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6,901-6,930 of 7,835
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
44
The chart uses a bar-vertical format to show the valuation gap. PFPT is excluded from the average calculation due to an acquisition.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Struggle for Change1 hit
47
The slide uses a diagnostic approach to link operational/disclosure failures to a specific governance root cause.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Struggle for ChangeLoop · Cost Of Inaction1 hit
48
The slide uses a timeline-annotated line chart to correlate corporate governance and divestiture events with stock performance.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Struggle for ChangeLoop · Cost Of Inaction1 hit
50
The slide uses a waterfall chart to bridge from current price to an implied price based on SOTP components.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Struggle for ChangeLoop · Cost Of Inaction1 hit
51
The slide uses a callout to highlight a specific event (Legion's letter) and a text box to detail specific sales by John Fox and Jean Holley.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Struggle for ChangeLoop · Cost Of Inaction1 hit
53
The slide highlights a lack of transparency regarding the shift from hardware/perpetual licenses to SaaS/recurring revenue.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Struggle for ChangeLoop · Cost Of Inaction1 hit
54
Uses arrows to point out specific line items in financial tables that contribute to the lack of clarity.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Struggle for ChangeLoop · Cost Of Inaction1 hit
57
The chart uses blue bars for positive growth and red bars for negative growth to visually emphasize volatility.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Struggle for Change1 hit
58
The chart illustrates the disconnect between software performance and stock price due to hardware segment volatility.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Struggle for Change1 hit
59
The slide contrasts Legion's active advisory role with the Board's perceived inaction.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Struggle for Change1 hit
63
The slide uses a side-by-side comparison to show that the company's own data confirms the low penetration opportunity identified by the activist.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Path to Victory1 hit
66
The slide uses a 'before/after' style comparison to show the company's eventual alignment with the activist's proposed strategy.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Path to Victory1 hit
67
The slide uses a 'before-after' comparison to demonstrate the company's adoption of activist recommendations.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Path to Victory1 hit
71
Uses a narrative of management incompetence regarding software-as-a-service (SaaS) valuation metrics.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Path to Victory1 hit
72
Uses a 3-column comparison table to highlight the gap between management's stated guidance and investor interpretation.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Path to Victory1 hit
74
The slide uses a transcript excerpt to demonstrate management's poor handling of shareholder concerns regarding governance and financial reporting.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Path to Victory1 hit
75
The slide uses a stock price chart with annotations to link specific corporate events (board rejection, earnings call) to market performance.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Path to Victory1 hit
78
The slide uses a stock price chart annotated with analyst research initiation events to demonstrate the market's positive reaction to SOTP valuation.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Path to Victory1 hit
81
This slide serves as a critique of the current Board's competence and governance.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Path to Victory1 hit
83
The pie chart visually demonstrates the extreme imbalance between M&A spending and share repurchases.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Path to Victory1 hit
84
The slide highlights a pattern of poor capital allocation and lack of disclosure by long-tenured directors.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Path to Victory1 hit
86
Uses a 'ceo-quote-contradiction' framework to juxtapose a past optimistic quote against the negative outcome.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Path to Victory1 hit
89
Includes a quote from Matthew Moog used to expose a contradiction or lack of alignment with public company disclosure standards.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Path to Victory1 hit
90
Uses a CEO quote to validate the claim of infrastructure failure and contrasts it with the long tenure of key leadership figures.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Path to Victory1 hit
91
Includes a quote from the CEO regarding future cost reduction opportunities.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Path to Victory1 hit
92
Includes an inset map of Europe to show density of locations.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Path to Victory1 hit
94
Uses a Gartner Magic Quadrant to illustrate historical market leadership.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Path to Victory1 hit
100
The slide uses quotes to build consensus for a strategic divestiture, contrasting with the Board's potential hesitation.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Path to Victory1 hit
103
The slide uses a 'villain critique' approach to frame the current board as the primary obstacle to value creation.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor 1 hit