{
  "docId": "019f6b8f-75cf-70d8-9ee2-063d0624916a",
  "docSlug": "jarvis-valueact-seven-i-holdings-presentation-february-2022",
  "documentTitle": "ValueAct Seven i Holdings Presentation February 2022",
  "authorId": "valueact-seven-i-holdings-presentation-february-2022",
  "authorName": null,
  "documentKindSlug": "activist-deck",
  "documentKindLabel": "Activist deck",
  "sourceTypeSlug": "activist_investor",
  "sourceTypeLabel": "Activist investor",
  "presentationDate": "2022-02-01 00:00:00",
  "orientation": null,
  "aspectRatio": null,
  "pageNumber": 39,
  "pageCount": 75,
  "prevPage": 38,
  "nextPage": 40,
  "slideType": "valuation_reveal",
  "function": "show_valuation_bridge",
  "density": "sparse",
  "nDataPoints": 8,
  "notes": "The chart bridges current share price to potential value through operational improvements, expansion, and strategic exits.",
  "elementsJson": null,
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019f6b8f-75cf-70d8-9ee2-063d0624916a/39",
  "deckHref": "/decks/019f6b8f-75cf-70d8-9ee2-063d0624916a",
  "deckJsonHref": "/decks/019f6b8f-75cf-70d8-9ee2-063d0624916a.json",
  "deckAnchorHref": "/decks/019f6b8f-75cf-70d8-9ee2-063d0624916a#slide-39",
  "components": [
    {
      "bbox": {
        "h": 0.6,
        "w": 0.9,
        "x": 0.05,
        "y": 0.25
      },
      "kind": "chart",
      "text": null,
      "attrs": null,
      "subkind": "waterfall-bridge",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "8420b1c8-2475-40e5-aa0a-24f080a346f4",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.08,
        "w": 0.9,
        "x": 0.05,
        "y": 0.9
      },
      "kind": "other",
      "text": "Sources: Public company documents, VAC analysis. Memo: Seven & i current share price as of 2/4/2021 close. Exit P/E is 17x forward EPS. FX assumed to be 105 JPY / USD to align with MTMP. All EPS figures are adjusted for goodwill amortization and one-time expenses.",
      "attrs": null,
      "subkind": "source-note",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "d08caf31-dc19-4d16-82fa-4e6d14862da6",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.9,
        "x": 0.05,
        "y": 0.15
      },
      "kind": "title",
      "text": "Global Champion 7-Eleven Value Per Share Potential",
      "attrs": null,
      "subkind": "action-title",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "d0de5bc3-ff89-44bd-af45-93796b7075e7",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.9,
        "x": 0.05,
        "y": 0.05
      },
      "kind": "title",
      "text": "... And >85% Higher Per-Share Value Than The MTMP",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "ff2ec5f7-2edc-4c17-bf1c-e9db1305727c",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [],
  "frameworks": [
    {
      "name": "waterfall-bridge",
      "slug": null,
      "matchId": "72beb5c5-3a05-4314-8519-b5bbcb025bcd",
      "evidence": "The slide uses a waterfall chart to bridge current valuation to a future potential valuation.",
      "confidence": 1
    }
  ],
  "arcBeats": [
    {
      "to": 39,
      "from": 23,
      "beatId": "26e121c1-8801-4178-be3d-62f089530007",
      "arcName": "Problem-Agitate-Solution",
      "arcSlug": "problem-agitate-solution",
      "beatName": "Solution",
      "beatSlug": "problem-agitate-solution-solution-provide-relief",
      "evidence": "The presentation provides a solution to transform the company, including a four-step process and a governance transformation",
      "position": 2,
      "confidence": 0.9,
      "parentBeatName": "Resolution",
      "parentBeatSlug": "resolution"
    }
  ],
  "loops": [
    {
      "to": 39,
      "from": 23,
      "name": "Aha Moment",
      "slug": "03-aha-moment",
      "bestFor": "Data-heavy sections, research findings, analytical arguments",
      "matchId": "ba663183-885d-460d-933d-989bc10f0b79",
      "evidence": "The presentation provides a clear and detailed plan for transforming the company, including a four-step process and a governance transformation",
      "position": 0,
      "objective": "To understand the proposed solution to transform Seven & i Holdings",
      "structure": "The Problem/Question -> What the Data Shows -> The Insight",
      "confidence": 0.8,
      "description": "Establish a tension, present data, then deliver the insight that changes everything"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}