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slides · global inventory

Complication

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

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Matching slides 25,056
Current window 9,661-9,690
Pages 836
Rows per page 30
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9,661-9,690 of 25,056

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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
02
This is a text-heavy slide from a shareholder letter, likely part of a proxy contest.Depomed, Inc. (DEPO) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Problem & Complication1 hit
03
The text serves as a narrative justification for calling a special meeting, citing ISS and Glass Lewis recommendations.Depomed, Inc. (DEPO) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Problem & Complication1 hit
01
Slide 1
This is the first page of a shareholder letter from Starboard Value to Macy's executives.Macy's Inc. (M) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Problem (Identify pain)1 hit
02
This is a page from a shareholder letter by Starboard Value regarding Yahoo.Yahoo! Inc. (YHOO) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Aha Moment1 hit
09
The slide uses a visual metaphor of stacks of cash to represent the accumulation of overseas funds.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
10
Uses a visual metaphor of a frustrated character standing next to a large stack of boxes (inventory) and a box of cash to illustrate capital inefficiency.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
45
Green Mountain Coffee Roasters (GMCR)Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · The Patent IssueLoop · The Reveal1 hit
46
The slide highlights a discrepancy between the technical disclosure of patent expiration in 2012 and the more aggressive, defensive stance taken in analyst Q&A.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · The Patent IssueLoop · The Reveal1 hit
47
This slide uses a classic 'thesis-antithesis' structure to undermine a company's public narrative.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · The Patent IssueLoop · The Reveal1 hit
48
The slide uses a legal perspective to frame a business threat.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · The Patent IssueLoop · The Reveal1 hit
49
Green Mountain Coffee Roasters (GMCR)Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · The Patent IssueLoop · The Reveal1 hit
50
The table provides a breakdown of acquisition dates, prices, revenue, multiples, and goodwill/intangible allocations for Tully's, Timothy's, Diedrich, and Van Houtte.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · The Patent IssueLoop · The Reveal1 hit
51
The slide highlights the accounting impact of the acquisition, specifically the goodwill and intangible asset allocation.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · The Patent IssueLoop · The Reveal1 hit
38
The slide uses a dark background with high-contrast colored lines to emphasize the downward trend.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor Beat · Complication1 hit
39
Source: 2Q 2010 10-Q (note: totals may not tie due to rounding)The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor Beat · Complication1 hit
40
The slide uses a dramatic headline to frame the data as a business failure.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor Beat · Complication1 hit
02
This appears to be a page from a longer document or presentation, focusing on political economy and governance failures.US/Japan Sovereign Debt & Fiat Currencies (Macro) · David Einhorn
Conference presentation Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
02
This is a text-heavy page from a shareholder letter, likely part of a larger activist investor document.CarMax Inc. (KMX) · Jeffrey Smith
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
03
This is a page from a shareholder letter (likely Starboard Value) identifying specific areas for improvement at CarMax.CarMax Inc. (KMX) · Jeffrey Smith
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
04
The text explicitly references a 'flywheel' concept and advocates for a specific SG&A target of 70-75% of gross profit.CarMax Inc. (KMX) · Jeffrey Smith
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
02
The slide uses rhetorical questions ('how is this possible?') to frame management's actions as negligent.Tripadvisor, Inc. (TRIP) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · ComplicationLoop · Cost Of Inaction1 hit
02
The slide uses a red arrow to visually emphasize the downward trend in EBITDA, contrasting management's tenure with financial performance.Yahoo! Inc. (YHOO) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
02
The slide argues that the market is assigning a very low valuation to the core business, implying a lack of confidence in current management.Yahoo! Inc. (YHOO) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit