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Matching slides 37,461
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Pages 1,249
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23
The slide uses external citations (McKinsey, Forbes, etc.) to validate the macro-environment thesis.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
24
Multiple (BILL Holdings, Tripadvisor, Fluor Corporation)Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
25
The slide uses a red dashed box to highlight the projected growth period, emphasizing the negative trend.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
26
The chart highlights the stagnation of the Rule of 40 score, which remains below the industry benchmark line.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
27
The slide uses two bar charts to compare valuation multiples against growth and margin metrics for a set of peer companies.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
28
The chart highlights BILL in red to emphasize its underperformance relative to the peer group.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
29
The slide uses a combination of historical data and management guidance to support a bullish growth thesis.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
30
The chart uses a dashed line to indicate the median gross margin of 81%.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
31
The chart uses a red bar for BILL to emphasize its underperformance relative to the peer group median.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
32
The chart highlights the gap between BILL's 4% incremental margin and the 32% peer median.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
33
The chart uses a red bar to highlight BILL, distinguishing it from the blue bars representing peers.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
34
Multiple (BILL Holdings, Tripadvisor, Fluor Corporation)Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
35
The slide uses a quote from the CEO to validate the thesis that the company can reach the Rule of 40.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
36
The slide uses a 'pro forma' valuation for BILL in the second chart to illustrate the impact of reaching the Rule of 40.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
37
The slide uses placeholders for the second and third ideas, suggesting a progressive disclosure or teaser approach.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
38
The third item is a blank dark blue rectangle, suggesting a redacted or upcoming reveal.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
39
The slide uses a donut chart to show revenue contribution by segment (Tripadvisor, Viator, TheFork).Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
40
The slide uses a dashed green box to emphasize the subject company (TRIP) and dashed horizontal lines to indicate peer group averages.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
41
Multiple (BILL Holdings, Tripadvisor, Fluor Corporation)Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
42
Multiple (BILL Holdings, Tripadvisor, Fluor Corporation)Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
43
The slide appears to be the start of a timeline sequence, though the timeline itself is currently empty.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
44
Uses news headlines as evidence for historical corporate events.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
45
Uses news headlines as evidence for the timeline events.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
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Includes a screenshot of a news article from Skift regarding the merger.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
47
Multiple (BILL Holdings, Tripadvisor, Fluor Corporation)Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
48
The slide highlights the 'Experiences Businesses' (Viator and TheFork) as a distinct grouping within the portfolio.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
49
The slide uses a before-after pie chart comparison to illustrate business transformation.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
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The chart uses an indexed baseline of 100% at 19-Jan.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
05
This page serves as the conclusion of a shareholder letter, summarizing the investment thesis and providing necessary data disclosures.CarMax Inc. (KMX) · Jeffrey Smith
Shareholder letter Activist investor Beat · Solution & ApproachLoop · Cost Of Inaction1 hit
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This is a page from a shareholder letter; the text is a continuous argument for a divestiture strategy.Yahoo! Inc. (YHOO) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Solution & ApproachLoop · Cost Of Inaction1 hit