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  "docSlug": "9ef22626b17a0496e3d5eaef45ae8e74",
  "documentTitle": "Great Ajax | Investor Presentation Deck | 17 slides",
  "authorId": "great-ajax",
  "authorName": "Great Ajax",
  "documentKindSlug": "conference-presentation",
  "documentKindLabel": "Conference presentation",
  "sourceTypeSlug": "investor_relations",
  "sourceTypeLabel": "Investor relations",
  "presentationDate": "2023-05-01 00:00:00",
  "orientation": "landscape",
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  "pageNumber": 9,
  "pageCount": 17,
  "prevPage": 8,
  "nextPage": 10,
  "slideType": "other",
  "function": "analyze_data",
  "density": "dense",
  "nDataPoints": 24,
  "notes": null,
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  "slideHref": "/slides/019de515-af03-77dc-b411-dc761ad4df8a/9",
  "deckHref": "/decks/019de515-af03-77dc-b411-dc761ad4df8a",
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  "deckAnchorHref": "/decks/019de515-af03-77dc-b411-dc761ad4df8a#slide-9",
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      "kind": "list",
      "text": "24 for 24: Loans that have made at least 24 of the last 24 payments, or for which the full dollar amount to cover at least 24 payments has been made in the last 24 months\n12 for 12: Loans that have made at least 12 of the last 12 payments, or for which the full dollar amount to cover at least 12 payments has been made in the last 12 months\n7 for 7: Loans that have made at least 7 of the last 7 payments, or for which the full dollar amount to cover at least 7 payments has been made in the last 7 months\nNPL: <1 full payment in the last three months",
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      "kind": "table",
      "text": "Total Pre 23Q1 Acquisitions ($ in thousands)\nAcquisition\nCurrent Based on\nLiquidated\nCount\nUPB\n$\nCount\nUPB\n4,334\n$\n959,097\nConveyed to Affiliates and JVs\n967\n201,572\n24for24\n851\n153,833\n3,843\n811,205\n12for12\n657\n135,808\n460\n102,764\n7for7\n3,451\n764,674\n69\n17,235\n4f4-6f6\n1,857\n410,244\n78\n15,347\nLess than 4f4\n2,682\n574,563\n284\n61,085\nREO\n35\n8,145\n32\n7,233\nNPL\n1,015\n238,018\n481\n109,747\n10,548\n$\n2,285,285\n10,548\n$\n2,285,285",
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      "kind": "title",
      "text": "Portfolio Migration",
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  "arcBeats": [
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      "from": 8,
      "beatId": "83ba4bd4-32f2-4f2f-b15a-3991945765e2",
      "arcName": "The Sequoia Pitch",
      "arcSlug": "sequoia-pitch",
      "beatName": "Market Size",
      "beatSlug": "sequoia-pitch-market-size",
      "evidence": "Slides 8-9 showcase the portfolio's geographic concentration and migration.",
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      "confidence": 0.8,
      "parentBeatName": "Evidence",
      "parentBeatSlug": "evidence"
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  "loops": [
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      "from": 4,
      "name": "Cost Of Inaction",
      "slug": "27-cost-of-inaction",
      "bestFor": "Urgent budget requests, compliance, risk mitigation",
      "matchId": "36743029-a6f5-4c33-aa42-cfd01e85274d",
      "evidence": "The deck implies that investing in Great Ajax is crucial for growth and returns.",
      "position": 0,
      "objective": "The cost of not investing in Great Ajax",
      "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"
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