[OccamsRazr]

Blackwell is engaged in activist investing. Their goal is to make profit by changing how the company is run. This deck is surely part of that campaign. Thus it may contain truths, but it also serves their agenda. Best to be understood in that light.

> I do find the arguments around bad governance structures and oversight weird though, as those should have been known before they invested.

Likely they knew and saw an opportunity for their investment strategy.