Matching slides 110,355
Current window 34,351-34,380
Pages 3,679
Rows per page 30
Component: Source Noteclear collectionreset all

Component

34,351-34,380 of 110,355

filter-aware
02
Includes footnotes regarding historical data and performance disclaimers.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
07
Includes a summary table of returns and three line charts showing performance over different time horizons.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction1 hit
08
The slide highlights the disparity between revenue decline and expense reduction, leading to significant drops in profitability metrics.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Beat · Problem StatementLoop · Cost Of Inaction1 hit
09
The slide uses two grouped bar charts to demonstrate the inverse relationship between rising operating expenses and falling EBITDA margins for AOL compared to its peers.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Beat · Problem StatementLoop · Cost Of Inaction1 hit
10
Includes a downward-sloping arrow to emphasize the trend.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Beat · Problem StatementLoop · Cost Of Inaction1 hit
11
Includes a quote from CFO Arthur Minson regarding the growth strategy.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction1 hit
12
Uses a before-after framing to contrast management's stated strategy with the actual financial outcome.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction1 hit
13
Uses a dual-chart layout to juxtapose capital allocation (spending) against market performance (enterprise value).AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
14
The table highlights the 'Display' segment in a red box to emphasize the losses.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
15
The chart uses a downward-sloping line to emphasize the negative trend in losses.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
18
The slide highlights AOL's scale in the digital content market using bar charts.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction1 hit
19
Uses a waterfall-style bar chart to show revenue vs EBITDA losses.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction1 hit
20
Uses a peer benchmark to expose the poor performance of the target company's business unit.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction1 hit
21
Uses CNET as a benchmark for display business profitability.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction1 hit
22
The slide uses a contrast-principle to highlight the disparity between AOL's costs and its peers.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction1 hit
24
Uses a before-after framework to demonstrate value erosion.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction1 hit
25
The slide uses a waterfall chart to demonstrate capital inefficiency in AOL's display business strategy.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction1 hit
10
Uses a dual-chart layout to contrast capital allocation (spending) with market outcome (enterprise value decline).DSP Group, Inc. (DSPG) · Starboard Value
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
12
Uses peer benchmarking to infer internal profitability metrics for a company that does not disclose them.DSP Group, Inc. (DSPG) · Starboard Value
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
14
The slide uses a table to contrast management guidance with actual results, calculating the absolute and percentage misses.DSP Group, Inc. (DSPG) · Starboard Value
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
15
Uses a before-after style comparison to highlight management's failure to execute.DSP Group, Inc. (DSPG) · Starboard Value
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
16
Uses red boxes to highlight the unrealistic market share growth and the resulting negative fully allocated operating income.DSP Group, Inc. (DSPG) · Starboard Value
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
17
Uses a red circle to highlight the specific contradiction in the 2012 forecast (13.0M vs 5.0M).DSP Group, Inc. (DSPG) · Starboard Value
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
25
Uses a table to visually demonstrate the exclusion of specific directors.DSP Group, Inc. (DSPG) · Starboard Value
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
28
The slide uses a quote box to highlight the specific terms of the expired agreement.DSP Group, Inc. (DSPG) · Starboard Value
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
29
The slide uses a table to demonstrate overlapping board memberships and financial interests to question the independence of decision-making.DSP Group, Inc. (DSPG) · Starboard Value
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
31
Uses a table to detail specific individuals and their realized gains to build a case of self-interest.DSP Group, Inc. (DSPG) · Starboard Value
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
34
The slide uses a table to contrast long board tenure with zero or negligible stock ownership to argue against board alignment with shareholders.DSP Group, Inc. (DSPG) · Starboard Value
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
39
The table highlights the discrepancy between revenue and operating profit/EBITDA, suggesting mismanagement of R&D and SG&A expenses.DSP Group, Inc. (DSPG) · Starboard Value
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
40
Uses a red box highlight to draw attention to the EBITDA comparison between the two companies.DSP Group, Inc. (DSPG) · Starboard Value
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit