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ValueAct Capital | Activist Presentation Deck | 19 slides · page 9 of 19

The slide uses a three-column structure to build a logical argument for the growth thesis.

Activist deck · thesis_headline · analyze_data · balanced density

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Slide schematic 5/5
chart 3/3 source-note 1/1 title 1/1
Components 5
bar-vertical bar-vertical bar-vertical source-note headline
Tools 3
Chart Selection Guide slide · 50%

Leading to Durable Earnings Growth (Segment Adj. EBIT)

 Chart Selection Guide slide · 50%

Massive Investment Capacity (Segment Assets)

 Chart Selection Guide slide · 50%

At High and Improving Returns on Capital
Metrics 0
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Frameworks 1
logical-chain 90%

The slide presents a three-part argument: Investment -> Returns -> Earnings Growth.