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Matching slides 11,188
Current window 3,991-4,020
Pages 373
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3,991-4,020 of 11,188
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The chart uses a dashed line to indicate the peer median of 18%.Fortrea Holdings Inc. (FTRE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)1 hit
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The slide uses a waterfall-style bridge to show margin improvement and a gap to peers.Fortrea Holdings Inc. (FTRE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)1 hit
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GCP Applied Technologies (GCP)GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Agitation1 hit
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The slide uses a 'before-after' framing technique to set up a future contradiction by establishing the initial high expectations.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Agitation1 hit
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GCP Applied Technologies (GCP)GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Agitation1 hit
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Uses a before-after framing to contrast industry performance with company performance.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Agitation1 hit
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The slide uses red annotations to highlight the delta between 2016 and 2019 for both margin erosion and cost increases.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Agitation1 hit
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Uses a combination of bar charts to contrast growth and margin performance against peers.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Agitation1 hit
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Uses a contrast-pairs framework to highlight management failure at GCP compared to peers.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Agitation1 hit
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Uses a waterfall-style chart to show the accumulation of restructuring plans and savings targets.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Agitation1 hit
29
Uses highlighting to draw attention to repetitive phrases like 'streamline' and 'reduce cost structure'.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Agitation1 hit
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Uses red dashed circles and callout boxes to highlight the failure of restructuring initiatives.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Agitation1 hit
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The slide uses a callout box to highlight the increase in consultant spending, specifically excluding activism defense costs.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Agitation1 hit
32
The slide uses a red callout box and arrow to emphasize the 30% contraction in EBIT.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Agitation1 hit
33
Uses direct quotes and financial disclosures to highlight the contradiction between management's framing of 'savings' and the reality of revenue loss.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Agitation1 hit
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Uses a 'before-after' style contradiction to debunk management's narrative.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Agitation1 hit
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Uses a 2x2 layout of bar charts to contrast revenue decline with margin expansion.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Agitation1 hit
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Uses a 'bridge' style visual annotation to highlight year-over-year changes in EBIT.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Agitation1 hit
37
Uses a before-after framing style to contrast investment input vs. performance output.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Agitation1 hit
38
GCP Applied Technologies (GCP)GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Agitation1 hit
39
Uses a 'before-after' style contrast between targets and actuals to highlight management failure.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Agitation1 hit
40
The slide uses a dashed line to represent 2015 revenue as a baseline for comparison.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Agitation1 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
09
The chart uses a red line for the stock price and a blue arrow to indicate the percentage drop.Multiple (Wix, Salesforce, Splunk, Vertiv) (WIX / CRM / SPLK / VRT) · Starboard Value
Conference presentation Activist investor Beat · AgitateLoop · Before After1 hit