{ "kind": "tool", "value": "breakup-spinoff", "collectionKey": "slides:tool:breakup-spinoff:all-document-kinds:all-producers:all-orientations", "filters": { "documentKinds": [], "sourceTypes": [], "orientations": [] }, "total": 5, "page": 1, "pageSize": 24, "pageCount": 1, "rows": [ { "docId": "019dd923-622b-71dc-a6d9-c007c91e862b", "docSlug": "28a425ed69eb", "documentTitle": "Darden Restaurants, Inc. (DRI)", "authorId": "03_Starboard_Value", "authorName": "Starboard Value", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2014-09-11 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 11, "slideType": "thesis_headline", "function": "propose_solution", "notes": "This is a classic activist investor 'breakup' thesis slide.", "imagePath": null, "matchCount": 1, "evidence": "We believe a spinoff of the Specialty Restaurant Group (SRG) would create value for Darden shareholders.", "slideHref": "/slides/019dd923-622b-71dc-a6d9-c007c91e862b/11", "deckHref": "/decks/019dd923-622b-71dc-a6d9-c007c91e862b", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6d9-c007c91e862b#slide-11", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de06f-e49e-7644-baf2-ef57a7130198", "docSlug": "b2a3ea7c7e5c9bfcb76e85e7db9db0dc", "documentTitle": "Citi | Investment Banking Pitch Book | 17 slides", "authorId": "citi", "authorName": "Citi", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "investment_bank", "sourceTypeLabel": "Investment bank", "presentationDate": "2019-11-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.3314841, "pageNumber": 17, "slideType": "data_table", "function": "analyze_data", "notes": "The slide compares book value metrics against appraisal-based market value metrics for two specific dates (9/30/19 and 6/30/19).", "imagePath": null, "matchCount": 1, "evidence": "Detailed breakdown of assets, liabilities, and NAV per share calculations", "slideHref": "/slides/019de06f-e49e-7644-baf2-ef57a7130198/17", "deckHref": "/decks/019de06f-e49e-7644-baf2-ef57a7130198", "deckAnchorHref": "/decks/019de06f-e49e-7644-baf2-ef57a7130198#slide-17", "loopMatches": [], "arcBeatMatches": [ { "to": 17, "from": 11, "beatId": "ef085da0-0df8-42a1-913f-6d8e2ae37dfe", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Impact & Next Steps", "beatSlug": "consultants-gambit-impact-next-steps", "evidence": "Slides 11-17 provide additional data and conclusions", "position": 2, "confidence": 0.8, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de073-b9e6-7580-b92c-33acd2d6f9a8", "docSlug": "8793fcbdb44707f96b55dd90de08fedb", "documentTitle": "First United Corporation | Investor Presentation Deck | 32 slides", "authorId": "first-united-corporation", "authorName": "First United Corporation", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "investor_relations", "sourceTypeLabel": "Investor relations", "presentationDate": "2022-10-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 19, "slideType": "kpi_overview", "function": "analyze_data", "notes": "Includes a pie chart for income mix and a bar chart for AUM trends.", "imagePath": null, "matchCount": 1, "evidence": "list/bullet: Key takeaways regarding non-interest income and wealth acquisition strategy", "slideHref": "/slides/019de073-b9e6-7580-b92c-33acd2d6f9a8/19", "deckHref": "/decks/019de073-b9e6-7580-b92c-33acd2d6f9a8", "deckAnchorHref": "/decks/019de073-b9e6-7580-b92c-33acd2d6f9a8#slide-19", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6da-b00b1d0f20be", "docSlug": "46fe79187184", "documentTitle": "Riot Platforms, Inc. (RIOT)", "authorId": "03_Starboard_Value", "authorName": "Peter A. Feld", "documentKindSlug": "shareholder-letter", "documentKindLabel": "Shareholder letter", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2026-02-18 00:00:00", "orientation": "portrait", "aspectRatio": 0.77272725, "pageNumber": 5, "slideType": "closing_ask", "function": "closing_ask", "notes": "This is the final page of a shareholder letter, including signature and footnotes.", "imagePath": null, "matchCount": 1, "evidence": "Signals openness to consolidation if management fails to execute", "slideHref": "/slides/019dd923-622b-71dc-a6da-b00b1d0f20be/5", "deckHref": "/decks/019dd923-622b-71dc-a6da-b00b1d0f20be", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6da-b00b1d0f20be#slide-5", "loopMatches": [ { "to": 5, "from": 5, "name": "Cost Of Inaction", "slug": "27-cost-of-inaction", "bestFor": "Urgent budget requests, compliance, risk mitigation", "matchId": "019ddf4e-f809-75f3-8abb-545c633bb56f", "evidence": "Closing 'signals openness to consolidation if management fails to execute'.", "position": 4, "objective": "Issue ask with implicit threat if management fails to execute", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "confidence": 78, "description": "Quantify what happens if the audience does nothing" } ], "arcBeatMatches": [ { "to": 5, "from": 5, "beatId": "019ddf4e-f697-75ce-87c6-3956531736f4", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Impact & Next Steps", "beatSlug": null, "evidence": "'The Time Is Now' closing signals execution-or-consolidation.", "position": 5, "confidence": 88, "parentBeatName": null, "parentBeatSlug": null }, { "to": 5, "from": 3, "beatId": "019ddf4e-f74c-743f-8d16-52ecbaba5f1e", "arcName": "The Transformation Tale", "arcSlug": "transformation-tale", "beatName": "The Bridge", "beatSlug": null, "evidence": "Valuation tables + closing ask describe path to transformation.", "position": 3, "confidence": 72, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9c-bac87207629e", "docSlug": "2ea5a5e44206", "documentTitle": "Phillips 66 (PSX)", "authorId": "02_Elliott_Management", "authorName": "Elliott", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2025-02-11 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 1, "slideType": "cover", "function": "front_matter", "notes": "Uses a visual metaphor of Route 66 to align with the company name.", "imagePath": "https://imgproxy.kitesheet.com/cE7IPLtGQn4jmVhYhQpfR-bLUS33zbNugKF34TbznSI/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy8yZWE1YTVlNDQyMDYvcDAwMS5wbmc", "matchCount": 1, "evidence": "thesis_types contains breakup_spinoff", "slideHref": "/slides/019dd923-622c-750b-8b9c-bac87207629e/1", "deckHref": "/decks/019dd923-622c-750b-8b9c-bac87207629e", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9c-bac87207629e#slide-1", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": "https://imgproxy.kitesheet.com/VpgdQ61TRGAMGtVH-Yi0u8I3MrWN5xnFeHcTVAc3xWg/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy8yZWE1YTVlNDQyMDYvcDAwMS5qcGc", "thumbSrc": "https://imgproxy.kitesheet.com/gturxghzfMXK6txjlwS7mlGq0wlWYCHqdwuCx7W2nzI/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy8yZWE1YTVlNDQyMDYvcDAwMS5wbmc", "thumbSrcAlt": "https://imgproxy.kitesheet.com/wUp2d5IOe5JRG9-GgVWZ-M5gWZ3Hb6OxQkEQOeN80Ic/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy8yZWE1YTVlNDQyMDYvcDAwMS5qcGc" } ] }