{ "kind": "all", "value": "all", "collectionKey": "slides:all:all:all-document-kinds:all-producers:all-orientations", "filters": { "documentKinds": [], "sourceTypes": [], "orientations": [] }, "total": 319975, "page": 7928, "pageSize": 30, "pageCount": 10666, "rows": [ { "docId": "019de50e-8166-7075-ac22-06fe09fd9e84", "docSlug": "48fd75e807e1b5e6651462e0ea2804fa", "documentTitle": "Yahoo | Mergers and Acquisitions Presentation Deck | 32 slides", "authorId": "yahoo", "authorName": "Yahoo", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "investment_bank", "sourceTypeLabel": "Investment bank", "presentationDate": "2008-06-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.3351878, "pageNumber": 9, "slideType": "preempt_rebuttal", "function": "preempt_rebuttal", "notes": "This slide is a classic example of a 'preempt_rebuttal' or 'villain_critique' used in M&A defense to argue against a hostile or unsolicited offer.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de50e-8166-7075-ac22-06fe09fd9e84/9", "deckHref": "/decks/019de50e-8166-7075-ac22-06fe09fd9e84", "deckAnchorHref": "/decks/019de50e-8166-7075-ac22-06fe09fd9e84#slide-9", "loopMatches": [], "arcBeatMatches": [ { "to": 10, "from": 6, "beatId": "37dc9f63-f925-4ba8-a131-a68a30e94ee9", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Problem & Complication", "beatSlug": "consultants-gambit-problem-complication", "evidence": "Slides 6-10 present the complications with the Microsoft proposal and the proposed hybrid deal", "position": 1, "confidence": 0.8, "parentBeatName": "Complication", "parentBeatSlug": "complication" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de50e-8166-7075-ac22-06fe09fd9e84", "docSlug": "48fd75e807e1b5e6651462e0ea2804fa", "documentTitle": "Yahoo | Mergers and Acquisitions Presentation Deck | 32 slides", "authorId": "yahoo", "authorName": "Yahoo", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "investment_bank", "sourceTypeLabel": "Investment bank", "presentationDate": "2008-06-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.3351878, "pageNumber": 10, "slideType": "villain_critique", "function": "name_villain", "notes": "This slide is part of a defense/rebuttal presentation by Yahoo! against a Microsoft acquisition attempt.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de50e-8166-7075-ac22-06fe09fd9e84/10", "deckHref": "/decks/019de50e-8166-7075-ac22-06fe09fd9e84", "deckAnchorHref": "/decks/019de50e-8166-7075-ac22-06fe09fd9e84#slide-10", "loopMatches": [], "arcBeatMatches": [ { "to": 10, "from": 6, "beatId": "37dc9f63-f925-4ba8-a131-a68a30e94ee9", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Problem & Complication", "beatSlug": "consultants-gambit-problem-complication", "evidence": "Slides 6-10 present the complications with the Microsoft proposal and the proposed hybrid deal", "position": 1, "confidence": 0.8, "parentBeatName": "Complication", "parentBeatSlug": "complication" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de50e-8166-7075-ac22-06fe09fd9e84", "docSlug": "48fd75e807e1b5e6651462e0ea2804fa", "documentTitle": "Yahoo | Mergers and Acquisitions Presentation Deck | 32 slides", "authorId": "yahoo", "authorName": "Yahoo", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "investment_bank", "sourceTypeLabel": "Investment bank", "presentationDate": "2008-06-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.3351878, "pageNumber": 11, "slideType": "key_messages", "function": "summarize", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de50e-8166-7075-ac22-06fe09fd9e84/11", "deckHref": "/decks/019de50e-8166-7075-ac22-06fe09fd9e84", "deckAnchorHref": "/decks/019de50e-8166-7075-ac22-06fe09fd9e84#slide-11", "loopMatches": [], "arcBeatMatches": [ { "to": 15, "from": 11, "beatId": "dc95e545-5c89-466e-86d4-ec90c2e2f3c2", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Solution & Approach", "beatSlug": "consultants-gambit-solution-approach", "evidence": "Slides 11-15 present the Google agreement as a solution and highlight its advantages", "position": 2, "confidence": 0.8, "parentBeatName": "Turn", "parentBeatSlug": "turn" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de50e-8166-7075-ac22-06fe09fd9e84", "docSlug": "48fd75e807e1b5e6651462e0ea2804fa", "documentTitle": "Yahoo | Mergers and Acquisitions Presentation Deck | 32 slides", "authorId": "yahoo", "authorName": "Yahoo", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "investment_bank", "sourceTypeLabel": "Investment bank", "presentationDate": "2008-06-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.3351878, "pageNumber": 12, "slideType": "key_takeaways", "function": "summarize", "notes": "Includes a footnote defining the non-GAAP financial measure 'Operating cash flow'.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de50e-8166-7075-ac22-06fe09fd9e84/12", "deckHref": "/decks/019de50e-8166-7075-ac22-06fe09fd9e84", "deckAnchorHref": "/decks/019de50e-8166-7075-ac22-06fe09fd9e84#slide-12", "loopMatches": [], "arcBeatMatches": [ { "to": 15, "from": 11, "beatId": "dc95e545-5c89-466e-86d4-ec90c2e2f3c2", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Solution & Approach", "beatSlug": "consultants-gambit-solution-approach", "evidence": "Slides 11-15 present the Google agreement as a solution and highlight its advantages", "position": 2, "confidence": 0.8, "parentBeatName": "Turn", "parentBeatSlug": "turn" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de50e-8166-7075-ac22-06fe09fd9e84", "docSlug": "48fd75e807e1b5e6651462e0ea2804fa", "documentTitle": "Yahoo | Mergers and Acquisitions Presentation Deck | 32 slides", "authorId": "yahoo", "authorName": "Yahoo", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "investment_bank", "sourceTypeLabel": "Investment bank", "presentationDate": "2008-06-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.3351878, "pageNumber": 13, "slideType": "other", "function": "establish_context", "notes": "This slide is from a presentation regarding Yahoo's search strategy, likely during the Microsoft/Yahoo search partnership negotiations.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de50e-8166-7075-ac22-06fe09fd9e84/13", "deckHref": "/decks/019de50e-8166-7075-ac22-06fe09fd9e84", "deckAnchorHref": "/decks/019de50e-8166-7075-ac22-06fe09fd9e84#slide-13", "loopMatches": [], "arcBeatMatches": [ { "to": 15, "from": 11, "beatId": "dc95e545-5c89-466e-86d4-ec90c2e2f3c2", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Solution & Approach", "beatSlug": "consultants-gambit-solution-approach", "evidence": "Slides 11-15 present the Google agreement as a solution and highlight its advantages", "position": 2, "confidence": 0.8, "parentBeatName": "Turn", "parentBeatSlug": "turn" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de50e-8166-7075-ac22-06fe09fd9e84", "docSlug": "48fd75e807e1b5e6651462e0ea2804fa", "documentTitle": "Yahoo | Mergers and Acquisitions Presentation Deck | 32 slides", "authorId": "yahoo", "authorName": "Yahoo", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "investment_bank", "sourceTypeLabel": "Investment bank", "presentationDate": "2008-06-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.3351878, "pageNumber": 14, "slideType": "other", "function": "illustrate_case", "notes": "The slide uses a screenshot of a search engine results page (SERP) with annotations to distinguish between Yahoo's own listings and Google's sponsored listings.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de50e-8166-7075-ac22-06fe09fd9e84/14", "deckHref": "/decks/019de50e-8166-7075-ac22-06fe09fd9e84", "deckAnchorHref": "/decks/019de50e-8166-7075-ac22-06fe09fd9e84#slide-14", "loopMatches": [], "arcBeatMatches": [ { "to": 15, "from": 11, "beatId": "dc95e545-5c89-466e-86d4-ec90c2e2f3c2", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Solution & Approach", "beatSlug": "consultants-gambit-solution-approach", "evidence": "Slides 11-15 present the Google agreement as a solution and highlight its advantages", "position": 2, "confidence": 0.8, "parentBeatName": "Turn", "parentBeatSlug": "turn" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de50e-8166-7075-ac22-06fe09fd9e84", "docSlug": "48fd75e807e1b5e6651462e0ea2804fa", "documentTitle": "Yahoo | Mergers and Acquisitions Presentation Deck | 32 slides", "authorId": "yahoo", "authorName": "Yahoo", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "investment_bank", "sourceTypeLabel": "Investment bank", "presentationDate": "2008-06-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.3351878, "pageNumber": 15, "slideType": "comparison_table", "function": "compare_peers", "notes": "The slide uses a checkmark/cross system to frame the Google deal as the preferred option despite the lack of an upfront cash payment.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de50e-8166-7075-ac22-06fe09fd9e84/15", "deckHref": "/decks/019de50e-8166-7075-ac22-06fe09fd9e84", "deckAnchorHref": "/decks/019de50e-8166-7075-ac22-06fe09fd9e84#slide-15", "loopMatches": [], "arcBeatMatches": [ { "to": 15, "from": 11, "beatId": "dc95e545-5c89-466e-86d4-ec90c2e2f3c2", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Solution & Approach", "beatSlug": "consultants-gambit-solution-approach", "evidence": "Slides 11-15 present the Google agreement as a solution and highlight its advantages", "position": 2, "confidence": 0.8, "parentBeatName": "Turn", "parentBeatSlug": "turn" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de50e-8166-7075-ac22-06fe09fd9e84", "docSlug": "48fd75e807e1b5e6651462e0ea2804fa", "documentTitle": "Yahoo | Mergers and Acquisitions Presentation Deck | 32 slides", "authorId": "yahoo", "authorName": "Yahoo", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "investment_bank", "sourceTypeLabel": "Investment bank", "presentationDate": "2008-06-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.3351878, "pageNumber": 16, "slideType": "section_divider", "function": "transition", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de50e-8166-7075-ac22-06fe09fd9e84/16", "deckHref": "/decks/019de50e-8166-7075-ac22-06fe09fd9e84", "deckAnchorHref": "/decks/019de50e-8166-7075-ac22-06fe09fd9e84#slide-16", "loopMatches": [], "arcBeatMatches": [ { "to": 22, "from": 16, "beatId": "86a206e0-4313-4245-8467-cd6736214770", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Evidence & Proof", "beatSlug": "consultants-gambit-evidence-proof", "evidence": "Slides 16-22 provide evidence and proof of Yahoo!'s unique strengths and execution", "position": 3, "confidence": 0.8, "parentBeatName": "Evidence", "parentBeatSlug": "evidence" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de50e-8166-7075-ac22-06fe09fd9e84", "docSlug": "48fd75e807e1b5e6651462e0ea2804fa", "documentTitle": "Yahoo | Mergers and Acquisitions Presentation Deck | 32 slides", "authorId": "yahoo", "authorName": "Yahoo", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "investment_bank", "sourceTypeLabel": "Investment bank", "presentationDate": "2008-06-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.3351878, "pageNumber": 17, "slideType": "key_messages", "function": "summarize", "notes": "Uses a Venn diagram to categorize assets into 'Starting Points' and 'Must Buy' (advertising network).", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de50e-8166-7075-ac22-06fe09fd9e84/17", "deckHref": "/decks/019de50e-8166-7075-ac22-06fe09fd9e84", "deckAnchorHref": "/decks/019de50e-8166-7075-ac22-06fe09fd9e84#slide-17", "loopMatches": [], "arcBeatMatches": [ { "to": 22, "from": 16, "beatId": "86a206e0-4313-4245-8467-cd6736214770", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Evidence & Proof", "beatSlug": "consultants-gambit-evidence-proof", "evidence": "Slides 16-22 provide evidence and proof of Yahoo!'s unique strengths and execution", "position": 3, "confidence": 0.8, "parentBeatName": "Evidence", "parentBeatSlug": "evidence" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de50e-8166-7075-ac22-06fe09fd9e84", "docSlug": "48fd75e807e1b5e6651462e0ea2804fa", "documentTitle": "Yahoo | Mergers and Acquisitions Presentation Deck | 32 slides", "authorId": "yahoo", "authorName": "Yahoo", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "investment_bank", "sourceTypeLabel": "Investment bank", "presentationDate": "2008-06-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.3351878, "pageNumber": 18, "slideType": "key_takeaways", "function": "summarize", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de50e-8166-7075-ac22-06fe09fd9e84/18", "deckHref": "/decks/019de50e-8166-7075-ac22-06fe09fd9e84", "deckAnchorHref": "/decks/019de50e-8166-7075-ac22-06fe09fd9e84#slide-18", "loopMatches": [], "arcBeatMatches": [ { "to": 22, "from": 16, "beatId": "86a206e0-4313-4245-8467-cd6736214770", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Evidence & Proof", "beatSlug": "consultants-gambit-evidence-proof", "evidence": "Slides 16-22 provide evidence and proof of Yahoo!'s unique strengths and execution", "position": 3, "confidence": 0.8, "parentBeatName": "Evidence", "parentBeatSlug": "evidence" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de50e-8166-7075-ac22-06fe09fd9e84", "docSlug": "48fd75e807e1b5e6651462e0ea2804fa", "documentTitle": "Yahoo | Mergers and Acquisitions Presentation Deck | 32 slides", "authorId": "yahoo", "authorName": "Yahoo", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "investment_bank", "sourceTypeLabel": "Investment bank", "presentationDate": "2008-06-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.3351878, "pageNumber": 19, "slideType": "key_messages", "function": "summarize", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de50e-8166-7075-ac22-06fe09fd9e84/19", "deckHref": "/decks/019de50e-8166-7075-ac22-06fe09fd9e84", "deckAnchorHref": "/decks/019de50e-8166-7075-ac22-06fe09fd9e84#slide-19", "loopMatches": [], "arcBeatMatches": [ { "to": 22, "from": 16, "beatId": "86a206e0-4313-4245-8467-cd6736214770", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Evidence & Proof", "beatSlug": "consultants-gambit-evidence-proof", "evidence": "Slides 16-22 provide evidence and proof of Yahoo!'s unique strengths and execution", "position": 3, "confidence": 0.8, "parentBeatName": "Evidence", "parentBeatSlug": "evidence" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de50e-8166-7075-ac22-06fe09fd9e84", "docSlug": "48fd75e807e1b5e6651462e0ea2804fa", "documentTitle": "Yahoo | Mergers and Acquisitions Presentation Deck | 32 slides", "authorId": "yahoo", "authorName": "Yahoo", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "investment_bank", "sourceTypeLabel": "Investment bank", "presentationDate": "2008-06-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.3351878, "pageNumber": 20, "slideType": "other", "function": "present_solution", "notes": "The slide uses a 2x2 matrix structure to illustrate the strategic impact of the Google agreement.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de50e-8166-7075-ac22-06fe09fd9e84/20", "deckHref": "/decks/019de50e-8166-7075-ac22-06fe09fd9e84", "deckAnchorHref": "/decks/019de50e-8166-7075-ac22-06fe09fd9e84#slide-20", "loopMatches": [], "arcBeatMatches": [ { "to": 22, "from": 16, "beatId": "86a206e0-4313-4245-8467-cd6736214770", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Evidence & Proof", "beatSlug": "consultants-gambit-evidence-proof", "evidence": "Slides 16-22 provide evidence and proof of Yahoo!'s unique strengths and execution", "position": 3, "confidence": 0.8, "parentBeatName": "Evidence", "parentBeatSlug": "evidence" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de50e-8166-7075-ac22-06fe09fd9e84", "docSlug": "48fd75e807e1b5e6651462e0ea2804fa", "documentTitle": "Yahoo | Mergers and Acquisitions Presentation Deck | 32 slides", "authorId": "yahoo", "authorName": "Yahoo", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "investment_bank", "sourceTypeLabel": "Investment bank", "presentationDate": "2008-06-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.3351878, "pageNumber": 21, "slideType": "key_messages", "function": "quantify_opportunity", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de50e-8166-7075-ac22-06fe09fd9e84/21", "deckHref": "/decks/019de50e-8166-7075-ac22-06fe09fd9e84", "deckAnchorHref": "/decks/019de50e-8166-7075-ac22-06fe09fd9e84#slide-21", "loopMatches": [], "arcBeatMatches": [ { "to": 22, "from": 16, "beatId": "86a206e0-4313-4245-8467-cd6736214770", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Evidence & Proof", "beatSlug": "consultants-gambit-evidence-proof", "evidence": "Slides 16-22 provide evidence and proof of Yahoo!'s unique strengths and execution", "position": 3, "confidence": 0.8, "parentBeatName": "Evidence", "parentBeatSlug": "evidence" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de50e-8166-7075-ac22-06fe09fd9e84", "docSlug": "48fd75e807e1b5e6651462e0ea2804fa", "documentTitle": "Yahoo | Mergers and Acquisitions Presentation Deck | 32 slides", "authorId": "yahoo", "authorName": "Yahoo", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "investment_bank", "sourceTypeLabel": "Investment bank", "presentationDate": "2008-06-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.3351878, "pageNumber": 22, "slideType": "kpi_overview", "function": "analyze_data", "notes": "The slide highlights Yahoo's strategic assets in Japan, China, and Korea, distinguishing between liquid public investments and private holdings.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de50e-8166-7075-ac22-06fe09fd9e84/22", "deckHref": "/decks/019de50e-8166-7075-ac22-06fe09fd9e84", "deckAnchorHref": "/decks/019de50e-8166-7075-ac22-06fe09fd9e84#slide-22", "loopMatches": [], "arcBeatMatches": [ { "to": 22, "from": 16, "beatId": "86a206e0-4313-4245-8467-cd6736214770", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Evidence & Proof", "beatSlug": "consultants-gambit-evidence-proof", "evidence": "Slides 16-22 provide evidence and proof of Yahoo!'s unique strengths and execution", "position": 3, "confidence": 0.8, "parentBeatName": "Evidence", "parentBeatSlug": "evidence" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de50e-8166-7075-ac22-06fe09fd9e84", "docSlug": "48fd75e807e1b5e6651462e0ea2804fa", "documentTitle": "Yahoo | Mergers and Acquisitions Presentation Deck | 32 slides", "authorId": "yahoo", "authorName": "Yahoo", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "investment_bank", "sourceTypeLabel": "Investment bank", "presentationDate": "2008-06-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.3351878, "pageNumber": 23, "slideType": "section_divider", "function": "transition", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de50e-8166-7075-ac22-06fe09fd9e84/23", "deckHref": "/decks/019de50e-8166-7075-ac22-06fe09fd9e84", "deckAnchorHref": "/decks/019de50e-8166-7075-ac22-06fe09fd9e84#slide-23", "loopMatches": [], "arcBeatMatches": [ { "to": 32, "from": 23, "beatId": "0b097a3d-e6e5-4c6b-baac-90f1ad65c6de", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Impact & Next Steps", "beatSlug": "consultants-gambit-impact-next-steps", "evidence": "Slides 23-32 present the impact of the Google agreement and the next steps for Yahoo!", "position": 4, "confidence": 0.8, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de50e-8166-7075-ac22-06fe09fd9e84", "docSlug": "48fd75e807e1b5e6651462e0ea2804fa", "documentTitle": "Yahoo | Mergers and Acquisitions Presentation Deck | 32 slides", "authorId": "yahoo", "authorName": "Yahoo", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "investment_bank", "sourceTypeLabel": "Investment bank", "presentationDate": "2008-06-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.3351878, "pageNumber": 24, "slideType": "team_bio", "function": "introduce_nominees", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de50e-8166-7075-ac22-06fe09fd9e84/24", "deckHref": "/decks/019de50e-8166-7075-ac22-06fe09fd9e84", "deckAnchorHref": "/decks/019de50e-8166-7075-ac22-06fe09fd9e84#slide-24", "loopMatches": [], "arcBeatMatches": [ { "to": 32, "from": 23, "beatId": "0b097a3d-e6e5-4c6b-baac-90f1ad65c6de", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Impact & Next Steps", "beatSlug": "consultants-gambit-impact-next-steps", "evidence": "Slides 23-32 present the impact of the Google agreement and the next steps for Yahoo!", "position": 4, "confidence": 0.8, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de50e-8166-7075-ac22-06fe09fd9e84", "docSlug": "48fd75e807e1b5e6651462e0ea2804fa", "documentTitle": "Yahoo | Mergers and Acquisitions Presentation Deck | 32 slides", "authorId": "yahoo", "authorName": "Yahoo", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "investment_bank", "sourceTypeLabel": "Investment bank", "presentationDate": "2008-06-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.3351878, "pageNumber": 25, "slideType": "team_bio", "function": "summarize", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de50e-8166-7075-ac22-06fe09fd9e84/25", "deckHref": "/decks/019de50e-8166-7075-ac22-06fe09fd9e84", "deckAnchorHref": "/decks/019de50e-8166-7075-ac22-06fe09fd9e84#slide-25", "loopMatches": [], "arcBeatMatches": [ { "to": 32, "from": 23, "beatId": "0b097a3d-e6e5-4c6b-baac-90f1ad65c6de", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Impact & Next Steps", "beatSlug": "consultants-gambit-impact-next-steps", "evidence": "Slides 23-32 present the impact of the Google agreement and the next steps for Yahoo!", "position": 4, "confidence": 0.8, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de50e-8166-7075-ac22-06fe09fd9e84", "docSlug": "48fd75e807e1b5e6651462e0ea2804fa", "documentTitle": "Yahoo | Mergers and Acquisitions Presentation Deck | 32 slides", "authorId": "yahoo", "authorName": "Yahoo", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "investment_bank", "sourceTypeLabel": "Investment bank", "presentationDate": "2008-06-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.3351878, "pageNumber": 26, "slideType": "thesis_headline", "function": "frame_situation", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de50e-8166-7075-ac22-06fe09fd9e84/26", "deckHref": "/decks/019de50e-8166-7075-ac22-06fe09fd9e84", "deckAnchorHref": "/decks/019de50e-8166-7075-ac22-06fe09fd9e84#slide-26", "loopMatches": [], "arcBeatMatches": [ { "to": 32, "from": 23, "beatId": "0b097a3d-e6e5-4c6b-baac-90f1ad65c6de", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Impact & Next Steps", "beatSlug": "consultants-gambit-impact-next-steps", "evidence": "Slides 23-32 present the impact of the Google agreement and the next steps for Yahoo!", "position": 4, "confidence": 0.8, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de50e-8166-7075-ac22-06fe09fd9e84", "docSlug": "48fd75e807e1b5e6651462e0ea2804fa", "documentTitle": "Yahoo | Mergers and Acquisitions Presentation Deck | 32 slides", "authorId": "yahoo", "authorName": "Yahoo", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "investment_bank", "sourceTypeLabel": "Investment bank", "presentationDate": "2008-06-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.3351878, "pageNumber": 27, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "This slide uses a side-by-side comparison to frame the opponent's demands as unreasonable or factually incorrect.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de50e-8166-7075-ac22-06fe09fd9e84/27", "deckHref": "/decks/019de50e-8166-7075-ac22-06fe09fd9e84", "deckAnchorHref": "/decks/019de50e-8166-7075-ac22-06fe09fd9e84#slide-27", "loopMatches": [], "arcBeatMatches": [ { "to": 32, "from": 23, "beatId": "0b097a3d-e6e5-4c6b-baac-90f1ad65c6de", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Impact & Next Steps", "beatSlug": "consultants-gambit-impact-next-steps", "evidence": "Slides 23-32 present the impact of the Google agreement and the next steps for Yahoo!", "position": 4, "confidence": 0.8, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de50e-8166-7075-ac22-06fe09fd9e84", "docSlug": "48fd75e807e1b5e6651462e0ea2804fa", "documentTitle": "Yahoo | Mergers and Acquisitions Presentation Deck | 32 slides", "authorId": "yahoo", "authorName": "Yahoo", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "investment_bank", "sourceTypeLabel": "Investment bank", "presentationDate": "2008-06-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.3351878, "pageNumber": 28, "slideType": "precedent_table", "function": "cite_precedent", "notes": "The slide uses arrows to indicate stock price movement and bullet points for qualitative background context.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de50e-8166-7075-ac22-06fe09fd9e84/28", "deckHref": "/decks/019de50e-8166-7075-ac22-06fe09fd9e84", "deckAnchorHref": "/decks/019de50e-8166-7075-ac22-06fe09fd9e84#slide-28", "loopMatches": [], "arcBeatMatches": [ { "to": 32, "from": 23, "beatId": "0b097a3d-e6e5-4c6b-baac-90f1ad65c6de", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Impact & Next Steps", "beatSlug": "consultants-gambit-impact-next-steps", "evidence": "Slides 23-32 present the impact of the Google agreement and the next steps for Yahoo!", "position": 4, "confidence": 0.8, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de50e-8166-7075-ac22-06fe09fd9e84", "docSlug": "48fd75e807e1b5e6651462e0ea2804fa", "documentTitle": "Yahoo | Mergers and Acquisitions Presentation Deck | 32 slides", "authorId": "yahoo", "authorName": "Yahoo", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "investment_bank", "sourceTypeLabel": "Investment bank", "presentationDate": "2008-06-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.3351878, "pageNumber": 29, "slideType": "preempt_rebuttal", "function": "preempt_rebuttal", "notes": "This slide functions as a FAQ to defend the company's severance policy against potential criticism regarding its intent and impact on a potential acquisition.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de50e-8166-7075-ac22-06fe09fd9e84/29", "deckHref": "/decks/019de50e-8166-7075-ac22-06fe09fd9e84", "deckAnchorHref": "/decks/019de50e-8166-7075-ac22-06fe09fd9e84#slide-29", "loopMatches": [], "arcBeatMatches": [ { "to": 32, "from": 23, "beatId": "0b097a3d-e6e5-4c6b-baac-90f1ad65c6de", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Impact & Next Steps", "beatSlug": "consultants-gambit-impact-next-steps", "evidence": "Slides 23-32 present the impact of the Google agreement and the next steps for Yahoo!", "position": 4, "confidence": 0.8, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de50e-8166-7075-ac22-06fe09fd9e84", "docSlug": "48fd75e807e1b5e6651462e0ea2804fa", "documentTitle": "Yahoo | Mergers and Acquisitions Presentation Deck | 32 slides", "authorId": "yahoo", "authorName": "Yahoo", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "investment_bank", "sourceTypeLabel": "Investment bank", "presentationDate": "2008-06-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.3351878, "pageNumber": 30, "slideType": "preempt_rebuttal", "function": "preempt_rebuttal", "notes": "The slide uses a Q&A format to directly address and debunk a specific claim made by an activist investor.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de50e-8166-7075-ac22-06fe09fd9e84/30", "deckHref": "/decks/019de50e-8166-7075-ac22-06fe09fd9e84", "deckAnchorHref": "/decks/019de50e-8166-7075-ac22-06fe09fd9e84#slide-30", "loopMatches": [], "arcBeatMatches": [ { "to": 32, "from": 23, "beatId": "0b097a3d-e6e5-4c6b-baac-90f1ad65c6de", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Impact & Next Steps", "beatSlug": "consultants-gambit-impact-next-steps", "evidence": "Slides 23-32 present the impact of the Google agreement and the next steps for Yahoo!", "position": 4, "confidence": 0.8, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de50e-8166-7075-ac22-06fe09fd9e84", "docSlug": "48fd75e807e1b5e6651462e0ea2804fa", "documentTitle": "Yahoo | Mergers and Acquisitions Presentation Deck | 32 slides", "authorId": "yahoo", "authorName": "Yahoo", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "investment_bank", "sourceTypeLabel": "Investment bank", "presentationDate": "2008-06-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.3351878, "pageNumber": 31, "slideType": "preempt_rebuttal", "function": "preempt_rebuttal", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de50e-8166-7075-ac22-06fe09fd9e84/31", "deckHref": "/decks/019de50e-8166-7075-ac22-06fe09fd9e84", "deckAnchorHref": "/decks/019de50e-8166-7075-ac22-06fe09fd9e84#slide-31", "loopMatches": [], "arcBeatMatches": [ { "to": 32, "from": 23, "beatId": "0b097a3d-e6e5-4c6b-baac-90f1ad65c6de", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Impact & Next Steps", "beatSlug": "consultants-gambit-impact-next-steps", "evidence": "Slides 23-32 present the impact of the Google agreement and the next steps for Yahoo!", "position": 4, "confidence": 0.8, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de50e-8166-7075-ac22-06fe09fd9e84", "docSlug": "48fd75e807e1b5e6651462e0ea2804fa", "documentTitle": "Yahoo | Mergers and Acquisitions Presentation Deck | 32 slides", "authorId": "yahoo", "authorName": "Yahoo", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "investment_bank", "sourceTypeLabel": "Investment bank", "presentationDate": "2008-06-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.3351878, "pageNumber": 32, "slideType": "closing_ask", "function": "closing_ask", "notes": "This is a proxy fight slide, explicitly rejecting the Icahn slate.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de50e-8166-7075-ac22-06fe09fd9e84/32", "deckHref": "/decks/019de50e-8166-7075-ac22-06fe09fd9e84", "deckAnchorHref": "/decks/019de50e-8166-7075-ac22-06fe09fd9e84#slide-32", "loopMatches": [], "arcBeatMatches": [ { "to": 32, "from": 23, "beatId": "0b097a3d-e6e5-4c6b-baac-90f1ad65c6de", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Impact & Next Steps", "beatSlug": "consultants-gambit-impact-next-steps", "evidence": "Slides 23-32 present the impact of the Google agreement and the next steps for Yahoo!", "position": 4, "confidence": 0.8, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de50e-81e0-717f-98c3-881d1aea1e8a", "docSlug": "88fbd476df97c58da6c0e003e51010be", "documentTitle": "Yahoo | Mergers and Acquisitions Presentation Deck | 6 slides", "authorId": "yahoo", "authorName": "Yahoo", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "investment_bank", "sourceTypeLabel": "Investment bank", "presentationDate": "2008-07-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.3351878, "pageNumber": 1, "slideType": "cover", "function": "front_matter", "notes": "Date: July 14, 2008", "imagePath": "https://imgproxy.kitesheet.com/J_lFBkFAIrPmFBmnF6psybAeWkUUL8NZP_gI5UUunWA/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy84OGZiZDQ3NmRmOTdjNThkYTZjMGUwMDNlNTEwMTBiZS9wMDAxLmpwZw", "matchCount": 1, "evidence": null, "slideHref": "/slides/019de50e-81e0-717f-98c3-881d1aea1e8a/1", "deckHref": "/decks/019de50e-81e0-717f-98c3-881d1aea1e8a", "deckAnchorHref": "/decks/019de50e-81e0-717f-98c3-881d1aea1e8a#slide-1", "loopMatches": [], "arcBeatMatches": [ { "to": 2, "from": 1, "beatId": "5e9704f8-318d-47e8-aaad-2ad7d30ac86b", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Situation & Context", "beatSlug": "consultants-gambit-situation-context", "evidence": "The cover and disclaimer slides provide context for the presentation.", "position": 0, "confidence": 0.8, "parentBeatName": "Setup", "parentBeatSlug": "setup" } ], "imagePathAlt": "https://imgproxy.kitesheet.com/Ewl7uk0A4L9-o7AqKDRQiRpHoZscuK1gN8GqrS-QSbE/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy84OGZiZDQ3NmRmOTdjNThkYTZjMGUwMDNlNTEwMTBiZS9wMDAxLnBuZw", "thumbSrc": "https://imgproxy.kitesheet.com/hUfvgtWVy6w9VaKR1ZyQK7jQqlb97mJQFr7kw7gS6-A/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy84OGZiZDQ3NmRmOTdjNThkYTZjMGUwMDNlNTEwMTBiZS9wMDAxLmpwZw", "thumbSrcAlt": "https://imgproxy.kitesheet.com/UEOdlQViyyzyabW9zc186dkUcdX6MW-4ob3CSPsJGLc/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy84OGZiZDQ3NmRmOTdjNThkYTZjMGUwMDNlNTEwMTBiZS9wMDAxLnBuZw" }, { "docId": "019de50e-81e0-717f-98c3-881d1aea1e8a", "docSlug": "88fbd476df97c58da6c0e003e51010be", "documentTitle": "Yahoo | Mergers and Acquisitions Presentation Deck | 6 slides", "authorId": "yahoo", "authorName": "Yahoo", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "investment_bank", "sourceTypeLabel": "Investment bank", "presentationDate": "2008-07-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.3351878, "pageNumber": 2, "slideType": "disclaimer", "function": "other", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de50e-81e0-717f-98c3-881d1aea1e8a/2", "deckHref": "/decks/019de50e-81e0-717f-98c3-881d1aea1e8a", "deckAnchorHref": "/decks/019de50e-81e0-717f-98c3-881d1aea1e8a#slide-2", "loopMatches": [], "arcBeatMatches": [ { "to": 2, "from": 1, "beatId": "5e9704f8-318d-47e8-aaad-2ad7d30ac86b", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Situation & Context", "beatSlug": "consultants-gambit-situation-context", "evidence": "The cover and disclaimer slides provide context for the presentation.", "position": 0, "confidence": 0.8, "parentBeatName": "Setup", "parentBeatSlug": "setup" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de50e-81e0-717f-98c3-881d1aea1e8a", "docSlug": "88fbd476df97c58da6c0e003e51010be", "documentTitle": "Yahoo | Mergers and Acquisitions Presentation Deck | 6 slides", "authorId": "yahoo", "authorName": "Yahoo", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "investment_bank", "sourceTypeLabel": "Investment bank", "presentationDate": "2008-07-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.3351878, "pageNumber": 3, "slideType": "comparison_table", "function": "compare_peers", "notes": "The slide uses a two-column layout to contrast specific deal terms with qualitative and quantitative critiques.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de50e-81e0-717f-98c3-881d1aea1e8a/3", "deckHref": "/decks/019de50e-81e0-717f-98c3-881d1aea1e8a", "deckAnchorHref": "/decks/019de50e-81e0-717f-98c3-881d1aea1e8a#slide-3", "loopMatches": [ { "to": 6, "from": 3, "name": "Cost Of Inaction", "slug": "27-cost-of-inaction", "bestFor": "Urgent budget requests, compliance, risk mitigation", "matchId": "e4248370-5338-4a6f-9b90-122845fbe385", "evidence": "The presentation implies that accepting the proposal would be costly for Yahoo shareholders.", "position": 0, "objective": "What is the cost of accepting the Microsoft / Icahn proposal?", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "confidence": 0.7, "description": "Quantify what happens if the audience does nothing" }, { "to": 5, "from": 3, "name": "Mece Breakdown", "slug": "40-mece-breakdown", "bestFor": "Problem structuring, ensuring completeness, strategic analysis", "matchId": "2fe974b8-e1e8-4c9b-b417-403ed645494f", "evidence": "The comparison table and rebuttal slides provide a breakdown of the proposal's value.", "position": 1, "objective": "How does the Microsoft / Icahn proposal break down in terms of value?", "structure": "The Whole -> Category A (distinct) -> Category B (distinct) -> Category C (distinct) -> Complete Coverage", "confidence": 0.6, "description": "Divide a complex topic into mutually exclusive, collectively exhaustive categories" } ], "arcBeatMatches": [ { "to": 3, "from": 3, "beatId": "125b1390-7e35-41d7-87e7-ffbfdb979837", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Problem & Complication", "beatSlug": "consultants-gambit-problem-complication", "evidence": "The comparison table on slide 3 presents the problem with the Microsoft / Icahn proposal.", "position": 1, "confidence": 0.8, "parentBeatName": "Complication", "parentBeatSlug": "complication" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de50e-81e0-717f-98c3-881d1aea1e8a", "docSlug": "88fbd476df97c58da6c0e003e51010be", "documentTitle": "Yahoo | Mergers and Acquisitions Presentation Deck | 6 slides", "authorId": "yahoo", "authorName": "Yahoo", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "investment_bank", "sourceTypeLabel": "Investment bank", "presentationDate": "2008-07-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.3351878, "pageNumber": 4, "slideType": "preempt_rebuttal", "function": "preempt_rebuttal", "notes": "This slide functions as a rebuttal to the Microsoft/Icahn proposal by highlighting discrepancies in cost savings estimates and long-term strategic risks.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de50e-81e0-717f-98c3-881d1aea1e8a/4", "deckHref": "/decks/019de50e-81e0-717f-98c3-881d1aea1e8a", "deckAnchorHref": "/decks/019de50e-81e0-717f-98c3-881d1aea1e8a#slide-4", "loopMatches": [ { "to": 6, "from": 3, "name": "Cost Of Inaction", "slug": "27-cost-of-inaction", "bestFor": "Urgent budget requests, compliance, risk mitigation", "matchId": "e4248370-5338-4a6f-9b90-122845fbe385", "evidence": "The presentation implies that accepting the proposal would be costly for Yahoo shareholders.", "position": 0, "objective": "What is the cost of accepting the Microsoft / Icahn proposal?", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "confidence": 0.7, "description": "Quantify what happens if the audience does nothing" }, { "to": 5, "from": 3, "name": "Mece Breakdown", "slug": "40-mece-breakdown", "bestFor": "Problem structuring, ensuring completeness, strategic analysis", "matchId": "2fe974b8-e1e8-4c9b-b417-403ed645494f", "evidence": "The comparison table and rebuttal slides provide a breakdown of the proposal's value.", "position": 1, "objective": "How does the Microsoft / Icahn proposal break down in terms of value?", "structure": "The Whole -> Category A (distinct) -> Category B (distinct) -> Category C (distinct) -> Complete Coverage", "confidence": 0.6, "description": "Divide a complex topic into mutually exclusive, collectively exhaustive categories" } ], "arcBeatMatches": [ { "to": 5, "from": 4, "beatId": "82abffbf-222b-47f0-b71f-71e700984df9", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Evidence & Proof", "beatSlug": "consultants-gambit-evidence-proof", "evidence": "Slides 4 and 5 provide evidence and proof that the proposal is flawed.", "position": 2, "confidence": 0.8, "parentBeatName": "Evidence", "parentBeatSlug": "evidence" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de50e-81e0-717f-98c3-881d1aea1e8a", "docSlug": "88fbd476df97c58da6c0e003e51010be", "documentTitle": "Yahoo | Mergers and Acquisitions Presentation Deck | 6 slides", "authorId": "yahoo", "authorName": "Yahoo", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "investment_bank", "sourceTypeLabel": "Investment bank", "presentationDate": "2008-07-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.3351878, "pageNumber": 5, "slideType": "preempt_rebuttal", "function": "preempt_rebuttal", "notes": "This slide functions as a structured rebuttal to the Microsoft/Icahn activist proposal, highlighting risks and valuation discrepancies.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de50e-81e0-717f-98c3-881d1aea1e8a/5", "deckHref": "/decks/019de50e-81e0-717f-98c3-881d1aea1e8a", "deckAnchorHref": "/decks/019de50e-81e0-717f-98c3-881d1aea1e8a#slide-5", "loopMatches": [ { "to": 6, "from": 3, "name": "Cost Of Inaction", "slug": "27-cost-of-inaction", "bestFor": "Urgent budget requests, compliance, risk mitigation", "matchId": "e4248370-5338-4a6f-9b90-122845fbe385", "evidence": "The presentation implies that accepting the proposal would be costly for Yahoo shareholders.", "position": 0, "objective": "What is the cost of accepting the Microsoft / Icahn proposal?", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "confidence": 0.7, "description": "Quantify what happens if the audience does nothing" }, { "to": 5, "from": 3, "name": "Mece Breakdown", "slug": "40-mece-breakdown", "bestFor": "Problem structuring, ensuring completeness, strategic analysis", "matchId": "2fe974b8-e1e8-4c9b-b417-403ed645494f", "evidence": "The comparison table and rebuttal slides provide a breakdown of the proposal's value.", "position": 1, "objective": "How does the Microsoft / Icahn proposal break down in terms of value?", "structure": "The Whole -> Category A (distinct) -> Category B (distinct) -> Category C (distinct) -> Complete Coverage", "confidence": 0.6, "description": "Divide a complex topic into mutually exclusive, collectively exhaustive categories" } ], "arcBeatMatches": [ { "to": 5, "from": 4, "beatId": "82abffbf-222b-47f0-b71f-71e700984df9", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Evidence & Proof", "beatSlug": "consultants-gambit-evidence-proof", "evidence": "Slides 4 and 5 provide evidence and proof that the proposal is flawed.", "position": 2, "confidence": 0.8, "parentBeatName": "Evidence", "parentBeatSlug": "evidence" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de50e-81e0-717f-98c3-881d1aea1e8a", "docSlug": "88fbd476df97c58da6c0e003e51010be", "documentTitle": "Yahoo | Mergers and Acquisitions Presentation Deck | 6 slides", "authorId": "yahoo", "authorName": "Yahoo", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "investment_bank", "sourceTypeLabel": "Investment bank", "presentationDate": "2008-07-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.3351878, "pageNumber": 6, "slideType": "preempt_rebuttal", "function": "preempt_rebuttal", "notes": "This slide is a classic example of a 'preempt_rebuttal' or 'villain_critique' slide used in activist defense to dismantle a bidder's valuation claims.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de50e-81e0-717f-98c3-881d1aea1e8a/6", "deckHref": "/decks/019de50e-81e0-717f-98c3-881d1aea1e8a", "deckAnchorHref": "/decks/019de50e-81e0-717f-98c3-881d1aea1e8a#slide-6", "loopMatches": [ { "to": 6, "from": 3, "name": "Cost Of Inaction", "slug": "27-cost-of-inaction", "bestFor": "Urgent budget requests, compliance, risk mitigation", "matchId": "e4248370-5338-4a6f-9b90-122845fbe385", "evidence": "The presentation implies that accepting the proposal would be costly for Yahoo shareholders.", "position": 0, "objective": "What is the cost of accepting the Microsoft / Icahn proposal?", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "confidence": 0.7, "description": "Quantify what happens if the audience does nothing" } ], "arcBeatMatches": [ { "to": 6, "from": 6, "beatId": "7e2242e4-9763-4b24-9544-b0713af18dda", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Action", "beatSlug": "aida-action", "evidence": "The final slide concludes that the proposal does not provide $33 of value, urging action.", "position": 3, "confidence": 0.8, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true } ] }