{
  "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": 9,
  "pageCount": 75,
  "prevPage": 8,
  "nextPage": 10,
  "slideType": "timeline",
  "function": "cite_precedent",
  "density": "dense",
  "nDataPoints": 0,
  "notes": "The slide uses a timeline framework to establish a history of failed engagement between the company and its investors.",
  "elementsJson": null,
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019f6b8f-75cf-70d8-9ee2-063d0624916a/9",
  "deckHref": "/decks/019f6b8f-75cf-70d8-9ee2-063d0624916a",
  "deckJsonHref": "/decks/019f6b8f-75cf-70d8-9ee2-063d0624916a.json",
  "deckAnchorHref": "/decks/019f6b8f-75cf-70d8-9ee2-063d0624916a#slide-9",
  "components": [
    {
      "bbox": {
        "h": 0.65,
        "w": 0.9,
        "x": 0.05,
        "y": 0.25
      },
      "kind": "framework",
      "text": null,
      "attrs": null,
      "subkind": "instance",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "cba33afb-7a00-48b5-ba9f-7d0eaf1e4df4",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.25,
        "w": 0.25,
        "x": 0.45,
        "y": 0.62
      },
      "kind": "list",
      "text": "2020: Third Avenue Management comments on valuation.",
      "attrs": null,
      "subkind": "timeline-item",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "54346c40-f581-4aa1-b4c3-5f9b2e23c7db",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.25,
        "w": 0.25,
        "x": 0.45,
        "y": 0.25
      },
      "kind": "list",
      "text": "2020: Tokio Marine votes against re-election of President.",
      "attrs": null,
      "subkind": "timeline-item",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "58136350-05e2-486e-aa21-6017d8e8e28c",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.15,
        "w": 0.25,
        "x": 0.05,
        "y": 0.62
      },
      "kind": "list",
      "text": "2015: Third Point requests sale of underperforming operations.",
      "attrs": null,
      "subkind": "timeline-item",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "59ffdd4e-7106-48df-9eff-612cdd8002eb",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.25,
        "w": 0.25,
        "x": 0.7,
        "y": 0.25
      },
      "kind": "list",
      "text": "2021: Abrdn exits due to slow progress.",
      "attrs": null,
      "subkind": "timeline-item",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "66938761-29f8-46e7-84e3-f87439b57b37",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.25,
        "w": 0.25,
        "x": 0.7,
        "y": 0.62
      },
      "kind": "list",
      "text": "2022: Artisan Partners addresses business differences.",
      "attrs": null,
      "subkind": "timeline-item",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "8d0f9d43-30ce-43a5-a8ea-09ac673378e0",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.25,
        "w": 0.25,
        "x": 0.25,
        "y": 0.25
      },
      "kind": "list",
      "text": "2019: Abrdn votes against directors due to poor performance.",
      "attrs": null,
      "subkind": "timeline-item",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "f12636f6-ef02-42b7-a656-7a407eaf7d0f",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.08,
        "w": 0.9,
        "x": 0.05,
        "y": 0.14
      },
      "kind": "paragraph",
      "text": "Investors have repeatedly expressed similar feedback on strategy and performance; management has not provided strategic clarity or responded with real action, instead deflecting criticism with performative dialogue",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "f08dd532-3d05-4af4-a22c-e9cc83b50339",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.08,
        "w": 0.9,
        "x": 0.05,
        "y": 0.05
      },
      "kind": "title",
      "text": "Seven & i's History of Unsatisfactory Response to Shareholders",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "9c4608f8-a7f5-4c3e-b138-4c74d570c131",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [],
  "frameworks": [
    {
      "name": "timeline",
      "slug": null,
      "matchId": "02b8f281-b295-4551-b2a9-46f1639a8a5f",
      "evidence": "Chronological presentation of shareholder events from 2015-2022.",
      "confidence": 1
    }
  ],
  "arcBeats": [],
  "loops": [],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}