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Matching slides 110,471
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73,891-73,920 of 110,471
06
The slide details specific IOI values, EBITDA projection revisions, and market reactions to earnings reports.Moelis & Company | Investment Banking Pitch Book | 40 slides · Moelis & Company
Consulting deck Investment bank Beat · Situation & ContextLoop · Aha Moment1 hit
19
The slide includes a detailed financial table and a list of qualitative assumptions regarding the projections.Moelis & Company | Investment Banking Pitch Book | 40 slides · Moelis & Company
Consulting deck Investment bank Beat · Evidence & ProofLoop · Before After1 hit
37
Includes Moelis & Company branding.Moelis & Company | Investment Banking Pitch Book | 40 slides · Moelis & Company
Consulting deck Investment bank Beat · Impact & Next StepsLoop · Quick Win Big Bet1 hit
03
SpringOwl | Activist Presentation Deck | 99 slidesSpringOwl | Activist Presentation Deck | 99 slides · SpringOwl
Activist deck Activist investor 1 hit
16
Uses a historical precedent to frame current PE interest as predatory.SpringOwl | Activist Presentation Deck | 99 slides · SpringOwl
Activist deck Activist investor Loop · Cost Of Inaction1 hit
19
SpringOwl | Activist Presentation Deck | 99 slidesSpringOwl | Activist Presentation Deck | 99 slides · SpringOwl
Activist deck Activist investor Loop · Cost Of Inaction1 hit
20
SpringOwl | Activist Presentation Deck | 99 slidesSpringOwl | Activist Presentation Deck | 99 slides · SpringOwl
Activist deck Activist investor Loop · Cost Of Inaction1 hit
21
The slide outlines a specific activist thesis for value creation, contrasting it with a 'sell at the lows' strategy attributed to Starboard.SpringOwl | Activist Presentation Deck | 99 slides · SpringOwl
Activist deck Activist investor 1 hit
25
Includes two historical screenshots of the Yahoo homepage.SpringOwl | Activist Presentation Deck | 99 slides · SpringOwl
Activist deck Activist investor 1 hit
28
The slide title seems slightly disconnected from the content, which focuses on Yahoo's decline rather than the mechanics of internet monetization.SpringOwl | Activist Presentation Deck | 99 slides · SpringOwl
Activist deck Activist investor 1 hit
36
Uses a hub-and-spoke diagram to illustrate the negative outcomes of the misallocated capital.SpringOwl | Activist Presentation Deck | 99 slides · SpringOwl
Activist deck Activist investor 1 hit
42
The slide uses a critical tone, specifically mocking the acquisitions (e.g., 'standing in a tree', 'knock-off').SpringOwl | Activist Presentation Deck | 99 slides · SpringOwl
Activist deck Activist investor 1 hit
43
Uses a visual connection diagram to link Mayer (Yahoo/Google) to Lee (Polyvore).SpringOwl | Activist Presentation Deck | 99 slides · SpringOwl
Activist deck Activist investor 1 hit
45
The slide uses external citations and a quote to build a case against Yahoo's management decisions.SpringOwl | Activist Presentation Deck | 99 slides · SpringOwl
Activist deck Activist investor 1 hit
47
The slide uses a list of quotes/anecdotes to undermine management's claims about the product's success.SpringOwl | Activist Presentation Deck | 99 slides · SpringOwl
Activist deck Activist investor 1 hit
48
Uses a list-based argument to build a case for capital inefficiency.SpringOwl | Activist Presentation Deck | 99 slides · SpringOwl
Activist deck Activist investor 1 hit
53
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
55
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
56
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
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
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
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
69
The slide uses a bulleted list to systematically dismantle the logic of the activist's proposal.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
77
SpringOwl | Activist Presentation Deck | 99 slidesSpringOwl | Activist Presentation Deck | 99 slides · SpringOwl
Activist deck Activist investor 1 hit
78
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
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