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Villain Slide
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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
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The slide uses a 'villain critique' approach to justify activist intervention by highlighting specific operational and governance failures.Macellum Perry Ellis Presentation April 2014 · macellum-perry-ellis-presentation-april-2014
Activist deck Activist investor Beat · ComplicationLoop · Cost Of Inaction1 hit
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Uses red 'X' icons to emphasize negative points.Oasis Stratus Presentation March 2021 · oasis-stratus-presentation-march-2021
Activist deck Activist investor Loop · Cost Of Inaction1 hit
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Includes two quotes from external sources (Masimo IR and Wolfe Research) to validate the 'crisis of confidence' thesis.Politan Capital Masimo Presentation May 2023 · politan-capital-masimo-presentation-may-2023
Activist deck Activist investor Beat · ProblemLoop · Tale Two Worlds1 hit
02
This is a text-heavy slide from an activist investor presentation (likely an open letter or deck).TCS Capital Yelp Open Letter to Yelp Board of Directors May 2023 · tcs-capital-yelp-open-letter-to-yelp-board-of-directors-may-2023
Pitch deck VC research Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit