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slides · global inventory

Problem Agitate Solution

Arc collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 26,550
Current window 12,331-12,360
Pages 885
Rows per page 30
Arc: Problem Agitate Solutionclear collectionreset all
18 30 60

Arc

12,331-12,360 of 26,550

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05
This is a classic activist 'villain' framing where management is accused of acting in their own interest rather than for shareholders.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Problem Statement1 hit
06
This is a classic activist investor 'call to action' slide, emphasizing distrust in the board and providing a clear instruction for shareholder action.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Problem Statement1 hit
07
This is a classic activist 'villain' narrative slide, framing management's procedural moves as a deliberate attempt to suppress shareholder rights.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
08
The slide uses a 'rule of three' rhetorical device in the subtitle and emphasizes the urgency of shareholder intervention.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
09
The slide uses red dashed boxes to highlight specific data points for comparison between 2009 and 2013/2014.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
10
Uses yellow arrows to emphasize the downward trend in performance metrics.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
11
Uses external analyst quotes (UBS, Buckingham) to validate the activist's thesis.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
12
The slide uses a break-even analysis to argue that a spin-off is value-destructive unless the remaining Darden entity sees significant multiple expansion.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
13
Includes a call-to-action link to a supplemental presentation.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
14
The slide uses a valuation bridge to demonstrate the value leakage of keeping real estate assets within an operating company (OpCo) versus separating them into a REIT structure.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
15
The slide uses a numbered list to justify the necessity of the meeting, focusing on governance and strategic concerns.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
16
The slide uses a combination of bullet points and a concluding call-to-action statement to frame the Special Meeting as a governance check.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
17
Uses a combination of a summary performance table and three time-series line charts to illustrate the thesis of management failure.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
18
Uses a series of bar charts to highlight negative trends in SSS and traffic growth across multiple quarters.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
19
The slide uses a 'fully-leased' adjustment to normalize for real estate ownership, arguing that DRI's low margins are due to poor operations rather than real estate strategy.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
20
The slide uses a 'before-after' style logic to highlight the failure of capital allocation strategy.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
21
The slide uses negative stock performance percentages to highlight the failure of the current leadership.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
22
This is a classic activist slide designed to frame the board as entrenched and unresponsive to shareholder interests.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
23
This is an activist investor slide attacking corporate governance.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
24
Includes a screenshot of a tweet from Howard Penney as evidence of management shutting out analysts.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
25
Includes a call to action for a specific proxy card (White Request Card).Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
10
Includes a downward-sloping arrow to emphasize the trend.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Beat · Problem StatementLoop · Cost Of Inaction1 hit
13
Uses a dual-chart layout to juxtapose capital allocation (spending) against market performance (enterprise value).AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
14
The table highlights the 'Display' segment in a red box to emphasize the losses.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
15
The chart uses a downward-sloping line to emphasize the negative trend in losses.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
16
Uses CEO quotes to frame management as stubborn or disconnected from reality.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
17
AOL, Inc. (AOL)AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Beat · Thesis HeadlineLoop · Cost Of Inaction1 hit
75
AOL, Inc. (AOL)AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Beat · Propose SolutionLoop · Cost Of Inaction1 hit
76
Includes detailed footnotes explaining the derivation of the $150M loss estimate and ad fill rates.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Beat · Propose SolutionLoop · Cost Of Inaction1 hit
77
AOL, Inc. (AOL)AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Beat · Propose SolutionLoop · Cost Of Inaction1 hit