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Problem Agitate Solution
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Matching slides 26,550
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12,571-12,600 of 26,550
127
The slide uses a before-after framing to attribute stock performance to board changes.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Next Steps1 hit
128
GCP Applied Technologies (GCP)GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Next Steps1 hit
129
The slide serves as a historical precedent for Starboard's activist success.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Next Steps1 hit
130
Uses red for 'before' (decline) and green for 'after' (improvement) to visually reinforce the narrative.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Next Steps1 hit
131
Uses a before-after framework to attribute value creation to board changes.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Next Steps1 hit
04
GCP Applied Technologies (GCP)GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
05
The slide uses a 'before-after' style logic to debunk management's narrative of value creation.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
06
Uses red dashed boxes to highlight the 'Worst Performer' (S&P 600) across all four charts.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
07
GCP Applied Technologies (GCP)GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
08
Uses a waterfall-style comparison to isolate organic revenue decline by subtracting M&A contribution.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
09
Uses a 'before-after' or 'expose contradiction' framing to debunk management's claims.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
10
Uses a comparison table to invalidate the company's chosen peer set.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
11
Uses a CEO quote to establish a baseline expectation that was not met.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
12
Uses a 'before-after' style contradiction frame to debunk management's narrative.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
21
The slide uses a structured table format to highlight specific financial and operational achievements for each nominee.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
22
The table uses checkmarks to indicate specific areas of expertise for each nominee.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
23
GCP Applied Technologies (GCP)GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Action1 hit
09
Uses CFO quotes from 2019 and 2020 to highlight the gap between management narrative and financial performance.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor Beat · Expose Contradiction1 hit
10
Uses a series of bar charts to visually demonstrate the gap between company guidance and actual results.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor Beat · Expose Contradiction1 hit
11
The slide uses an external analyst quote to validate the activist thesis.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor Beat · Expose Contradiction1 hit
12
The slide uses a pull-quote from a third-party analyst to validate the activist's thesis.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor Beat · Expose Contradiction1 hit
13
Uses a bar-grouped chart to highlight relative underperformance across three key metrics.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor Beat · Expose Contradiction1 hit
14
Uses a dual-column layout to contrast margin performance vs growth performance.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor Beat · Expose Contradiction1 hit
15
This is a classic activist investor 'villain' slide, framing the board as incompetent or self-serving.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor Beat · Problem Statement1 hit
16
Uses direct quotes from company filings to expose a contradiction between internal board actions and external messaging.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor Beat · Problem Statement1 hit
17
The chart uses a dashed green line to indicate the median multiple of 5.9x.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor Beat · Problem StatementLoop · David Goliath1 hit
18
The chart uses a dashed green line to indicate the median valuation multiple of the peer group.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor Beat · Problem StatementLoop · David Goliath1 hit
19
Box, Inc. (BOX)Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor Beat · Problem StatementLoop · David Goliath1 hit
20
Box, Inc. (BOX)Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor Beat · Problem StatementLoop · David Goliath1 hit
137
Uses a before-after framing style to contrast external market tailwinds with internal operational failures.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit