Blockbuster Video | Activist Presentation Deck

The presentation is an excerpt from a 6/1/10 presentation to RiskMetrics Group.front_matter

Open slide detailBeat · Hook

other

summarize

frame_situation

closing_ask

Uses a comparison frame to highlight poor performance relative to a peer group.expose_contradiction

Open slide detailBeat · Expose ContradictionLoop · Zoom In

The slide uses a visual comparison to highlight poor performance relative to benchmarks during a specific board member's tenure.compare_peers

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Focuses on executive compensation misalignment with shareholder interests.expose_contradiction

Open slide detailLoop · Iceberg

The slide uses a comparative analysis to highlight strategic failure.diagnose_problem

Open slide detailBeat · Problem Statement

The slide uses a rhetorical question to highlight a lack of alignment, followed by a direct call to action.expose_contradiction

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This is an activist slide attacking a board nominee's qualifications.introduce_nominees

Open slide detailBeat · Nominee Bio

The slide uses a list of historical facts to build a case for a conflict of interest.expose_contradiction

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Uses negative framing to discredit a board nominee.introduce_nominees

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The slide uses a bulleted list to present a series of negative historical actions to undermine the credibility of a board member.name_villain

Open slide detailBeat · Villain Critique

expose_contradiction

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The slide frames the activist's proposal as 'moderate' to preempt concerns about a hostile takeover or control grab.frame_problem

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introduce_nominees

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introduce_nominees

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This slide serves as a 'precedent' or 'I told you so' slide, common in activist investor decks to establish credibility and expose management's past strategic fcite_precedent

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compare_peers

Open slide detailLoop · Anchor

The slide uses comparative data to argue for the inclusion of a specific nominee to improve board demographics.compare_peers

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plan_implementation

Open slide detailBeat · RoadmapLoop · Build Up

propose_solution

Open slide detailBeat · Propose Solution

This slide outlines a turnaround plan for Blockbuster (BBI) during its decline, referencing competitors like Netflix, Redbox, and Family Video.plan_implementation

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