TCS Capital Yelp Open Letter to Yelp Board of Directors May 2023 · page 3 of 4
This is a text-heavy activist investor letter. It contains specific valuation assumptions (12x-15x EBITDA) and a proposed merger with ANGI.
Pitch deck · other · other · overcrowded density
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Call to action slide · 80%
The slide demands that the Board take action to maximize value for unaffiliated stockholders and considers a combination with ANGI.
Storytelling: the closing ask slide · 70%The slide presents a clear ask for the Board to explore strategic alternatives to improve stockholder interests.
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