{
  "docId": "019dd923-622c-750b-8b95-68566689caa8",
  "docSlug": "0c7ee5ee497e",
  "documentTitle": "Dye & Durham Limited (DND)",
  "authorId": "27_Engine_Capital",
  "authorName": "Arnaud Ajdler",
  "documentKindSlug": "shareholder-letter",
  "documentKindLabel": "Shareholder letter",
  "sourceTypeSlug": "activist_investor",
  "sourceTypeLabel": "Activist investor",
  "presentationDate": "2024-09-11 00:00:00",
  "orientation": "portrait",
  "aspectRatio": 0.77272725,
  "pageNumber": 4,
  "pageCount": 6,
  "prevPage": 3,
  "nextPage": 5,
  "slideType": "appendix",
  "function": "appendix",
  "density": "sparse",
  "nDataPoints": 0,
  "notes": null,
  "elementsJson": [
    "headline_text",
    "subtitle_text"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-622c-750b-8b95-68566689caa8/4",
  "deckHref": "/decks/019dd923-622c-750b-8b95-68566689caa8",
  "deckJsonHref": "/decks/019dd923-622c-750b-8b95-68566689caa8.json",
  "deckAnchorHref": "/decks/019dd923-622c-750b-8b95-68566689caa8#slide-4",
  "components": [
    {
      "bbox": {
        "h": 0.075,
        "w": 0.298,
        "x": 0.351,
        "y": 0.538
      },
      "kind": "paragraph",
      "text": "Through October 5, 2023\nDraft dated October 10, 2023",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "051cad5a-70a8-43b0-8de5-8ad141c5456e",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.095,
        "w": 0.424,
        "x": 0.288,
        "y": 0.383
      },
      "kind": "title",
      "text": "Investor and Proxy Advisor Calls Major Themes",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "1a7ac9ad-8b4d-430c-9a6f-5460d2ef628d",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.035,
        "w": 0.196,
        "x": 0.402,
        "y": 0.038
      },
      "kind": "title",
      "text": "APPENDIX A",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "962bcb9a-184e-4a9d-bfd3-20440a86bd8e",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [],
  "frameworks": [],
  "arcBeats": [
    {
      "to": 4,
      "from": 4,
      "beatId": "1b5bd361-fd04-4ed6-8c87-03641a430911",
      "arcName": "The Consultant's Gambit",
      "arcSlug": "consultants-gambit",
      "beatName": "Evidence & Proof",
      "beatSlug": "consultants-gambit-evidence-proof",
      "evidence": "The appendix provides supporting evidence",
      "position": 2,
      "confidence": 0.8,
      "parentBeatName": "Evidence",
      "parentBeatSlug": "evidence"
    }
  ],
  "loops": [
    {
      "to": 6,
      "from": 2,
      "name": "Cost Of Inaction",
      "slug": "27-cost-of-inaction",
      "bestFor": "Urgent budget requests, compliance, risk mitigation",
      "matchId": "bde284dd-6e6f-4621-a783-b357bbfb821b",
      "evidence": "The letter emphasizes the potential consequences of inaction",
      "position": 0,
      "objective": "Highlight the risks of not addressing the stock price performance and leverage ratio",
      "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point",
      "confidence": 0.6,
      "description": "Quantify what happens if the audience does nothing"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}