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The slide uses a mix of logos and ribbon-style rank indicators to visualize app store performance.SpringOwl | Activist Presentation Deck | 99 slides · SpringOwl
Activist deck Activist investor 1 hit
50
The slide uses a 'before-after' visual structure to highlight the decline of Yahoo's mobile app ecosystem.SpringOwl | Activist Presentation Deck | 99 slides · SpringOwl
Activist deck Activist investor Loop · Quick Win Big Bet1 hit
51
Uses flag-style visual markers to represent rank positions over time.SpringOwl | Activist Presentation Deck | 99 slides · SpringOwl
Activist deck Activist investor Loop · Quick Win Big Bet1 hit
52
Uses a timeline-based comparison table to expose Yahoo's failure to pivot to mobile.SpringOwl | Activist Presentation Deck | 99 slides · SpringOwl
Activist deck Activist investor Loop · Quick Win Big Bet1 hit
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The chart uses a radial bar/donut segment visualization to compare the three companies.SpringOwl | Activist Presentation Deck | 99 slides · SpringOwl
Activist deck Activist investor Loop · Quick Win Big Bet1 hit
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The slide highlights specific components of executive pay, including base salary, incentives, equity awards, and perks.SpringOwl | Activist Presentation Deck | 99 slides · SpringOwl
Activist deck Activist investor Loop · Quick Win Big Bet1 hit
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The slide uses a table to highlight the scale of stock sales, aiming to undermine the CEO's stated justification for the transactions.SpringOwl | Activist Presentation Deck | 99 slides · SpringOwl
Activist deck Activist investor Loop · Quick Win Big Bet1 hit
57
Uses headshots of Tim Armstrong, Nikesh Arora, Marissa Mayer, and Henrique De Castro to personalize the comparison.SpringOwl | Activist Presentation Deck | 99 slides · SpringOwl
Activist deck Activist investor Loop · Quick Win Big Bet1 hit
58
The slide uses a visual chain of circles to represent individual cost centers, contrasting them with the company's core business performance.SpringOwl | Activist Presentation Deck | 99 slides · SpringOwl
Activist deck Activist investor Loop · Quick Win Big Bet1 hit
59
Uses pop culture imagery (Wizard of Oz, Great Gatsby) to frame corporate spending as excessive.SpringOwl | Activist Presentation Deck | 99 slides · SpringOwl
Activist deck Activist investor Loop · Quick Win Big Bet1 hit
60
Uses a direct quote from the CEO to contrast with external reporting on talent attrition.SpringOwl | Activist Presentation Deck | 99 slides · SpringOwl
Activist deck Activist investor Loop · Quick Win Big Bet1 hit
61
The slide uses red circles to draw attention to the Q3 performance gap between the two metrics.SpringOwl | Activist Presentation Deck | 99 slides · SpringOwl
Activist deck Activist investor Loop · Quick Win Big Bet1 hit
62
The slide uses a red oval annotation to highlight the specific years (2013-2014) where buybacks are considered 'under-water'.SpringOwl | Activist Presentation Deck | 99 slides · SpringOwl
Activist deck Activist investor Loop · Quick Win Big Bet1 hit
63
The slide uses a quote from Marissa Mayer to contrast with the rising trend in development costs.SpringOwl | Activist Presentation Deck | 99 slides · SpringOwl
Activist deck Activist investor Loop · Quick Win Big Bet1 hit
66
Uses a waterfall-style bridge to reconcile reported EBITDA to a 'correct' figure.SpringOwl | Activist Presentation Deck | 99 slides · SpringOwl
Activist deck Activist investor Loop · Quick Win Big Bet1 hit
68
The slide summarizes a specific activist proposal regarding asset divestiture and capital return.SpringOwl | Activist Presentation Deck | 99 slides · SpringOwl
Activist deck Activist investor Loop · Quick Win Big Bet1 hit
70
Uses a historical precedent to argue against the 'hopeless' narrative of Yahoo as a public company.SpringOwl | Activist Presentation Deck | 99 slides · SpringOwl
Activist deck Activist investor Loop · Quick Win Big Bet1 hit
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The slide uses a direct rebuttal structure to discredit a specific activist proposal.SpringOwl | Activist Presentation Deck | 99 slides · SpringOwl
Activist deck Activist investor 1 hit
72
The slide uses a 'problem-solution' structure to critique the board's proposed spin-off strategy.SpringOwl | Activist Presentation Deck | 99 slides · SpringOwl
Activist deck Activist investor 1 hit
74
Uses a sports analogy (Shaq) to refute a specific public critique of Marissa Mayer's tenure.SpringOwl | Activist Presentation Deck | 99 slides · SpringOwl
Activist deck Activist investor 1 hit
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The slide uses a comparative table structure to demonstrate value creation through asset optimization and share buybacks.SpringOwl | Activist Presentation Deck | 99 slides · SpringOwl
Activist deck Activist investor 1 hit
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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.SpringOwl | Activist Presentation Deck | 99 slides · SpringOwl
Activist deck Activist investor 1 hit
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SpringOwl | Activist Presentation Deck | 99 slidesSpringOwl | Activist Presentation Deck | 99 slides · SpringOwl
Activist deck Activist investor 1 hit
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SpringOwl | Activist Presentation Deck | 99 slidesSpringOwl | Activist Presentation Deck | 99 slides · SpringOwl
Activist deck Activist investor 1 hit
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SpringOwl | Activist Presentation Deck | 99 slidesSpringOwl | Activist Presentation Deck | 99 slides · SpringOwl
Activist deck Activist investor 1 hit
80
Uses peer benchmarking (Facebook, Twitter) to justify a specific headcount target.SpringOwl | Activist Presentation Deck | 99 slides · SpringOwl
Activist deck Activist investor 1 hit
81
This is part of a multi-step activist proposal by SpringOwl Asset Management.SpringOwl | Activist Presentation Deck | 99 slides · SpringOwl
Activist deck Activist investor 1 hit
82
Uses a sarcastic logical argument regarding the $3B write-off based on a previous $42M write-off.SpringOwl | Activist Presentation Deck | 99 slides · SpringOwl
Activist deck Activist investor 1 hit
83
The slide uses a 'Step Seven' framing, implying a multi-part activist plan.SpringOwl | Activist Presentation Deck | 99 slides · SpringOwl
Activist deck Activist investor 1 hit
84
Part of a larger activist plan for Yahoo; explicitly notes this is not the most important step but a capital allocation opportunity.SpringOwl | Activist Presentation Deck | 99 slides · SpringOwl
Activist deck Activist investor 1 hit