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Matching slides 110,471
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69,571-69,600 of 110,471
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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
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Includes two historical screenshots of the Yahoo homepage.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
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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
42
The slide uses a 'cronyism' narrative to criticize capital allocation.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
43
Uses a visual connection between the two individuals and their respective companies to highlight cronyism.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
44
The slide uses a news screenshot to illustrate the hype vs. reality of the product launch.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
45
Uses a quote from Eric Jackson to frame the failure as a lack of market research.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
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The slide uses anecdotal evidence and industry quotes to undermine management's claims about Gemini's success.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
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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
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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
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The slide uses a list-based breakdown to expose the scale of executive compensation.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
56
The slide uses a table to present a large volume of transaction data to support an activist narrative regarding executive behavior.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
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
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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
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
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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
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
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Yahoo! Inc. (YHOO)Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
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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
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Yahoo! Inc. (YHOO)Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
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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
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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
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
86
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