{
  "docId": "019dd923-622b-71dc-a6db-087ba15f500b",
  "docSlug": "871aaa006ef0",
  "documentTitle": "Vitesco Technologies (VTSC)",
  "authorId": "04_Greenlight_Capital",
  "authorName": "David Einhorn",
  "documentKindSlug": "conference-presentation",
  "documentKindLabel": "Conference presentation",
  "sourceTypeSlug": "activist_investor",
  "sourceTypeLabel": "Activist investor",
  "presentationDate": "2023-05-09 00:00:00",
  "orientation": "portrait",
  "aspectRatio": 0.77272725,
  "pageNumber": 23,
  "pageCount": 47,
  "prevPage": 22,
  "nextPage": 24,
  "slideType": "other",
  "function": "illustrate_case",
  "density": "dense",
  "nDataPoints": 0,
  "notes": "The slide uses an exploded view to map specific business units to vehicle components, arguing for the 'stickiness' of the business.",
  "elementsJson": [
    "headline_text",
    "paragraph",
    "photo",
    "footnote"
  ],
  "metadataConfidence": 0.9,
  "imagePath": null,
  "slideHref": "/slides/019dd923-622b-71dc-a6db-087ba15f500b/23",
  "deckHref": "/decks/019dd923-622b-71dc-a6db-087ba15f500b",
  "deckJsonHref": "/decks/019dd923-622b-71dc-a6db-087ba15f500b.json",
  "deckAnchorHref": "/decks/019dd923-622b-71dc-a6db-087ba15f500b#slide-23",
  "components": [
    {
      "bbox": null,
      "kind": "callout",
      "text": "This business is ostensibly even stickier than Chocolate’s as the products are core to EVs and the products are less mature.",
      "attrs": null,
      "subkind": null,
      "toolName": "Visual emphasis",
      "toolSlug": "visual-emphasis",
      "confidence": null,
      "componentId": "019dd953-14dd-72ca-b97d-e85a0444f2e7",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.35,
        "w": 0.7,
        "x": 0.15,
        "y": 0.21
      },
      "kind": "image",
      "text": "Exploded view of EV chassis components",
      "attrs": null,
      "subkind": "illustration",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "91c5c876-cee9-4882-af17-2c4e6fa80406",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.76,
        "x": 0.12,
        "y": 0.49
      },
      "kind": "paragraph",
      "text": "When you put all those together, you get the key components, other than the battery, that determine the efficiency of an electric vehicle.",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "1a23b3f6-c08b-411e-bd03-5b9cbfb7cacc",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.76,
        "x": 0.12,
        "y": 0.55
      },
      "kind": "paragraph",
      "text": "This business is ostensibly even stickier than Chocolate's as the products are core to EVs and the products are less mature.",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "47e831c5-e843-4088-b20d-71551991eda0",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.76,
        "x": 0.12,
        "y": 0.61
      },
      "kind": "paragraph",
      "text": "Few suppliers have the track record of delivering these products at competitive performance and cost.",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "dbae191f-37d2-4e03-90a9-84544044b4b6",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.02,
        "w": 0.4,
        "x": 0.12,
        "y": 0.69
      },
      "kind": "source-note",
      "text": "Source: Peanut Butter Capital Market Day, March 25, 2021.",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "d39b5c64-3ac2-4aa8-8272-704db95a5d5f",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.04,
        "w": 0.38,
        "x": 0.31,
        "y": 0.13
      },
      "kind": "title",
      "text": "Electric Skateboard",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "178f169b-05c0-4eb5-89b6-de2ea1011d79",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [],
  "frameworks": [],
  "arcBeats": [],
  "loops": [
    {
      "to": 24,
      "from": 17,
      "name": "Golden Circle",
      "slug": "11-golden-circle",
      "bestFor": "Visionary leadership, brand positioning, mission statements",
      "matchId": "e4da9759-ba9e-4391-af95-dfb2ac2fcc6d",
      "evidence": "Presentation of Vitesco's EV-related products",
      "position": 1,
      "objective": "Why Vitesco's products matter",
      "structure": "The Why (Belief) -> The How (Process) -> The What (Result)",
      "confidence": 0.7,
      "description": "Invert the typical pitch by starting with why you exist, rather than what you do"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}