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Third Point · activist-deck

Third Point Management | Activist Presentation Deck | 13 slides

13 pages · 3 arc beats · 2 loops

Activist-Deck Download JSON
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Third Point Management | Activist Presentation Deck | 13 slides

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 12 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Problem (Identify pain) 3 slides 100% 3/3 slides 100% 3/3 slides · 15 hits
— 0/3 slides
66.7% 2/3 slides 66.7% 2/3 slides 100% 3/3 slides 100% 3/3 slides Agitate (Make it worse) 1 slides 100% 1/1 slides 100% 1/1 slides · 4 hits
— 0/1 slides
— 0/1 slides
100% 1/1 slides 100% 1/1 slides · 2 hits 100% 1/1 slides · 2 hits Solution (Provide relief) 8 slides 100% 8/8 slides 100% 8/8 slides · 29 hits
— 0/8 slides
— 0/8 slides
62.5% 5/8 slides 100% 8/8 slides · 9 hits 100% 8/8 slides · 11 hits

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 introductory slide setting the stage for an activist campaign.frame_problem
Open slide detailBeat · Problem (Identify pain)Loop · Golden Circle
04
establish_context
Open slide detailBeat · Problem (Identify pain)Loop · Golden Circle
05
The slide uses a pie chart to illustrate the sum-of-the-parts valuation, highlighting that the 'Core Yahoo' business is only a fraction of the total value.show_valuation_bridge
Open slide detailBeat · Problem (Identify pain)Loop · Golden Circle
06
propose_solution
Open slide detailBeat · Solution (Provide relief)Loop · Golden Circle
07
The slide uses a comparative performance chart to frame the management team as the source of value destruction.expose_contradiction
Open slide detailBeat · Agitate (Make it worse)Loop · Cost Of Inaction
08
frame_situation
Open slide detailBeat · Solution (Provide relief)Loop · Cost Of Inaction
09
The table highlights the gap between current market valuation and potential intrinsic value, specifically focusing on the Alibaba stake and Core Yahoo business.show_valuation_bridge
Open slide detailBeat · Solution (Provide relief)Loop · Cost Of Inaction
10
Part of an activist investor presentation (Third Point) advocating for value realization from Yahoo's stake in Alibaba.quantify_opportunity
Open slide detailBeat · Solution (Provide relief)Loop · Golden Circle
11
Uses bubble size to represent growth in consumer base.size_opportunity
Open slide detailBeat · Solution (Provide relief)Loop · Golden Circle
12
The slide uses a bar chart to visually demonstrate the market dominance of Taobao compared to its peers.compare_peers
Open slide detailBeat · Solution (Provide relief)Loop · Golden Circle
13
This is a classic activist investor thesis slide, framing the target as a 'premier internet franchise' suffering from poor governance.summarize
Open slide detailBeat · Solution (Provide relief)Loop · Golden Circle