slides · global inventory
Paragraph
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 118,471
Current window 32,311-32,340
Pages 3,950
Rows per page 30
Component
32,311-32,340 of 118,471
17
The slide title mentions 'Three Ways' but only two are displayed.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Problem & Complication2 hits
18
The slide title mentions 'Three Ways' but only two are displayed in the visual.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Problem & Complication2 hits
32
The chart highlights the gap between BILL's 4% incremental margin and the 32% peer median.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach2 hits
35
The slide uses a quote from the CEO to validate the thesis that the company can reach the Rule of 40.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach2 hits
46
Includes a screenshot of a news article from Skift regarding the merger.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach2 hits
58
Includes a bar chart showing revenue growth from FY19 to FY26E.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof2 hits
01
This is the first page of a shareholder letter from Starboard Value to Depomed.Depomed, Inc. (DEPO) · Jeffrey C. Smith
Shareholder letter Activist investor 2 hits
05
Depomed, Inc. (DEPO)Depomed, Inc. (DEPO) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Impact & Next Steps2 hits
04
The slide uses a line chart to demonstrate the divergence of Perrigo's valuation from its historical peer group (consumer staples) toward a lower-multiple peer group (specialty pharma).Perrigo Company plc (PRGO) · Jeffrey C. Smith
Shareholder letter Activist investor 2 hits
01
This is the first page of a shareholder letter, serving as a cover and executive summary.Yahoo! Inc. (YHOO) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Situation & Context2 hits
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 Breakdown2 hits
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 Breakdown2 hits
01
Includes specific mention of 8.6% ownership, $8.5B AUM, and 281 directors placed.Huntsman Corporation (HUN) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Attention2 hits
04
The slide uses a bar-grouped chart to illustrate the compensation gap, followed by a call to action for electing new board members.Huntsman Corporation (HUN) · Jeffrey C. Smith
Shareholder letter Activist investor 2 hits
03
The slide uses a combination of a bar chart for a specific date and a table for multi-year performance to argue that Autodesk's performance is mediocre.Autodesk, Inc. (ADSK) · Jeffrey Smith
Shareholder letter Activist investor Beat · NeedLoop · Cost Of Inaction2 hits
04
Includes a chart excerpt from Autodesk's 10-K to illustrate underperformance relative to peers.Autodesk, Inc. (ADSK) · Jeffrey Smith
Shareholder letter Activist investor Beat · SatisfactionLoop · Cost Of Inaction2 hits
31
This appears to be a standard legal confidentiality agreement clause.BILL Holdings, Inc. (BILL) · Jeffrey C. Smith
Regulatory filing Activist investor 2 hits
07
The slide uses a 'ceo-quote-contradiction' framework to undermine management's stated rationale for avoiding dividends.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor 2 hits
14
Uses a 'hypocrisy' frame to highlight the contradiction between management's public rhetoric and private actions.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction2 hits
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 Circle2 hits
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 Circle2 hits
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 After2 hits
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 Inaction2 hits
03
Includes footnotes detailing assumptions for capacity, revenue, and valuation multiples.Riot Platforms, Inc. (RIOT) · Peter A. Feld
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Waterfall Value2 hits
04
Includes footnotes 10, 11, and 12.Riot Platforms, Inc. (RIOT) · Peter A. Feld
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Waterfall Value2 hits
02
The slide uses rhetorical questions ('how is this possible?') to frame management's actions as negligent.Tripadvisor, Inc. (TRIP) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · ComplicationLoop · Cost Of Inaction2 hits
05
Page 5 of the document.Yahoo! Inc. (YHOO) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Impact & Next StepsLoop · Golden Circle2 hits
02
The slide uses a 'before-after' logic to strip away non-core items (Alibaba stake, patent sales, etc.) to expose the underlying business decay.Yahoo! Inc. (YHOO) · Jeffrey C. Smith
Shareholder letter Activist investor 2 hits
04
Uses a series of bar charts to visually demonstrate the failure of management's projections.Yahoo! Inc. (YHOO) · Jeffrey C. Smith
Shareholder letter Activist investor 2 hits
05
The slide uses a bar chart to visualize EBITDA erosion and includes callouts to highlight management's contradictory statements.Yahoo! Inc. (YHOO) · Jeffrey C. Smith
Shareholder letter Activist investor 2 hits