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Matching slides 42,534
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17,701-17,730 of 42,534
105
The slide uses a process flow diagram to explain the SMR mechanism.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
106
The slide uses a green dashed box to highlight NuScale as the primary subject.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
107
The slide uses the performance data to justify a divestment argument by labeling the asset 'non-strategic'.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
108
The slide uses a causal link (the blue arrow) to connect rising data center power demand to the need for SMR investment.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
109
The chart uses color-coding to distinguish between different industry segments (EPCM, Construction, Specialty EPCM, Specialty Contractors, Natural Gas EPC, Government Solutions & Services).Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
110
The chart highlights a specific event (NuScale IPO) and a median line to emphasize the valuation gap.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
111
Uses a combination of a line chart showing a 27% decline and direct quotes from the CEO and CFO to frame the narrative of investor disappointment.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
112
Uses a structural diagram to categorize financial separation alternatives.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
113
The chart uses a bridge structure to show the impact of removing the SMR stake on the valuation multiple.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
114
Multiple (BILL Holdings, Tripadvisor, Fluor Corporation)Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
04
This is a text-heavy shareholder letter page.Depomed, Inc. (DEPO) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Evidence & Proof1 hit
05
Depomed, Inc. (DEPO)Depomed, Inc. (DEPO) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Impact & Next Steps1 hit
02
This is a page from a shareholder letter, likely from an activist investor (Arkhouse/Brigade) proposing a real estate JV strategy.Macy's Inc. (M) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
03
This is a page from a shareholder letter, acting as a cover or introductory note.Macy's Inc. (M) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
05
Huntsman Corporation (HUN)Huntsman Corporation (HUN) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Action1 hit
31
The slide uses a visual metaphor of an app icon on an iPhone to represent the 'iPrefs' product.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · SolutionLoop · Golden Circle1 hit
32
The slide uses an Investopedia definition to establish the financial instrument's characteristics.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · SolutionLoop · Golden Circle1 hit
33
This slide outlines the specific financial instrument (iPref) proposed by Greenlight Capital to unlock value for Apple shareholders.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · SolutionLoop · Golden Circle1 hit
34
This is part of the Greenlight Capital proposal to Apple regarding iPrefs.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · SolutionLoop · Golden Circle1 hit
35
The slide uses a combination of a bulleted summary box and supporting narrative text to justify the valuation thesis.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · SolutionLoop · Golden Circle1 hit
36
The slide uses a cartoon illustration of an elderly couple to represent 'Individual Savers' as a key demographic.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · SolutionLoop · Golden Circle1 hit
37
The slide uses a simple arithmetic bridge to demonstrate the dilution effect of the proposed iPref dividend on common equity value.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · SolutionLoop · Golden Circle1 hit
38
This slide explains the financial mechanics of the 'iPref' proposal, demonstrating a net gain for shareholders.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · SolutionLoop · Before After1 hit
39
The slide uses visual metaphors of stock certificates to illustrate the distribution mechanism.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · SolutionLoop · Before After1 hit
40
The slide uses a simple pro forma calculation to demonstrate the dilutive effect of a proposed dividend structure.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · SolutionLoop · Before After1 hit
06
This is a formal letter from an activist investor to a newly appointed CEO.CarMax Inc. (KMX) · Jeffrey Smith
Shareholder letter Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
03
This is a text-heavy shareholder letter page.Lamb Weston Holdings, Inc. (LW) · Jeffrey Smith
Shareholder letter Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
04
This is a page from a shareholder letter, likely from Starboard Value to Yahoo.Yahoo! Inc. (YHOO) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Impact & Next StepsLoop · Golden Circle1 hit
05
Page 5 of the document.Yahoo! Inc. (YHOO) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Impact & Next StepsLoop · Golden Circle1 hit
04
This is the final page of a shareholder letter, including a signature and page number.Yahoo! Inc. (YHOO) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Impact & Next Steps1 hit