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43
The chart highlights Splunk in red at the far right, significantly below the peer median of 47%.Starboard Value Wix Presentation October 2022 · starboard-value-wix-presentation-october-2022
Activist deck Activist investor Beat · Solution & Approach1 hit
44
The chart uses a red bar for Splunk to emphasize its underperformance relative to the peer median.Starboard Value Wix Presentation October 2022 · starboard-value-wix-presentation-october-2022
Activist deck Activist investor Beat · Solution & ApproachLoop · Mece Breakdown1 hit
45
The slide uses a 'move up and to the right' narrative to justify a valuation re-rating for Splunk.Starboard Value Wix Presentation October 2022 · starboard-value-wix-presentation-october-2022
Activist deck Activist investor Beat · Solution & ApproachLoop · Mece Breakdown1 hit
46
The slide uses a 'before-after' framing to illustrate the potential value creation.Starboard Value Wix Presentation October 2022 · starboard-value-wix-presentation-october-2022
Activist deck Activist investor Beat · Solution & ApproachLoop · Mece Breakdown1 hit
47
Uses a before-after-bridge visual structure to contrast current vs future state.Starboard Value Wix Presentation October 2022 · starboard-value-wix-presentation-october-2022
Activist deck Activist investor Beat · Solution & Approach1 hit
48
The slide serves as evidence of M&A interest in the target company.Starboard Value Wix Presentation October 2022 · starboard-value-wix-presentation-october-2022
Activist deck Activist investor Beat · Solution & Approach1 hit
49
The third opportunity is redacted (dark blue box).Starboard Value Wix Presentation October 2022 · starboard-value-wix-presentation-october-2022
Activist deck Activist investor Beat · Solution & Approach1 hit
50
The slide uses a visual hierarchy where Salesforce is highlighted with a blue border, while Wix and Splunk are in grey dashed boxes.Starboard Value Wix Presentation October 2022 · starboard-value-wix-presentation-october-2022
Activist deck Activist investor Beat · Solution & Approach1 hit
51
Includes a valuation bridge (Enterprise Value calculation) and a historical revenue bar chart.Starboard Value Wix Presentation October 2022 · starboard-value-wix-presentation-october-2022
Activist deck Activist investor Beat · Solution & Approach1 hit
52
Starboard Value Wix Presentation October 2022Starboard Value Wix Presentation October 2022 · starboard-value-wix-presentation-october-2022
Activist deck Activist investor Beat · Solution & Approach1 hit
53
Starboard Value Wix Presentation October 2022Starboard Value Wix Presentation October 2022 · starboard-value-wix-presentation-october-2022
Activist deck Activist investor Beat · Solution & Approach1 hit
54
The slide uses a bar chart to visualize market size in billions, with growth rates and CRM position rankings listed below each category.Starboard Value Wix Presentation October 2022 · starboard-value-wix-presentation-october-2022
Activist deck Activist investor Beat · Solution & Approach1 hit
55
The chart highlights the underperformance of CRM relative to benchmarks and peers.Starboard Value Wix Presentation October 2022 · starboard-value-wix-presentation-october-2022
Activist deck Activist investor Beat · Solution & Approach1 hit
56
The slide uses two bar charts to demonstrate valuation gaps across two key financial metrics.Starboard Value Wix Presentation October 2022 · starboard-value-wix-presentation-october-2022
Activist deck Activist investor Beat · Solution & Approach1 hit
57
Uses the 'Rule of 40' framework (here referred to as 'Rule of 50' for the peer group).Starboard Value Wix Presentation October 2022 · starboard-value-wix-presentation-october-2022
Activist deck Activist investor Beat · Solution & Approach1 hit
58
The chart highlights that CRM has the lowest incremental margin (20.1%) compared to peers like ORCL (105.0%).Starboard Value Wix Presentation October 2022 · starboard-value-wix-presentation-october-2022
Activist deck Activist investor Beat · Solution & Approach1 hit
59
The slide uses a combination of headshots and a pull-quote to establish credibility for the management team's strategic pivot.Starboard Value Wix Presentation October 2022 · starboard-value-wix-presentation-october-2022
Activist deck Activist investor Beat · Solution & ApproachLoop · Quick Win Big Bet1 hit
60
Uses callouts to frame company milestones (first margin target, first share repurchase) as positive but insufficient compared to peer performance.Starboard Value Wix Presentation October 2022 · starboard-value-wix-presentation-october-2022
Activist deck Activist investor Beat · Solution & ApproachLoop · Quick Win Big Bet1 hit
61
The slide uses a 'Growth + Margin' metric (Rule of 40 variant) to demonstrate underperformance.Starboard Value Wix Presentation October 2022 · starboard-value-wix-presentation-october-2022
Activist deck Activist investor Beat · Solution & ApproachLoop · Quick Win Big Bet1 hit
62
The slide uses a bridge diagram to compare a baseline FY2023 margin against three potential FY2026 scenarios based on varying incremental margin assumptions.Starboard Value Wix Presentation October 2022 · starboard-value-wix-presentation-october-2022
Activist deck Activist investor Beat · Solution & ApproachLoop · Quick Win Big Bet1 hit
63
Uses a causal chain to link margin expansion to FCF/share and capital deployment capacity.Starboard Value Wix Presentation October 2022 · starboard-value-wix-presentation-october-2022
Activist deck Activist investor Beat · Solution & Approach1 hit
64
The slide uses a visual grouping of three company logos above a summary statement, typical of an activist investor's thesis summary.Starboard Value Wix Presentation October 2022 · starboard-value-wix-presentation-october-2022
Activist deck Activist investor Beat · Solution & Approach1 hit
08
Uses a 'Before/After' framework to demonstrate value.Stor.ai Pitch Deck · stor-ai-pitch-deck
Pitch deck Investor relations Beat · SatisfactionLoop · Golden Circle1 hit
09
The slide uses a layered architecture diagram to show how services are supported by operational capabilities and a proprietary technology platform.Strive Health Pitch Deck · strive-health-pitch-deck
Pitch deck Investor relations Beat · Solution1 hit
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The slide uses a three-step process flow (input, processing, output) to explain the platform architecture.Strive Health Pitch Deck · strive-health-pitch-deck
Pitch deck Investor relations Beat · Solution1 hit
04
The slide uses a hub-and-spoke diagram to illustrate the data pipeline flow from sources to destinations.SuperMetrics Pitch Deck · supermetrics-pitch-deck
Pitch deck Investor relations Beat · SolutionLoop · Cost Of Inaction1 hit
03
This is a text-heavy activist investor letter. It contains specific valuation assumptions (12x-15x EBITDA) and a proposed merger with ANGI.TCS Capital Yelp Open Letter to Yelp Board of Directors May 2023 · tcs-capital-yelp-open-letter-to-yelp-board-of-directors-may-2023
Pitch deck VC research Beat · Solution & ApproachLoop · Cost Of Inaction1 hit
03
Tettra Culture CodeTettra Culture Code · tettra-culture-code
Deck Investor relations Beat · What Could BeLoop · Voice Of Customer1 hit
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Tettra Culture CodeTettra Culture Code · tettra-culture-code
Deck Investor relations Beat · What Could BeLoop · Voice Of Customer1 hit
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Tettra Culture CodeTettra Culture Code · tettra-culture-code
Deck Investor relations Beat · What Could Be1 hit