◆ Contrarian Corpus
Campaigns / SpringOwl → Yahoo! Inc.
SpringOwl vs. Yahoo! Inc.

Yahoo! Inc. · YHOO

1 deck published between 2015-12-01 and 2015-12-01 — 99 pages, 99 analysed slides total. Outcome: lost.

initial thesis

Timeline

Each deck in chronological order — click to open. This is the story of the campaign as it unfolded.

  1. 2015-12-01 initial thesis

    2015 12 SpringOwl Yahoo Presentation Dec 2015

    99pp · full_deck

    Yahoo's Core is mismanaged but fixable — replace Mayer with an operator CEO, cut headcount two-thirds, bring Liberty in as a partner, and shares triple from $35 to $113.