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Third Point · conference-presentation

Yahoo! Inc. (YHOO)

13 pages · 3 arc beats · 2 loops

Conference-Presentation Download JSON
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Yahoo! Inc. (YHOO)

Third Point · 2011-09
arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 1
— No image bound to this slide. Wire up imgproxy to display the rendered slide JPEG.
—

Deck intelligence map

3
coverage by narrative range · generated from this deck JSON
Narrative range 11 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Problem (Identify pain) 3 slides 100% 3/3 slides 100% 3/3 slides · 17 hits
— 0/3 slides
100% 3/3 slides 33.3% 1/3 slides 100% 3/3 slides 33.3% 1/3 slides Agitate (Make it worse) 2 slides 100% 2/2 slides 100% 2/2 slides · 12 hits
— 0/2 slides
— 0/2 slides
— 0/2 slides
100% 2/2 slides 100% 2/2 slides Solution (Provide relief) 6 slides 100% 6/6 slides 100% 6/6 slides · 34 hits
— 0/6 slides
50% 3/6 slides 33.3% 2/6 slides 100% 6/6 slides 83.3% 5/6 slides

Slide inventory

13
every slide · same image gating as the playbook
01
Slide 1
front_matter
Open slide detail
02
other
Open slide detail
03
This is an activist investor presentation slide from Third Point regarding Yahoo.frame_problem
Open slide detailBeat · Problem (Identify pain)
04
This slide is from a Third Point presentation regarding Yahoo.establish_context
Open slide detailBeat · Problem (Identify pain)
05
This is a classic 'sum-of-the-parts' valuation breakdown used by activist investors to highlight undervaluation.show_valuation_bridge
Open slide detailBeat · Problem (Identify pain)Loop · Cost Of Inaction
06
This slide outlines a strategic vision for Yahoo, likely from a Third Point activist investor presentation.propose_solution
Open slide detailBeat · Agitate (Make it worse)Loop · Cost Of Inaction
07
The chart uses a normalized index (100%) starting point to compare relative performance.expose_contradiction
Open slide detailBeat · Agitate (Make it worse)Loop · Cost Of Inaction
08
The slide uses a bulleted list to outline the investment rationale.frame_situation
Open slide detailBeat · Solution (Provide relief)Loop · Cost Of Inaction
09
The table compares current market valuation against intrinsic, tax-efficient, and mid-term scenarios.show_valuation_bridge
Open slide detailBeat · Solution (Provide relief)Loop · Cost Of Inaction
10
quantify_opportunity
Open slide detailBeat · Solution (Provide relief)Loop · Quick Win Big Bet
11
Uses bubble sizes to visually represent the scale of the consumer base.quantify_opportunity
Open slide detailBeat · Solution (Provide relief)Loop · Quick Win Big Bet
12
The slide uses a bar chart to visually demonstrate the scale of Taobao relative to Western peers.compare_peers
Open slide detailBeat · Solution (Provide relief)Loop · Quick Win Big Bet
13
This is a classic activist investor slide (Third Point) framing the problem as 'failed management' and the solution as 'new leaders'.present_solution
Open slide detailBeat · Solution (Provide relief)