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Matching slides 118,471
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32,281-32,310 of 118,471
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The slide uses a direct quote/excerpt from an external research report to support the argument that the vaccine program has been unsuccessful.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction2 hits
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Pfizer Inc. (PFE)Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction2 hits
03
The slide uses a callback to a previous presentation to establish credibility and continuity in their investment thesis.Salesforce, Inc. (CRM) · Starboard Value
Conference presentation Activist investor Beat · Humble Origins2 hits
07
The slide serves as a setup for a broader argument about corporate control, using a news clipping as a historical anchor.Tripadvisor, Inc. (TRIP) · Starboard Value
Conference presentation Activist investor Beat · Problem & Complication2 hits
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The slide uses a combination of key performance indicators and a bar chart to establish market leadership and growth.Tripadvisor, Inc. (TRIP) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof2 hits
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Uses a red dashed circle and callout box to highlight the target reduction.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
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The slide uses a dual-line chart to demonstrate the inverse relationship between growth and margin efficiency, contrasting historical performance with consensus estimates.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Propose SolutionLoop · Cost Of Inaction2 hits
63
Uses a highlighted excerpt from a proxy statement to support the activist's critique of executive compensation practices.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Villain CritiqueLoop · Cost Of Inaction2 hits
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The slide uses a direct quote from the company to frame a contradiction, a classic activist investor tactic.Autodesk, Inc. (ADSK) · Jeffrey Smith
Shareholder letter Activist investor Beat · Attention2 hits
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The slide uses a bar-grouped chart to illustrate performance gaps, followed by a narrative justifying shareholder intervention.Autodesk, Inc. (ADSK) · Jeffrey Smith
Shareholder letter Activist investor Beat · Problem (Identify pain)2 hits
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The slide uses a peer benchmarking approach to highlight Autodesk's underperformance in profitability metrics.Autodesk, Inc. (ADSK) · Jeffrey Smith
Shareholder letter Activist investor Beat · Problem (Identify pain)2 hits
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The slide uses a waterfall bridge to visualize the gap between theoretical margin expansion and actual guidance.Autodesk, Inc. (ADSK) · Jeffrey Smith
Shareholder letter Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction2 hits
35
Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE)Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps2 hits
38
The slide highlights market dominance (#1 in Australia) alongside a 10% revenue CAGR and consistent EBITDA margins.Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps2 hits
35
GoDaddy Inc. (GDDY)GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor 2 hits
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The slide uses placeholders for the second and third ideas.GoDaddy, News Corp, Fortrea · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps2 hits
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 Steps2 hits
45
Uses a waterfall-style visual to decompose the valuation of News Corp.GoDaddy, News Corp, Fortrea · Starboard Value
Conference presentation Activist investor 2 hits
72
This is a classic activist investor slide calling for board intervention in capital allocation.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction2 hits
30
Uses a callout box to highlight the specific reduction in the Rule of 40 metric.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · The Struggle2 hits
63
The slide uses a highlighted excerpt from a regulatory filing to frame a governance critique.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor 2 hits
76
Uses a quote-contradiction framework to highlight management's misalignment with stated goals.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Loop · The Reveal2 hits
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This is a formal shareholder letter from Starboard Value to Autodesk's Board.Autodesk, Inc. (ADSK) · Jeffrey Smith
Shareholder letter Activist investor Beat · Problem & Complication2 hits
02
The slide uses analyst quotes to validate the activist thesis and a line chart to demonstrate historical underperformance.Autodesk, Inc. (ADSK) · Jeffrey Smith
Shareholder letter Activist investor Beat · Problem & Complication2 hits
03
The slide uses a combination of a peer benchmark chart and a 'missed targets' comparison table to build a case for operational inefficiency.Autodesk, Inc. (ADSK) · Jeffrey Smith
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Benchmark Gap2 hits
06
The slide uses a 'villain' framing, attributing poor stock performance to 'subpar execution' and 'lack of faith'.Autodesk, Inc. (ADSK) · Jeffrey Smith
Shareholder letter Activist investor Beat · The StruggleLoop · Cost Of Inaction2 hits
08
Autodesk, Inc. (ADSK)Autodesk, Inc. (ADSK) · Jeffrey Smith
Shareholder letter Activist investor Beat · The Victory2 hits
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The slide uses a dual-chart approach: a line chart for historical performance and a bar chart for valuation benchmarking.Match Group, Inc. (MTCH) · Jeffrey Smith
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Benchmark Gap2 hits
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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 Gap2 hits
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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 Chain2 hits