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  "docSlug": "42871e2cc2e7",
  "documentTitle": "Green Mountain Coffee Roasters (GMCR)",
  "authorId": "04_Greenlight_Capital",
  "authorName": "David Einhorn",
  "documentKindSlug": "conference-presentation",
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  "sourceTypeSlug": "activist_investor",
  "sourceTypeLabel": "Activist investor",
  "presentationDate": "2011-10-17 00:00:00",
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  "pageNumber": 79,
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  "nDataPoints": 49,
  "notes": "The slide uses a 'causal chain' logic (Installed base x attachment rate x days) to explain revenue predictability.",
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      "kind": "callout",
      "text": "All upside was due to higher K-cup sales",
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      "text": "1. Greenlight estimate\n2. Predicted attachment rate calculated by applying a constant year over year change in attachment rate (-13%) to the year-ago period's actual attachment rate\n3. GMCR stopped providing K-cup units data after Q4 2010.",
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      "text": "All upside was due to higher K-cup sales\nHistorically K-cup sales have been predictable\nInstalled base X attachment rate (seasonally adjusted) X days",
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      "text": "K-cup units: 27%",
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      "text": "Table showing quarterly metrics from Dec FY2010 to June FY2011 including installed base, attachment rates, and K-cup units.",
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      "kind": "title",
      "text": "Revenues in June 2011 Quarter",
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