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slides · global inventory

Evidence

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

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Matching slides 40,452
Current window 14,071-14,100
Pages 1,349
Rows per page 30
Beat: Evidenceclear collectionreset all
18 30 60

Beat

14,071-14,100 of 40,452

filter-aware
65
The slide uses a bar chart to contrast growth rates, framing the performance gap as a key issue.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit
66
LSD likely refers to Low Single Digits.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit
67
The slide uses a 'Rule of 40' reference as a benchmark for SaaS/platform performance.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit
68
Uses a quote from the Tripadvisor CFO to validate the thesis.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit
69
The slide uses a pro forma analysis to argue for a lower valuation multiple for Tripadvisor, suggesting it is undervalued.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit
70
Multiple (BILL Holdings, Tripadvisor, Fluor Corporation)Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit
71
The slide highlights the brand's scale (users, markets, members, reviews) while acknowledging a modest decline in revenue.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit
72
The chart uses a green highlight for Tripadvisor to distinguish it from other general web domains.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit
73
The slide uses a side-by-side comparison of two distinct OpenAI product announcements to demonstrate the depth of the partnership.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit
74
The slide uses two bar charts to contrast margin decline with expense growth, framing personnel costs as the primary opportunity for improvement.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Evidence & ProofLoop · Cost Of Inaction1 hit
75
Uses precedent-based argumentation to validate a potential revenue stream.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Evidence & ProofLoop · Cost Of Inaction1 hit
76
The chart uses a waterfall-style logic to show the impact of specific strategic actions on the valuation multiple.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Evidence & ProofLoop · Cost Of Inaction1 hit
77
Multiple (BILL Holdings, Tripadvisor, Fluor Corporation)Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit
78
Uses news headlines as social proof/authority citation for the valuation claim.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit
79
The slide uses a waterfall-style logic to show multiple compression through asset sale and margin improvement.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit
80
The third idea is redacted with a dark blue rectangle.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 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
04
This is a text-heavy shareholder letter page.Depomed, Inc. (DEPO) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Evidence & Proof1 hit
03
This is a page from a shareholder letter (Starboard Value vs Yahoo). It uses external quotes to build a case against the board's management of the sale process.Yahoo! Inc. (YHOO) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Aha Moment1 hit
04
This is page 4 of a shareholder letter, likely from Starboard Value regarding Yahoo.Yahoo! Inc. (YHOO) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Mece Breakdown1 hit
05
This is a continuation of a list of nominee bios, starting mid-sentence for Ms. Baker.Yahoo! Inc. (YHOO) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Mece Breakdown1 hit
06
Page number 6 at the bottom.Yahoo! Inc. (YHOO) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Mece Breakdown1 hit
07
This is the final page of a shareholder letter, likely part of a proxy contest or board nomination package.Yahoo! Inc. (YHOO) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Mece Breakdown1 hit
21
The slide uses a satirical cartoon to introduce the concept of negative interest rates.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · EvidenceLoop · The Reveal1 hit
41
The slide highlights a potential discrepancy between the scale of investment and the reported impairments.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor Beat · Evidence1 hit
42
The map shows specific project locations relative to major cities and the airport in the Florida Panhandle and North Florida region.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor Beat · Evidence1 hit
43
Source: JOE 2009 10-K. Note (1) combines multiple WaterSound locations.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor Beat · Evidence1 hit
44
The table includes a subtotal and adjustments for accumulated depreciation to arrive at the total investment.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor Beat · Evidence1 hit
02
The slide uses a line chart to show growth trends and a bar chart to benchmark SG&A intensity against peers.Lamb Weston Holdings, Inc. (LW) · Jeffrey Smith
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Cost Of Inaction1 hit
03
The slide highlights a discrepancy between the Chairman's public statement and the company's reported actions.Yahoo! Inc. (YHOO) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Golden Circle1 hit