Legion One Span Presentation May 2021 · page 5 of 154
This is a high-level thesis slide for an activist campaign, focusing on board composition and governance failure.
Activist deck · thesis_headline · frame_problem · sparse density
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Slide schematic 4/4
disclaimer 1/1 paragraph 3/3
Components 4
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Tools 2
Antagonist introduction slide · 80%
This proxy contest is about addressing a deeply ingrained, insular Board that has done the bare minimum and defensively added new directors with largely irrelevant skillsets and personal connections
Thesis archetype slide · 70%In order to improve this culture and the severe stock price underperformance that has accompanied it, we strongly believe truly independent directors aligned with stockholders are needed
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Frameworks 1