slides · global inventory
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Matching slides 110,355
Current window 34,651-34,680
Pages 3,679
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34,651-34,680 of 110,355
03
The slide uses a bar chart to visualize margin erosion following acquisitions, specifically highlighting the Olapic deal.Monotype Imaging Holdings Inc. (TYPE) · Jeffrey C. Smith and Clifford Press
Shareholder letter Activist investor Beat · Expose Contradiction1 hit
05
The slide uses a quote from Scott Landers to highlight the discrepancy between management's initial expectations and the reality of the Olapic business model.Monotype Imaging Holdings Inc. (TYPE) · Jeffrey C. Smith and Clifford Press
Shareholder letter Activist investor Beat · Villain Critique1 hit
06
The slide uses a waterfall-style calculation to quantify value destruction from non-core acquisitions.Monotype Imaging Holdings Inc. (TYPE) · Jeffrey C. Smith and Clifford Press
Shareholder letter Activist investor Beat · Villain Critique1 hit
07
The slide uses a waterfall-style arrow to visually emphasize the margin decline from 42.9% to 21.8%.Monotype Imaging Holdings Inc. (TYPE) · Jeffrey C. Smith and Clifford Press
Shareholder letter Activist investor Beat · Villain Critique1 hit
02
Includes a footnote referencing SharkRepellent.net data regarding board representation settlements.Newell Brands Inc. (NWL) · Jeffrey C. Smith
Shareholder letter Activist investor Loop · Cost Of Inaction1 hit
01
This is an activist investor letter from Starboard Value to Mellanox Technologies.Mellanox Technologies, Ltd. (MLNX) · Peter A. Feld
Shareholder letter Activist investor 1 hit
02
The slide uses a 'villain' framing to contrast massive insider selling against negligible insider buying.Mellanox Technologies, Ltd. (MLNX) · Peter A. Feld
Shareholder letter Activist investor 1 hit
04
The slide uses a scatter plot to show poor correlation between SBC and TSR, and a bar chart to highlight a 70% decline in insider ownership.Mellanox Technologies, Ltd. (MLNX) · Peter A. Feld
Shareholder letter Activist investor 1 hit
05
The slide uses a bar chart to highlight the discrepancy between director stock sales and current holdings.Mellanox Technologies, Ltd. (MLNX) · Peter A. Feld
Shareholder letter Activist investor 1 hit
17
The table provides a granular record of executive stock activity, likely for regulatory compliance or transparency purposes.Mellanox Technologies, Ltd. (MLNX) · Peter A. Feld
Shareholder letter Activist investor 1 hit
04
The slide highlights the firm's track record of board representation and active engagement.Advance Auto Parts (AAP) · Starboard Value
Activist deck Activist investor 1 hit
05
Uses a simple before-after bridge to illustrate upside potential.Advance Auto Parts (AAP) · Starboard Value
Activist deck Activist investor 1 hit
08
The chart shows SSS growth from 1997 to 2014, highlighting resilience during the 2007-2009 recession.Advance Auto Parts (AAP) · Starboard Value
Activist deck Activist investor 1 hit
09
The slide uses a clear visual callout to quantify the performance gap between the subject company and its peers.Advance Auto Parts (AAP) · Starboard Value
Activist deck Activist investor 1 hit
11
Includes a 'Starboard Margin Target' and 'Starboard Multiple Target' as benchmarks.Advance Auto Parts (AAP) · Starboard Value
Activist deck Activist investor 1 hit
13
The slide uses a bar chart to visualize the margin gap and sets a 'Starboard Margin Target' benchmark.Advance Auto Parts (AAP) · Starboard Value
Activist deck Activist investor 1 hit
14
The chart uses annotations to link specific corporate events (acquisitions, management changes) to performance trends.Advance Auto Parts (AAP) · Starboard Value
Activist deck Activist investor 1 hit
17
Uses a 'current vs pro forma' comparison to illustrate the impact of the Carquest acquisition on AAP's distribution capabilities.Advance Auto Parts (AAP) · Starboard Value
Activist deck Activist investor 1 hit
18
The slide uses a waterfall-style annotation on a bar chart to quantify the gap between AAP and its peers.Advance Auto Parts (AAP) · Starboard Value
Activist deck Activist investor 1 hit
19
The slide uses a comparison between Worldpac's high-performing stores and typical AAP stores to justify a valuation thesis.Advance Auto Parts (AAP) · Starboard Value
Activist deck Activist investor 1 hit
20
The slide uses two bar charts to demonstrate financial capacity: one for leverage (Net Debt/EBITDAR) and one for cash flow growth.Advance Auto Parts (AAP) · Starboard Value
Activist deck Activist investor 1 hit
22
The chart uses a waterfall-bridge structure to illustrate the incremental value added by specific strategic initiatives.Advance Auto Parts (AAP) · Starboard Value
Activist deck Activist investor 1 hit
26
Macy's Inc. (M)Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Impact & Next StepsLoop · Before After1 hit
03
This is a formal shareholder letter from an activist investor.Cars.com Inc. (CARS) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Solution & Approach1 hit
02
The slide argues that the Family Dollar acquisition is a distraction and suggests strategic alternatives, including a potential sale.Dollar Tree, Inc. (DLTR) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Situation & Context1 hit
03
The slide uses a 'villain' narrative to critique Mellanox's operational efficiency and growth relative to peers.Mellanox Technologies, Ltd. (MLNX) · Peter A. Feld
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Benchmark Gap1 hit
04
The slide uses peer benchmarking to expose the company's historical underperformance and lack of credibility in meeting future targets.Mellanox Technologies, Ltd. (MLNX) · Peter A. Feld
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Benchmark Gap1 hit
02
The slide uses a line chart to contrast historical stock performance with management's prior promises of synergy and profitability.Newell Brands Inc. (NWL) · Jeffrey C. Smith
Shareholder letter Activist investor 1 hit
03
The slide uses a combination bar and line chart to contrast a target (green bar) with subsequent underperforming fiscal years (blue bars).Newell Brands Inc. (NWL) · Jeffrey C. Smith
Shareholder letter Activist investor 1 hit
02
The slide combines a performance chart with a narrative argument regarding corporate governance and board composition.Newell Brands Inc. (NWL) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Analogy1 hit