1 deck published between 2020-02-04 and 2020-02-04 — 6 pages, 6 analysed slides total.
Each deck in chronological order — click to open. This is the story of the campaign as it unfolded.
eBay is deeply undervalued; separating Classifieds at peer-level ~22x EBITDA multiples and enforcing a more aggressive Marketplace cost and revenue plan would unlock substantial upside versus today's 8.1x multiple.