Yahoo! Inc. (YHOO)

Jeffrey C. Smith · 2015-11

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 4 total

Metadata

Components

Metrics

Tools

Frameworks

Beats

Loops

Situation & Context 1 slides 100% 1/1 slides 100% 1/1 slides · 6 hits

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Problem & Complication 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 Solution & Approach 1 slides 100% 1/1 slides 100% 1/1 slides · 4 hits

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100% 1/1 slides 100% 1/1 slides 100% 1/1 slides Impact & Next Steps 1 slides 100% 1/1 slides 100% 1/1 slides · 6 hits

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Slide inventory

every slide · same image gating as the playbook

This is the first page of an activist investor letter.frame_problem

Open slide detailBeat · Situation & Context

The slide argues that the market is assigning a very low valuation to the core business, implying a lack of confidence in current management.show_valuation_bridge

Open slide detailBeat · Problem & ComplicationLoop · Cost Of Inaction

This is a page from a shareholder letter; the text is a continuous argument for a divestiture strategy.propose_solution

Open slide detailBeat · Solution & ApproachLoop · Cost Of Inaction

This is the final page of a shareholder letter, including a signature and page number.state_demand

Open slide detailBeat · Impact & Next Steps