slides · global inventory
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Matching slides 79,264
Current window 65,491-65,520
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65,491-65,520 of 79,264
05
Includes a footnote regarding the EV/EBITDA Ex-Asia Stakes calculation.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
06
The chart highlights a divergence where Nasdaq grew 7% while Yahoo declined 31%.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
07
The chart highlights Yahoo's 81.5% return versus Nasdaq's 71.2% return over the 3-year period ending Dec 2015.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
08
The chart highlights the performance gap between Yahoo and the Nasdaq as of December 2015.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
09
The chart highlights the tracking behavior of Yahoo stock relative to Alibaba's performance post-IPO.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
10
The slide uses a trend line to highlight a 55% decline in EBITDA over the period.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor Beat · Problem Statement1 hit
11
The chart highlights a negative trend line over a 5-year period, emphasizing the need for strategic intervention.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor Beat · Problem Statement1 hit
12
The chart highlights an 88% increase in expenses, framing it as a problem requiring a turnaround.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor Beat · Problem Statement1 hit
13
The chart uses a dual-axis approach to show the divergence between revenue and headcount, specifically pointing out the hiring of Marissa Mayer in 2012.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor Beat · Expose Contradiction1 hit
14
The slide highlights that Yahoo spends a higher percentage of revenue on R&D compared to peers despite lower absolute dollar amounts.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor Beat · Expose Contradiction1 hit
15
Data as of 12/09/2015; source Bloomberg.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor Beat · Expose Contradiction1 hit
18
The slide uses a 'Why not instead' framing to pivot from a critique of management's plan to a proposed alternative.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
19
Yahoo! Inc. (YHOO)Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor Beat · Propose Solution1 hit
21
The slide outlines a specific activist thesis for value creation at Yahoo.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
22
The slide uses a comparative table structure to demonstrate value creation through asset optimization and share buybacks.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
23
The chart uses a waterfall-bridge structure to show value creation components.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
28
The slide uses a bar chart to illustrate the 'Mobile Migration' trend, contrasting desktop ad spend decline with mobile ad spend growth.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
29
Uses a table-like structure to compare revenue figures across three companies over three time periods.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
30
Uses a radial chart to visually contrast the percentage values.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
37
The slide uses a 'logo-grid' to overwhelm the viewer with the sheer volume of failed or underperforming acquisitions.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
38
The slide provides a granular breakdown of M&A activity to support a broader argument about capital allocation.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
39
This is a continuation slide detailing specific M&A transactions.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
40
The slide uses a contrast-pairs framework to illustrate the disparity in value creation between two similar-sized acquisitions.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
41
Uses a contrast-pairs framework to highlight the failure of the Tumblr acquisition.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
48
Uses a bulleted list to build a logical argument against management's capital allocation strategy.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
49
The slide uses a mix of logos and ranking badges to illustrate Yahoo's mobile footprint.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
50
The slide uses a visual 'before-after' progression for each app to highlight the drop in rank.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
51
Uses flag-style visual metaphors to represent ranking positions over time.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
52
Uses a timeline-based comparison table to expose Yahoo's failure to pivot to mobile compared to peers.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
53
Uses a radial bar chart to visualize the performance gap.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit