Matching slides 110,471
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34,711-34,740 of 110,471

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Uses a simple division framework to highlight capital allocation inefficiency.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction2 hits
11
The slide uses a decision-tree style diagram to illustrate two distinct paths to a target financial outcome.Salesforce, Inc. (CRM) · Starboard Value
Conference presentation Activist investor Beat · Rising SuccessLoop · Quick Win Big Bet2 hits
77
Uses a visual equation to show how the manipulated metrics feed into the 'Financial Goal Funding Multiplier', leading to higher payouts.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Executive SummaryLoop · Cost Of Inaction2 hits
07
Autodesk, Inc. (ADSK)Autodesk, Inc. (ADSK) · Jeffrey Smith
Shareholder letter Activist investor Beat · Action2 hits
08
The slide uses a horizontal bar chart to represent the timeline of product launches.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 2 hits
14
Uses a dual-column layout to contrast margin performance vs growth performance.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor Beat · Expose Contradiction2 hits
27
The slide uses a testimonial to validate the activist's claim of being collaborative rather than purely adversarial.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 2 hits
32
This is a classic activist 'villain' slide, framing the company's performance as a series of failures to justify intervention.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 2 hits
49
Uses red arrows to emphasize the downward trend in both charts.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 2 hits
50
Uses a CEO quote to validate the activist's critique of management performance.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 2 hits
54
Uses a stacked bar chart to show the impact of acquisitions on R&D spend.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 2 hits
77
The slide uses a callout box to highlight the KKR deal terms and lists specific financial terms to support the argument of poor capital allocation.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction2 hits
85
Uses a quote from CEO Aaron Levie to frame the contradiction.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 2 hits
126
Uses news headlines and quotes to build a case against the board appointment.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 2 hits
145
Includes a navigation footer indicating this is part of a larger GTM strategy deck.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor Beat · Propose Solution2 hits
161
Uses a 'before-after' comparison of investor presentation slides to highlight product abandonment.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 2 hits
163
The slide uses a side-by-side comparison to highlight the reliance on external acquisitions for product development.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 2 hits
166
Box, Inc. (BOX)Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 2 hits
42
The slide uses a comparison frame to argue for the superiority of the iPref instrument over traditional dividend hikes.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · Solution2 hits
51
The slide uses a direct quote from Apple's proxy statement to highlight the contradiction.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · Impact & Next Steps2 hits
62
Green Mountain Coffee Roasters (GMCR)Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal2 hits
05
The slide uses a simple, high-contrast design typical of older corporate presentations.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 2 hits
06
The St. Joe Company (JOE)The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 2 hits
16
The slide outlines the land holdings and development capabilities of the St. Joe Company.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor Loop · Pattern Hunter2 hits
20
The slide uses a 'sum-of-the-parts' logic to imply that the core airport land covers the entire company valuation, making the remaining land 'free'.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 2 hits
78
The St. Joe Company (JOE)The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 2 hits
103
The St. Joe Company (JOE)The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 2 hits
121
The slide uses a 'benefit of the doubt' calculation to show the low implied value of assets sold, suggesting the write-down was unjustified.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 2 hits
124
The slide uses a diagnostic approach to flag assets that may require impairment testing.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor Loop · Cost Of Inaction2 hits
11
The slide uses a 'Rule of 50' framework (Growth % + Margin %) to argue for operational improvements.Salesforce, Inc. (CRM) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach2 hits