c9f489c1", "documentTitle": "Morgan Stanley | Investment Banking Pitch Book | 41 slides", "authorId": "morgan-stanley", "authorName": "Morgan Stanley", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "investment_bank", "sourceTypeLabel": "Investment bank", "presentationDate": "2022-08-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.2938006, "pageNumber": 6, "slideType": "timeline", "function": "plan_implementation", "notes": "Includes a vertical red line indicating a specific date (August 17th) and a grey vertical bar indicating a date (September 5th).", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de073-5ba1-70c8-bac4-240d60879f83/6", "deckHref": "/decks/019de073-5ba1-70c8-bac4-240d60879f83", "deckAnchorHref": "/decks/019de073-5ba1-70c8-bac4-240d60879f83#slide-6", "loopMatches": [], "arcBeatMatches": [ { "to": 12, "from": 6, "beatId": "a7ed7efc-78a5-4972-9d31-52061a1ee8cd", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Problem & Complication", "beatSlug": "consultants-gambit-problem-complication", "evidence": "The deck presents a standalone forecasts overview, valuation consideration, and case study highlighting the company's volatile performance.", "position": 1, "confidence": 0.8, "parentBeatName": "Complication", "parentBeatSlug": "complication" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de073-5ba1-70c8-bac4-240d60879f83", "docSlug": "2f899ca908580f81d1c9f0a4c9f489c1", "documentTitle": "Morgan Stanley | Investment Banking Pitch Book | 41 slides", "authorId": "morgan-stanley", "authorName": "Morgan Stanley", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "investment_bank", "sourceTypeLabel": "Investment bank", "presentationDate": "2022-08-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.2938006, "pageNumber": 7, "slideType": "section_divider", "function": "transition", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de073-5ba1-70c8-bac4-240d60879f83/7", "deckHref": "/decks/019de073-5ba1-70c8-bac4-240d60879f83", "deckAnchorHref": "/decks/019de073-5ba1-70c8-bac4-240d60879f83#slide-7", "loopMatches": [], "arcBeatMatches": [ { "to": 12, "from": 6, "beatId": "a7ed7efc-78a5-4972-9d31-52061a1ee8cd", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Problem & Complication", "beatSlug": "consultants-gambit-problem-complication", "evidence": "The deck presents a standalone forecasts overview, valuation consideration, and case study highlighting the company's volatile performance.", "position": 1, "confidence": 0.8, "parentBeatName": "Complication", "parentBeatSlug": "complication" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de073-5ba1-70c8-bac4-240d60879f83", "docSlug": "2f899ca908580f81d1c9f0a4c9f489c1", "documentTitle": "Morgan Stanley | Investment Banking Pitch Book | 41 slides", "authorId": "morgan-stanley", "authorName": "Morgan Stanley", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "investment_bank", "sourceTypeLabel": "Investment bank", "presentationDate": "2022-08-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.2938006, "pageNumber": 8, "slideType": "comparison_table", "function": "compare_options", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de073-5ba1-70c8-bac4-240d60879f83/8", "deckHref": "/decks/019de073-5ba1-70c8-bac4-240d60879f83", "deckAnchorHref": "/decks/019de073-5ba1-70c8-bac4-240d60879f83#slide-8", "loopMatches": [], "arcBeatMatches": [ { "to": 12, "from": 6, "beatId": "a7ed7efc-78a5-4972-9d31-52061a1ee8cd", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Problem & Complication", "beatSlug": "consultants-gambit-problem-complication", "evidence": "The deck presents a standalone forecasts overview, valuation consideration, and case study highlighting the company's volatile performance.", "position": 1, "confidence": 0.8, "parentBeatName": "Complication", "parentBeatSlug": "complication" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de073-5ba1-70c8-bac4-240d60879f83", "docSlug": "2f899ca908580f81d1c9f0a4c9f489c1", "documentTitle": "Morgan Stanley | Investment Banking Pitch Book | 41 slides", "authorId": "morgan-stanley", "authorName": "Morgan Stanley", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "investment_bank", "sourceTypeLabel": "Investment bank", "presentationDate": "2022-08-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.2938006, "pageNumber": 9, "slideType": "comparison_table", "function": "compare_options", "notes": "The slide compares historical actuals (black) with Street estimates (dashed blue) and Management forecasts (solid green).", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de073-5ba1-70c8-bac4-240d60879f83/9", "deckHref": "/decks/019de073-5ba1-70c8-bac4-240d60879f83", "deckAnchorHref": "/decks/019de073-5ba1-70c8-bac4-240d60879f83#slide-9", "loopMatches": [], "arcBeatMatches": [ { "to": 12, "from": 6, "beatId": "a7ed7efc-78a5-4972-9d31-52061a1ee8cd", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Problem & Complication", "beatSlug": "consultants-gambit-problem-complication", "evidence": "The deck presents a standalone forecasts overview, valuation consideration, and case study highlighting the company's volatile performance.", "position": 1, "confidence": 0.8, "parentBeatName": "Complication", "parentBeatSlug": "complication" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de073-5ba1-70c8-bac4-240d60879f83", "docSlug": "2f899ca908580f81d1c9f0a4c9f489c1", "documentTitle": "Morgan Stanley | Investment Banking Pitch Book | 41 slides", "authorId": "morgan-stanley", "authorName": "Morgan Stanley", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "investment_bank", "sourceTypeLabel": "Investment bank", "presentationDate": "2022-08-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.2938006, "pageNumber": 10, "slideType": "financial_analysis", "function": "compare_options", "notes": "Street financials represent Thomson consensus as of 8/12/2022; Management reflects forecast provided by Management on 8/12/2022.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de073-5ba1-70c8-bac4-240d60879f83/10", "deckHref": "/decks/019de073-5ba1-70c8-bac4-240d60879f83", "deckAnchorHref": "/decks/019de073-5ba1-70c8-bac4-240d60879f83#slide-10", "loopMatches": [], "arcBeatMatches": [ { "to": 12, "from": 6, "beatId": "a7ed7efc-78a5-4972-9d31-52061a1ee8cd", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Problem & Complication", "beatSlug": "consultants-gambit-problem-complication", "evidence": "The deck presents a standalone forecasts overview, valuation consideration, and case study highlighting the company's volatile performance.", "position": 1, "confidence": 0.8, "parentBeatName": "Complication", "parentBeatSlug": "complication" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de073-5ba1-70c8-bac4-240d60879f83", "docSlug": "2f899ca908580f81d1c9f0a4c9f489c1", "documentTitle": "Morgan Stanley | Investment Banking Pitch Book | 41 slides", "authorId": "morgan-stanley", "authorName": "Morgan Stanley", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "investment_bank", "sourceTypeLabel": "Investment bank", "presentationDate": "2022-08-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.2938006, "pageNumber": 11, "slideType": "section_divider", "function": "transition", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de073-5ba1-70c8-bac4-240d60879f83/11", "deckHref": "/decks/019de073-5ba1-70c8-bac4-240d60879f83", "deckAnchorHref": "/decks/019de073-5ba1-70c8-bac4-240d60879f83#slide-11", "loopMatches": [], "arcBeatMatches": [ { "to": 12, "from": 6, "beatId": "a7ed7efc-78a5-4972-9d31-52061a1ee8cd", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Problem & Complication", "beatSlug": "consultants-gambit-problem-complication", "evidence": "The deck presents a standalone forecasts overview, valuation consideration, and case study highlighting the company's volatile performance.", "position": 1, "confidence": 0.8, "parentBeatName": "Complication", "parentBeatSlug": "complication" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de073-5ba1-70c8-bac4-240d60879f83", "docSlug": "2f899ca908580f81d1c9f0a4c9f489c1", "documentTitle": "Morgan Stanley | Investment Banking Pitch Book | 41 slides", "authorId": "morgan-stanley", "authorName": "Morgan Stanley", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "investment_bank", "sourceTypeLabel": "Investment bank", "presentationDate": "2022-08-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.2938006, "pageNumber": 12, "slideType": "case_study", "function": "illustrate_case", "notes": "The slide uses a dual-axis chart (price and volume) with callout boxes for specific dates and events.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de073-5ba1-70c8-bac4-240d60879f83/12", "deckHref": "/decks/019de073-5ba1-70c8-bac4-240d60879f83", "deckAnchorHref": "/decks/019de073-5ba1-70c8-bac4-240d60879f83#slide-12", "loopMatches": [ { "to": 14, "from": 12, "name": "Analogy", "slug": "08-analogy", "bestFor": "Complex concepts, new markets, technical explanations for non-experts", "matchId": "15850168-53d1-4674-a90c-69f671240f16", "evidence": "The deck uses peer benchmarking to analyze the company's valuation multiples.", "position": 0, "objective": "To compare the company's valuation multiples with peers.", "structure": "The Familiar Domain -> Key Parallel -> Applied to Our Situation -> Insight", "confidence": 0.6, "description": "Explain the unfamiliar through a well-understood parallel domain" } ], "arcBeatMatches": [ { "to": 12, "from": 6, "beatId": "a7ed7efc-78a5-4972-9d31-52061a1ee8cd", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Problem & Complication", "beatSlug": "consultants-gambit-problem-complication", "evidence": "The deck presents a standalone forecasts overview, valuation consideration, and case study highlighting the company's volatile performance.", "position": 1, "confidence": 0.8, "parentBeatName": "Complication", "parentBeatSlug": "complication" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de073-5ba1-70c8-bac4-240d60879f83", "docSlug": "2f899ca908580f81d1c9f0a4c9f489c1", "documentTitle": "Morgan Stanley | Investment Banking Pitch Book | 41 slides", "authorId": "morgan-stanley", "authorName": "Morgan Stanley", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "investment_bank", "sourceTypeLabel": "Investment bank", "presentationDate": "2022-08-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.2938006, "pageNumber": 13, "slideType": "peer_benchmark", "function": "compare_peers", "notes": "The chart shows Orange outperforming its peer groups and the S&P 500 since its IPO.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de073-5ba1-70c8-bac4-240d60879f83/13", "deckHref": "/decks/019de073-5ba1-70c8-bac4-240d60879f83", "deckAnchorHref": "/decks/019de073-5ba1-70c8-bac4-240d60879f83#slide-13", "loopMatches": [ { "to": 14, "from": 12, "name": "Analogy", "slug": "08-analogy", "bestFor": "Complex concepts, new markets, technical explanations for non-experts", "matchId": "15850168-53d1-4674-a90c-69f671240f16", "evidence": "The deck uses peer benchmarking to analyze the company's valuation multiples.", "position": 0, "objective": "To compare the company's valuation multiples with peers.", "structure": "The Familiar Domain -> Key Parallel -> Applied to Our Situation -> Insight", "confidence": 0.6, "description": "Explain the unfamiliar through a well-understood parallel domain" } ], "arcBeatMatches": [ { "to": 20, "from": 13, "beatId": "4687611a-078c-4c22-af96-780774dc04aa", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Evidence & Proof", "beatSlug": "consultants-gambit-evidence-proof", "evidence": "The deck provides peer benchmarking, financial analysis, and preliminary valuation summary.", "position": 2, "confidence": 0.8, "parentBeatName": "Evidence", "parentBeatSlug": "evidence" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de073-5ba1-70c8-bac4-240d60879f83", "docSlug": "2f899ca908580f81d1c9f0a4c9f489c1", "documentTitle": "Morgan Stanley | Investment Banking Pitch Book | 41 slides", "authorId": "morgan-stanley", "authorName": "Morgan Stanley", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "investment_bank", "sourceTypeLabel": "Investment bank", "presentationDate": "2022-08-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.2938006, "pageNumber": 14, "slideType": "peer_benchmark", "function": "compare_peers", "notes": "The slide shows a clear trend of multiple compression and convergence across all three categories.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de073-5ba1-70c8-bac4-240d60879f83/14", "deckHref": "/decks/019de073-5ba1-70c8-bac4-240d60879f83", "deckAnchorHref": "/decks/019de073-5ba1-70c8-bac4-240d60879f83#slide-14", "loopMatches": [ { "to": 14, "from": 12, "name": "Analogy", "slug": "08-analogy", "bestFor": "Complex concepts, new markets, technical explanations for non-experts", "matchId": "15850168-53d1-4674-a90c-69f671240f16", "evidence": "The deck uses peer benchmarking to analyze the company's valuation multiples.", "position": 0, "objective": "To compare the company's valuation multiples with peers.", "structure": "The Familiar Domain -> Key Parallel -> Applied to Our Situation -> Insight", "confidence": 0.6, "description": "Explain the unfamiliar through a well-understood parallel domain" } ], "arcBeatMatches": [ { "to": 20, "from": 13, "beatId": "4687611a-078c-4c22-af96-780774dc04aa", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Evidence & Proof", "beatSlug": "consultants-gambit-evidence-proof", "evidence": "The deck provides peer benchmarking, financial analysis, and preliminary valuation summary.", "position": 2, "confidence": 0.8, "parentBeatName": "Evidence", "parentBeatSlug": "evidence" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de073-5ba1-70c8-bac4-240d60879f83", "docSlug": "2f899ca908580f81d1c9f0a4c9f489c1", "documentTitle": "Morgan Stanley | Investment Banking Pitch Book | 41 slides", "authorId": "morgan-stanley", "authorName": "Morgan Stanley", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "investment_bank", "sourceTypeLabel": "Investment bank", "presentationDate": "2022-08-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.2938006, "pageNumber": 15, "slideType": "industry_trends", "function": "analyze_data", "notes": "The slide compares 'Top 5 Software' vs 'All Software' multiples, with a summary table of averages across different economic periods.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de073-5ba1-70c8-bac4-240d60879f83/15", "deckHref": "/decks/019de073-5ba1-70c8-bac4-240d60879f83", "deckAnchorHref": "/decks/019de073-5ba1-70c8-bac4-240d60879f83#slide-15", "loopMatches": [], "arcBeatMatches": [ { "to": 20, "from": 13, "beatId": "4687611a-078c-4c22-af96-780774dc04aa", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Evidence & Proof", "beatSlug": "consultants-gambit-evidence-proof", "evidence": "The deck provides peer benchmarking, financial analysis, and preliminary valuation summary.", "position": 2, "confidence": 0.8, "parentBeatName": "Evidence", "parentBeatSlug": "evidence" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de073-5ba1-70c8-bac4-240d60879f83", "docSlug": "2f899ca908580f81d1c9f0a4c9f489c1", "documentTitle": "Morgan Stanley | Investment Banking Pitch Book | 41 slides", "authorId": "morgan-stanley", "authorName": "Morgan Stanley", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "investment_bank", "sourceTypeLabel": "Investment bank", "presentationDate": "2022-08-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.2938006, "pageNumber": 16, "slideType": "financial_analysis", "function": "quantify_impact", "notes": "The slide uses a football field chart to visualize valuation ranges across different metrics and scenarios.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de073-5ba1-70c8-bac4-240d60879f83/16", "deckHref": "/decks/019de073-5ba1-70c8-bac4-240d60879f83", "deckAnchorHref": "/decks/019de073-5ba1-70c8-bac4-240d60879f83#slide-16", "loopMatches": [], "arcBeatMatches": [ { "to": 20, "from": 13, "beatId": "4687611a-078c-4c22-af96-780774dc04aa", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Evidence & Proof", "beatSlug": "consultants-gambit-evidence-proof", "evidence": "The deck provides peer benchmarking, financial analysis, and preliminary valuation summary.", "position": 2, "confidence": 0.8, "parentBeatName": "Evidence", "parentBeatSlug": "evidence" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de073-5ba1-70c8-bac4-240d60879f83", "docSlug": "2f899ca908580f81d1c9f0a4c9f489c1", "documentTitle": "Morgan Stanley | Investment Banking Pitch Book | 41 slides", "authorId": "morgan-stanley", "authorName": "Morgan Stanley", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "investment_bank", "sourceTypeLabel": "Investment bank", "presentationDate": "2022-08-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.2938006, "pageNumber": 17, "slideType": "appendix_data", "function": "analyze_data", "notes": "Data as of 8/12/2022.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de073-5ba1-70c8-bac4-240d60879f83/17", "deckHref": "/decks/019de073-5ba1-70c8-bac4-240d60879f83", "deckAnchorHref": "/decks/019de073-5ba1-70c8-bac4-240d60879f83#slide-17", "loopMatches": [], "arcBeatMatches": [ { "to": 20, "from": 13, "beatId": "4687611a-078c-4c22-af96-780774dc04aa", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Evidence & Proof", "beatSlug": "consultants-gambit-evidence-proof", "evidence": "The deck provides peer benchmarking, financial analysis, and preliminary valuation summary.", "position": 2, "confidence": 0.8, "parentBeatName": "Evidence", "parentBeatSlug": "evidence" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de073-5ba1-70c8-bac4-240d60879f83", "docSlug": "2f899ca908580f81d1c9f0a4c9f489c1", "documentTitle": "Morgan Stanley | Investment Banking Pitch Book | 41 slides", "authorId": "morgan-stanley", "authorName": "Morgan Stanley", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "investment_bank", "sourceTypeLabel": "Investment bank", "presentationDate": "2022-08-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.2938006, "pageNumber": 18, "slideType": "peer_benchmark", "function": "compare_peers", "notes": "Includes median benchmarks for peer groups; some data points marked as N.M. (Not Meaningful).", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de073-5ba1-70c8-bac4-240d60879f83/18", "deckHref": "/decks/019de073-5ba1-70c8-bac4-240d60879f83", "deckAnchorHref": "/decks/019de073-5ba1-70c8-bac4-240d60879f83#slide-18", "loopMatches": [], "arcBeatMatches": [ { "to": 20, "from": 13, "beatId": "4687611a-078c-4c22-af96-780774dc04aa", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Evidence & Proof", "beatSlug": "consultants-gambit-evidence-proof", "evidence": "The deck provides peer benchmarking, financial analysis, and preliminary valuation summary.", "position": 2, "confidence": 0.8, "parentBeatName": "Evidence", "parentBeatSlug": "evidence" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de073-5ba1-70c8-bac4-240d60879f83", "docSlug": "2f899ca908580f81d1c9f0a4c9f489c1", "documentTitle": "Morgan Stanley | Investment Banking Pitch Book | 41 slides", "authorId": "morgan-stanley", "authorName": "Morgan Stanley", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "investment_bank", "sourceTypeLabel": "Investment bank", "presentationDate": "2022-08-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.2938006, "pageNumber": 19, "slideType": "peer_benchmark", "function": "compare_peers", "notes": "The slide compares valuation multiples (AV/Revenue) against two different independent variables to assess the impact of FCF margin on valuation.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de073-5ba1-70c8-bac4-240d60879f83/19", "deckHref": "/decks/019de073-5ba1-70c8-bac4-240d60879f83", "deckAnchorHref": "/decks/019de073-5ba1-70c8-bac4-240d60879f83#slide-19", "loopMatches": [], "arcBeatMatches": [ { "to": 20, "from": 13, "beatId": "4687611a-078c-4c22-af96-780774dc04aa", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Evidence & Proof", "beatSlug": "consultants-gambit-evidence-proof", "evidence": "The deck provides peer benchmarking, financial analysis, and preliminary valuation summary.", "position": 2, "confidence": 0.8, "parentBeatName": "Evidence", "parentBeatSlug": "evidence" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de073-5ba1-70c8-bac4-240d60879f83", "docSlug": "2f899ca908580f81d1c9f0a4c9f489c1", "documentTitle": "Morgan Stanley | Investment Banking Pitch Book | 41 slides", "authorId": "morgan-stanley", "authorName": "Morgan Stanley", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "investment_bank", "sourceTypeLabel": "Investment bank", "presentationDate": "2022-08-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.2938006, "pageNumber": 20, "slideType": "peer_benchmark", "function": "compare_peers", "notes": "The slide uses color-coding to distinguish between Orange estimates (orange), High Growth Software (teal), and High Growth Security (purple) companies.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de073-5ba1-70c8-bac4-240d60879f83/20", "deckHref": "/decks/019de073-5ba1-70c8-bac4-240d60879f83", "deckAnchorHref": "/decks/019de073-5ba1-70c8-bac4-240d60879f83#slide-20", "loopMatches": [], "arcBeatMatches": [ { "to": 20, "from": 13, "beatId": "4687611a-078c-4c22-af96-780774dc04aa", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Evidence & Proof", "beatSlug": "consultants-gambit-evidence-proof", "evidence": "The deck provides peer benchmarking, financial analysis, and preliminary valuation summary.", "position": 2, "confidence": 0.8, "parentBeatName": "Evidence", "parentBeatSlug": "evidence" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de073-5ba1-70c8-bac4-240d60879f83", "docSlug": "2f899ca908580f81d1c9f0a4c9f489c1", "documentTitle": "Morgan Stanley | Investment Banking Pitch Book | 41 slides", "authorId": "morgan-stanley", "authorName": "Morgan Stanley", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "investment_bank", "sourceTypeLabel": "Investment bank", "presentationDate": "2022-08-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.2938006, "pageNumber": 21, "slideType": "financial_analysis", "function": "quantify_impact", "notes": "Includes sensitivity analysis on NTM multiples and discounted future share price calculations.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de073-5ba1-70c8-bac4-240d60879f83/21", "deckHref": "/decks/019de073-5ba1-70c8-bac4-240d60879f83", "deckAnchorHref": "/decks/019de073-5ba1-70c8-bac4-240d60879f83#slide-21", "loopMatches": [], "arcBeatMatches": [ { "to": 26, "from": 21, "beatId": "c6d76f0b-90d0-41d7-a4c8-ee8e9b02887d", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Impact & Next Steps", "beatSlug": "consultants-gambit-impact-next-steps", "evidence": "The deck presents an illustrative valuation matrix, precedent software transaction multiples, and initial market pull-back data.", "position": 3, "confidence": 0.8, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de073-5ba1-70c8-bac4-240d60879f83", "docSlug": "2f899ca908580f81d1c9f0a4c9f489c1", "documentTitle": "Morgan Stanley | Investment Banking Pitch Book | 41 slides", "authorId": "morgan-stanley", "authorName": "Morgan Stanley", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "investment_bank", "sourceTypeLabel": "Investment bank", "presentationDate": "2022-08-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.2938006, "pageNumber": 22, "slideType": "financial_analysis", "function": "quantify_impact", "notes": "The slide uses a DCF-based valuation approach to derive share price, discounting back from Dec 2024 to Aug 2022.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de073-5ba1-70c8-bac4-240d60879f83/22", "deckHref": "/decks/019de073-5ba1-70c8-bac4-240d60879f83", "deckAnchorHref": "/decks/019de073-5ba1-70c8-bac4-240d60879f83#slide-22", "loopMatches": [], "arcBeatMatches": [ { "to": 26, "from": 21, "beatId": "c6d76f0b-90d0-41d7-a4c8-ee8e9b02887d", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Impact & Next Steps", "beatSlug": "consultants-gambit-impact-next-steps", "evidence": "The deck presents an illustrative valuation matrix, precedent software transaction multiples, and initial market pull-back data.", "position": 3, "confidence": 0.8, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de073-5ba1-70c8-bac4-240d60879f83", "docSlug": "2f899ca908580f81d1c9f0a4c9f489c1", "documentTitle": "Morgan Stanley | Investment Banking Pitch Book | 41 slides", "authorId": "morgan-stanley", "authorName": "Morgan Stanley", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "investment_bank", "sourceTypeLabel": "Investment bank", "presentationDate": "2022-08-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.2938006, "pageNumber": 23, "slideType": "appendix_data", "function": "cite_precedent", "notes": "The chart highlights 'Orange' at 8.8x and shows a median of 7.7x.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de073-5ba1-70c8-bac4-240d60879f83/23", "deckHref": "/decks/019de073-5ba1-70c8-bac4-240d60879f83", "deckAnchorHref": "/decks/019de073-5ba1-70c8-bac4-240d60879f83#slide-23", "loopMatches": [], "arcBeatMatches": [ { "to": 26, "from": 21, "beatId": "c6d76f0b-90d0-41d7-a4c8-ee8e9b02887d", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Impact & Next Steps", "beatSlug": "consultants-gambit-impact-next-steps", "evidence": "The deck presents an illustrative valuation matrix, precedent software transaction multiples, and initial market pull-back data.", "position": 3, "confidence": 0.8, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de073-5ba1-70c8-bac4-240d60879f83", "docSlug": "2f899ca908580f81d1c9f0a4c9f489c1", "documentTitle": "Morgan Stanley | Investment Banking Pitch Book | 41 slides", "authorId": "morgan-stanley", "authorName": "Morgan Stanley", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "investment_bank", "sourceTypeLabel": "Investment bank", "presentationDate": "2022-08-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.2938006, "pageNumber": 24, "slideType": "appendix_data", "function": "cite_precedent", "notes": "Transaction data as of August 2022; excludes withdrawn deals.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de073-5ba1-70c8-bac4-240d60879f83/24", "deckHref": "/decks/019de073-5ba1-70c8-bac4-240d60879f83", "deckAnchorHref": "/decks/019de073-5ba1-70c8-bac4-240d60879f83#slide-24", "loopMatches": [], "arcBeatMatches": [ { "to": 26, "from": 21, "beatId": "c6d76f0b-90d0-41d7-a4c8-ee8e9b02887d", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Impact & Next Steps", "beatSlug": "consultants-gambit-impact-next-steps", "evidence": "The deck presents an illustrative valuation matrix, precedent software transaction multiples, and initial market pull-back data.", "position": 3, "confidence": 0.8, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de073-5ba1-70c8-bac4-240d60879f83", "docSlug": "2f899ca908580f81d1c9f0a4c9f489c1", "documentTitle": "Morgan Stanley | Investment Banking Pitch Book | 41 slides", "authorId": "morgan-stanley", "authorName": "Morgan Stanley", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "investment_bank", "sourceTypeLabel": "Investment bank", "presentationDate": "2022-08-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.2938006, "pageNumber": 25, "slideType": "data_table", "function": "cite_precedent", "notes": "The table includes deal size, date, consideration, activist involvement, premium, NTM revenue growth, NTM LFCF margin, Rule of 40, and NTM purchase revenue multiple.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de073-5ba1-70c8-bac4-240d60879f83/25", "deckHref": "/decks/019de073-5ba1-70c8-bac4-240d60879f83", "deckAnchorHref": "/decks/019de073-5ba1-70c8-bac4-240d60879f83#slide-25", "loopMatches": [ { "to": 26, "from": 25, "name": "Cost Of Inaction", "slug": "27-cost-of-inaction", "bestFor": "Urgent budget requests, compliance, risk mitigation", "matchId": "ddedadc8-9dc1-4486-8ea9-44e3f37ffe33", "evidence": "The deck presents data on the initial market pull-back and its effects on M&A activity.", "position": 1, "objective": "To highlight the impact of the initial market pull-back on sponsor M&A activity.", "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": 26, "from": 21, "beatId": "c6d76f0b-90d0-41d7-a4c8-ee8e9b02887d", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Impact & Next Steps", "beatSlug": "consultants-gambit-impact-next-steps", "evidence": "The deck presents an illustrative valuation matrix, precedent software transaction multiples, and initial market pull-back data.", "position": 3, "confidence": 0.8, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de073-5ba1-70c8-bac4-240d60879f83", "docSlug": "2f899ca908580f81d1c9f0a4c9f489c1", "documentTitle": "Morgan Stanley | Investment Banking Pitch Book | 41 slides", "authorId": "morgan-stanley", "authorName": "Morgan Stanley", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "investment_bank", "sourceTypeLabel": "Investment bank", "presentationDate": "2022-08-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.2938006, "pageNumber": 26, "slideType": "data_table", "function": "analyze_data", "notes": "Includes annotations regarding post-earnings changes in price targets and revenue estimates.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de073-5ba1-70c8-bac4-240d60879f83/26", "deckHref": "/decks/019de073-5ba1-70c8-bac4-240d60879f83", "deckAnchorHref": "/decks/019de073-5ba1-70c8-bac4-240d60879f83#slide-26", "loopMatches": [ { "to": 26, "from": 25, "name": "Cost Of Inaction", "slug": "27-cost-of-inaction", "bestFor": "Urgent budget requests, compliance, risk mitigation", "matchId": "ddedadc8-9dc1-4486-8ea9-44e3f37ffe33", "evidence": "The deck presents data on the initial market pull-back and its effects on M&A activity.", "position": 1, "objective": "To highlight the impact of the initial market pull-back on sponsor M&A activity.", "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": 26, "from": 21, "beatId": "c6d76f0b-90d0-41d7-a4c8-ee8e9b02887d", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Impact & Next Steps", "beatSlug": "consultants-gambit-impact-next-steps", "evidence": "The deck presents an illustrative valuation matrix, precedent software transaction multiples, and initial market pull-back data.", "position": 3, "confidence": 0.8, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de073-5ba1-70c8-bac4-240d60879f83", "docSlug": "2f899ca908580f81d1c9f0a4c9f489c1", "documentTitle": "Morgan Stanley | Investment Banking Pitch Book | 41 slides", "authorId": "morgan-stanley", "authorName": "Morgan Stanley", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "investment_bank", "sourceTypeLabel": "Investment bank", "presentationDate": "2022-08-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.2938006, "pageNumber": 27, "slideType": "appendix", "function": "appendix", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de073-5ba1-70c8-bac4-240d60879f83/27", "deckHref": "/decks/019de073-5ba1-70c8-bac4-240d60879f83", "deckAnchorHref": "/decks/019de073-5ba1-70c8-bac4-240d60879f83#slide-27", "loopMatches": [], "arcBeatMatches": [ { "to": 41, "from": 27, "beatId": "0dc86bcd-e2ce-4835-979a-3cdc0bb2ad6e", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Solution & Approach", "beatSlug": "consultants-gambit-solution-approach", "evidence": "The deck provides appendix data, adjusted EBITDA to free cash flow reconciliation, and WACC calculation.", "position": 4, "confidence": 0.8, "parentBeatName": "Turn", "parentBeatSlug": "turn" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de073-5ba1-70c8-bac4-240d60879f83", "docSlug": "2f899ca908580f81d1c9f0a4c9f489c1", "documentTitle": "Morgan Stanley | Investment Banking Pitch Book | 41 slides", "authorId": "morgan-stanley", "authorName": "Morgan Stanley", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "investment_bank", "sourceTypeLabel": "Investment bank", "presentationDate": "2022-08-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.2938006, "pageNumber": 28, "slideType": "appendix_data", "function": "analyze_data", "notes": "The slide uses a waterfall chart structure to show the bridge between EBITDA and FCF, including NWC changes and capital expenditures.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de073-5ba1-70c8-bac4-240d60879f83/28", "deckHref": "/decks/019de073-5ba1-70c8-bac4-240d60879f83", "deckAnchorHref": "/decks/019de073-5ba1-70c8-bac4-240d60879f83#slide-28", "loopMatches": [], "arcBeatMatches": [ { "to": 41, "from": 27, "beatId": "0dc86bcd-e2ce-4835-979a-3cdc0bb2ad6e", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Solution & Approach", "beatSlug": "consultants-gambit-solution-approach", "evidence": "The deck provides appendix data, adjusted EBITDA to free cash flow reconciliation, and WACC calculation.", "position": 4, "confidence": 0.8, "parentBeatName": "Turn", "parentBeatSlug": "turn" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de073-5ba1-70c8-bac4-240d60879f83", "docSlug": "2f899ca908580f81d1c9f0a4c9f489c1", "documentTitle": "Morgan Stanley | Investment Banking Pitch Book | 41 slides", "authorId": "morgan-stanley", "authorName": "Morgan Stanley", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "investment_bank", "sourceTypeLabel": "Investment bank", "presentationDate": "2022-08-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.2938006, "pageNumber": 29, "slideType": "financial_analysis", "function": "quantify_impact", "notes": "The slide uses a waterfall chart structure to show the bridge from EBITDA to FCF, including NWC changes and capital expenditures.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de073-5ba1-70c8-bac4-240d60879f83/29", "deckHref": "/decks/019de073-5ba1-70c8-bac4-240d60879f83", "deckAnchorHref": "/decks/019de073-5ba1-70c8-bac4-240d60879f83#slide-29", "loopMatches": [], "arcBeatMatches": [ { "to": 41, "from": 27, "beatId": "0dc86bcd-e2ce-4835-979a-3cdc0bb2ad6e", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Solution & Approach", "beatSlug": "consultants-gambit-solution-approach", "evidence": "The deck provides appendix data, adjusted EBITDA to free cash flow reconciliation, and WACC calculation.", "position": 4, "confidence": 0.8, "parentBeatName": "Turn", "parentBeatSlug": "turn" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de073-5ba1-70c8-bac4-240d60879f83", "docSlug": "2f899ca908580f81d1c9f0a4c9f489c1", "documentTitle": "Morgan Stanley | Investment Banking Pitch Book | 41 slides", "authorId": "morgan-stanley", "authorName": "Morgan Stanley", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "investment_bank", "sourceTypeLabel": "Investment bank", "presentationDate": "2022-08-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.2938006, "pageNumber": 30, "slideType": "data_table", "function": "analyze_data", "notes": "The chart displays the count of weeks falling into specific percentage change buckets.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de073-5ba1-70c8-bac4-240d60879f83/30", "deckHref": "/decks/019de073-5ba1-70c8-bac4-240d60879f83", "deckAnchorHref": "/decks/019de073-5ba1-70c8-bac4-240d60879f83#slide-30", "loopMatches": [], "arcBeatMatches": [ { "to": 41, "from": 27, "beatId": "0dc86bcd-e2ce-4835-979a-3cdc0bb2ad6e", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Solution & Approach", "beatSlug": "consultants-gambit-solution-approach", "evidence": "The deck provides appendix data, adjusted EBITDA to free cash flow reconciliation, and WACC calculation.", "position": 4, "confidence": 0.8, "parentBeatName": "Turn", "parentBeatSlug": "turn" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de073-5ba1-70c8-bac4-240d60879f83", "docSlug": "2f899ca908580f81d1c9f0a4c9f489c1", "documentTitle": "Morgan Stanley | Investment Banking Pitch Book | 41 slides", "authorId": "morgan-stanley", "authorName": "Morgan Stanley", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "investment_bank", "sourceTypeLabel": "Investment bank", "presentationDate": "2022-08-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.2938006, "pageNumber": 31, "slideType": "peer_benchmark", "function": "compare_peers", "notes": "The slide uses a color-coded bar chart approach to compare Orange's management and street estimates against a peer group of software and security companies.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de073-5ba1-70c8-bac4-240d60879f83/31", "deckHref": "/decks/019de073-5ba1-70c8-bac4-240d60879f83", "deckAnchorHref": "/decks/019de073-5ba1-70c8-bac4-240d60879f83#slide-31", "loopMatches": [], "arcBeatMatches": [ { "to": 41, "from": 27, "beatId": "0dc86bcd-e2ce-4835-979a-3cdc0bb2ad6e", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Solution & Approach", "beatSlug": "consultants-gambit-solution-approach", "evidence": "The deck provides appendix data, adjusted EBITDA to free cash flow reconciliation, and WACC calculation.", "position": 4, "confidence": 0.8, "parentBeatName": "Turn", "parentBeatSlug": "turn" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de073-5ba1-70c8-bac4-240d60879f83", "docSlug": "2f899ca908580f81d1c9f0a4c9f489c1", "documentTitle": "Morgan Stanley | Investment Banking Pitch Book | 41 slides", "authorId": "morgan-stanley", "authorName": "Morgan Stanley", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "investment_bank", "sourceTypeLabel": "Investment bank", "presentationDate": "2022-08-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.2938006, "pageNumber": 32, "slideType": "financial_analysis", "function": "analyze_data", "notes": "The slide shows a sensitivity analysis of share price based on NTM revenue multiples, comparing raw future price vs. discounted price.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de073-5ba1-70c8-bac4-240d60879f83/32", "deckHref": "/decks/019de073-5ba1-70c8-bac4-240d60879f83", "deckAnchorHref": "/decks/019de073-5ba1-70c8-bac4-240d60879f83#slide-32", "loopMatches": [], "arcBeatMatches": [ { "to": 41, "from": 27, "beatId": "0dc86bcd-e2ce-4835-979a-3cdc0bb2ad6e", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Solution & Approach", "beatSlug": "consultants-gambit-solution-approach", "evidence": "The deck provides appendix data, adjusted EBITDA to free cash flow reconciliation, and WACC calculation.", "position": 4, "confidence": 0.8, "parentBeatName": "Turn", "parentBeatSlug": "turn" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de073-5ba1-70c8-bac4-240d60879f83", "docSlug": "2f899ca908580f81d1c9f0a4c9f489c1", "documentTitle": "Morgan Stanley | Investment Banking Pitch Book | 41 slides", "authorId": "morgan-stanley", "authorName": "Morgan Stanley", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "investment_bank", "sourceTypeLabel": "Investment bank", "presentationDate": "2022-08-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.2938006, "pageNumber": 33, "slideType": "financial_analysis", "function": "analyze_data", "notes": "Includes a legend for valuation multiples and current share price; data is based on management case.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de073-5ba1-70c8-bac4-240d60879f83/33", "deckHref": "/decks/019de073-5ba1-70c8-bac4-240d60879f83", "deckAnchorHref": "/decks/019de073-5ba1-70c8-bac4-240d60879f83#slide-33", "loopMatches": [], "arcBeatMatches": [ { "to": 41, "from": 27, "beatId": "0dc86bcd-e2ce-4835-979a-3cdc0bb2ad6e", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Solution & Approach", "beatSlug": "consultants-gambit-solution-approach", "evidence": "The deck provides appendix data, adjusted EBITDA to free cash flow reconciliation, and WACC calculation.", "position": 4, "confidence": 0.8, "parentBeatName": "Turn", "parentBeatSlug": "turn" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de073-5ba1-70c8-bac4-240d60879f83", "docSlug": "2f899ca908580f81d1c9f0a4c9f489c1", "documentTitle": "Morgan Stanley | Investment Banking Pitch Book | 41 slides", "authorId": "morgan-stanley", "authorName": "Morgan Stanley", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "investment_bank", "sourceTypeLabel": "Investment bank", "presentationDate": "2022-08-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.2938006, "pageNumber": 34, "slideType": "kpi_dashboard", "function": "analyze_data", "notes": "Includes a table of broker targets, a stacked bar/line chart of analyst ratings vs share price, a pie chart of valuation methods, and a qualitative pros/cons matrix.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de073-5ba1-70c8-bac4-240d60879f83/34", "deckHref": "/decks/019de073-5ba1-70c8-bac4-240d60879f83", "deckAnchorHref": "/decks/019de073-5ba1-70c8-bac4-240d60879f83#slide-34", "loopMatches": [], "arcBeatMatches": [ { "to": 41, "from": 27, "beatId": "0dc86bcd-e2ce-4835-979a-3cdc0bb2ad6e", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Solution & Approach", "beatSlug": "consultants-gambit-solution-approach", "evidence": "The deck provides appendix data, adjusted EBITDA to free cash flow reconciliation, and WACC calculation.", "position": 4, "confidence": 0.8, "parentBeatName": "Turn", "parentBeatSlug": "turn" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de073-5ba1-70c8-bac4-240d60879f83", "docSlug": "2f899ca908580f81d1c9f0a4c9f489c1", "documentTitle": "Morgan Stanley | Investment Banking Pitch Book | 41 slides", "authorId": "morgan-stanley", "authorName": "Morgan Stanley", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "investment_bank", "sourceTypeLabel": "Investment bank", "presentationDate": "2022-08-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.2938006, "pageNumber": 35, "slideType": "data_table", "function": "quantify_impact", "notes": "The slide demonstrates a consistent pattern of outperforming market expectations.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de073-5ba1-70c8-bac4-240d60879f83/35", "deckHref": "/decks/019de073-5ba1-70c8-bac4-240d60879f83", "deckAnchorHref": "/decks/019de073-5ba1-70c8-bac4-240d60879f83#slide-35", "loopMatches": [], "arcBeatMatches": [ { "to": 41, "from": 27, "beatId": "0dc86bcd-e2ce-4835-979a-3cdc0bb2ad6e", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Solution & Approach", "beatSlug": "consultants-gambit-solution-approach", "evidence": "The deck provides appendix data, adjusted EBITDA to free cash flow reconciliation, and WACC calculation.", "position": 4, "confidence": 0.8, "parentBeatName": "Turn", "parentBeatSlug": "turn" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de073-5ba1-70c8-bac4-240d60879f83", "docSlug": "2f899ca908580f81d1c9f0a4c9f489c1", "documentTitle": "Morgan Stanley | Investment Banking Pitch Book | 41 slides", "authorId": "morgan-stanley", "authorName": "Morgan Stanley", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "investment_bank", "sourceTypeLabel": "Investment bank", "presentationDate": "2022-08-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.2938006, "pageNumber": 36, "slideType": "data_table", "function": "analyze_data", "notes": "The table covers CY19A through CY24E, detailing revenue, EBITDA, EBIT, and various cash flow adjustments.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de073-5ba1-70c8-bac4-240d60879f83/36", "deckHref": "/decks/019de073-5ba1-70c8-bac4-240d60879f83", "deckAnchorHref": "/decks/019de073-5ba1-70c8-bac4-240d60879f83#slide-36", "loopMatches": [ { "to": 37, "from": 36, "name": "Mece Breakdown", "slug": "40-mece-breakdown", "bestFor": "Problem structuring, ensuring completeness, strategic analysis", "matchId": "0d038787-369d-4a58-84fc-d0f0a3d7869b", "evidence": "The deck presents a detailed financial summary and analysis.", "position": 2, "objective": "To provide a preliminary Orange financial summary.", "structure": "The Whole -> Category A (distinct) -> Category B (distinct) -> Category C (distinct) -> Complete Coverage", "confidence": 0.6, "description": "Divide a complex topic into mutually exclusive, collectively exhaustive categories" } ], "arcBeatMatches": [ { "to": 41, "from": 27, "beatId": "0dc86bcd-e2ce-4835-979a-3cdc0bb2ad6e", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Solution & Approach", "beatSlug": "consultants-gambit-solution-approach", "evidence": "The deck provides appendix data, adjusted EBITDA to free cash flow reconciliation, and WACC calculation.", "position": 4, "confidence": 0.8, "parentBeatName": "Turn", "parentBeatSlug": "turn" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de073-5ba1-70c8-bac4-240d60879f83", "docSlug": "2f899ca908580f81d1c9f0a4c9f489c1", "documentTitle": "Morgan Stanley | Investment Banking Pitch Book | 41 slides", "authorId": "morgan-stanley", "authorName": "Morgan Stanley", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "investment_bank", "sourceTypeLabel": "Investment bank", "presentationDate": "2022-08-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.2938006, "pageNumber": 37, "slideType": "data_table", "function": "analyze_data", "notes": "The slide presents a multi-year financial forecast (CY19A-CY25E) including revenue, EBITDA, EBIT, and various cash flow line items.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de073-5ba1-70c8-bac4-240d60879f83/37", "deckHref": "/decks/019de073-5ba1-70c8-bac4-240d60879f83", "deckAnchorHref": "/decks/019de073-5ba1-70c8-bac4-240d60879f83#slide-37", "loopMatches": [ { "to": 37, "from": 36, "name": "Mece Breakdown", "slug": "40-mece-breakdown", "bestFor": "Problem structuring, ensuring completeness, strategic analysis", "matchId": "0d038787-369d-4a58-84fc-d0f0a3d7869b", "evidence": "The deck presents a detailed financial summary and analysis.", "position": 2, "objective": "To provide a preliminary Orange financial summary.", "structure": "The Whole -> Category A (distinct) -> Category B (distinct) -> Category C (distinct) -> Complete Coverage", "confidence": 0.6, "description": "Divide a complex topic into mutually exclusive, collectively exhaustive categories" } ], "arcBeatMatches": [ { "to": 41, "from": 27, "beatId": "0dc86bcd-e2ce-4835-979a-3cdc0bb2ad6e", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Solution & Approach", "beatSlug": "consultants-gambit-solution-approach", "evidence": "The deck provides appendix data, adjusted EBITDA to free cash flow reconciliation, and WACC calculation.", "position": 4, "confidence": 0.8, "parentBeatName": "Turn", "parentBeatSlug": "turn" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true } ] }