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The chart highlights LLY and NVO as outliers due to GLP-1 participation. Pfizer is shown in green to distinguish it from the peer group.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Problem (Identify pain)Loop · Quick Win Big Bet1 hit
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The slide uses a 2x2 grid to categorize the causes of the decline, followed by a summary of the impact on M&A and total market value loss.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
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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
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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
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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
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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
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The chart uses a red arrow to visually emphasize the downward trend in the Rule of 40 score.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Problem & Complication1 hit
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Multiple (BILL Holdings, Tripadvisor, Fluor Corporation)Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Problem & Complication1 hit
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Multiple (BILL Holdings, Tripadvisor, Fluor Corporation)Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Problem & Complication1 hit
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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
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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
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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
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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
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Multiple (BILL Holdings, Tripadvisor, Fluor Corporation)Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Problem & Complication1 hit
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Multiple (BILL Holdings, Tripadvisor, Fluor Corporation)Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Problem & Complication1 hit
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Multiple (BILL Holdings, Tripadvisor, Fluor Corporation)Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Problem & Complication1 hit
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Tripadvisor, Inc. (TRIP)Tripadvisor, Inc. (TRIP) · Starboard Value
Conference presentation Activist investor Beat · Situation & Context1 hit
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Tripadvisor, Inc. (TRIP)Tripadvisor, Inc. (TRIP) · Starboard Value
Conference presentation Activist investor Beat · Problem & Complication1 hit
07
The slide serves as a setup for a broader argument about corporate control, using a news clipping as a historical anchor.Tripadvisor, Inc. (TRIP) · Starboard Value
Conference presentation Activist investor Beat · Problem & Complication1 hit
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Uses news headlines as evidence for the timeline events.Tripadvisor, Inc. (TRIP) · Starboard Value
Conference presentation Activist investor Beat · Problem & Complication1 hit
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Uses news headlines as evidence for the timeline events.Tripadvisor, Inc. (TRIP) · Starboard Value
Conference presentation Activist investor Beat · Problem & Complication1 hit
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Includes a screenshot of a news article as evidence.Tripadvisor, Inc. (TRIP) · Starboard Value
Conference presentation Activist investor Beat · Problem & Complication1 hit
02
The slide uses a 'before-after' framing regarding Starboard's involvement to attribute recent performance improvements to their activism.Autodesk, Inc. (ADSK) · Jeffrey Smith
Shareholder letter Activist investor Beat · NeedLoop · Cost Of Inaction1 hit
03
The slide uses a combination of a bar chart for a specific date and a table for multi-year performance to argue that Autodesk's performance is mediocre.Autodesk, Inc. (ADSK) · Jeffrey Smith
Shareholder letter Activist investor Beat · NeedLoop · 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
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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
10
The slide uses a structured list of four key problem areas (A, B, C, D) followed by a summary of the financial impact.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
04
The chart uses a 'Rule of 50' benchmark (Revenue Growth + Adj. Operating Margin).Salesforce, Inc. (CRM) · Starboard Value
Conference presentation Activist investor Beat · Situation & ContextLoop · Pattern Hunter1 hit
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The chart compares actual historical performance against prior consensus estimates to demonstrate margin outperformance.Salesforce, Inc. (CRM) · Starboard Value
Conference presentation Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter1 hit