eBay Inc. (EBAY)

Peter A. Feld · 2020-02

arc beats above · slides in the middle · loops below · scroll → 1 LOOPS

Deck intelligence map

coverage by narrative range · generated from this deck JSON

Narrative range 5 total

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Problem 1 slides 100% 1/1 slides 100% 1/1 slides · 7 hits

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100% 1/1 slides 100% 1/1 slides 100% 1/1 slides Agitate 2 slides 100% 2/2 slides 100% 2/2 slides · 15 hits

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50% 1/2 slides 100% 2/2 slides 100% 2/2 slides 100% 2/2 slides Solution 2 slides 100% 2/2 slides 100% 2/2 slides · 14 hits

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Slide inventory

every slide · same image gating as the playbook

This is a formal shareholder letter from Starboard Value to eBay management.front_matter

Open slide detail

The slide uses a comparison table to frame the 'villain' (underperformance) and proposes a solution (separation of Classifieds).diagnose_problem

Open slide detailBeat · ProblemLoop · Cost Of Inaction

The slide uses a peer benchmark to justify a valuation gap, framing the separation as a value-unlocking event.compare_peers

Open slide detailBeat · AgitateLoop · Cost Of Inaction

The slide uses a waterfall chart to demonstrate that the company's cost-saving targets are minimal relative to the total cost base.expose_contradiction

Open slide detailBeat · AgitateLoop · Cost Of Inaction

This is a text-heavy page from a shareholder letter (Starboard Value).summarize

Open slide detailBeat · SolutionLoop · Cost Of Inaction

The slide uses a bar chart to highlight the valuation gap between eBay and e-commerce peers.closing_ask

Open slide detailBeat · SolutionLoop · Cost Of Inaction