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  "documentTitle": "GCP Applied Technologies (GCP)",
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  "authorName": "Starboard Value",
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  "presentationDate": "2020-04-30 00:00:00",
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  "notes": "Uses a timeline to expose management's narrative as misleading.",
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      "text": "We think the Company's continued investment in Verifi requires an independent and fresh perspective.",
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      "text": "While GCP touts Verifi as a new area for growth, the business has existed for almost a decade. The business' long and complicated history within both W.R. Grace and GCP requires careful examination.",
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      "kind": "quote",
      "text": "Although the business has already existed for almost a decade, Greg Poling calls Verifi a \"new market place\" and an area of focused investment.",
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      "text": "Source: GCP's and GRA's public filings, press releases.",
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      "text": "Verifi is Not a New Technology & Requires Management to be Thoughtful About Investing",
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