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25
The slide uses screenshots of news articles from Business Insider, Bloomberg, Reuters, MarketWatch, and NPR to establish a pattern of systemic financial issues.Overstock | Results Presentation Deck | 34 slides · Overstock
Conference presentation Investor relations Beat · SolutionLoop · Golden Circle1 hit
05
The slide uses a 'check-mark' visual to imply that previous assertions have been proven correct.Pershing Square | Activist Presentation Deck | 48 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · Expose Contradiction1 hit
08
The slide uses a callout box to state the activist's thesis that the settlement will cause the business model to collapse.Pershing Square | Activist Presentation Deck | 48 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · Expose Contradiction1 hit
09
The slide uses callouts to correlate specific news events with sharp movements in the stock price, highlighting the market's reaction to the FTC settlement.Pershing Square | Activist Presentation Deck | 48 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · Expose Contradiction1 hit
10
Uses callouts to highlight specific quotes from the CEO that contradict the implications of the FTC settlement.Pershing Square | Activist Presentation Deck | 48 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · Expose Contradiction1 hit
09
The chart highlights the close tracking of the two stocks since Alibaba's IPO.SpringOwl | Activist Presentation Deck | 99 slides · SpringOwl
Activist deck Activist investor 1 hit
13
The chart uses a dual-axis combo (bar for revenue, line for headcount) to show the divergence between financial performance and operational scale.SpringOwl | Activist Presentation Deck | 99 slides · SpringOwl
Activist deck Activist investor Loop · Cost Of Inaction1 hit
30
Uses a radial bar chart to visually contrast Yahoo's performance against peers.SpringOwl | Activist Presentation Deck | 99 slides · SpringOwl
Activist deck Activist investor 1 hit
35
Uses a contrast-pairs framework to juxtapose expectations against the actual negative results.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
37
The slide uses a 'logo cloud' to overwhelm the viewer with the scale of M&A activity, contrasting it with the 'zero value' claim.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
46
Uses a bar chart to show low performance of Yahoo verticals and lists high-traffic competitors for comparison.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
50
The slide uses a 'before-after' visual structure to highlight the decline of Yahoo's mobile app ecosystem.SpringOwl | Activist Presentation Deck | 99 slides · SpringOwl
Activist deck Activist investor Loop · Quick Win Big Bet1 hit
51
Uses flag-style visual markers to represent rank positions over time.SpringOwl | Activist Presentation Deck | 99 slides · SpringOwl
Activist deck Activist investor Loop · Quick Win Big Bet1 hit
54
The slide uses a contradiction frame to show that performance-based pay is a negligible portion of the total package.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
58
The slide uses a visual chain of circles to represent individual cost centers, contrasting them with the company's core business performance.SpringOwl | Activist Presentation Deck | 99 slides · SpringOwl
Activist deck Activist investor Loop · Quick Win Big Bet1 hit
59
Uses pop culture imagery (Wizard of Oz, Great Gatsby) to frame corporate spending as excessive.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
63
The slide uses a quote from Marissa Mayer to contrast with the rising trend in development costs.SpringOwl | Activist Presentation Deck | 99 slides · SpringOwl
Activist deck Activist investor Loop · Quick Win Big Bet1 hit
64
Uses trend lines and annotations to emphasize revenue decline post-hiring.SpringOwl | Activist Presentation Deck | 99 slides · SpringOwl
Activist deck Activist investor Loop · Quick Win Big Bet1 hit
65
The chart highlights a negative trend in revenue across EMEA, Asia Pacific, and Total Revenue post-2012, contrasting with the Americas region.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