slides · global inventory
Evidence
Beat collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 40,452
Current window 13,981-14,010
Pages 1,349
Rows per page 30
Beat
13,981-14,010 of 40,452
12
The slide uses arrows to highlight the growth in DRI's multiple and the decline in BLMN's multiple.Bloomin' Brands (BLMN) · Starboard Value
Conference presentation Activist investor Beat · Evidence & ProofLoop · Iceberg1 hit
13
The chart uses a split-axis approach to show positive and negative same-store sales growth.Bloomin' Brands (BLMN) · Starboard Value
Conference presentation Activist investor Beat · Evidence & ProofLoop · Iceberg1 hit
14
The slide uses a simple bar chart to illustrate a performance delta between the subject company and a peer.Bloomin' Brands (BLMN) · Starboard Value
Conference presentation Activist investor Beat · Evidence & ProofLoop · Iceberg1 hit
05
The slide uses quotes from management to establish a baseline of intent, then uses a bar chart to demonstrate that the stated goals are insufficient compared to peers.Magellan Health, Inc. (MGLN) · Peter A. Feld
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Zoom In1 hit
06
Includes footnotes regarding data sources and calculation methodology for Magellan's multiple.Magellan Health, Inc. (MGLN) · Peter A. Feld
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Pre Mortem1 hit
04
This is a text-heavy page from a shareholder letter, functioning as a direct response to management's proxy materials.Box, Inc. (BOX) · Peter A. Feld
Shareholder letter Activist investor Beat · Evidence & ProofLoop · The Reveal1 hit
21
The slide uses a side-by-side bar chart comparison to demonstrate the gap between targets and actuals.Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit
22
The slide uses a dual-chart layout to contrast missed FCF targets with on-track FCF per share targets.Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit
23
The chart highlights GoDaddy (GDDY) in red to emphasize its underperformance relative to the median.Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit
24
The slide uses a stacked bar chart to visualize the components of the 'Rule of 40' metric (Revenue Growth + EBITDA Margin).Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit
25
The slide argues that the actual spend on specific business units is likely higher than the aggregate ratio shown.Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit
26
Uses a simple additive framework to show how cost reductions and operating leverage lead to a specific financial outcome.Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit
12
Uses a numbered list to outline the strategic benefits of a JV structure.Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Evidence & ProofLoop · Logic Chain1 hit
13
The slide outlines a specific financial target of $70 per share as a result of the proposed JV structure.Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Evidence & ProofLoop · Logic Chain1 hit
14
The slide outlines a structural reorganization strategy for real estate assets.Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Evidence & ProofLoop · Logic Chain1 hit
15
The slide uses a diagram to illustrate the flow of cash and debt obligations between Macy's, the real estate entities, and debt holders.Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Evidence & ProofLoop · Logic Chain1 hit
16
The slide uses a diagram to illustrate the flow of cash and ownership between Macy's, real estate partners, and debt holders for two distinct JV types.Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Evidence & ProofLoop · Logic Chain1 hit
17
Includes a financial table and a flow diagram illustrating cash distribution percentages.Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Evidence & ProofLoop · Logic Chain1 hit
18
Includes a supporting calculation box for the JV net cash flow to Macy's.Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Evidence & ProofLoop · Logic Chain1 hit
08
The slide uses a comparative analysis of Dollarama's historical performance to justify a valuation upside for Dollar Tree.Dollar Tree, Inc. (DLTR) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Cost Of Inaction1 hit
09
Includes a SOTP (sum-of-the-parts) reference in the final bullet point.Dollar Tree, Inc. (DLTR) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Cost Of Inaction1 hit
03
The slide uses a 'villain' narrative to critique Mellanox's operational efficiency and growth relative to peers.Mellanox Technologies, Ltd. (MLNX) · Peter A. Feld
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Benchmark Gap1 hit
04
The slide uses peer benchmarking to expose the company's historical underperformance and lack of credibility in meeting future targets.Mellanox Technologies, Ltd. (MLNX) · Peter A. Feld
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Benchmark Gap1 hit
05
The slide uses a waterfall-style calculation to derive implied margins and a bar chart to benchmark against peers.Mellanox Technologies, Ltd. (MLNX) · Peter A. Feld
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Benchmark Gap1 hit
03
This is a standard activist investor closing letter and legal disclaimer page.Mellanox Technologies, Ltd. (MLNX) · Peter A. Feld
Shareholder letter Activist investor Beat · DesireLoop · Cost Of Inaction1 hit
04
Page 4 of a proxy solicitation document.Mellanox Technologies, Ltd. (MLNX) · Peter A. Feld
Shareholder letter Activist investor Beat · DesireLoop · Cost Of Inaction1 hit
03
Page 3 of a shareholder letter; discusses proxy contest strategy and nominee qualifications.Newell Brands Inc. (NWL) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Expert Witness1 hit
04
Includes a sign-off from Jeffrey C. Smith of Starboard Value LP.Newell Brands Inc. (NWL) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Expert Witness1 hit
05
Page 5 of a shareholder letter, focusing on director qualifications.Newell Brands Inc. (NWL) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Expert Witness1 hit
06
Page number 6 at the bottom.Newell Brands Inc. (NWL) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Expert Witness1 hit