2019 Investor Day from SEC

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Slide schematic 5/7

callout 0/1 chart 1/1 metric 0/1 paragraph 2/2 title 2/2

2 without position callout 1 · metric 1

calloutmetric · primary

Components 7

callout line primary paragraph paragraph headline subtitle

Tools 3

Horizontal Logic loop · 60%

Formula on chalkboard makes the trade-off explicit.

Action Titles slide · 80%

Callout 'Unit economic margin defines limit of profitability, at zero growth.'

Metaphor & Analogy slide · 85%

Chalkboard 'Margin Frontier' visualizes growth-vs-margin trade-off.

Metrics 0

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Frameworks 2

Margin Frontier 90%

Conceptual model relating growth to unit economic margins

Growth-vs-Unit-Margin frontier curve with formula.

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