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27 Cost Of Inaction
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AOL, Inc. (AOL)AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Beat · Thesis HeadlineLoop · Cost Of Inaction1 hit
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The slide highlights AOL's scale in the digital content market using bar charts.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction1 hit
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Uses a waterfall-style bar chart to show revenue vs EBITDA losses.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction1 hit
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Uses a peer benchmark to expose the poor performance of the target company's business unit.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction1 hit
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Uses CNET as a benchmark for display business profitability.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction1 hit
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The slide uses a contrast-principle to highlight the disparity between AOL's costs and its peers.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction1 hit
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Uses a CEO quote to highlight the gap between current performance and potential.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction1 hit
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Uses a before-after framework to demonstrate value erosion.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction1 hit
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The slide uses a waterfall chart to demonstrate capital inefficiency in AOL's display business strategy.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction1 hit
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AOL, Inc. (AOL)AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction1 hit
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Includes screenshots of the Patch website interface and a map of coverage.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction1 hit
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The slide uses a table to contrast Patch's performance against the broader Display segment, highlighting the -1131% margin.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction1 hit
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The slide uses a combination of bulleted arguments and an expert testimonial to build a case against the business model.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction1 hit
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Includes a testimonial/quote from a former employee to support the thesis.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction1 hit
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Uses direct quotes from earnings calls to highlight management's failure to accurately forecast costs.AOL, Inc. (AOL) · Jeffrey C. Smith
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The chart uses a waterfall-style representation to show revenue and EBITDA losses for 2010 and 2011.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction1 hit
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Uses former employee quotes to validate the quantitative gap.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction1 hit
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Uses testimonials to reinforce the quantitative data regarding low renewal rates.AOL, Inc. (AOL) · Jeffrey C. Smith
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Includes a screenshot of Google AdWords interface with specific Patch URLs circled.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction1 hit
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The slide uses a combination of deductive reasoning (the $40M revenue calculation) and authority citation (the former executive quote) to expose a contradiction in AOL's business model for Patch.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction1 hit
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Includes a survey result showing 0% of 11 surveyed advertisers value Patch over other broad-based display advertising.AOL, Inc. (AOL) · Jeffrey C. Smith
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Uses a bar chart to visualize a 0% vs 100% survey result to emphasize the lack of value proposition.AOL, Inc. (AOL) · Jeffrey C. Smith
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The slide uses wireframe diagrams of website layouts to illustrate ad inventory pricing.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction1 hit
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Includes a CEO quote to reinforce the lack of monetization strategy.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction1 hit
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Uses a CEO quote to frame the guidance as a target, then uses a P&L table to demonstrate the resulting losses.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction1 hit
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The slide uses a screenshot of AOL.com to illustrate that a brand with no physical stores (VON VONNI) would naturally advertise on a broad-reach site like AOL, implying Patch's revenue sources might be similar.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction1 hit
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The slide uses a hub-and-spoke diagram to illustrate the distribution of a single ad campaign across multiple local properties.AOL, Inc. (AOL) · Jeffrey C. Smith
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Uses a series of bulleted arguments to dismantle management's optimistic projections.AOL, Inc. (AOL) · Jeffrey C. Smith
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AOL, Inc. (AOL)AOL, Inc. (AOL) · Jeffrey C. Smith
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The slide uses a red circle to highlight the ($285) million loss figure in the table.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction1 hit