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85
Uses a Gartner Magic Quadrant to visually demonstrate the absence of the company in the relevant market.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
87
The slide uses a 'villain' narrative by questioning the Board's governance and transparency regarding capital allocation.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Path to Victory1 hit
88
The slide uses a dual-axis chart to contrast cash accumulation with stock price performance, framing the Board's M&A focus as a failure to capitalize on intrinsic value.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
93
Uses a CEO quote to highlight management's own admission of delayed operational improvements.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Path to Victory1 hit
95
Uses a bar chart with a red trend line to emphasize the decline in OneSpan's hardware revenue.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Path to Victory1 hit
96
Uses a 'Section 4' marker in the top right. Includes a callout box at the bottom summarizing the core argument.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Path to Victory1 hit
97
Uses a comparison frame to contrast current directors targeted for replacement against continuing directors and new nominees.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Path to Victory1 hit
98
The slide uses a series of rhetorical questions to undermine the Board's credibility regarding their strategic review process.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Path to Victory1 hit
99
Legion One Span Presentation May 2021Legion 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
101
Section 4 divider/summary slide.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor 1 hit
102
The slide highlights section 5, 'Inadequate Self-Refreshment and Governance Concerns'.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor 1 hit
104
Highlights the 'old boys club' nature of board appointments.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor 1 hit
105
Section 5 header indicates this is part of a larger governance critique.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor 1 hit
106
Uses a hub-and-spoke diagram to map connections between board members and new recruits.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor 1 hit
108
The slide highlights a potential conflict of interest or lack of independence due to geographic clustering.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor 1 hit
109
The slide uses a narrative of past events to argue for the necessity of board refreshment.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor 1 hit
111
The slide uses a timeline to contrast the subject's career history with the evolution of the internet and cloud computing.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor 1 hit
112
Uses a combination of news clippings and Glassdoor reviews to undermine the nominee's professional reputation.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor 1 hit
113
The slide uses specific examples (CoolSavings, Chicago Public Media/PocketCasts) to undermine the nominee's qualifications.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor 1 hit
114
Includes a stock price chart for InnerWorkings (INWK) to illustrate poor performance during his tenure.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor 1 hit
115
Includes a direct quote from the nominee used to undermine her credibility.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor 1 hit
116
The slide uses a negative framing technique to discredit a board nominee's qualifications.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor 1 hit
118
The timeline is segmented by year (2018, 2019, 2020, 2021) and uses a grid-like structure to show sequential events.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor 1 hit
120
The slide uses a materiality matrix framework to demonstrate the desired output for the company.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor 1 hit