{
  "docId": "019de50e-d9a1-71fa-ab53-fc6128c6fb5b",
  "docSlug": "402d8a463910ab23f069d0785dee5194",
  "documentTitle": "Micro Focus | Fixed Income Presentation Deck | 52 slides",
  "authorId": "micro-focus",
  "authorName": "Micro Focus",
  "documentKindSlug": "conference-presentation",
  "documentKindLabel": "Conference presentation",
  "sourceTypeSlug": "investor_relations",
  "sourceTypeLabel": "Investor relations",
  "presentationDate": "2016-11-01 00:00:00",
  "orientation": "landscape",
  "aspectRatio": 1.4446952,
  "pageNumber": 9,
  "pageCount": 52,
  "prevPage": 8,
  "nextPage": 10,
  "slideType": "other",
  "function": "present_framework",
  "density": "dense",
  "nDataPoints": 0,
  "notes": "The 'four-box model' is a custom portfolio management framework used by Micro Focus.",
  "elementsJson": null,
  "metadataConfidence": 0.95,
  "imagePath": null,
  "slideHref": "/slides/019de50e-d9a1-71fa-ab53-fc6128c6fb5b/9",
  "deckHref": "/decks/019de50e-d9a1-71fa-ab53-fc6128c6fb5b",
  "deckJsonHref": "/decks/019de50e-d9a1-71fa-ab53-fc6128c6fb5b.json",
  "deckAnchorHref": "/decks/019de50e-d9a1-71fa-ab53-fc6128c6fb5b#slide-9",
  "components": [
    {
      "bbox": {
        "h": 0.28,
        "w": 0.86,
        "x": 0.07,
        "y": 0.61
      },
      "kind": "framework",
      "text": "Four box model: 1. New Models, 2. Growth Drivers, 3. Optimise, 4. Core",
      "attrs": null,
      "subkind": "instance",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "bfb285ab-d07c-4e08-87b8-efb314645e4f",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.2,
        "w": 0.4,
        "x": 0.07,
        "y": 0.35
      },
      "kind": "list",
      "text": "Broad based – covering all industrial sectors; Significant numbers of customers; Significant maintenance streams; Relatively high switching costs; Significant market positions",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "09a6c423-a961-4add-aff6-bc4bb45d5483",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.2,
        "w": 0.42,
        "x": 0.51,
        "y": 0.35
      },
      "kind": "list",
      "text": "'Fund of funds' approach to product portfolio; Investment and focus driven by four-box model; Objective: modest growth over medium-term, high levels of profitability, strong cash flow; Delivered through: efficient and focused investment across portfolio",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "9b9ef2b5-7b1b-4d13-85cf-9be98ea084a8",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.06,
        "w": 0.86,
        "x": 0.07,
        "y": 0.23
      },
      "kind": "paragraph",
      "text": "Micro Focus specialises in managing mature infrastructure software assets which have been delivering value to significant numbers of customers over long periods of time",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "17dc3637-7bba-4c02-a7aa-69ef347f1824",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.08,
        "w": 0.8,
        "x": 0.07,
        "y": 0.07
      },
      "kind": "title",
      "text": "Portfolio Positioning and Approach in Context of the Software Industry (cont'd)",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "27485624-89ec-4348-abc6-7fb750024279",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [],
  "frameworks": [
    {
      "name": "matrix-2x2",
      "slug": null,
      "matchId": "1bccb7d8-22f2-4056-b569-81485039db5e",
      "evidence": "The slide explicitly presents a 'Four box model' for portfolio management.",
      "confidence": 0.9
    }
  ],
  "arcBeats": [
    {
      "to": 11,
      "from": 9,
      "beatId": "34cf8520-50dd-425a-9863-feed8ed77314",
      "arcName": "The Consultant's Gambit",
      "arcSlug": "consultants-gambit",
      "beatName": "Solution & Approach",
      "beatSlug": "consultants-gambit-solution-approach",
      "evidence": "Slides 9-11 outline Micro Focus' operating model, structure, and integration approach",
      "position": 2,
      "confidence": 0.8,
      "parentBeatName": "Turn",
      "parentBeatSlug": "turn"
    }
  ],
  "loops": [
    {
      "to": 18,
      "from": 7,
      "name": "Logic Chain",
      "slug": "01-logic-chain",
      "bestFor": "Skeptical audiences, controversial recommendations, rigorous analysis",
      "matchId": "6ad1c9b8-6731-4cd3-9629-8c9f41d50efe",
      "evidence": "Slides 7-18 build a logical chain of problem, solution, and evidence",
      "position": 0,
      "objective": "Understand the logic behind Micro Focus' strategy",
      "structure": "Premise 1 (Accepted truth) -> Premise 2 (Observed fact) -> Therefore... (Inevitable conclusion)",
      "confidence": 0.7,
      "description": "Build an airtight chain of logic where each premise leads inevitably to the conclusion"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}