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Expose Contradiction
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13,831-13,860 of 14,162
63
The slide uses a side-by-side comparison to show that the company's own data confirms the low penetration opportunity identified by the activist.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Path to Victory1 hit
64
The slide uses a side-by-side comparison to suggest the company adopted the activist's narrative regarding customer expansion.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Path to Victory1 hit
65
The slide uses a side-by-side comparison of two different investor presentations to highlight a contradiction in the company's TAM narrative.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Path to Victory1 hit
66
The slide uses a 'before/after' style comparison to show the company's eventual alignment with the activist's proposed strategy.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Path to Victory1 hit
67
The slide uses a 'before-after' comparison to demonstrate the company's adoption of activist recommendations.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Path to Victory1 hit
71
Uses a narrative of management incompetence regarding software-as-a-service (SaaS) valuation metrics.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Path to Victory1 hit
72
Uses a 3-column comparison table to highlight the gap between management's stated guidance and investor interpretation.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Path to Victory1 hit
73
The slide uses a line chart with annotations to correlate specific management actions with a 40% drop in stock price.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Path to Victory1 hit
74
The slide uses a transcript excerpt to demonstrate management's poor handling of shareholder concerns regarding governance and financial reporting.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Path to Victory1 hit
75
The slide uses a stock price chart with annotations to link specific corporate events (board rejection, earnings call) to market performance.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Path to Victory1 hit
76
The slide uses a direct quote from a Board letter to frame the contradiction.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Path to Victory1 hit
82
Uses a timeline to juxtapose historical management statements against the lack of material financial progress.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Path to Victory1 hit
83
The pie chart visually demonstrates the extreme imbalance between M&A spending and share repurchases.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Path to Victory1 hit
84
The slide highlights a pattern of poor capital allocation and lack of disclosure by long-tenured directors.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Path to Victory1 hit
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
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
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
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
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
107
The slide uses a network-style diagram to map historical employment overlaps between board members and the executive team.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