Yahoo! Inc. (YHOO)

Jeffrey C. Smith · 2015-08

arc beats above · slides in the middle · loops below · scroll → 0 LOOPS

Deck intelligence map

coverage by narrative range · generated from this deck JSON

Narrative range 7 total

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Loops

Whole deck 7 slides 100% 7/7 slides 100% 7/7 slides · 50 hits

— 0/7 slides

71.4% 5/7 slides

— 0/7 slides

Slide inventory

every slide · same image gating as the playbook

This is the first page of a shareholder letter from Starboard Value to Yahoo! Inc.frame_problem

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The slide uses a 'before-after' logic to strip away non-core items (Alibaba stake, patent sales, etc.) to expose the underlying business decay.diagnose_problem

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The slide uses a bar chart to highlight the decline in EBITDA and FCF since 2012, specifically pointing to the period after current management took over.expose_contradiction

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Uses a series of bar charts to visually demonstrate the failure of management's projections.expose_contradiction

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The slide uses a bar chart to visualize EBITDA erosion and includes callouts to highlight management's contradictory statements.name_villain

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This is a text-heavy page from a shareholder letter, likely from an activist investor (Starboard Value).diagnose_problem

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This is the final page of a shareholder letter.closing_ask

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