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Matching slides 110,471
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34,621-34,650 of 110,471
13
Includes a call-to-action link to a supplemental presentation.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain2 hits
20
The slide uses a 'before-after' style logic to highlight the failure of capital allocation strategy.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain2 hits
24
Includes a screenshot of a tweet from Howard Penney as evidence of management shutting out analysts.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain2 hits
38
This is a classic activist investor 'villain' narrative, framing management's actions as self-serving and negligent.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction2 hits
49
This is a classic activist investor thesis slide, using a combination of bulleted arguments and a strong summary callout at the bottom.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution2 hits
50
Uses a simple additive equation to illustrate the 'rent subsidy' concept.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution2 hits
51
The slide uses a peer benchmark table of triple-net-lease REITs to establish a valuation baseline for real estate assets.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution2 hits
53
Includes a comparison table of historical EBITDA for Red Lobster vs Darden to illustrate the credit-worthiness argument.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution2 hits
63
The slide uses a valuation table to quantify potential value destruction.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution2 hits
65
The slide uses a grouped bar chart to compare demographic segments over time (2008 vs 2013) for two brands.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution2 hits
67
Uses AUV data to challenge management's strategic rationale for spinning off Red Lobster instead of SRG.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution2 hits
68
This slide is part of an activist campaign by Starboard Value against Darden Restaurants.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution2 hits
70
Uses a strong 'WE DISAGREE' callout to emphasize the activist's stance.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution2 hits
75
Includes a small table comparing current debt costs vs. a hypothetical post-separation scenario to demonstrate potential interest savings.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution2 hits
76
Uses direct quotes from official documents to frame management as either incompetent or dishonest.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution2 hits
77
Uses a diagram to illustrate two potential corporate restructuring scenarios (Structure A and B) to bypass covenants.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution2 hits
86
The slide uses the headquarters as a visual anchor for 'excessive' corporate spending.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution2 hits
89
Uses a dual-chart layout to demonstrate a negative correlation between growth spending and capital efficiency.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution2 hits
36
The slide uses a combination of deductive reasoning (the $40M revenue calculation) and authority citation (the former executive quote) to expose a contradiction in AOL's business model for Patch.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction2 hits
54
The slide uses an external consultant's findings to validate the activist's argument regarding executive compensation.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction2 hits
58
The slide uses a comparison framework to highlight how proxy advisors define appropriate peer group selection criteria.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction2 hits
72
Includes a red circle annotation around the 3.4x figure.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction2 hits
86
Includes visual evidence (screenshots) of ISS and Glass Lewis reports recommending against Stengel and rating compensation as 'Poor'.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor 2 hits
87
Uses external authority citations to undermine the credibility of a board nominee.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor 2 hits
07
The slide uses a contrast-based structure to frame the nominees as superior and the incumbents as underperforming.Office Depot, Inc. (ODP) · Starboard Value
Activist deck Activist investor Beat · The Monster2 hits
18
This is a classic activist investor 'villain' slide, attacking the competence and tenure of the incumbent leadership.Office Depot, Inc. (ODP) · Starboard Value
Activist deck Activist investor Beat · The Monster2 hits
26
Uses quotes from Glass Lewis to bolster the argument of board negligence.Office Depot, Inc. (ODP) · Starboard Value
Activist deck Activist investor Beat · The Monster2 hits
37
Uses historical proxy voting data to establish a pattern of failure.Office Depot, Inc. (ODP) · Starboard Value
Activist deck Activist investor Beat · The Monster2 hits
38
Office Depot, Inc. (ODP)Office Depot, Inc. (ODP) · Starboard Value
Activist deck Activist investor Beat · The Monster2 hits
50
Office Depot, Inc. (ODP)Office Depot, Inc. (ODP) · Starboard Value
Activist deck Activist investor Beat · The StruggleLoop · Jobs To Be Done2 hits