SpringOwl Activist Presentation Deck slide image

SpringOwl Activist Presentation Deck

Tech Royalty Expected Significant Yahoo Job Cuts And Still Expects It July 2012: "Yahoo has 18,000 employees, and on paper it should have closer to 6,000 to 8,000, [Silicon Valley tech investor legend Marc] Andreessen argues. Every analyst has noted pretty much the same thing, and to date no CEO has had the guts to cut that deeply, even as each of them have been vilified for making cuts. Will Mayer be able to do what most outside observers say is necessary?" December 2015: "My view is that [Yahoo is] dramatically overstaffed" Source: https://pando.com/2012/07/16/andreessens-advice-to-marissa-mayer-cut-10000-plus-jobs/; SpringOwl! Asset Management LLC https://twitter.com/pmarca/status/673646979277131776 Confidential | For Discussion Purposes Only | 34
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