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Problem Agitate Solution
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12,421-12,450 of 26,550
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Includes a disclaimer at the bottom regarding the implementation of the plan.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
09
The chart uses a waterfall structure to show individual cost-saving/revenue-enhancing opportunities leading to a total EBITDA impact.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
10
This slide acts as a continuation of a previous slide detailing EBITDA improvement opportunities.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
28
Uses a 'past behavior' argument to discredit incumbent board nominees.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Villain CritiqueLoop · Cost Of Inaction1 hit
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Uses red arrows to signify negative trends and a contrast-based layout to highlight underperformance.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Problem StatementLoop · Cost Of Inaction1 hit
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Uses a side-by-side comparison structure to frame the activist's thesis.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Problem StatementLoop · Cost Of Inaction1 hit
01
This is the first page of a shareholder letter from Starboard Value to Monotype Imaging.Monotype Imaging Holdings Inc. (TYPE) · Jeffrey C. Smith and Clifford Press
Shareholder letter Activist investor Beat · Hook1 hit
02
The slide uses a split-chart 'before and after' framework to attribute value destruction to specific management decisions.Monotype Imaging Holdings Inc. (TYPE) · Jeffrey C. Smith and Clifford Press
Shareholder letter Activist investor Beat · Expose Contradiction1 hit
03
The slide uses a bar chart to visualize margin erosion following acquisitions, specifically highlighting the Olapic deal.Monotype Imaging Holdings Inc. (TYPE) · Jeffrey C. Smith and Clifford Press
Shareholder letter Activist investor Beat · Expose Contradiction1 hit
06
The slide uses a waterfall-style calculation to quantify value destruction from non-core acquisitions.Monotype Imaging Holdings Inc. (TYPE) · Jeffrey C. Smith and Clifford Press
Shareholder letter Activist investor Beat · Villain Critique1 hit
07
The slide uses a waterfall-style arrow to visually emphasize the margin decline from 42.9% to 21.8%.Monotype Imaging Holdings Inc. (TYPE) · Jeffrey C. Smith and Clifford Press
Shareholder letter Activist investor Beat · Villain Critique1 hit
08
This is the final page of a shareholder letter, including signatures and a transition note to the nominee biographies.Monotype Imaging Holdings Inc. (TYPE) · Jeffrey C. Smith and Clifford Press
Shareholder letter Activist investor Beat · Closing Ask1 hit
06
Page 6 of a shareholder letter, focusing on board nominee qualifications.Newell Brands Inc. (NWL) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Solution (Provide relief)1 hit
07
This is the final page of a document, containing a signature and closing remarks.Newell Brands Inc. (NWL) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Solution (Provide relief)1 hit
08
Newell Brands Inc. (NWL)Newell Brands Inc. (NWL) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Action1 hit
01
GCP Applied Technologies (GCP)GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Problem Identification1 hit
02
GCP Applied Technologies (GCP)GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Problem Identification1 hit
03
GCP Applied Technologies (GCP)GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Problem Identification1 hit
04
GCP Applied Technologies (GCP)GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Problem Identification1 hit
05
Uses a process flow diagram to show corporate restructuring.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Problem Identification1 hit
06
Includes logos of BASF, Sika, and Saint-Gobain.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Problem Identification1 hit
104
This slide serves as a transition or summary of the activist's operational thesis.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
105
The slide explicitly criticizes management's December 2013/March 2014 plan as unacceptable and reactive.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
106
The slide uses bolded, underlined text to emphasize key negative points about management and the proposed transaction.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
107
This is a classic activist investor 'call to action' slide, emphasizing shareholder rights and board accountability.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
02
The slide uses a comparison table to frame the 'villain' (underperformance) and proposes a solution (separation of Classifieds).eBay Inc. (EBAY) · Peter A. Feld
Shareholder letter Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
03
The slide uses a peer benchmark to justify a valuation gap, framing the separation as a value-unlocking event.eBay Inc. (EBAY) · Peter A. Feld
Shareholder letter Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
04
The slide uses a waterfall chart to demonstrate that the company's cost-saving targets are minimal relative to the total cost base.eBay Inc. (EBAY) · Peter A. Feld
Shareholder letter Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
05
This is a text-heavy page from a shareholder letter (Starboard Value).eBay Inc. (EBAY) · Peter A. Feld
Shareholder letter Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
06
The slide uses a bar chart to highlight the valuation gap between eBay and e-commerce peers.eBay Inc. (EBAY) · Peter A. Feld
Shareholder letter Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit