slides · global inventory
Turn
Beat collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 37,461
Current window 13,681-13,710
Pages 1,249
Rows per page 30
Beat
13,681-13,710 of 37,461
06
The chart uses a stacked bar approach to show the components of the Rule of 50 metric.Salesforce, Inc. (CRM) · Starboard Value
Conference presentation Activist investor Beat · The BreakthroughLoop · Before After1 hit
07
The slide uses a callout to emphasize the 99% growth figure.Salesforce, Inc. (CRM) · Starboard Value
Conference presentation Activist investor Beat · The Breakthrough1 hit
33
The slide uses a binary classification (Taxable vs Tax-Free) to categorize strategic alternatives.Fluor Corporation (FLR) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
34
The chart uses a bridge/waterfall structure to show the impact of removing the SMR stake on the EV/EBITDA multiple.Fluor Corporation (FLR) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
25
Tripadvisor, Inc. (TRIP)Tripadvisor, Inc. (TRIP) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
26
The slide uses screenshots to demonstrate the user flow.Tripadvisor, Inc. (TRIP) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
27
The slide uses a combination of key performance indicators and a bar chart to demonstrate market leadership and growth.Tripadvisor, Inc. (TRIP) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
28
The slide uses a direct comparison to establish market leadership.Tripadvisor, Inc. (TRIP) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
29
The slide uses a bar chart to contrast growth rates, supporting an activist investor's argument for operational improvement.Tripadvisor, Inc. (TRIP) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
30
LSD likely refers to Low Single Digits.Tripadvisor, Inc. (TRIP) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
31
The slide uses a 'Rule of 40' framework reference to argue for better performance.Tripadvisor, Inc. (TRIP) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
32
The slide uses a quote from the Tripadvisor CFO to validate the investment thesis regarding margin expansion.Tripadvisor, Inc. (TRIP) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
33
The chart highlights the potential valuation upside for Tripadvisor based on specific operational and divestiture assumptions.Tripadvisor, Inc. (TRIP) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
04
Includes a chart excerpt from Autodesk's 10-K to illustrate underperformance relative to peers.Autodesk, Inc. (ADSK) · Jeffrey Smith
Shareholder letter Activist investor Beat · SatisfactionLoop · Cost Of Inaction1 hit
05
The slide uses a quote from the CEO to highlight a perceived contradiction in management's transparency.Autodesk, Inc. (ADSK) · Jeffrey Smith
Shareholder letter Activist investor Beat · SatisfactionLoop · Cost Of Inaction1 hit
16
GoDaddy Inc. (GDDY)GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
17
The slide uses two side-by-side bar charts to demonstrate growth in both volume (customers) and value (ARPU).GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
18
GoDaddy Inc. (GDDY)GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
19
Uses a simple additive logic flow to represent the investment thesis.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
20
The slide uses a timeline-style graphic to present a 3-year plan (2022-2024).GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
08
The chart uses a broken axis for the higher multiples (ORCL, NOW).Salesforce, Inc. (CRM) · Starboard Value
Conference presentation Activist investor Beat · Evidence & ProofLoop · Cost Of Inaction1 hit
09
The slide uses a central hub-and-spoke diagram to illustrate the Salesforce platform architecture.Salesforce, Inc. (CRM) · Starboard Value
Conference presentation Activist investor Beat · Solution & ApproachLoop · Cost Of Inaction1 hit
10
Uses waterfall-style bridge charts to show historical improvement and remaining gap to peer median.Salesforce, Inc. (CRM) · Starboard Value
Conference presentation Activist investor Beat · Solution & ApproachLoop · Cost Of Inaction1 hit
11
The slide uses a 'Rule of 50' framework (Growth % + Margin %) to argue for operational improvements.Salesforce, Inc. (CRM) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
83
The waterfall chart illustrates the build-up of capital deployment capacity from consensus FCF and margin improvement.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · The Victory1 hit
84
Autodesk, Inc. (ADSK)Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · The Victory1 hit
85
Autodesk, Inc. (ADSK)Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · The Victory1 hit
86
Includes specific cost reduction targets (500bps S&M, 300bps G&A) and projected financial outcomes.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · The Victory1 hit
87
Autodesk, Inc. (ADSK)Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · The Victory1 hit
08
Autodesk, Inc. (ADSK)Autodesk, Inc. (ADSK) · Jeffrey Smith
Shareholder letter Activist investor Beat · The Victory1 hit