slides · global inventory
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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 110,355
Current window 38,161-38,190
Pages 3,679
Rows per page 30
Component
38,161-38,190 of 110,355
57
Uses headshots of Tim Armstrong, Nikesh Arora, Marissa Mayer, and Henrique De Castro to visually reinforce the contrast.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
58
The slide uses a visual timeline/process flow to list costs, culminating in the 'half an Instagram' comparison.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
59
Uses visual juxtaposition to criticize management's fiscal responsibility.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
60
Uses a direct quote from the CEO to highlight a contradiction between management's narrative and internal reality.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
61
The slide uses red circles to draw attention to the Q3 performance discrepancy.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
62
The slide uses a red oval to highlight the specific rows (2013-2014) that constitute the 'last 2 years' of buybacks mentioned in the title.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor Loop · Cost Of Inaction1 hit
64
The slide uses red dotted lines to emphasize the negative trend and circles to highlight specific data points, framing the CEO's tenure negatively.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
66
Uses a waterfall-style bridge to reconcile reported EBITDA to a 'correct' figure.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
68
The slide summarizes a specific activist proposal from Starboard Value regarding Yahoo's corporate structure.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
70
Uses historical precedent to preemptively rebut the argument that Yahoo is a hopeless case requiring private equity intervention.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
71
This is a classic activist investor rebuttal slide, framing the opponent's proposal as a 'fire sale' and positioning the author's plan as the superior alternative.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
72
Yahoo! Inc. (YHOO)Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
74
Uses a specific quote to frame a counter-argument (preempting the 'it's impossible' rebuttal).Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
75
The slide uses a comparative table structure to demonstrate value creation through asset realization and core business improvement.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
76
The chart uses a waterfall bridge to show how specific strategic actions (Core Business, Asian Stakes Tax Savings, Share Count Reduction) build up to a total potential value.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
77
Yahoo! Inc. (YHOO)Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
78
Yahoo! Inc. (YHOO)Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
79
Yahoo! Inc. (YHOO)Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
80
Uses peer benchmarking to justify a specific headcount target.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
81
Yahoo! Inc. (YHOO)Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
82
Uses a 'reductio ad absurdum' argument regarding the $3B M&A write-off compared to a $42M content write-off.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
83
This is part of a multi-step activist proposal by SpringOwl Asset Management.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor Loop · Quick Win Big Bet1 hit
84
Part of a multi-step activist proposal for Yahoo.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor Loop · Quick Win Big Bet1 hit
85
The slide uses a list format to outline specific tactical changes to improve shareholder value.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
87
Yahoo! Inc. (YHOO)Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
88
Yahoo! Inc. (YHOO)Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
89
The slide frames a list of potential M&A targets to demonstrate the asset's value and liquidity.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
90
The slide uses a before-and-after table structure to illustrate the impact of share retirement on EPS and total valuation.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
92
The slide uses a waterfall-style logic to bridge from current market cap to a proposed higher valuation through asset realization and core business improvement.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
93
The chart uses a waterfall bridge to demonstrate value creation, contrasting a negative impact from Starboard's plan with positive contributions from core business improvements, tax savings, and share count reduction.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit