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Matching slides 42,534
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Pages 1,418
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Pfizer Inc. (PFE)Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
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The slide uses a dialogue format between a GS Analyst and the Pfizer CEO to validate the investor's thesis.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
63
The chart uses a red vertical arrow to quantify the 132-point underperformance gap.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
64
The slide uses a competitor's own internal slide as evidence of failure, specifically pointing to discontinued programs (Staphylococcus Aureus, Domagrozumab).Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
65
Pfizer Inc. (PFE)Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
66
The chart uses a broken axis for the top two performers (NVO, LLY) to accommodate the scale.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
67
Uses a simple division framework to highlight capital allocation inefficiency.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
68
The slide uses a waterfall chart to frame a critique of management's capital allocation efficiency.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
69
Uses a waterfall-style buildup calculation to arrive at an incremental revenue requirement.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
70
The chart uses a standard waterfall bridge format to reconcile 2023 revenue with a target 2030 revenue figure.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
12
The chart uses a 'Rule of 50' framework to benchmark performance. Salesforce is highlighted as needing to move up the leaderboard to reach the peer median.Salesforce, Inc. (CRM) · Starboard Value
Conference presentation Activist investor Beat · Ultimate AchievementLoop · Quick Win Big Bet1 hit
13
The chart uses a broken axis for the ORCL bar. The 'Rule of 50' is a common SaaS performance metric.Salesforce, Inc. (CRM) · Starboard Value
Conference presentation Activist investor Beat · Ultimate Achievement1 hit
14
Salesforce, Inc. (CRM)Salesforce, Inc. (CRM) · Starboard Value
Conference presentation Activist investor Beat · Ultimate Achievement1 hit
27
Uses a 'Rule of 40' style metric (Growth + EBITDA Margin).GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
28
The chart highlights GoDaddy's current position (red) versus a projected position (green) relative to the median of the peer group.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
29
The slide uses a 'before-after' bridge structure to illustrate value creation potential.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
30
The chart highlights GoDaddy (red) and a potential future state 'PF GDDY' (green) against a peer group median of 17.7x.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
31
GoDaddy Inc. (GDDY)GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
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The third box is redacted/empty, suggesting a placeholder or confidential topic.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
33
GoDaddy, News Corp, FortreaGoDaddy, News Corp, Fortrea · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
34
The slide uses a hierarchical structure to display the portfolio composition.GoDaddy, News Corp, Fortrea · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
35
GoDaddy, News Corp, FortreaGoDaddy, News Corp, Fortrea · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
36
The slide uses a hub-and-spoke diagram to illustrate the corporate structure of News Corp.GoDaddy, News Corp, Fortrea · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
37
This appears to be a section divider or introductory slide for a company profile.GoDaddy, News Corp, Fortrea · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
38
The slide highlights market dominance (#1) and financial growth (10% CAGR) alongside ownership structure.GoDaddy, News Corp, Fortrea · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
39
The slide uses a simple arithmetic bridge to highlight the hidden value of the stake.GoDaddy, News Corp, Fortrea · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
40
The slide uses a simple arithmetic bridge to highlight undervaluation.GoDaddy, News Corp, Fortrea · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
04
GoDaddy Inc. (GDDY)GoDaddy Inc. (GDDY) · Peter A. Feld
Shareholder letter Activist investor Beat · ActionLoop · Cost Of Inaction1 hit
05
The slide argues for aggressive share repurchases based on the valuation gap shown in the chart.Match Group, Inc. (MTCH) · Jeffrey Smith
Shareholder letter Activist investor Beat · Impact & Next StepsLoop · Benchmark Gap1 hit
03
This is the final page of a formal letter, featuring a signature block and a footnote source citation.News Corporation (NWSA) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · ActionLoop · Logic Chain1 hit