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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 12,871-12,900
Pages 885
Rows per page 30
Arc: Problem Agitate Solutionclear collectionreset all
18 30 60

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12,871-12,900 of 26,550

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03
The slide uses a donut chart to represent the breakdown of the $28B YTD backlog by business segment.Fluor Corporation (FLR) · Starboard Value
Conference presentation Activist investor Beat · Situation & Context1 hit
04
Fluor Corporation (FLR)Fluor Corporation (FLR) · Starboard Value
Conference presentation Activist investor Beat · Situation & Context1 hit
05
The slide uses a grid-based layout to categorize business units and sub-sectors.Fluor Corporation (FLR) · Starboard Value
Conference presentation Activist investor Beat · Situation & Context1 hit
06
The slide uses a grid-based segmentation to categorize business units.Fluor Corporation (FLR) · Starboard Value
Conference presentation Activist investor Beat · Situation & Context1 hit
07
The slide uses a line chart to show market growth trends while listing competitors to illustrate market fragmentation.Fluor Corporation (FLR) · Starboard Value
Conference presentation Activist investor Beat · Problem & Complication1 hit
08
The slide uses a categorization framework to frame the market as inherently flawed and overly competitive.Fluor Corporation (FLR) · Starboard Value
Conference presentation Activist investor Beat · Problem & Complication1 hit
09
The chart uses a line graph with green and grey segments to denote different periods of Starboard's involvement.Fluor Corporation (FLR) · Starboard Value
Conference presentation Activist investor Beat · Problem & Complication1 hit
10
The slide uses data to argue that previous management's strategy was unsuccessful.Fluor Corporation (FLR) · Starboard Value
Conference presentation Activist investor Beat · Problem & Complication1 hit
11
The slide uses a combination of a bar chart for project losses and a line chart for stock performance to correlate operational failure with market valuation.Fluor Corporation (FLR) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit
12
The slide uses a logo-grid to categorize competitors into 'Current' and 'Past' (Bankruptcy/Distressed or Exit/Scaled Back).Fluor Corporation (FLR) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit
13
The chart highlights the period from FY21 onwards in green to signify the tenure of the new CEO.Fluor Corporation (FLR) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit
14
The chart tracks two metrics: 'Backlog for Ongoing Legacy Projects in Loss Position' and 'Estimated Unfunded Losses Associated with Ongoing Legacy Projects'.Fluor Corporation (FLR) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit
33
The slide uses a binary classification (Taxable vs Tax-Free) to categorize strategic alternatives.Fluor Corporation (FLR) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
34
The chart uses a bridge/waterfall structure to show the impact of removing the SMR stake on the EV/EBITDA multiple.Fluor Corporation (FLR) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
01
Slide 1
This is the first page of a shareholder letter from Starboard Value to Macy's executives.Macy's Inc. (M) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Problem (Identify pain)1 hit
03
This is a page from a shareholder letter, acting as a cover or introductory note.Macy's Inc. (M) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
02
The slide uses a bar-grouped chart to illustrate performance gaps, followed by a narrative justifying shareholder intervention.Autodesk, Inc. (ADSK) · Jeffrey Smith
Shareholder letter Activist investor Beat · Problem (Identify pain)1 hit
03
The slide uses a 'bloated cost structure' narrative to argue for operational improvement.Autodesk, Inc. (ADSK) · Jeffrey Smith
Shareholder letter Activist investor Beat · Problem (Identify pain)1 hit
04
The slide uses a peer benchmarking approach to highlight Autodesk's underperformance in profitability metrics.Autodesk, Inc. (ADSK) · Jeffrey Smith
Shareholder letter Activist investor Beat · Problem (Identify pain)1 hit
05
This is a text-heavy shareholder letter page arguing against management's guidance.Autodesk, Inc. (ADSK) · Jeffrey Smith
Shareholder letter Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
06
The slide uses a waterfall bridge to visualize the gap between theoretical margin expansion and actual guidance.Autodesk, Inc. (ADSK) · Jeffrey Smith
Shareholder letter Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
07
The slide uses a waterfall bridge to justify a specific margin target based on cost savings and incremental revenue growth.Autodesk, Inc. (ADSK) · Jeffrey Smith
Shareholder letter Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
08
This is a closing letter from an activist investor deck.Autodesk, Inc. (ADSK) · Jeffrey Smith
Shareholder letter Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
02
This appears to be a page from a longer document or presentation, focusing on political economy and governance failures.US/Japan Sovereign Debt & Fiat Currencies (Macro) · David Einhorn
Conference presentation Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
03
This appears to be a page from a text-heavy presentation or whitepaper.US/Japan Sovereign Debt & Fiat Currencies (Macro) · David Einhorn
Conference presentation Activist investor Beat · Key MessagesLoop · Cost Of Inaction1 hit
05
This appears to be a page from a white paper or book chapter rather than a standard presentation slide.US/Japan Sovereign Debt & Fiat Currencies (Macro) · David Einhorn
Conference presentation Activist investor Beat · Key MessagesLoop · Cost Of Inaction1 hit
06
This appears to be a page from a white paper or investor letter rather than a standard presentation slide.US/Japan Sovereign Debt & Fiat Currencies (Macro) · David Einhorn
Conference presentation Activist investor Beat · Key MessagesLoop · Cost Of Inaction1 hit
02
The slide uses rhetorical questions ('how is this possible?') to frame management's actions as negligent.Tripadvisor, Inc. (TRIP) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · ComplicationLoop · Cost Of Inaction1 hit
03
The slide uses the rhetorical device of repeating 'How is this possible?' to highlight management failures.Tripadvisor, Inc. (TRIP) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
04
This is a formal letter from an activist investor.Tripadvisor, Inc. (TRIP) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · CEO Quote1 hit