{ "kind": "all", "value": "all", "collectionKey": "slides:all:all:all-document-kinds:all-producers:all-orientations", "filters": { "documentKinds": [], "sourceTypes": [], "orientations": [] }, "total": 319975, "page": 5325, "pageSize": 60, "pageCount": 5333, "rows": [ { "docId": "019f6b8f-75cf-70d8-9ee2-063d0624916a", "docSlug": "jarvis-valueact-seven-i-holdings-presentation-february-2022", "documentTitle": "ValueAct Seven i Holdings Presentation February 2022", "authorId": "valueact-seven-i-holdings-presentation-february-2022", "authorName": null, "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2022-02-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 21, "slideType": "preempt_rebuttal", "function": "preempt_rebuttal", "notes": "Uses a screenshot of a news article as a primary evidence piece.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8f-75cf-70d8-9ee2-063d0624916a/21", "deckHref": "/decks/019f6b8f-75cf-70d8-9ee2-063d0624916a", "deckAnchorHref": "/decks/019f6b8f-75cf-70d8-9ee2-063d0624916a#slide-21", "loopMatches": [ { "to": 22, "from": 20, "name": "Cost Of Inaction", "slug": "27-cost-of-inaction", "bestFor": "Urgent budget requests, compliance, risk mitigation", "matchId": "3abbcf33-0d95-422f-a6b3-6e10fa3d6df3", "evidence": "The presentation agitates the problems, highlighting the urgent need for transformation and the consequences of not taking action", "position": 2, "objective": "To highlight the consequences of not taking action to transform the company", "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": 22, "from": 20, "beatId": "0f7b9b22-8d36-4334-a4b6-888e021fb229", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Agitate", "beatSlug": "problem-agitate-solution-agitate-make-it-worse", "evidence": "The presentation agitates the problems, highlighting the urgent need for transformation and the consequences of not taking action", "position": 1, "confidence": 0.9, "parentBeatName": "Development", "parentBeatSlug": "development" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8f-75cf-70d8-9ee2-063d0624916a", "docSlug": "jarvis-valueact-seven-i-holdings-presentation-february-2022", "documentTitle": "ValueAct Seven i Holdings Presentation February 2022", "authorId": "valueact-seven-i-holdings-presentation-february-2022", "authorName": null, "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2022-02-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 22, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "Uses a screenshot of a news article as evidence of competitive pressure.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8f-75cf-70d8-9ee2-063d0624916a/22", "deckHref": "/decks/019f6b8f-75cf-70d8-9ee2-063d0624916a", "deckAnchorHref": "/decks/019f6b8f-75cf-70d8-9ee2-063d0624916a#slide-22", "loopMatches": [ { "to": 22, "from": 20, "name": "Cost Of Inaction", "slug": "27-cost-of-inaction", "bestFor": "Urgent budget requests, compliance, risk mitigation", "matchId": "3abbcf33-0d95-422f-a6b3-6e10fa3d6df3", "evidence": "The presentation agitates the problems, highlighting the urgent need for transformation and the consequences of not taking action", "position": 2, "objective": "To highlight the consequences of not taking action to transform the company", "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": 22, "from": 20, "beatId": "0f7b9b22-8d36-4334-a4b6-888e021fb229", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Agitate", "beatSlug": "problem-agitate-solution-agitate-make-it-worse", "evidence": "The presentation agitates the problems, highlighting the urgent need for transformation and the consequences of not taking action", "position": 1, "confidence": 0.9, "parentBeatName": "Development", "parentBeatSlug": "development" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8f-75cf-70d8-9ee2-063d0624916a", "docSlug": "jarvis-valueact-seven-i-holdings-presentation-february-2022", "documentTitle": "ValueAct Seven i Holdings Presentation February 2022", "authorId": "valueact-seven-i-holdings-presentation-february-2022", "authorName": null, "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2022-02-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 23, "slideType": "thesis_headline", "function": "frame_situation", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8f-75cf-70d8-9ee2-063d0624916a/23", "deckHref": "/decks/019f6b8f-75cf-70d8-9ee2-063d0624916a", "deckAnchorHref": "/decks/019f6b8f-75cf-70d8-9ee2-063d0624916a#slide-23", "loopMatches": [ { "to": 39, "from": 23, "name": "Aha Moment", "slug": "03-aha-moment", "bestFor": "Data-heavy sections, research findings, analytical arguments", "matchId": "ba663183-885d-460d-933d-989bc10f0b79", "evidence": "The presentation provides a clear and detailed plan for transforming the company, including a four-step process and a governance transformation", "position": 0, "objective": "To understand the proposed solution to transform Seven & i Holdings", "structure": "The Problem/Question -> What the Data Shows -> The Insight", "confidence": 0.8, "description": "Establish a tension, present data, then deliver the insight that changes everything" } ], "arcBeatMatches": [ { "to": 39, "from": 23, "beatId": "26e121c1-8801-4178-be3d-62f089530007", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Solution", "beatSlug": "problem-agitate-solution-solution-provide-relief", "evidence": "The presentation provides a solution to transform the company, including a four-step process and a governance transformation", "position": 2, "confidence": 0.9, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8f-75cf-70d8-9ee2-063d0624916a", "docSlug": "jarvis-valueact-seven-i-holdings-presentation-february-2022", "documentTitle": "ValueAct Seven i Holdings Presentation February 2022", "authorId": "valueact-seven-i-holdings-presentation-february-2022", "authorName": null, "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2022-02-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 24, "slideType": "section_divider", "function": "transition", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8f-75cf-70d8-9ee2-063d0624916a/24", "deckHref": "/decks/019f6b8f-75cf-70d8-9ee2-063d0624916a", "deckAnchorHref": "/decks/019f6b8f-75cf-70d8-9ee2-063d0624916a#slide-24", "loopMatches": [ { "to": 39, "from": 23, "name": "Aha Moment", "slug": "03-aha-moment", "bestFor": "Data-heavy sections, research findings, analytical arguments", "matchId": "ba663183-885d-460d-933d-989bc10f0b79", "evidence": "The presentation provides a clear and detailed plan for transforming the company, including a four-step process and a governance transformation", "position": 0, "objective": "To understand the proposed solution to transform Seven & i Holdings", "structure": "The Problem/Question -> What the Data Shows -> The Insight", "confidence": 0.8, "description": "Establish a tension, present data, then deliver the insight that changes everything" } ], "arcBeatMatches": [ { "to": 39, "from": 23, "beatId": "26e121c1-8801-4178-be3d-62f089530007", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Solution", "beatSlug": "problem-agitate-solution-solution-provide-relief", "evidence": "The presentation provides a solution to transform the company, including a four-step process and a governance transformation", "position": 2, "confidence": 0.9, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8f-75cf-70d8-9ee2-063d0624916a", "docSlug": "jarvis-valueact-seven-i-holdings-presentation-february-2022", "documentTitle": "ValueAct Seven i Holdings Presentation February 2022", "authorId": "valueact-seven-i-holdings-presentation-february-2022", "authorName": null, "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2022-02-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 25, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "The slide uses a chronological list to build a narrative of management inaction and misrepresentation.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8f-75cf-70d8-9ee2-063d0624916a/25", "deckHref": "/decks/019f6b8f-75cf-70d8-9ee2-063d0624916a", "deckAnchorHref": "/decks/019f6b8f-75cf-70d8-9ee2-063d0624916a#slide-25", "loopMatches": [ { "to": 39, "from": 23, "name": "Aha Moment", "slug": "03-aha-moment", "bestFor": "Data-heavy sections, research findings, analytical arguments", "matchId": "ba663183-885d-460d-933d-989bc10f0b79", "evidence": "The presentation provides a clear and detailed plan for transforming the company, including a four-step process and a governance transformation", "position": 0, "objective": "To understand the proposed solution to transform Seven & i Holdings", "structure": "The Problem/Question -> What the Data Shows -> The Insight", "confidence": 0.8, "description": "Establish a tension, present data, then deliver the insight that changes everything" } ], "arcBeatMatches": [ { "to": 39, "from": 23, "beatId": "26e121c1-8801-4178-be3d-62f089530007", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Solution", "beatSlug": "problem-agitate-solution-solution-provide-relief", "evidence": "The presentation provides a solution to transform the company, including a four-step process and a governance transformation", "position": 2, "confidence": 0.9, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8f-75cf-70d8-9ee2-063d0624916a", "docSlug": "jarvis-valueact-seven-i-holdings-presentation-february-2022", "documentTitle": "ValueAct Seven i Holdings Presentation February 2022", "authorId": "valueact-seven-i-holdings-presentation-february-2022", "authorName": null, "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2022-02-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 26, "slideType": "comparison_table", "function": "compare_peers", "notes": "Uses a binary choice framework to advocate for corporate restructuring.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8f-75cf-70d8-9ee2-063d0624916a/26", "deckHref": "/decks/019f6b8f-75cf-70d8-9ee2-063d0624916a", "deckAnchorHref": "/decks/019f6b8f-75cf-70d8-9ee2-063d0624916a#slide-26", "loopMatches": [ { "to": 39, "from": 23, "name": "Aha Moment", "slug": "03-aha-moment", "bestFor": "Data-heavy sections, research findings, analytical arguments", "matchId": "ba663183-885d-460d-933d-989bc10f0b79", "evidence": "The presentation provides a clear and detailed plan for transforming the company, including a four-step process and a governance transformation", "position": 0, "objective": "To understand the proposed solution to transform Seven & i Holdings", "structure": "The Problem/Question -> What the Data Shows -> The Insight", "confidence": 0.8, "description": "Establish a tension, present data, then deliver the insight that changes everything" } ], "arcBeatMatches": [ { "to": 39, "from": 23, "beatId": "26e121c1-8801-4178-be3d-62f089530007", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Solution", "beatSlug": "problem-agitate-solution-solution-provide-relief", "evidence": "The presentation provides a solution to transform the company, including a four-step process and a governance transformation", "position": 2, "confidence": 0.9, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8f-75cf-70d8-9ee2-063d0624916a", "docSlug": "jarvis-valueact-seven-i-holdings-presentation-february-2022", "documentTitle": "ValueAct Seven i Holdings Presentation February 2022", "authorId": "valueact-seven-i-holdings-presentation-february-2022", "authorName": null, "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2022-02-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 27, "slideType": "roadmap", "function": "plan_implementation", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8f-75cf-70d8-9ee2-063d0624916a/27", "deckHref": "/decks/019f6b8f-75cf-70d8-9ee2-063d0624916a", "deckAnchorHref": "/decks/019f6b8f-75cf-70d8-9ee2-063d0624916a#slide-27", "loopMatches": [ { "to": 39, "from": 23, "name": "Aha Moment", "slug": "03-aha-moment", "bestFor": "Data-heavy sections, research findings, analytical arguments", "matchId": "ba663183-885d-460d-933d-989bc10f0b79", "evidence": "The presentation provides a clear and detailed plan for transforming the company, including a four-step process and a governance transformation", "position": 0, "objective": "To understand the proposed solution to transform Seven & i Holdings", "structure": "The Problem/Question -> What the Data Shows -> The Insight", "confidence": 0.8, "description": "Establish a tension, present data, then deliver the insight that changes everything" } ], "arcBeatMatches": [ { "to": 39, "from": 23, "beatId": "26e121c1-8801-4178-be3d-62f089530007", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Solution", "beatSlug": "problem-agitate-solution-solution-provide-relief", "evidence": "The presentation provides a solution to transform the company, including a four-step process and a governance transformation", "position": 2, "confidence": 0.9, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8f-75cf-70d8-9ee2-063d0624916a", "docSlug": "jarvis-valueact-seven-i-holdings-presentation-february-2022", "documentTitle": "ValueAct Seven i Holdings Presentation February 2022", "authorId": "valueact-seven-i-holdings-presentation-february-2022", "authorName": null, "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2022-02-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 28, "slideType": "peer_benchmark", "function": "compare_peers", "notes": "The chart highlights the valuation gap between conglomerates (left) and focused peers (right).", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8f-75cf-70d8-9ee2-063d0624916a/28", "deckHref": "/decks/019f6b8f-75cf-70d8-9ee2-063d0624916a", "deckAnchorHref": "/decks/019f6b8f-75cf-70d8-9ee2-063d0624916a#slide-28", "loopMatches": [ { "to": 39, "from": 23, "name": "Aha Moment", "slug": "03-aha-moment", "bestFor": "Data-heavy sections, research findings, analytical arguments", "matchId": "ba663183-885d-460d-933d-989bc10f0b79", "evidence": "The presentation provides a clear and detailed plan for transforming the company, including a four-step process and a governance transformation", "position": 0, "objective": "To understand the proposed solution to transform Seven & i Holdings", "structure": "The Problem/Question -> What the Data Shows -> The Insight", "confidence": 0.8, "description": "Establish a tension, present data, then deliver the insight that changes everything" } ], "arcBeatMatches": [ { "to": 39, "from": 23, "beatId": "26e121c1-8801-4178-be3d-62f089530007", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Solution", "beatSlug": "problem-agitate-solution-solution-provide-relief", "evidence": "The presentation provides a solution to transform the company, including a four-step process and a governance transformation", "position": 2, "confidence": 0.9, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8f-75cf-70d8-9ee2-063d0624916a", "docSlug": "jarvis-valueact-seven-i-holdings-presentation-february-2022", "documentTitle": "ValueAct Seven i Holdings Presentation February 2022", "authorId": "valueact-seven-i-holdings-presentation-february-2022", "authorName": null, "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2022-02-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 29, "slideType": "valuation_table", "function": "show_valuation_bridge", "notes": "The slide argues for a divestiture to unlock value, contrasting the current business value with the potential real estate appraisal value.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8f-75cf-70d8-9ee2-063d0624916a/29", "deckHref": "/decks/019f6b8f-75cf-70d8-9ee2-063d0624916a", "deckAnchorHref": "/decks/019f6b8f-75cf-70d8-9ee2-063d0624916a#slide-29", "loopMatches": [ { "to": 39, "from": 23, "name": "Aha Moment", "slug": "03-aha-moment", "bestFor": "Data-heavy sections, research findings, analytical arguments", "matchId": "ba663183-885d-460d-933d-989bc10f0b79", "evidence": "The presentation provides a clear and detailed plan for transforming the company, including a four-step process and a governance transformation", "position": 0, "objective": "To understand the proposed solution to transform Seven & i Holdings", "structure": "The Problem/Question -> What the Data Shows -> The Insight", "confidence": 0.8, "description": "Establish a tension, present data, then deliver the insight that changes everything" } ], "arcBeatMatches": [ { "to": 39, "from": 23, "beatId": "26e121c1-8801-4178-be3d-62f089530007", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Solution", "beatSlug": "problem-agitate-solution-solution-provide-relief", "evidence": "The presentation provides a solution to transform the company, including a four-step process and a governance transformation", "position": 2, "confidence": 0.9, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8f-75cf-70d8-9ee2-063d0624916a", "docSlug": "jarvis-valueact-seven-i-holdings-presentation-february-2022", "documentTitle": "ValueAct Seven i Holdings Presentation February 2022", "authorId": "valueact-seven-i-holdings-presentation-february-2022", "authorName": null, "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2022-02-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 30, "slideType": "propose_solution", "function": "propose_solution", "notes": "The chart uses a waterfall-bridge style to show how different segments contribute to the total EBITDA.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8f-75cf-70d8-9ee2-063d0624916a/30", "deckHref": "/decks/019f6b8f-75cf-70d8-9ee2-063d0624916a", "deckAnchorHref": "/decks/019f6b8f-75cf-70d8-9ee2-063d0624916a#slide-30", "loopMatches": [ { "to": 39, "from": 23, "name": "Aha Moment", "slug": "03-aha-moment", "bestFor": "Data-heavy sections, research findings, analytical arguments", "matchId": "ba663183-885d-460d-933d-989bc10f0b79", "evidence": "The presentation provides a clear and detailed plan for transforming the company, including a four-step process and a governance transformation", "position": 0, "objective": "To understand the proposed solution to transform Seven & i Holdings", "structure": "The Problem/Question -> What the Data Shows -> The Insight", "confidence": 0.8, "description": "Establish a tension, present data, then deliver the insight that changes everything" } ], "arcBeatMatches": [ { "to": 39, "from": 23, "beatId": "26e121c1-8801-4178-be3d-62f089530007", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Solution", "beatSlug": "problem-agitate-solution-solution-provide-relief", "evidence": "The presentation provides a solution to transform the company, including a four-step process and a governance transformation", "position": 2, "confidence": 0.9, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8f-75cf-70d8-9ee2-063d0624916a", "docSlug": "jarvis-valueact-seven-i-holdings-presentation-february-2022", "documentTitle": "ValueAct Seven i Holdings Presentation February 2022", "authorId": "valueact-seven-i-holdings-presentation-february-2022", "authorName": null, "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2022-02-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 31, "slideType": "propose_solution", "function": "propose_solution", "notes": "Uses a visual 'before' (conglomerate) vs 'after' (focused 7-Eleven) structure.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8f-75cf-70d8-9ee2-063d0624916a/31", "deckHref": "/decks/019f6b8f-75cf-70d8-9ee2-063d0624916a", "deckAnchorHref": "/decks/019f6b8f-75cf-70d8-9ee2-063d0624916a#slide-31", "loopMatches": [ { "to": 39, "from": 23, "name": "Aha Moment", "slug": "03-aha-moment", "bestFor": "Data-heavy sections, research findings, analytical arguments", "matchId": "ba663183-885d-460d-933d-989bc10f0b79", "evidence": "The presentation provides a clear and detailed plan for transforming the company, including a four-step process and a governance transformation", "position": 0, "objective": "To understand the proposed solution to transform Seven & i Holdings", "structure": "The Problem/Question -> What the Data Shows -> The Insight", "confidence": 0.8, "description": "Establish a tension, present data, then deliver the insight that changes everything" } ], "arcBeatMatches": [ { "to": 39, "from": 23, "beatId": "26e121c1-8801-4178-be3d-62f089530007", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Solution", "beatSlug": "problem-agitate-solution-solution-provide-relief", "evidence": "The presentation provides a solution to transform the company, including a four-step process and a governance transformation", "position": 2, "confidence": 0.9, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8f-75cf-70d8-9ee2-063d0624916a", "docSlug": "jarvis-valueact-seven-i-holdings-presentation-february-2022", "documentTitle": "ValueAct Seven i Holdings Presentation February 2022", "authorId": "valueact-seven-i-holdings-presentation-february-2022", "authorName": null, "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2022-02-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 32, "slideType": "propose_solution", "function": "propose_solution", "notes": "The slide uses a stacked bar chart to show the composition of 14bn yen in synergies and a big number callout for the <4% metric.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8f-75cf-70d8-9ee2-063d0624916a/32", "deckHref": "/decks/019f6b8f-75cf-70d8-9ee2-063d0624916a", "deckAnchorHref": "/decks/019f6b8f-75cf-70d8-9ee2-063d0624916a#slide-32", "loopMatches": [ { "to": 39, "from": 23, "name": "Aha Moment", "slug": "03-aha-moment", "bestFor": "Data-heavy sections, research findings, analytical arguments", "matchId": "ba663183-885d-460d-933d-989bc10f0b79", "evidence": "The presentation provides a clear and detailed plan for transforming the company, including a four-step process and a governance transformation", "position": 0, "objective": "To understand the proposed solution to transform Seven & i Holdings", "structure": "The Problem/Question -> What the Data Shows -> The Insight", "confidence": 0.8, "description": "Establish a tension, present data, then deliver the insight that changes everything" } ], "arcBeatMatches": [ { "to": 39, "from": 23, "beatId": "26e121c1-8801-4178-be3d-62f089530007", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Solution", "beatSlug": "problem-agitate-solution-solution-provide-relief", "evidence": "The presentation provides a solution to transform the company, including a four-step process and a governance transformation", "position": 2, "confidence": 0.9, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8f-75cf-70d8-9ee2-063d0624916a", "docSlug": "jarvis-valueact-seven-i-holdings-presentation-february-2022", "documentTitle": "ValueAct Seven i Holdings Presentation February 2022", "authorId": "valueact-seven-i-holdings-presentation-february-2022", "authorName": null, "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2022-02-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 33, "slideType": "peer_benchmark", "function": "compare_peers", "notes": "The slide uses a comparison frame to highlight the underperformance of group companies versus standalone peers.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8f-75cf-70d8-9ee2-063d0624916a/33", "deckHref": "/decks/019f6b8f-75cf-70d8-9ee2-063d0624916a", "deckAnchorHref": "/decks/019f6b8f-75cf-70d8-9ee2-063d0624916a#slide-33", "loopMatches": [ { "to": 39, "from": 23, "name": "Aha Moment", "slug": "03-aha-moment", "bestFor": "Data-heavy sections, research findings, analytical arguments", "matchId": "ba663183-885d-460d-933d-989bc10f0b79", "evidence": "The presentation provides a clear and detailed plan for transforming the company, including a four-step process and a governance transformation", "position": 0, "objective": "To understand the proposed solution to transform Seven & i Holdings", "structure": "The Problem/Question -> What the Data Shows -> The Insight", "confidence": 0.8, "description": "Establish a tension, present data, then deliver the insight that changes everything" } ], "arcBeatMatches": [ { "to": 39, "from": 23, "beatId": "26e121c1-8801-4178-be3d-62f089530007", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Solution", "beatSlug": "problem-agitate-solution-solution-provide-relief", "evidence": "The presentation provides a solution to transform the company, including a four-step process and a governance transformation", "position": 2, "confidence": 0.9, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8f-75cf-70d8-9ee2-063d0624916a", "docSlug": "jarvis-valueact-seven-i-holdings-presentation-february-2022", "documentTitle": "ValueAct Seven i Holdings Presentation February 2022", "authorId": "valueact-seven-i-holdings-presentation-february-2022", "authorName": null, "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2022-02-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 34, "slideType": "peer_benchmark", "function": "compare_peers", "notes": "The slide uses a bar chart to contrast 7-Eleven's 32% margin against Couche-Tard's 46% margin.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8f-75cf-70d8-9ee2-063d0624916a/34", "deckHref": "/decks/019f6b8f-75cf-70d8-9ee2-063d0624916a", "deckAnchorHref": "/decks/019f6b8f-75cf-70d8-9ee2-063d0624916a#slide-34", "loopMatches": [ { "to": 39, "from": 23, "name": "Aha Moment", "slug": "03-aha-moment", "bestFor": "Data-heavy sections, research findings, analytical arguments", "matchId": "ba663183-885d-460d-933d-989bc10f0b79", "evidence": "The presentation provides a clear and detailed plan for transforming the company, including a four-step process and a governance transformation", "position": 0, "objective": "To understand the proposed solution to transform Seven & i Holdings", "structure": "The Problem/Question -> What the Data Shows -> The Insight", "confidence": 0.8, "description": "Establish a tension, present data, then deliver the insight that changes everything" } ], "arcBeatMatches": [ { "to": 39, "from": 23, "beatId": "26e121c1-8801-4178-be3d-62f089530007", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Solution", "beatSlug": "problem-agitate-solution-solution-provide-relief", "evidence": "The presentation provides a solution to transform the company, including a four-step process and a governance transformation", "position": 2, "confidence": 0.9, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8f-75cf-70d8-9ee2-063d0624916a", "docSlug": "jarvis-valueact-seven-i-holdings-presentation-february-2022", "documentTitle": "ValueAct Seven i Holdings Presentation February 2022", "authorId": "valueact-seven-i-holdings-presentation-february-2022", "authorName": null, "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2022-02-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 35, "slideType": "peer_benchmark", "function": "compare_peers", "notes": "The chart uses bubble size to represent system sales. The slide explicitly calls out a $625m profit potential from expense efficiency.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8f-75cf-70d8-9ee2-063d0624916a/35", "deckHref": "/decks/019f6b8f-75cf-70d8-9ee2-063d0624916a", "deckAnchorHref": "/decks/019f6b8f-75cf-70d8-9ee2-063d0624916a#slide-35", "loopMatches": [ { "to": 39, "from": 23, "name": "Aha Moment", "slug": "03-aha-moment", "bestFor": "Data-heavy sections, research findings, analytical arguments", "matchId": "ba663183-885d-460d-933d-989bc10f0b79", "evidence": "The presentation provides a clear and detailed plan for transforming the company, including a four-step process and a governance transformation", "position": 0, "objective": "To understand the proposed solution to transform Seven & i Holdings", "structure": "The Problem/Question -> What the Data Shows -> The Insight", "confidence": 0.8, "description": "Establish a tension, present data, then deliver the insight that changes everything" } ], "arcBeatMatches": [ { "to": 39, "from": 23, "beatId": "26e121c1-8801-4178-be3d-62f089530007", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Solution", "beatSlug": "problem-agitate-solution-solution-provide-relief", "evidence": "The presentation provides a solution to transform the company, including a four-step process and a governance transformation", "position": 2, "confidence": 0.9, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8f-75cf-70d8-9ee2-063d0624916a", "docSlug": "jarvis-valueact-seven-i-holdings-presentation-february-2022", "documentTitle": "ValueAct Seven i Holdings Presentation February 2022", "authorId": "valueact-seven-i-holdings-presentation-february-2022", "authorName": null, "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2022-02-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 36, "slideType": "propose_solution", "function": "propose_solution", "notes": "The slide uses a process-flow visual to link fuel-based retail to food-based retail.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8f-75cf-70d8-9ee2-063d0624916a/36", "deckHref": "/decks/019f6b8f-75cf-70d8-9ee2-063d0624916a", "deckAnchorHref": "/decks/019f6b8f-75cf-70d8-9ee2-063d0624916a#slide-36", "loopMatches": [ { "to": 39, "from": 23, "name": "Aha Moment", "slug": "03-aha-moment", "bestFor": "Data-heavy sections, research findings, analytical arguments", "matchId": "ba663183-885d-460d-933d-989bc10f0b79", "evidence": "The presentation provides a clear and detailed plan for transforming the company, including a four-step process and a governance transformation", "position": 0, "objective": "To understand the proposed solution to transform Seven & i Holdings", "structure": "The Problem/Question -> What the Data Shows -> The Insight", "confidence": 0.8, "description": "Establish a tension, present data, then deliver the insight that changes everything" } ], "arcBeatMatches": [ { "to": 39, "from": 23, "beatId": "26e121c1-8801-4178-be3d-62f089530007", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Solution", "beatSlug": "problem-agitate-solution-solution-provide-relief", "evidence": "The presentation provides a solution to transform the company, including a four-step process and a governance transformation", "position": 2, "confidence": 0.9, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8f-75cf-70d8-9ee2-063d0624916a", "docSlug": "jarvis-valueact-seven-i-holdings-presentation-february-2022", "documentTitle": "ValueAct Seven i Holdings Presentation February 2022", "authorId": "valueact-seven-i-holdings-presentation-february-2022", "authorName": null, "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2022-02-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 37, "slideType": "geographic_map", "function": "size_opportunity", "notes": "The slide uses a map to visualize market penetration and a table to compare store counts and market reach against major global QSR/retail brands.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8f-75cf-70d8-9ee2-063d0624916a/37", "deckHref": "/decks/019f6b8f-75cf-70d8-9ee2-063d0624916a", "deckAnchorHref": "/decks/019f6b8f-75cf-70d8-9ee2-063d0624916a#slide-37", "loopMatches": [ { "to": 39, "from": 23, "name": "Aha Moment", "slug": "03-aha-moment", "bestFor": "Data-heavy sections, research findings, analytical arguments", "matchId": "ba663183-885d-460d-933d-989bc10f0b79", "evidence": "The presentation provides a clear and detailed plan for transforming the company, including a four-step process and a governance transformation", "position": 0, "objective": "To understand the proposed solution to transform Seven & i Holdings", "structure": "The Problem/Question -> What the Data Shows -> The Insight", "confidence": 0.8, "description": "Establish a tension, present data, then deliver the insight that changes everything" } ], "arcBeatMatches": [ { "to": 39, "from": 23, "beatId": "26e121c1-8801-4178-be3d-62f089530007", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Solution", "beatSlug": "problem-agitate-solution-solution-provide-relief", "evidence": "The presentation provides a solution to transform the company, including a four-step process and a governance transformation", "position": 2, "confidence": 0.9, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8f-75cf-70d8-9ee2-063d0624916a", "docSlug": "jarvis-valueact-seven-i-holdings-presentation-february-2022", "documentTitle": "ValueAct Seven i Holdings Presentation February 2022", "authorId": "valueact-seven-i-holdings-presentation-february-2022", "authorName": null, "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2022-02-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 38, "slideType": "revenue_buildup", "function": "quantify_opportunity", "notes": "The chart uses a waterfall bridge to decompose the EPS growth drivers.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8f-75cf-70d8-9ee2-063d0624916a/38", "deckHref": "/decks/019f6b8f-75cf-70d8-9ee2-063d0624916a", "deckAnchorHref": "/decks/019f6b8f-75cf-70d8-9ee2-063d0624916a#slide-38", "loopMatches": [ { "to": 39, "from": 23, "name": "Aha Moment", "slug": "03-aha-moment", "bestFor": "Data-heavy sections, research findings, analytical arguments", "matchId": "ba663183-885d-460d-933d-989bc10f0b79", "evidence": "The presentation provides a clear and detailed plan for transforming the company, including a four-step process and a governance transformation", "position": 0, "objective": "To understand the proposed solution to transform Seven & i Holdings", "structure": "The Problem/Question -> What the Data Shows -> The Insight", "confidence": 0.8, "description": "Establish a tension, present data, then deliver the insight that changes everything" } ], "arcBeatMatches": [ { "to": 39, "from": 23, "beatId": "26e121c1-8801-4178-be3d-62f089530007", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Solution", "beatSlug": "problem-agitate-solution-solution-provide-relief", "evidence": "The presentation provides a solution to transform the company, including a four-step process and a governance transformation", "position": 2, "confidence": 0.9, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8f-75cf-70d8-9ee2-063d0624916a", "docSlug": "jarvis-valueact-seven-i-holdings-presentation-february-2022", "documentTitle": "ValueAct Seven i Holdings Presentation February 2022", "authorId": "valueact-seven-i-holdings-presentation-february-2022", "authorName": null, "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2022-02-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 39, "slideType": "valuation_reveal", "function": "show_valuation_bridge", "notes": "The chart bridges current share price to potential value through operational improvements, expansion, and strategic exits.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8f-75cf-70d8-9ee2-063d0624916a/39", "deckHref": "/decks/019f6b8f-75cf-70d8-9ee2-063d0624916a", "deckAnchorHref": "/decks/019f6b8f-75cf-70d8-9ee2-063d0624916a#slide-39", "loopMatches": [ { "to": 39, "from": 23, "name": "Aha Moment", "slug": "03-aha-moment", "bestFor": "Data-heavy sections, research findings, analytical arguments", "matchId": "ba663183-885d-460d-933d-989bc10f0b79", "evidence": "The presentation provides a clear and detailed plan for transforming the company, including a four-step process and a governance transformation", "position": 0, "objective": "To understand the proposed solution to transform Seven & i Holdings", "structure": "The Problem/Question -> What the Data Shows -> The Insight", "confidence": 0.8, "description": "Establish a tension, present data, then deliver the insight that changes everything" } ], "arcBeatMatches": [ { "to": 39, "from": 23, "beatId": "26e121c1-8801-4178-be3d-62f089530007", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Solution", "beatSlug": "problem-agitate-solution-solution-provide-relief", "evidence": "The presentation provides a solution to transform the company, including a four-step process and a governance transformation", "position": 2, "confidence": 0.9, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8f-75cf-70d8-9ee2-063d0624916a", "docSlug": "jarvis-valueact-seven-i-holdings-presentation-february-2022", "documentTitle": "ValueAct Seven i Holdings Presentation February 2022", "authorId": "valueact-seven-i-holdings-presentation-february-2022", "authorName": null, "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2022-02-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 40, "slideType": "valuation_reveal", "function": "show_valuation_bridge", "notes": "The chart bridges the gap between FY2022 PF Speedway ROIC and FY2026 potential ROIC through operational and strategic improvements.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8f-75cf-70d8-9ee2-063d0624916a/40", "deckHref": "/decks/019f6b8f-75cf-70d8-9ee2-063d0624916a", "deckAnchorHref": "/decks/019f6b8f-75cf-70d8-9ee2-063d0624916a#slide-40", "loopMatches": [], "arcBeatMatches": [ { "to": 75, "from": 40, "beatId": "efea7fcb-72c7-4c2f-8799-fb38fe4615fb", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Impact & Next Steps", "beatSlug": "consultants-gambit-impact-next-steps", "evidence": "The presentation outlines the impact of the proposed solution and the next steps for implementation", "position": 3, "confidence": 0.9, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8f-75cf-70d8-9ee2-063d0624916a", "docSlug": "jarvis-valueact-seven-i-holdings-presentation-february-2022", "documentTitle": "ValueAct Seven i Holdings Presentation February 2022", "authorId": "valueact-seven-i-holdings-presentation-february-2022", "authorName": null, "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2022-02-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 41, "slideType": "section_divider", "function": "transition", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8f-75cf-70d8-9ee2-063d0624916a/41", "deckHref": "/decks/019f6b8f-75cf-70d8-9ee2-063d0624916a", "deckAnchorHref": "/decks/019f6b8f-75cf-70d8-9ee2-063d0624916a#slide-41", "loopMatches": [], "arcBeatMatches": [ { "to": 75, "from": 40, "beatId": "efea7fcb-72c7-4c2f-8799-fb38fe4615fb", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Impact & Next Steps", "beatSlug": "consultants-gambit-impact-next-steps", "evidence": "The presentation outlines the impact of the proposed solution and the next steps for implementation", "position": 3, "confidence": 0.9, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8f-75cf-70d8-9ee2-063d0624916a", "docSlug": "jarvis-valueact-seven-i-holdings-presentation-february-2022", "documentTitle": "ValueAct Seven i Holdings Presentation February 2022", "authorId": "valueact-seven-i-holdings-presentation-february-2022", "authorName": null, "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2022-02-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 42, "slideType": "key_takeaways", "function": "summarize", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8f-75cf-70d8-9ee2-063d0624916a/42", "deckHref": "/decks/019f6b8f-75cf-70d8-9ee2-063d0624916a", "deckAnchorHref": "/decks/019f6b8f-75cf-70d8-9ee2-063d0624916a#slide-42", "loopMatches": [], "arcBeatMatches": [ { "to": 75, "from": 40, "beatId": "efea7fcb-72c7-4c2f-8799-fb38fe4615fb", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Impact & Next Steps", "beatSlug": "consultants-gambit-impact-next-steps", "evidence": "The presentation outlines the impact of the proposed solution and the next steps for implementation", "position": 3, "confidence": 0.9, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8f-75cf-70d8-9ee2-063d0624916a", "docSlug": "jarvis-valueact-seven-i-holdings-presentation-february-2022", "documentTitle": "ValueAct Seven i Holdings Presentation February 2022", "authorId": "valueact-seven-i-holdings-presentation-february-2022", "authorName": null, "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2022-02-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 43, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "Uses a timeline framework to highlight the sequence of events leading to the deflection of responsibility.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8f-75cf-70d8-9ee2-063d0624916a/43", "deckHref": "/decks/019f6b8f-75cf-70d8-9ee2-063d0624916a", "deckAnchorHref": "/decks/019f6b8f-75cf-70d8-9ee2-063d0624916a#slide-43", "loopMatches": [], "arcBeatMatches": [ { "to": 75, "from": 40, "beatId": "efea7fcb-72c7-4c2f-8799-fb38fe4615fb", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Impact & Next Steps", "beatSlug": "consultants-gambit-impact-next-steps", "evidence": "The presentation outlines the impact of the proposed solution and the next steps for implementation", "position": 3, "confidence": 0.9, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8f-75cf-70d8-9ee2-063d0624916a", "docSlug": "jarvis-valueact-seven-i-holdings-presentation-february-2022", "documentTitle": "ValueAct Seven i Holdings Presentation February 2022", "authorId": "valueact-seven-i-holdings-presentation-february-2022", "authorName": null, "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2022-02-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 44, "slideType": "villain_critique", "function": "name_villain", "notes": "Uses a combination of bar chart, table, and rhetorical questions to highlight a strategic gap.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8f-75cf-70d8-9ee2-063d0624916a/44", "deckHref": "/decks/019f6b8f-75cf-70d8-9ee2-063d0624916a", "deckAnchorHref": "/decks/019f6b8f-75cf-70d8-9ee2-063d0624916a#slide-44", "loopMatches": [], "arcBeatMatches": [ { "to": 75, "from": 40, "beatId": "efea7fcb-72c7-4c2f-8799-fb38fe4615fb", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Impact & Next Steps", "beatSlug": "consultants-gambit-impact-next-steps", "evidence": "The presentation outlines the impact of the proposed solution and the next steps for implementation", "position": 3, "confidence": 0.9, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8f-75cf-70d8-9ee2-063d0624916a", "docSlug": "jarvis-valueact-seven-i-holdings-presentation-february-2022", "documentTitle": "ValueAct Seven i Holdings Presentation February 2022", "authorId": "valueact-seven-i-holdings-presentation-february-2022", "authorName": null, "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2022-02-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 45, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "Uses a quote from a Financial Times article to bolster the argument regarding ESG disclosure risks.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8f-75cf-70d8-9ee2-063d0624916a/45", "deckHref": "/decks/019f6b8f-75cf-70d8-9ee2-063d0624916a", "deckAnchorHref": "/decks/019f6b8f-75cf-70d8-9ee2-063d0624916a#slide-45", "loopMatches": [], "arcBeatMatches": [ { "to": 75, "from": 40, "beatId": "efea7fcb-72c7-4c2f-8799-fb38fe4615fb", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Impact & Next Steps", "beatSlug": "consultants-gambit-impact-next-steps", "evidence": "The presentation outlines the impact of the proposed solution and the next steps for implementation", "position": 3, "confidence": 0.9, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8f-75cf-70d8-9ee2-063d0624916a", "docSlug": "jarvis-valueact-seven-i-holdings-presentation-february-2022", "documentTitle": "ValueAct Seven i Holdings Presentation February 2022", "authorId": "valueact-seven-i-holdings-presentation-february-2022", "authorName": null, "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2022-02-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 46, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "Uses a quote-heavy format to frame the company's internal management as chaotic.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8f-75cf-70d8-9ee2-063d0624916a/46", "deckHref": "/decks/019f6b8f-75cf-70d8-9ee2-063d0624916a", "deckAnchorHref": "/decks/019f6b8f-75cf-70d8-9ee2-063d0624916a#slide-46", "loopMatches": [], "arcBeatMatches": [ { "to": 75, "from": 40, "beatId": "efea7fcb-72c7-4c2f-8799-fb38fe4615fb", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Impact & Next Steps", "beatSlug": "consultants-gambit-impact-next-steps", "evidence": "The presentation outlines the impact of the proposed solution and the next steps for implementation", "position": 3, "confidence": 0.9, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8f-75cf-70d8-9ee2-063d0624916a", "docSlug": "jarvis-valueact-seven-i-holdings-presentation-february-2022", "documentTitle": "ValueAct Seven i Holdings Presentation February 2022", "authorId": "valueact-seven-i-holdings-presentation-february-2022", "authorName": null, "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2022-02-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 47, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "The slide uses a combination of direct employee quotes and a media headline to illustrate a toxic corporate culture.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8f-75cf-70d8-9ee2-063d0624916a/47", "deckHref": "/decks/019f6b8f-75cf-70d8-9ee2-063d0624916a", "deckAnchorHref": "/decks/019f6b8f-75cf-70d8-9ee2-063d0624916a#slide-47", "loopMatches": [], "arcBeatMatches": [ { "to": 75, "from": 40, "beatId": "efea7fcb-72c7-4c2f-8799-fb38fe4615fb", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Impact & Next Steps", "beatSlug": "consultants-gambit-impact-next-steps", "evidence": "The presentation outlines the impact of the proposed solution and the next steps for implementation", "position": 3, "confidence": 0.9, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8f-75cf-70d8-9ee2-063d0624916a", "docSlug": "jarvis-valueact-seven-i-holdings-presentation-february-2022", "documentTitle": "ValueAct Seven i Holdings Presentation February 2022", "authorId": "valueact-seven-i-holdings-presentation-february-2022", "authorName": null, "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2022-02-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 48, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "The chart uses a deviation from the mean (0) to highlight negative performance of specific group entities.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8f-75cf-70d8-9ee2-063d0624916a/48", "deckHref": "/decks/019f6b8f-75cf-70d8-9ee2-063d0624916a", "deckAnchorHref": "/decks/019f6b8f-75cf-70d8-9ee2-063d0624916a#slide-48", "loopMatches": [], "arcBeatMatches": [ { "to": 75, "from": 40, "beatId": "efea7fcb-72c7-4c2f-8799-fb38fe4615fb", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Impact & Next Steps", "beatSlug": "consultants-gambit-impact-next-steps", "evidence": "The presentation outlines the impact of the proposed solution and the next steps for implementation", "position": 3, "confidence": 0.9, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8f-75cf-70d8-9ee2-063d0624916a", "docSlug": "jarvis-valueact-seven-i-holdings-presentation-february-2022", "documentTitle": "ValueAct Seven i Holdings Presentation February 2022", "authorId": "valueact-seven-i-holdings-presentation-february-2022", "authorName": null, "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2022-02-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 49, "slideType": "villain_critique", "function": "name_villain", "notes": "Uses an org chart to visualize complexity and a quote to support the 'diversification discount' thesis.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8f-75cf-70d8-9ee2-063d0624916a/49", "deckHref": "/decks/019f6b8f-75cf-70d8-9ee2-063d0624916a", "deckAnchorHref": "/decks/019f6b8f-75cf-70d8-9ee2-063d0624916a#slide-49", "loopMatches": [], "arcBeatMatches": [ { "to": 75, "from": 40, "beatId": "efea7fcb-72c7-4c2f-8799-fb38fe4615fb", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Impact & Next Steps", "beatSlug": "consultants-gambit-impact-next-steps", "evidence": "The presentation outlines the impact of the proposed solution and the next steps for implementation", "position": 3, "confidence": 0.9, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8f-75cf-70d8-9ee2-063d0624916a", "docSlug": "jarvis-valueact-seven-i-holdings-presentation-february-2022", "documentTitle": "ValueAct Seven i Holdings Presentation February 2022", "authorId": "valueact-seven-i-holdings-presentation-february-2022", "authorName": null, "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2022-02-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 50, "slideType": "problem_statement", "function": "diagnose_problem", "notes": "Uses a custom 'VAC Evaluation' framework to categorize disclosure quality.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8f-75cf-70d8-9ee2-063d0624916a/50", "deckHref": "/decks/019f6b8f-75cf-70d8-9ee2-063d0624916a", "deckAnchorHref": "/decks/019f6b8f-75cf-70d8-9ee2-063d0624916a#slide-50", "loopMatches": [], "arcBeatMatches": [ { "to": 75, "from": 40, "beatId": "efea7fcb-72c7-4c2f-8799-fb38fe4615fb", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Impact & Next Steps", "beatSlug": "consultants-gambit-impact-next-steps", "evidence": "The presentation outlines the impact of the proposed solution and the next steps for implementation", "position": 3, "confidence": 0.9, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8f-75cf-70d8-9ee2-063d0624916a", "docSlug": "jarvis-valueact-seven-i-holdings-presentation-february-2022", "documentTitle": "ValueAct Seven i Holdings Presentation February 2022", "authorId": "valueact-seven-i-holdings-presentation-february-2022", "authorName": null, "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2022-02-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 51, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "Uses a comparative structure to show initial partnership goals vs. lack of follow-through, ending in the partner leaving.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8f-75cf-70d8-9ee2-063d0624916a/51", "deckHref": "/decks/019f6b8f-75cf-70d8-9ee2-063d0624916a", "deckAnchorHref": "/decks/019f6b8f-75cf-70d8-9ee2-063d0624916a#slide-51", "loopMatches": [], "arcBeatMatches": [ { "to": 75, "from": 40, "beatId": "efea7fcb-72c7-4c2f-8799-fb38fe4615fb", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Impact & Next Steps", "beatSlug": "consultants-gambit-impact-next-steps", "evidence": "The presentation outlines the impact of the proposed solution and the next steps for implementation", "position": 3, "confidence": 0.9, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8f-75cf-70d8-9ee2-063d0624916a", "docSlug": "jarvis-valueact-seven-i-holdings-presentation-february-2022", "documentTitle": "ValueAct Seven i Holdings Presentation February 2022", "authorId": "valueact-seven-i-holdings-presentation-february-2022", "authorName": null, "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2022-02-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 52, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "Uses a timeline to frame the 7Pay failure and a quote box to provide evidence of internal dysfunction.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8f-75cf-70d8-9ee2-063d0624916a/52", "deckHref": "/decks/019f6b8f-75cf-70d8-9ee2-063d0624916a", "deckAnchorHref": "/decks/019f6b8f-75cf-70d8-9ee2-063d0624916a#slide-52", "loopMatches": [], "arcBeatMatches": [ { "to": 75, "from": 40, "beatId": "efea7fcb-72c7-4c2f-8799-fb38fe4615fb", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Impact & Next Steps", "beatSlug": "consultants-gambit-impact-next-steps", "evidence": "The presentation outlines the impact of the proposed solution and the next steps for implementation", "position": 3, "confidence": 0.9, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8f-75cf-70d8-9ee2-063d0624916a", "docSlug": "jarvis-valueact-seven-i-holdings-presentation-february-2022", "documentTitle": "ValueAct Seven i Holdings Presentation February 2022", "authorId": "valueact-seven-i-holdings-presentation-february-2022", "authorName": null, "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2022-02-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 53, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "Uses a stacked bar chart to show board composition and a scorecard format to highlight governance failures.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8f-75cf-70d8-9ee2-063d0624916a/53", "deckHref": "/decks/019f6b8f-75cf-70d8-9ee2-063d0624916a", "deckAnchorHref": "/decks/019f6b8f-75cf-70d8-9ee2-063d0624916a#slide-53", "loopMatches": [], "arcBeatMatches": [ { "to": 75, "from": 40, "beatId": "efea7fcb-72c7-4c2f-8799-fb38fe4615fb", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Impact & Next Steps", "beatSlug": "consultants-gambit-impact-next-steps", "evidence": "The presentation outlines the impact of the proposed solution and the next steps for implementation", "position": 3, "confidence": 0.9, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8f-75cf-70d8-9ee2-063d0624916a", "docSlug": "jarvis-valueact-seven-i-holdings-presentation-february-2022", "documentTitle": "ValueAct Seven i Holdings Presentation February 2022", "authorId": "valueact-seven-i-holdings-presentation-february-2022", "authorName": null, "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2022-02-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 54, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "The slide uses a matrix to visualize the conflict of interest for each director.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8f-75cf-70d8-9ee2-063d0624916a/54", "deckHref": "/decks/019f6b8f-75cf-70d8-9ee2-063d0624916a", "deckAnchorHref": "/decks/019f6b8f-75cf-70d8-9ee2-063d0624916a#slide-54", "loopMatches": [], "arcBeatMatches": [ { "to": 75, "from": 40, "beatId": "efea7fcb-72c7-4c2f-8799-fb38fe4615fb", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Impact & Next Steps", "beatSlug": "consultants-gambit-impact-next-steps", "evidence": "The presentation outlines the impact of the proposed solution and the next steps for implementation", "position": 3, "confidence": 0.9, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8f-75cf-70d8-9ee2-063d0624916a", "docSlug": "jarvis-valueact-seven-i-holdings-presentation-february-2022", "documentTitle": "ValueAct Seven i Holdings Presentation February 2022", "authorId": "valueact-seven-i-holdings-presentation-february-2022", "authorName": null, "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2022-02-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 55, "slideType": "peer_gap", "function": "expose_gap", "notes": "The chart uses a binary 'Yes/No' classification for skills across 11 categories, revealing that 4 categories have zero representation among outside directors.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8f-75cf-70d8-9ee2-063d0624916a/55", "deckHref": "/decks/019f6b8f-75cf-70d8-9ee2-063d0624916a", "deckAnchorHref": "/decks/019f6b8f-75cf-70d8-9ee2-063d0624916a#slide-55", "loopMatches": [], "arcBeatMatches": [ { "to": 75, "from": 40, "beatId": "efea7fcb-72c7-4c2f-8799-fb38fe4615fb", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Impact & Next Steps", "beatSlug": "consultants-gambit-impact-next-steps", "evidence": "The presentation outlines the impact of the proposed solution and the next steps for implementation", "position": 3, "confidence": 0.9, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8f-75cf-70d8-9ee2-063d0624916a", "docSlug": "jarvis-valueact-seven-i-holdings-presentation-february-2022", "documentTitle": "ValueAct Seven i Holdings Presentation February 2022", "authorId": "valueact-seven-i-holdings-presentation-february-2022", "authorName": null, "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2022-02-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 56, "slideType": "before_after", "function": "expose_contradiction", "notes": "Uses a binary choice framing to highlight governance and structural inefficiencies.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8f-75cf-70d8-9ee2-063d0624916a/56", "deckHref": "/decks/019f6b8f-75cf-70d8-9ee2-063d0624916a", "deckAnchorHref": "/decks/019f6b8f-75cf-70d8-9ee2-063d0624916a#slide-56", "loopMatches": [], "arcBeatMatches": [ { "to": 75, "from": 40, "beatId": "efea7fcb-72c7-4c2f-8799-fb38fe4615fb", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Impact & Next Steps", "beatSlug": "consultants-gambit-impact-next-steps", "evidence": "The presentation outlines the impact of the proposed solution and the next steps for implementation", "position": 3, "confidence": 0.9, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8f-75cf-70d8-9ee2-063d0624916a", "docSlug": "jarvis-valueact-seven-i-holdings-presentation-february-2022", "documentTitle": "ValueAct Seven i Holdings Presentation February 2022", "authorId": "valueact-seven-i-holdings-presentation-february-2022", "authorName": null, "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2022-02-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 57, "slideType": "comparison_table", "function": "expose_gap", "notes": "Uses a stacked bar chart to show current composition (5 outside vs 8 inside) and a checklist to show gaps against global standards.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8f-75cf-70d8-9ee2-063d0624916a/57", "deckHref": "/decks/019f6b8f-75cf-70d8-9ee2-063d0624916a", "deckAnchorHref": "/decks/019f6b8f-75cf-70d8-9ee2-063d0624916a#slide-57", "loopMatches": [], "arcBeatMatches": [ { "to": 75, "from": 40, "beatId": "efea7fcb-72c7-4c2f-8799-fb38fe4615fb", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Impact & Next Steps", "beatSlug": "consultants-gambit-impact-next-steps", "evidence": "The presentation outlines the impact of the proposed solution and the next steps for implementation", "position": 3, "confidence": 0.9, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8f-75cf-70d8-9ee2-063d0624916a", "docSlug": "jarvis-valueact-seven-i-holdings-presentation-february-2022", "documentTitle": "ValueAct Seven i Holdings Presentation February 2022", "authorId": "valueact-seven-i-holdings-presentation-february-2022", "authorName": null, "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2022-02-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 58, "slideType": "before_after", "function": "present_solution", "notes": "The slide uses a 'before-after' framing to argue for organizational simplification.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8f-75cf-70d8-9ee2-063d0624916a/58", "deckHref": "/decks/019f6b8f-75cf-70d8-9ee2-063d0624916a", "deckAnchorHref": "/decks/019f6b8f-75cf-70d8-9ee2-063d0624916a#slide-58", "loopMatches": [], "arcBeatMatches": [ { "to": 75, "from": 40, "beatId": "efea7fcb-72c7-4c2f-8799-fb38fe4615fb", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Impact & Next Steps", "beatSlug": "consultants-gambit-impact-next-steps", "evidence": "The presentation outlines the impact of the proposed solution and the next steps for implementation", "position": 3, "confidence": 0.9, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8f-75cf-70d8-9ee2-063d0624916a", "docSlug": "jarvis-valueact-seven-i-holdings-presentation-february-2022", "documentTitle": "ValueAct Seven i Holdings Presentation February 2022", "authorId": "valueact-seven-i-holdings-presentation-february-2022", "authorName": null, "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2022-02-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 59, "slideType": "section_divider", "function": "transition", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8f-75cf-70d8-9ee2-063d0624916a/59", "deckHref": "/decks/019f6b8f-75cf-70d8-9ee2-063d0624916a", "deckAnchorHref": "/decks/019f6b8f-75cf-70d8-9ee2-063d0624916a#slide-59", "loopMatches": [], "arcBeatMatches": [ { "to": 75, "from": 40, "beatId": "efea7fcb-72c7-4c2f-8799-fb38fe4615fb", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Impact & Next Steps", "beatSlug": "consultants-gambit-impact-next-steps", "evidence": "The presentation outlines the impact of the proposed solution and the next steps for implementation", "position": 3, "confidence": 0.9, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8f-75cf-70d8-9ee2-063d0624916a", "docSlug": "jarvis-valueact-seven-i-holdings-presentation-february-2022", "documentTitle": "ValueAct Seven i Holdings Presentation February 2022", "authorId": "valueact-seven-i-holdings-presentation-february-2022", "authorName": null, "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2022-02-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 60, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "The slide uses a timeline to frame a pattern of recurring investor dissatisfaction, effectively acting as an antagonist-introduction for the board/management.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8f-75cf-70d8-9ee2-063d0624916a/60", "deckHref": "/decks/019f6b8f-75cf-70d8-9ee2-063d0624916a", "deckAnchorHref": "/decks/019f6b8f-75cf-70d8-9ee2-063d0624916a#slide-60", "loopMatches": [], "arcBeatMatches": [ { "to": 75, "from": 40, "beatId": "efea7fcb-72c7-4c2f-8799-fb38fe4615fb", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Impact & Next Steps", "beatSlug": "consultants-gambit-impact-next-steps", "evidence": "The presentation outlines the impact of the proposed solution and the next steps for implementation", "position": 3, "confidence": 0.9, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8f-75cf-70d8-9ee2-063d0624916a", "docSlug": "jarvis-valueact-seven-i-holdings-presentation-february-2022", "documentTitle": "ValueAct Seven i Holdings Presentation February 2022", "authorId": "valueact-seven-i-holdings-presentation-february-2022", "authorName": null, "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2022-02-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 61, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "The slide uses a specific example of a survey question to demonstrate how the company restricts and confuses shareholder input.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8f-75cf-70d8-9ee2-063d0624916a/61", "deckHref": "/decks/019f6b8f-75cf-70d8-9ee2-063d0624916a", "deckAnchorHref": "/decks/019f6b8f-75cf-70d8-9ee2-063d0624916a#slide-61", "loopMatches": [], "arcBeatMatches": [ { "to": 75, "from": 40, "beatId": "efea7fcb-72c7-4c2f-8799-fb38fe4615fb", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Impact & Next Steps", "beatSlug": "consultants-gambit-impact-next-steps", "evidence": "The presentation outlines the impact of the proposed solution and the next steps for implementation", "position": 3, "confidence": 0.9, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8f-75cf-70d8-9ee2-063d0624916a", "docSlug": "jarvis-valueact-seven-i-holdings-presentation-february-2022", "documentTitle": "ValueAct Seven i Holdings Presentation February 2022", "authorId": "valueact-seven-i-holdings-presentation-february-2022", "authorName": null, "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2022-02-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 62, "slideType": "cite_precedent", "function": "cite_precedent", "notes": "Uses METI guidelines to critique board effectiveness.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8f-75cf-70d8-9ee2-063d0624916a/62", "deckHref": "/decks/019f6b8f-75cf-70d8-9ee2-063d0624916a", "deckAnchorHref": "/decks/019f6b8f-75cf-70d8-9ee2-063d0624916a#slide-62", "loopMatches": [], "arcBeatMatches": [ { "to": 75, "from": 40, "beatId": "efea7fcb-72c7-4c2f-8799-fb38fe4615fb", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Impact & Next Steps", "beatSlug": "consultants-gambit-impact-next-steps", "evidence": "The presentation outlines the impact of the proposed solution and the next steps for implementation", "position": 3, "confidence": 0.9, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8f-75cf-70d8-9ee2-063d0624916a", "docSlug": "jarvis-valueact-seven-i-holdings-presentation-february-2022", "documentTitle": "ValueAct Seven i Holdings Presentation February 2022", "authorId": "valueact-seven-i-holdings-presentation-february-2022", "authorName": null, "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2022-02-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 63, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8f-75cf-70d8-9ee2-063d0624916a/63", "deckHref": "/decks/019f6b8f-75cf-70d8-9ee2-063d0624916a", "deckAnchorHref": "/decks/019f6b8f-75cf-70d8-9ee2-063d0624916a#slide-63", "loopMatches": [], "arcBeatMatches": [ { "to": 75, "from": 40, "beatId": "efea7fcb-72c7-4c2f-8799-fb38fe4615fb", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Impact & Next Steps", "beatSlug": "consultants-gambit-impact-next-steps", "evidence": "The presentation outlines the impact of the proposed solution and the next steps for implementation", "position": 3, "confidence": 0.9, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8f-75cf-70d8-9ee2-063d0624916a", "docSlug": "jarvis-valueact-seven-i-holdings-presentation-february-2022", "documentTitle": "ValueAct Seven i Holdings Presentation February 2022", "authorId": "valueact-seven-i-holdings-presentation-february-2022", "authorName": null, "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2022-02-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 64, "slideType": "appendix", "function": "appendix", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8f-75cf-70d8-9ee2-063d0624916a/64", "deckHref": "/decks/019f6b8f-75cf-70d8-9ee2-063d0624916a", "deckAnchorHref": "/decks/019f6b8f-75cf-70d8-9ee2-063d0624916a#slide-64", "loopMatches": [], "arcBeatMatches": [ { "to": 75, "from": 40, "beatId": "efea7fcb-72c7-4c2f-8799-fb38fe4615fb", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Impact & Next Steps", "beatSlug": "consultants-gambit-impact-next-steps", "evidence": "The presentation outlines the impact of the proposed solution and the next steps for implementation", "position": 3, "confidence": 0.9, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8f-75cf-70d8-9ee2-063d0624916a", "docSlug": "jarvis-valueact-seven-i-holdings-presentation-february-2022", "documentTitle": "ValueAct Seven i Holdings Presentation February 2022", "authorId": "valueact-seven-i-holdings-presentation-february-2022", "authorName": null, "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2022-02-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 65, "slideType": "key_messages", "function": "establish_context", "notes": "Slide 65 of the deck.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8f-75cf-70d8-9ee2-063d0624916a/65", "deckHref": "/decks/019f6b8f-75cf-70d8-9ee2-063d0624916a", "deckAnchorHref": "/decks/019f6b8f-75cf-70d8-9ee2-063d0624916a#slide-65", "loopMatches": [], "arcBeatMatches": [ { "to": 75, "from": 40, "beatId": "efea7fcb-72c7-4c2f-8799-fb38fe4615fb", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Impact & Next Steps", "beatSlug": "consultants-gambit-impact-next-steps", "evidence": "The presentation outlines the impact of the proposed solution and the next steps for implementation", "position": 3, "confidence": 0.9, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8f-75cf-70d8-9ee2-063d0624916a", "docSlug": "jarvis-valueact-seven-i-holdings-presentation-february-2022", "documentTitle": "ValueAct Seven i Holdings Presentation February 2022", "authorId": "valueact-seven-i-holdings-presentation-february-2022", "authorName": null, "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2022-02-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 66, "slideType": "key_messages", "function": "summarize", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8f-75cf-70d8-9ee2-063d0624916a/66", "deckHref": "/decks/019f6b8f-75cf-70d8-9ee2-063d0624916a", "deckAnchorHref": "/decks/019f6b8f-75cf-70d8-9ee2-063d0624916a#slide-66", "loopMatches": [], "arcBeatMatches": [ { "to": 75, "from": 40, "beatId": "efea7fcb-72c7-4c2f-8799-fb38fe4615fb", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Impact & Next Steps", "beatSlug": "consultants-gambit-impact-next-steps", "evidence": "The presentation outlines the impact of the proposed solution and the next steps for implementation", "position": 3, "confidence": 0.9, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8f-75cf-70d8-9ee2-063d0624916a", "docSlug": "jarvis-valueact-seven-i-holdings-presentation-february-2022", "documentTitle": "ValueAct Seven i Holdings Presentation February 2022", "authorId": "valueact-seven-i-holdings-presentation-february-2022", "authorName": null, "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2022-02-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 67, "slideType": "other", "function": "other", "notes": "This is a credibility-building slide showcasing past board experience.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8f-75cf-70d8-9ee2-063d0624916a/67", "deckHref": "/decks/019f6b8f-75cf-70d8-9ee2-063d0624916a", "deckAnchorHref": "/decks/019f6b8f-75cf-70d8-9ee2-063d0624916a#slide-67", "loopMatches": [], "arcBeatMatches": [ { "to": 75, "from": 40, "beatId": "efea7fcb-72c7-4c2f-8799-fb38fe4615fb", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Impact & Next Steps", "beatSlug": "consultants-gambit-impact-next-steps", "evidence": "The presentation outlines the impact of the proposed solution and the next steps for implementation", "position": 3, "confidence": 0.9, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8f-75cf-70d8-9ee2-063d0624916a", "docSlug": "jarvis-valueact-seven-i-holdings-presentation-february-2022", "documentTitle": "ValueAct Seven i Holdings Presentation February 2022", "authorId": "valueact-seven-i-holdings-presentation-february-2022", "authorName": null, "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2022-02-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 68, "slideType": "key_takeaways", "function": "summarize", "notes": "The slide highlights a collaborative approach to governance, emphasizing board seats and committee participation over adversarial actions like proxy contests.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8f-75cf-70d8-9ee2-063d0624916a/68", "deckHref": "/decks/019f6b8f-75cf-70d8-9ee2-063d0624916a", "deckAnchorHref": "/decks/019f6b8f-75cf-70d8-9ee2-063d0624916a#slide-68", "loopMatches": [], "arcBeatMatches": [ { "to": 75, "from": 40, "beatId": "efea7fcb-72c7-4c2f-8799-fb38fe4615fb", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Impact & Next Steps", "beatSlug": "consultants-gambit-impact-next-steps", "evidence": "The presentation outlines the impact of the proposed solution and the next steps for implementation", "position": 3, "confidence": 0.9, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8f-75cf-70d8-9ee2-063d0624916a", "docSlug": "jarvis-valueact-seven-i-holdings-presentation-february-2022", "documentTitle": "ValueAct Seven i Holdings Presentation February 2022", "authorId": "valueact-seven-i-holdings-presentation-february-2022", "authorName": null, "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2022-02-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 69, "slideType": "other", "function": "present_framework", "notes": "The slide uses a toolbox metaphor to categorize the firm's operational and strategic capabilities.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8f-75cf-70d8-9ee2-063d0624916a/69", "deckHref": "/decks/019f6b8f-75cf-70d8-9ee2-063d0624916a", "deckAnchorHref": "/decks/019f6b8f-75cf-70d8-9ee2-063d0624916a#slide-69", "loopMatches": [], "arcBeatMatches": [ { "to": 75, "from": 40, "beatId": "efea7fcb-72c7-4c2f-8799-fb38fe4615fb", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Impact & Next Steps", "beatSlug": "consultants-gambit-impact-next-steps", "evidence": "The presentation outlines the impact of the proposed solution and the next steps for implementation", "position": 3, "confidence": 0.9, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8f-75cf-70d8-9ee2-063d0624916a", "docSlug": "jarvis-valueact-seven-i-holdings-presentation-february-2022", "documentTitle": "ValueAct Seven i Holdings Presentation February 2022", "authorId": "valueact-seven-i-holdings-presentation-february-2022", "authorName": null, "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2022-02-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 70, "slideType": "appendix", "function": "appendix", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8f-75cf-70d8-9ee2-063d0624916a/70", "deckHref": "/decks/019f6b8f-75cf-70d8-9ee2-063d0624916a", "deckAnchorHref": "/decks/019f6b8f-75cf-70d8-9ee2-063d0624916a#slide-70", "loopMatches": [], "arcBeatMatches": [ { "to": 75, "from": 40, "beatId": "efea7fcb-72c7-4c2f-8799-fb38fe4615fb", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Impact & Next Steps", "beatSlug": "consultants-gambit-impact-next-steps", "evidence": "The presentation outlines the impact of the proposed solution and the next steps for implementation", "position": 3, "confidence": 0.9, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8f-75cf-70d8-9ee2-063d0624916a", "docSlug": "jarvis-valueact-seven-i-holdings-presentation-february-2022", "documentTitle": "ValueAct Seven i Holdings Presentation February 2022", "authorId": "valueact-seven-i-holdings-presentation-february-2022", "authorName": null, "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2022-02-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 71, "slideType": "revenue_buildup", "function": "quantify_opportunity", "notes": "The chart uses a waterfall bridge to show how operational improvements, fresh food, international expansion, and organic growth contribute to the potential EBITDA.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8f-75cf-70d8-9ee2-063d0624916a/71", "deckHref": "/decks/019f6b8f-75cf-70d8-9ee2-063d0624916a", "deckAnchorHref": "/decks/019f6b8f-75cf-70d8-9ee2-063d0624916a#slide-71", "loopMatches": [], "arcBeatMatches": [ { "to": 75, "from": 40, "beatId": "efea7fcb-72c7-4c2f-8799-fb38fe4615fb", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Impact & Next Steps", "beatSlug": "consultants-gambit-impact-next-steps", "evidence": "The presentation outlines the impact of the proposed solution and the next steps for implementation", "position": 3, "confidence": 0.9, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8f-75cf-70d8-9ee2-063d0624916a", "docSlug": "jarvis-valueact-seven-i-holdings-presentation-february-2022", "documentTitle": "ValueAct Seven i Holdings Presentation February 2022", "authorId": "valueact-seven-i-holdings-presentation-february-2022", "authorName": null, "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2022-02-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 72, "slideType": "appendix", "function": "appendix", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8f-75cf-70d8-9ee2-063d0624916a/72", "deckHref": "/decks/019f6b8f-75cf-70d8-9ee2-063d0624916a", "deckAnchorHref": "/decks/019f6b8f-75cf-70d8-9ee2-063d0624916a#slide-72", "loopMatches": [], "arcBeatMatches": [ { "to": 75, "from": 40, "beatId": "efea7fcb-72c7-4c2f-8799-fb38fe4615fb", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Impact & Next Steps", "beatSlug": "consultants-gambit-impact-next-steps", "evidence": "The presentation outlines the impact of the proposed solution and the next steps for implementation", "position": 3, "confidence": 0.9, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8f-75cf-70d8-9ee2-063d0624916a", "docSlug": "jarvis-valueact-seven-i-holdings-presentation-february-2022", "documentTitle": "ValueAct Seven i Holdings Presentation February 2022", "authorId": "valueact-seven-i-holdings-presentation-february-2022", "authorName": null, "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2022-02-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 73, "slideType": "disclaimer", "function": "other", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8f-75cf-70d8-9ee2-063d0624916a/73", "deckHref": "/decks/019f6b8f-75cf-70d8-9ee2-063d0624916a", "deckAnchorHref": "/decks/019f6b8f-75cf-70d8-9ee2-063d0624916a#slide-73", "loopMatches": [], "arcBeatMatches": [ { "to": 75, "from": 40, "beatId": "efea7fcb-72c7-4c2f-8799-fb38fe4615fb", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Impact & Next Steps", "beatSlug": "consultants-gambit-impact-next-steps", "evidence": "The presentation outlines the impact of the proposed solution and the next steps for implementation", "position": 3, "confidence": 0.9, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8f-75cf-70d8-9ee2-063d0624916a", "docSlug": "jarvis-valueact-seven-i-holdings-presentation-february-2022", "documentTitle": "ValueAct Seven i Holdings Presentation February 2022", "authorId": "valueact-seven-i-holdings-presentation-february-2022", "authorName": null, "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2022-02-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 74, "slideType": "disclaimer", "function": "other", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8f-75cf-70d8-9ee2-063d0624916a/74", "deckHref": "/decks/019f6b8f-75cf-70d8-9ee2-063d0624916a", "deckAnchorHref": "/decks/019f6b8f-75cf-70d8-9ee2-063d0624916a#slide-74", "loopMatches": [], "arcBeatMatches": [ { "to": 75, "from": 40, "beatId": "efea7fcb-72c7-4c2f-8799-fb38fe4615fb", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Impact & Next Steps", "beatSlug": "consultants-gambit-impact-next-steps", "evidence": "The presentation outlines the impact of the proposed solution and the next steps for implementation", "position": 3, "confidence": 0.9, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8f-75cf-70d8-9ee2-063d0624916a", "docSlug": "jarvis-valueact-seven-i-holdings-presentation-february-2022", "documentTitle": "ValueAct Seven i Holdings Presentation February 2022", "authorId": "valueact-seven-i-holdings-presentation-february-2022", "authorName": null, "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2022-02-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 75, "slideType": "cover", "function": "front_matter", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8f-75cf-70d8-9ee2-063d0624916a/75", "deckHref": "/decks/019f6b8f-75cf-70d8-9ee2-063d0624916a", "deckAnchorHref": "/decks/019f6b8f-75cf-70d8-9ee2-063d0624916a#slide-75", "loopMatches": [], "arcBeatMatches": [ { "to": 75, "from": 40, "beatId": "efea7fcb-72c7-4c2f-8799-fb38fe4615fb", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Impact & Next Steps", "beatSlug": "consultants-gambit-impact-next-steps", "evidence": "The presentation outlines the impact of the proposed solution and the next steps for implementation", "position": 3, "confidence": 0.9, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8f-7633-769d-b19b-4b39e079ff9b", "docSlug": "jarvis-valuing-pre-revenue-companies", "documentTitle": "Valuing Pre revenue Companies", "authorId": "valuing-pre-revenue-companies", "authorName": null, "documentKindSlug": "deck", "documentKindLabel": "Deck", "sourceTypeSlug": "investor_relations", "sourceTypeLabel": "Investor relations", "presentationDate": null, "orientation": null, "aspectRatio": null, "pageNumber": 1, "slideType": "table_of_contents", "function": "front_matter", "notes": null, "imagePath": "https://imgproxy.kitesheet.com/kqGRl3o9VPjIyUbEzWPTeY-r6aEXjMtk1xP2BAJDWrU/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9qYXJ2aXMtdmFsdWluZy1wcmUtcmV2ZW51ZS1jb21wYW5pZXMvcDAwMS5qcGc", "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8f-7633-769d-b19b-4b39e079ff9b/1", "deckHref": "/decks/019f6b8f-7633-769d-b19b-4b39e079ff9b", "deckAnchorHref": "/decks/019f6b8f-7633-769d-b19b-4b39e079ff9b#slide-1", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": "https://imgproxy.kitesheet.com/HPgX8Gu7Xj2uw-O2GwXhfH8ckrt8_H1yELDSq6NHu0s/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9qYXJ2aXMtdmFsdWluZy1wcmUtcmV2ZW51ZS1jb21wYW5pZXMvcDAwMS5wbmc", "thumbSrc": "https://imgproxy.kitesheet.com/FUhZ8L0v-QEAq2KoTCj-xnjLEmcpVGEHn4WMDOCeWgs/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9qYXJ2aXMtdmFsdWluZy1wcmUtcmV2ZW51ZS1jb21wYW5pZXMvcDAwMS5qcGc", "thumbSrcAlt": "https://imgproxy.kitesheet.com/uur2k38l-izIXd-gpOSB2ouhtDsRsiHnIZM6zvT2isI/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9qYXJ2aXMtdmFsdWluZy1wcmUtcmV2ZW51ZS1jb21wYW5pZXMvcDAwMS5wbmc" }, { "docId": "019f6b8f-7633-769d-b19b-4b39e079ff9b", "docSlug": "jarvis-valuing-pre-revenue-companies", "documentTitle": "Valuing Pre revenue Companies", "authorId": "valuing-pre-revenue-companies", "authorName": null, "documentKindSlug": "deck", "documentKindLabel": "Deck", "sourceTypeSlug": "investor_relations", "sourceTypeLabel": "Investor relations", "presentationDate": null, "orientation": null, "aspectRatio": null, "pageNumber": 2, "slideType": "disclaimer", "function": "front_matter", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8f-7633-769d-b19b-4b39e079ff9b/2", "deckHref": "/decks/019f6b8f-7633-769d-b19b-4b39e079ff9b", "deckAnchorHref": "/decks/019f6b8f-7633-769d-b19b-4b39e079ff9b#slide-2", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8f-7633-769d-b19b-4b39e079ff9b", "docSlug": "jarvis-valuing-pre-revenue-companies", "documentTitle": "Valuing Pre revenue Companies", "authorId": "valuing-pre-revenue-companies", "authorName": null, "documentKindSlug": "deck", "documentKindLabel": "Deck", "sourceTypeSlug": "investor_relations", "sourceTypeLabel": "Investor relations", "presentationDate": null, "orientation": null, "aspectRatio": null, "pageNumber": 3, "slideType": "other", "function": "establish_context", "notes": "The slide is a page from an article/report by the Ewing Marion Kauffman Foundation.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8f-7633-769d-b19b-4b39e079ff9b/3", "deckHref": "/decks/019f6b8f-7633-769d-b19b-4b39e079ff9b", "deckAnchorHref": "/decks/019f6b8f-7633-769d-b19b-4b39e079ff9b#slide-3", "loopMatches": [], "arcBeatMatches": [ { "to": 5, "from": 3, "beatId": "4c4db36b-8eb4-402a-b493-7c882e25ee3d", "arcName": "The Sequoia Pitch", "arcSlug": "sequoia-pitch", "beatName": "Problem", "beatSlug": "sequoia-pitch-problem", "evidence": "The document discusses the challenges of valuing pre-revenue companies", "position": 0, "confidence": 0.8, "parentBeatName": "Complication", "parentBeatSlug": "complication" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8f-7633-769d-b19b-4b39e079ff9b", "docSlug": "jarvis-valuing-pre-revenue-companies", "documentTitle": "Valuing Pre revenue Companies", "authorId": "valuing-pre-revenue-companies", "authorName": null, "documentKindSlug": "deck", "documentKindLabel": "Deck", "sourceTypeSlug": "investor_relations", "sourceTypeLabel": "Investor relations", "presentationDate": null, "orientation": null, "aspectRatio": null, "pageNumber": 4, "slideType": "appendix_methodology", "function": "present_framework", "notes": "This slide defines key terms like pre-money/post-money valuation and discusses factors influencing implicit valuation such as warrants.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8f-7633-769d-b19b-4b39e079ff9b/4", "deckHref": "/decks/019f6b8f-7633-769d-b19b-4b39e079ff9b", "deckAnchorHref": "/decks/019f6b8f-7633-769d-b19b-4b39e079ff9b#slide-4", "loopMatches": [], "arcBeatMatches": [ { "to": 5, "from": 3, "beatId": "4c4db36b-8eb4-402a-b493-7c882e25ee3d", "arcName": "The Sequoia Pitch", "arcSlug": "sequoia-pitch", "beatName": "Problem", "beatSlug": "sequoia-pitch-problem", "evidence": "The document discusses the challenges of valuing pre-revenue companies", "position": 0, "confidence": 0.8, "parentBeatName": "Complication", "parentBeatSlug": "complication" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8f-7633-769d-b19b-4b39e079ff9b", "docSlug": "jarvis-valuing-pre-revenue-companies", "documentTitle": "Valuing Pre revenue Companies", "authorId": "valuing-pre-revenue-companies", "authorName": null, "documentKindSlug": "deck", "documentKindLabel": "Deck", "sourceTypeSlug": "investor_relations", "sourceTypeLabel": "Investor relations", "presentationDate": null, "orientation": null, "aspectRatio": null, "pageNumber": 5, "slideType": "appendix_data", "function": "summarize", "notes": "This slide provides definitions and examples for complex financial terms used in venture capital term sheets.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8f-7633-769d-b19b-4b39e079ff9b/5", "deckHref": "/decks/019f6b8f-7633-769d-b19b-4b39e079ff9b", "deckAnchorHref": "/decks/019f6b8f-7633-769d-b19b-4b39e079ff9b#slide-5", "loopMatches": [], "arcBeatMatches": [ { "to": 5, "from": 3, "beatId": "4c4db36b-8eb4-402a-b493-7c882e25ee3d", "arcName": "The Sequoia Pitch", "arcSlug": "sequoia-pitch", "beatName": "Problem", "beatSlug": "sequoia-pitch-problem", "evidence": "The document discusses the challenges of valuing pre-revenue companies", "position": 0, "confidence": 0.8, "parentBeatName": "Complication", "parentBeatSlug": "complication" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true } ] }