{
  "docId": "019dd923-5ca1-7489-b637-ff5959cc3717",
  "docSlug": "13eb135e1f137482",
  "documentTitle": "Brazil Education Technology Market L.E.K. Perspectives",
  "authorId": "LEK",
  "authorName": "L.E.K.",
  "documentKindSlug": "consulting-deck",
  "documentKindLabel": "Consulting deck",
  "sourceTypeSlug": "strategy_consulting",
  "sourceTypeLabel": "Strategy consulting",
  "presentationDate": null,
  "orientation": "landscape",
  "aspectRatio": 1.778,
  "pageNumber": 13,
  "pageCount": 34,
  "prevPage": 12,
  "nextPage": 14,
  "slideType": "industry_trends",
  "function": "summarize",
  "density": "dense",
  "nDataPoints": 0,
  "notes": null,
  "elementsJson": [
    "headline_text",
    "bullet_list",
    "icon_grid"
  ],
  "metadataConfidence": 0.95,
  "imagePath": null,
  "slideHref": "/slides/019dd923-5ca1-7489-b637-ff5959cc3717/13",
  "deckHref": "/decks/019dd923-5ca1-7489-b637-ff5959cc3717",
  "deckJsonHref": "/decks/019dd923-5ca1-7489-b637-ff5959cc3717.json",
  "deckAnchorHref": "/decks/019dd923-5ca1-7489-b637-ff5959cc3717#slide-13",
  "components": [
    {
      "bbox": {
        "h": 0.15,
        "w": 0.1,
        "x": 0.03,
        "y": 0.31
      },
      "kind": "image",
      "text": null,
      "attrs": null,
      "subkind": "icon-grid",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "4c9c7591-269d-4aca-aab3-42f0b886df54",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.15,
        "w": 0.1,
        "x": 0.03,
        "y": 0.65
      },
      "kind": "image",
      "text": null,
      "attrs": null,
      "subkind": "icon-grid",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "66613c54-d669-4cac-8dc3-8907915ca05a",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.15,
        "w": 0.1,
        "x": 0.54,
        "y": 0.44
      },
      "kind": "image",
      "text": null,
      "attrs": null,
      "subkind": "icon-grid",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "cef5cd19-6184-40e5-a2db-86d7e20415a3",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.2,
        "w": 0.35,
        "x": 0.14,
        "y": 0.65
      },
      "kind": "list",
      "text": "Medium-Long Term: Going forward, companies with consistent revenue growth and disciplined financial management that translates into improving profit margin are expected to outperform the market as opposed to growing Revenue at compromised margins",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "1b3bc80e-19b8-47f6-aa2e-1939d449bae0",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.25,
        "w": 0.35,
        "x": 0.14,
        "y": 0.25
      },
      "kind": "list",
      "text": "Near-Term: The focus on near-term momentum is shifting toward companies which can demonstrate current profitability. With the rising cost of capital and downward pressure on spending power, the market is signalling a strong preference for companies who can generate cash today",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "81ae1a8b-b800-4813-b20c-cde59275e853",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.25,
        "w": 0.4,
        "x": 0.54,
        "y": 0.46
      },
      "kind": "list",
      "text": "Education Technology: Education technology emerges as an exciting sector, with Brazil hosting a majority of EdTech investments in Latin America. The Edtech companies with differentiated propositions across value chain stand out as winners in this sector",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "9aa44570-4ca3-481d-9960-cefe946b91e2",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.2,
        "x": 0.03,
        "y": 0.9
      },
      "kind": "source-note",
      "text": "Source: L.E.K. research and analysis",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "1d6e508d-5eb3-4d68-8c8c-129d4ff59264",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.12,
        "w": 0.94,
        "x": 0.03,
        "y": 0.06
      },
      "kind": "title",
      "text": "With rising cost of capital and reduced funding appetite, primarily, companies with demonstrated profitability along with consistent top-line growth have seen an increase in stock price",
      "attrs": null,
      "subkind": "action-title",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "e314b121-78aa-43b3-b5ea-1896ec720fab",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [
    {
      "name": "Contrast Pairs",
      "slug": "contrast-pairs",
      "agent": "Storyteller",
      "layer": "loop",
      "matchId": "019de7d8-fd70-743e-8c80-0c55a5dc0f97",
      "evidence": "Near-term vs medium/long-term two-column contrast",
      "confidence": 70
    },
    {
      "name": "Action Titles",
      "slug": "action-titles",
      "agent": "Architect",
      "layer": "slide",
      "matchId": "019de7d8-fced-7228-be2c-d0b178fe4dc9",
      "evidence": "Title states profitability/discipline thesis",
      "confidence": 85
    }
  ],
  "frameworks": [],
  "arcBeats": [
    {
      "to": 13,
      "from": 10,
      "beatId": "019de7d8-f383-76af-8dbc-6d9475750181",
      "arcName": "The Consultant's Gambit",
      "arcSlug": "consultants-gambit",
      "beatName": "Problem & Complication",
      "beatSlug": null,
      "evidence": "Earnings growth now drives stock price (p11-13)",
      "position": 2,
      "confidence": 85,
      "parentBeatName": null,
      "parentBeatSlug": null
    },
    {
      "to": 28,
      "from": 13,
      "beatId": "019de7d8-f4be-74e7-91aa-79a4d542f334",
      "arcName": "The Triple Take",
      "arcSlug": "triple-take",
      "beatName": "The Implications (So What)",
      "beatSlug": null,
      "evidence": "Investment themes and segment prioritization",
      "position": 2,
      "confidence": 60,
      "parentBeatName": null,
      "parentBeatSlug": null
    }
  ],
  "loops": [
    {
      "to": 13,
      "from": 11,
      "name": "Aha Moment",
      "slug": "03-aha-moment",
      "bestFor": "Data-heavy sections, research findings, analytical arguments",
      "matchId": "019de7d8-f58f-734f-861b-81b047e59908",
      "evidence": "Stock-vs-net-income bars (p11-12) culminate in profitability insight (p13).",
      "position": 2,
      "objective": "Reveal that earnings growth (not revenue) drives valuation",
      "structure": "The Problem/Question -> What the Data Shows -> The Insight",
      "confidence": 75,
      "description": "Establish a tension, present data, then deliver the insight that changes everything"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}