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The slide uses a dual-chart approach to justify a thesis on industry growth.Fortrea Holdings Inc. (FTRE) · Starboard Value
Conference presentation Activist investor Beat · Problem (Identify pain)Loop · David Goliath1 hit
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The slide uses a map to visualize global reach and highlights key operational statistics.Fortrea Holdings Inc. (FTRE) · Starboard Value
Conference presentation Activist investor Beat · Problem (Identify pain)Loop · David Goliath1 hit
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The slide uses a process flow to illustrate a corporate spin-out.Fortrea Holdings Inc. (FTRE) · Starboard Value
Conference presentation Activist investor Beat · Problem (Identify pain)1 hit
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The chart uses a red color for Fortrea to emphasize the negative performance gap.Fortrea Holdings Inc. (FTRE) · Starboard Value
Conference presentation Activist investor Beat · Problem (Identify pain)1 hit
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The slide uses a donut chart to visualize revenue segmentation and highlights key valuation metrics.News Corporation (NWSA) · Starboard Value
Conference presentation Activist investor Beat · Problem (Identify pain)1 hit
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The slide uses a hierarchical structure to display the corporate portfolio.News Corporation (NWSA) · Starboard Value
Conference presentation Activist investor Beat · Problem (Identify pain)1 hit
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News Corporation (NWSA)News Corporation (NWSA) · Starboard Value
Conference presentation Activist investor Beat · Problem (Identify pain)1 hit
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The chart uses a line graph to visualize the divergence in traffic performance between Outback and its primary competitors.Bloomin' Brands (BLMN) · Starboard Value
Conference presentation Activist investor Beat · Problem & ComplicationLoop · Iceberg1 hit
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The slide uses a before-after framing to establish credibility for Starboard's activist strategy.Bloomin' Brands (BLMN) · Starboard Value
Conference presentation Activist investor Beat · Problem & ComplicationLoop · Iceberg1 hit
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The slide uses a bar chart to highlight the valuation gap between the subject company and its peers.Bloomin' Brands (BLMN) · Starboard Value
Conference presentation Activist investor Beat · Problem & ComplicationLoop · Iceberg1 hit
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Uses a process flow diagram to show corporate restructuring.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Problem Identification1 hit
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Includes logos of BASF, Sika, and Saint-Gobain.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Problem Identification1 hit
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GCP Applied Technologies (GCP)GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Problem Identification1 hit
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The slide uses a 'villain' framing by highlighting the underperformance of GCP relative to its peers.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Problem Identification1 hit
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The slide uses red dashed lines to visually emphasize the performance gap between GCP and its peers.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Problem Identification1 hit
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The slide uses a combination of a summary performance table and three line charts showing indexed stock performance.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Problem Identification1 hit
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The slide uses a timeline framework to correlate specific management/operational failures with stock price declines.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Problem Identification1 hit
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Uses a list-based diagnostic framework to highlight failures.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Problem IdentificationLoop · Cost Of Inaction1 hit
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GCP Applied Technologies (GCP)GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
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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
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This is a text-heavy page from a shareholder letter, likely part of a proxy contest.Box, Inc. (BOX) · Peter A. Feld
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · The Reveal1 hit
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This is a text-heavy page from a shareholder letter, likely part of a proxy contest.Box, Inc. (BOX) · Peter A. Feld
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · The Reveal1 hit
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The slide uses bar charts to show the decline in growth + profitability metrics for three companies, annotated with their respective 2022 share price returns.Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE) · Starboard Value
Conference presentation Activist investor Beat · Problem & Complication1 hit
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The chart uses IGV (iShares Expanded Tech-Software Sector) as the benchmark for software industry growth cohorts.Multiple (Wix, Salesforce, Splunk, Vertiv) (WIX / CRM / SPLK / VRT) · Starboard Value
Conference presentation Activist investor Beat · ProblemLoop · Before After1 hit
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The chart highlights a clear inflection point around late 2021 where high-growth valuations converged significantly with mid and low-growth cohorts.Multiple (Wix, Salesforce, Splunk, Vertiv) (WIX / CRM / SPLK / VRT) · Starboard Value
Conference presentation Activist investor Beat · ProblemLoop · Before After1 hit
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This is a text-heavy shareholder letter page outlining a strategic plan.Algonquin Power & Utilities Corp. (AQN) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
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This is a page from a shareholder letter, likely from an activist investor (Starboard).Box, Inc. (BOX) · Peter A. Feld
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
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The slide uses a 'villain critique' style to frame the company's failure to meet its own stated long-term targets.GoDaddy Inc. (GDDY) · Peter A. Feld
Shareholder letter Activist investor Beat · ComplicationLoop · Benchmark Gap1 hit
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The slide argues that GoDaddy's poor performance is linked to a deteriorating growth and profitability profile compared to peers.GoDaddy Inc. (GDDY) · Peter A. Feld
Shareholder letter Activist investor Beat · ComplicationLoop · Benchmark Gap1 hit
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The slide argues that management's focus on revenue growth is unrealistic and that margin expansion is a more viable path to performance improvement.GoDaddy Inc. (GDDY) · Peter A. Feld
Shareholder letter Activist investor Beat · ComplicationLoop · Benchmark Gap1 hit