slides · global inventory
Resolution
Beat collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 42,534
Current window 17,401-17,430
Pages 1,418
Rows per page 30
Beat
17,401-17,430 of 42,534
05
The slide uses a quote from a former director to contradict the company's official narrative regarding his resignation.Newell Brands Inc. (NWL) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Agitate (Make it worse)1 hit
06
Page 6 of a shareholder letter, focusing on board nominee qualifications.Newell Brands Inc. (NWL) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Solution (Provide relief)1 hit
07
This is the final page of a document, containing a signature and closing remarks.Newell Brands Inc. (NWL) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Solution (Provide relief)1 hit
08
Newell Brands Inc. (NWL)Newell Brands Inc. (NWL) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Action1 hit
41
Uses CEO quotes as a mechanism to expose management's failure to meet their own stated targets.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · SolutionLoop · Mece Breakdown1 hit
42
Uses CEO quotes to highlight the gap between management's historical guidance and actual performance.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · SolutionLoop · Mece Breakdown1 hit
43
The slide uses a grid layout to show performance misses across multiple years and metrics.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · SolutionLoop · Mece Breakdown1 hit
44
The slide uses a red-text convention for negative surprises and green for positive ones to visually emphasize the frequency of misses.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · SolutionLoop · Mece Breakdown1 hit
45
GCP Applied Technologies (GCP)GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · SolutionLoop · Mece Breakdown1 hit
46
Uses visual evidence from proxy advisory firms to build a case against the Board's compensation practices.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · SolutionLoop · Mece Breakdown1 hit
47
The slide uses a red dashed box to highlight GCP's position relative to the peer group.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · SolutionLoop · Mece Breakdown1 hit
45
The slide uses a structured 'Scenario-Steps-Result' format for each experience entry.DSP Group, Inc. (DSPG) · Starboard Value
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
19
The slide uses a 'Before JVs' vs 'After JVs' comparison to illustrate the deleveraging impact of the proposed transaction.Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Impact & Next StepsLoop · Before After1 hit
20
Includes a specific rationale for targeting 3.5x based on Moody's criteria.Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Impact & Next StepsLoop · Before After1 hit
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Includes pro forma cash and debt tables showing the impact of JV transactions.Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Impact & Next StepsLoop · Before After1 hit
22
The slide uses a sum-of-the-parts valuation approach for real estate assets.Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Impact & Next StepsLoop · Before After1 hit
23
The slide highlights an 88.5% upside based on the sum of the operating business and real estate JVs.Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Impact & Next StepsLoop · Before After1 hit
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Uses Hudson's Bay as a comparative precedent for real estate monetization.Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Impact & Next StepsLoop · Before After1 hit
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Macy's Inc. (M)Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Impact & Next StepsLoop · Before After1 hit
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Macy's Inc. (M)Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Impact & Next StepsLoop · Before After1 hit
10
The slide uses external analyst sentiment to validate the activist's thesis regarding the destruction of value from the Family Dollar acquisition.Dollar Tree, Inc. (DLTR) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
11
Page 11 of a shareholder letter.Dollar Tree, Inc. (DLTR) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Impact & Next Steps1 hit
05
This is a text-heavy page from a shareholder letter (Starboard Value).eBay Inc. (EBAY) · Peter A. Feld
Shareholder letter Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
06
The slide uses a bar chart to highlight the valuation gap between eBay and e-commerce peers.eBay Inc. (EBAY) · Peter A. Feld
Shareholder letter Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
06
This is the final page of a shareholder letter, signed by Peter A. Feld.Mellanox Technologies, Ltd. (MLNX) · Peter A. Feld
Shareholder letter Activist investor Beat · Impact & Next StepsLoop · Quick Win Big Bet1 hit
05
Page 5 of a document, likely a proxy statement or shareholder letter appendix.Mellanox Technologies, Ltd. (MLNX) · Peter A. Feld
Shareholder letter Activist investor Beat · Action1 hit
07
Page number 7 at the bottom.Newell Brands Inc. (NWL) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Impact & Next Steps1 hit
08
Page 8 of a shareholder letter/proxy document.Newell Brands Inc. (NWL) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Impact & Next Steps1 hit
09
This is a standard legal disclosure page from a proxy statement or shareholder letter appendix.Newell Brands Inc. (NWL) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Impact & Next Steps1 hit
10
This appears to be a continuation of a table or list from a previous page, as it starts mid-sentence.Newell Brands Inc. (NWL) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Impact & Next Steps1 hit