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slides · global inventory

Consultants Gambit

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

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Matching slides 39,432
Current window 27,121-27,150
Pages 1,315
Rows per page 30
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27,121-27,150 of 39,432

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09
Uses a classic 'before-after' framing to highlight the value proposition of the software.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Problem & ComplicationLoop · Before After1 hit
10
Uses a cartoon sequence to illustrate the 'before' state and a UI mockup for the 'after' state.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Problem & ComplicationLoop · Before After1 hit
11
Uses a before-after framework to contrast manual paper checks with the BILL mobile interface.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Problem & ComplicationLoop · Before After1 hit
12
Uses a before-after framing to highlight the value proposition of BILL's integration capabilities.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Problem & ComplicationLoop · Before After1 hit
13
Multiple (BILL Holdings, Tripadvisor, Fluor Corporation)Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Problem & Complication1 hit
14
Multiple (BILL Holdings, Tripadvisor, Fluor Corporation)Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Problem & Complication1 hit
15
Multiple (BILL Holdings, Tripadvisor, Fluor Corporation)Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Problem & Complication1 hit
16
The slide appears to be part of a series, as the title mentions 'Three Ways' but only one is displayed.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Problem & Complication1 hit
17
The slide title mentions 'Three Ways' but only two are displayed.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Problem & Complication1 hit
18
The slide title mentions 'Three Ways' but only two are displayed in the visual.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Problem & Complication1 hit
19
The slide uses a visual additive model to distinguish between 'Core Revenue' (subscription + transaction) and total revenue.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Problem & Complication1 hit
20
The slide uses the company's own disclosure to undermine their reliance on float income for performance metrics.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Problem & Complication1 hit
21
The slide uses a waterfall-style logic to adjust headline financial metrics for float income.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Problem & Complication1 hit
22
The slide uses stacked bar charts to decompose the Rule of 40 into Revenue Growth and Adjusted EBITDA Margin components.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Problem & Complication1 hit
23
The slide uses external citations (McKinsey, Forbes, etc.) to validate the macro-environment thesis.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
24
Multiple (BILL Holdings, Tripadvisor, Fluor Corporation)Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
25
The slide uses a red dashed box to highlight the projected growth period, emphasizing the negative trend.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
26
The chart highlights the stagnation of the Rule of 40 score, which remains below the industry benchmark line.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
27
The slide uses two bar charts to compare valuation multiples against growth and margin metrics for a set of peer companies.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
28
The chart highlights BILL in red to emphasize its underperformance relative to the peer group.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
29
The slide uses a combination of historical data and management guidance to support a bullish growth thesis.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
30
The chart uses a dashed line to indicate the median gross margin of 81%.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
31
The chart uses a red bar for BILL to emphasize its underperformance relative to the peer group median.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
32
The chart highlights the gap between BILL's 4% incremental margin and the 32% peer median.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
33
The chart uses a red bar to highlight BILL, distinguishing it from the blue bars representing peers.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
34
Multiple (BILL Holdings, Tripadvisor, Fluor Corporation)Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
35
The slide uses a quote from the CEO to validate the thesis that the company can reach the Rule of 40.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
36
The slide uses a 'pro forma' valuation for BILL in the second chart to illustrate the impact of reaching the Rule of 40.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
37
The slide uses placeholders for the second and third ideas, suggesting a progressive disclosure or teaser approach.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
38
The third item is a blank dark blue rectangle, suggesting a redacted or upcoming reveal.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit