Unlocking Braden’s Potential - Zoe Pielzoepiel.com/unlocking-bradens-potential.pdf · Quonset...

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Quonset Point Capital L.P. Unlocking Braden’s Potential October 10, 2017 © Zoe Piel 2017

Transcript of Unlocking Braden’s Potential - Zoe Pielzoepiel.com/unlocking-bradens-potential.pdf · Quonset...

Quonset Point Capital L.P.

Unlocking Braden’s Potential

October 10, 2017

© Zoe Piel 2017

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• Quonset Point Capital L.P. (“QPC”) specializes in improving underperforming children

• QPC has over $2.5 billion in AUM• QPC seeks to maximize shareholder value

through strategic engagement with parents• QPC is sympathetic to parents, but prepared to

nominate replacements when necessary

Who We Are

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Quonset Point Capital

• 3 years old• Loves trucks• Favorite color: Red

Braden R.

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Disappointing linear growth trend

Braden’s underwhelming performance

*projected

0

1

2

3

4

5

2014 2015 2016 2017 2018 2019

Braden's Age

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Perceives Mom & Dad as taller than house

Braden’s underwhelming performance

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Won’tfinishhiscorn

Braden’s underwhelming performance

64% left on plate

23% fell on floor

13% eaten

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• Both incumbent• Not maximizing Braden’s potential• Parentaldeficienciesresultingin

destruction of of shareholder value

Parents are entrenched

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• “Here comes the airplane”• But in fact, no airplane• Spoon• Braden and shareholders

deserve candor

A history of managerial lapses

???

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• Dog-Dog went in the laundry• Dog-Dog went in the dryer• No risk assessment was

undertaken• Dog-Dog’seyecameoff• Braden was extremely distressed• Eye was reattached, but the crisis

was handled poorly

A history of managerial lapses

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• GrandmaconfirmsthatBraden’smomisn’t listening to parenting advice

• She could just take some constructive criticism from her own mother who carried her and raised her without asking anything in return

• For 18 years

QPC consulted experts in the market sector

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• QPC waged a successful proxyfightforcontrolofOliver G.

• At that time, Oliver was receiving frowny-face stickers on Pre-K classroom chart

QPC’s history of success

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• Oliver is building extensive Lego fortresses• 1st grade chart stickers are fruit-themed, optimistic

QPC’s history of successAfter 18 months

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QPC’s plan for Braden

• We believe that with the right leadership, Braden could make huge strides

• QPC’s plan will unlock shareholder value• Your vote is critical

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Ourqualifiednominees

Keith Webster, Jr. Brenda Beppo Leonard Zavitz Mark W. DealyHarvard JD/MBA, grandfather of 16 beautiful (and profitable) children

Not mad, just disappointedSuccessfully averted major tantrums in multiple ShopRites

Spearheded sharp reduction of daughter’s Breyer horse collection

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Consolidate birthday party expenses

QPC’s plan for Braden

cake and ice cream ice cream cake

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Improvebedtimeefficiency• Showers instead of baths• Reduce stories from 4 to 2• LED night light

QPC’s plan for Braden

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Expand carefully into new markets:

QPC’s plan for Braden

• Trip to petting zoo• Visit Aunt Meg in New Jersey• Gradually increase vegetables

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• Vote for change• Vote the GOLD proxy card• A better direction for Braden• A better return for shareholders

Conclusion

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This is satire.Forward all complaints to Zoe Piel.

@zoepiel www.zoepiel.com

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