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Overcoming Monster
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The chart highlights the valuation gap between OSPN and its peers, with OSPN at 4.1x compared to a peer average of 12.4x.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Board's Shortcomings1 hit
15
Uses a list-based structure to dismantle specific board claims.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Board's Shortcomings1 hit
16
Legion One Span Presentation May 2021Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Board's ShortcomingsLoop · Aha Moment1 hit
17
Uses a timeline to highlight the gap between executive rhetoric and actual financial performance.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Board's ShortcomingsLoop · Aha Moment1 hit
18
Uses a dual-chart layout to contrast a declining trend with a growth trend.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Board's ShortcomingsLoop · Aha Moment1 hit
19
Uses a CEO quote to validate the activist's thesis of secular decline.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Board's ShortcomingsLoop · Aha Moment1 hit
20
Highlights the gap between management's receptiveness to Legion and the Board's failure to provide guidance.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Board's ShortcomingsLoop · Aha Moment1 hit
21
Includes specific criticism of board members Marc Zenner and Matthew Moog.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Board's ShortcomingsLoop · Aha Moment1 hit
22
The slide uses a CEO quote to preemptively validate the need for cost reductions.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Board's ShortcomingsLoop · Aha Moment1 hit
23
The slide uses a 'before-after' style comparison to critique current governance and propose a new incentive structure.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Board's ShortcomingsLoop · Aha Moment1 hit
24
The slide uses a 'villain' framing for the incumbent board members to justify their removal.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Board's ShortcomingsLoop · Aha Moment1 hit
25
The slide uses a 'Section 1' marker and a footer with a page number and confidentiality notice.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Board's ShortcomingsLoop · Aha Moment1 hit
26
The table uses checkmarks to visually demonstrate the skill gap between incumbents and nominees.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Board's Shortcomings1 hit
27
The slide uses a table to demonstrate that the new directors share common, non-cloud backgrounds and personal ties to existing board members, contradicting the 'cloud leader' narrative.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Board's Shortcomings1 hit
28
The slide uses a table to contrast candidate qualifications with board rejection reasons, followed by a callout box summarizing the 2021 tactical interview requests.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Board's Shortcomings1 hit
29
The chart uses color-coding to represent different committee chair roles over time, with a vertical red dashed line marking the point of Legion's investment.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Board's Shortcomings1 hit
30
The slide uses a chronological comparison to frame the board's actions as reactive rather than proactive.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Board's Shortcomings1 hit
31
The chart illustrates the valuation gap between current market price and the potential value of individual business segments.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Struggle for Change1 hit
32
Includes a call to action for a proxy vote and a list of strategic priorities.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Struggle for Change1 hit
33
Legion One Span Presentation May 2021Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Struggle for Change1 hit
34
The table highlights significant underperformance, with most values in parentheses indicating negative relative returns.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Struggle for Change1 hit
35
The slide uses a red dashed box to draw attention to OSPN's position in each ranking.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Struggle for Change1 hit
36
The slide uses a series of horizontal bar charts to compare OSPN against a peer group, with OSPN highlighted in orange.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Struggle for Change1 hit
37
The slide uses the company's own 10-K data to highlight poor performance, framing it as a contradiction to management's likely narrative.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Struggle for Change1 hit
38
The table highlights significant underperformance (negative percentages in parentheses) for long-tenured directors.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Struggle for Change1 hit
39
Uses cherry-picking accusation to undermine board credibility.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Struggle for Change1 hit
40
The slide uses a dot plot to visually contrast the vast majority of underperforming days (red) against the few outperforming days (green).Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Struggle for Change1 hit
41
The slide uses a quote to undermine the company's own narrative regarding the activist's board nominees.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Struggle for Change1 hit
42
Uses cherry-picking imagery to highlight the Board's manipulation of data.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Struggle for Change1 hit
43
Uses cherry icons to highlight the 'Proxy Statement Peers' as a manipulated data set.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Struggle for Change1 hit