slides · global inventory
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Global slide inventory for the active corpus filters, with each row opening the slide detail view.
Corpus coverage
319,975 slides
319,974 are described (100%), so the treemap can explain the corpus instead of just counting files.
- Total slides
- 319,975
- Described
- 319,974
- Pending
- 1
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Slide type
Showing 319,974 described slides — 100.0% of 319,975 rendered pages
+Context & problem43,76713.7% · 6,592 docs+Data & charts72,62022.7% · 8,666 docs+Meta & navigation45,93614.4% · 9,739 docs+Recommend & act67,04121.0% · 9,324 docs+Cases & evidence31,2569.8% · 6,067 docs+Frameworks2,1230.7% · 1,232 docs+Appendix35,68211.2% · 6,614 docs+Other21,5496.7% · 5,566 docs
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Slide collection
114,181-114,240 of 319,975
04
Yahoo! Inc. (YHOO)Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
05
Includes a footnote regarding the EV/EBITDA Ex-Asia Stakes calculation.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
06
The chart highlights a divergence where Nasdaq grew 7% while Yahoo declined 31%.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
07
The chart highlights Yahoo's 81.5% return versus Nasdaq's 71.2% return over the 3-year period ending Dec 2015.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
08
The chart highlights the performance gap between Yahoo and the Nasdaq as of December 2015.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
09
The chart highlights the tracking behavior of Yahoo stock relative to Alibaba's performance post-IPO.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
10
The slide uses a trend line to highlight a 55% decline in EBITDA over the period.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor Beat · Problem Statement1 hit
11
The chart highlights a negative trend line over a 5-year period, emphasizing the need for strategic intervention.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor Beat · Problem Statement1 hit
12
The chart highlights an 88% increase in expenses, framing it as a problem requiring a turnaround.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor Beat · Problem Statement1 hit
13
The chart uses a dual-axis approach to show the divergence between revenue and headcount, specifically pointing out the hiring of Marissa Mayer in 2012.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor Beat · Expose Contradiction1 hit
14
The slide highlights that Yahoo spends a higher percentage of revenue on R&D compared to peers despite lower absolute dollar amounts.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor Beat · Expose Contradiction1 hit
15
Data as of 12/09/2015; source Bloomberg.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor Beat · Expose Contradiction1 hit
16
Uses a historical precedent to frame current PE interest as predatory rather than value-additive.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
17
Yahoo! Inc. (YHOO)Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
18
The slide uses a 'Why not instead' framing to pivot from a critique of management's plan to a proposed alternative.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
19
Yahoo! Inc. (YHOO)Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor Beat · Propose Solution1 hit
20
Yahoo! Inc. (YHOO)Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor Beat · Propose Solution1 hit
21
The slide outlines a specific activist thesis for value creation at Yahoo.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
22
The slide uses a comparative table structure to demonstrate value creation through asset optimization and share buybacks.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
23
The chart uses a waterfall-bridge structure to show value creation components.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
24
Yahoo! Inc. (YHOO)Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
25
Includes two historical screenshots of the Yahoo homepage.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
26
The slide uses a dual-row timeline to emphasize the chaotic nature of Yahoo's corporate governance.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
27
The slide uses a matrix to map product categories against user engagement types.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
28
The slide uses a bar chart to illustrate the 'Mobile Migration' trend, contrasting desktop ad spend decline with mobile ad spend growth.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
29
Uses a table-like structure to compare revenue figures across three companies over three time periods.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
30
Uses a radial chart to visually contrast the percentage values.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
31
Yahoo! Inc. (YHOO)Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
32
The slide uses irony/satire to frame the CEO's appointment as a failed promise.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
33
Uses a contrast-pairs framework to highlight the differences between two leadership candidates.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
34
Uses a quote-based approach to frame the narrative of corporate bloat.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
35
Uses a contrast-pairs framework to highlight the gap between expected value and actual outcome.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
36
Uses a hub-and-spoke diagram to illustrate the negative outcomes of the misallocated capital.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
37
The slide uses a 'logo-grid' to overwhelm the viewer with the sheer volume of failed or underperforming acquisitions.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
38
The slide provides a granular breakdown of M&A activity to support a broader argument about capital allocation.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
39
This is a continuation slide detailing specific M&A transactions.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
40
The slide uses a contrast-pairs framework to illustrate the disparity in value creation between two similar-sized acquisitions.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
41
Uses a contrast-pairs framework to highlight the failure of the Tumblr acquisition.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
42
The slide uses a 'cronyism' narrative to criticize capital allocation.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
43
Uses a visual connection between the two individuals and their respective companies to highlight cronyism.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
44
The slide uses a news screenshot to illustrate the hype vs. reality of the product launch.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
45
Uses a quote from Eric Jackson to frame the failure as a lack of market research.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
46
Uses a combination of qualitative quotes and quantitative benchmarking to undermine management's strategic narrative.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
47
The slide uses anecdotal evidence and industry quotes to undermine management's claims about Gemini's success.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
48
Uses a bulleted list to build a logical argument against management's capital allocation strategy.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
49
The slide uses a mix of logos and ranking badges to illustrate Yahoo's mobile footprint.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
50
The slide uses a visual 'before-after' progression for each app to highlight the drop in rank.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
51
Uses flag-style visual metaphors to represent ranking positions over time.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
52
Uses a timeline-based comparison table to expose Yahoo's failure to pivot to mobile compared to peers.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
53
Uses a radial bar chart to visualize the performance gap.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
54
The slide uses a contradiction frame to argue that executive pay is misaligned with company performance.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
55
The slide uses a list-based breakdown to expose the scale of executive compensation.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
56
The slide uses a table to present a large volume of transaction data to support an activist narrative regarding executive behavior.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
57
Uses headshots of Tim Armstrong, Nikesh Arora, Marissa Mayer, and Henrique De Castro to visually reinforce the contrast.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
58
The slide uses a visual timeline/process flow to list costs, culminating in the 'half an Instagram' comparison.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
59
Uses visual juxtaposition to criticize management's fiscal responsibility.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
60
Uses a direct quote from the CEO to highlight a contradiction between management's narrative and internal reality.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
61
The slide uses red circles to draw attention to the Q3 performance discrepancy.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
62
The slide uses a red oval to highlight the specific rows (2013-2014) that constitute the 'last 2 years' of buybacks mentioned in the title.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor Loop · Cost Of Inaction1 hit
63
Uses a quote from Marissa Mayer to contrast with the rising cost trend line.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor Loop · Cost Of Inaction1 hit