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35,161-35,190 of 110,355

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The slide uses a donut chart to visualize revenue segmentation and highlights key valuation metrics.News Corporation (NWSA) · Starboard Value
Conference presentation Activist investor Beat · Problem (Identify pain)1 hit
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The slide uses a hierarchical structure to display the corporate portfolio.News Corporation (NWSA) · Starboard Value
Conference presentation Activist investor Beat · Problem (Identify pain)1 hit
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News Corporation (NWSA)News Corporation (NWSA) · Starboard Value
Conference presentation Activist investor Beat · Problem (Identify pain)1 hit
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The slide uses a hierarchy diagram to illustrate the corporate structure of News Corp.News Corporation (NWSA) · Starboard Value
Conference presentation Activist investor 1 hit
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The slide highlights market dominance (#1 position) alongside a 10% revenue CAGR and EBITDA margins.News Corporation (NWSA) · Starboard Value
Conference presentation Activist investor 1 hit
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Uses a simple arithmetic bridge (Market Cap * Ownership = Stake Value) to highlight undervaluation.News Corporation (NWSA) · Starboard Value
Conference presentation Activist investor 1 hit
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Uses a simple subtraction bridge to highlight undervaluation.News Corporation (NWSA) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
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The slide uses a hierarchical structure to emphasize the importance of Dow Jones within the broader News Corp portfolio.News Corporation (NWSA) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
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The slide uses stacked bar charts for revenue and simple bar charts for EBITDA, highlighting CAGR and margin trends.News Corporation (NWSA) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
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The slide uses a bar chart comparison to argue for a premium valuation for Dow Jones.News Corporation (NWSA) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
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The slide uses a visual bridge/decomposition to isolate the 'RemainCo' valuation.News Corporation (NWSA) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
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The slide uses a simple multiplication bridge to justify a $7B+ valuation.News Corporation (NWSA) · Starboard Value
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
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Uses a simple subtraction bridge to highlight undervaluation.News Corporation (NWSA) · Starboard Value
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
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The slide uses an org-chart structure to visualize the corporate structure of News Corp.News Corporation (NWSA) · Starboard Value
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
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Uses a summation/bridge visual to imply value creation.News Corporation (NWSA) · Starboard Value
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
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Uses a sum-of-the-parts (SOTP) valuation framework to highlight undervaluation.News Corporation (NWSA) · Starboard Value
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
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The chart uses a waterfall-style bridge to show how the total enterprise value is composed of the REA Group stake, RemainCo EV, Dow Jones, and other assets.News Corporation (NWSA) · Starboard Value
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Before After1 hit
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The chart uses a waterfall bridge to reconcile current market price with estimated SOTP value.News Corporation (NWSA) · Starboard Value
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Before After1 hit
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The chart uses a split-axis approach to show positive and negative same-store sales growth.Bloomin' Brands (BLMN) · Starboard Value
Conference presentation Activist investor Beat · Evidence & ProofLoop · Iceberg1 hit
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The slide uses a simple bar chart to illustrate a performance delta between the subject company and a peer.Bloomin' Brands (BLMN) · Starboard Value
Conference presentation Activist investor Beat · Evidence & ProofLoop · Iceberg1 hit
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The slide uses imagery of the restaurant interior and food to emphasize the core product experience.Bloomin' Brands (BLMN) · Starboard Value
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
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The slide uses a grid of six screenshots from past commercials to support the argument that the brand has lost its original 'fun' identity.Bloomin' Brands (BLMN) · Starboard Value
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
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This slide serves as a portfolio overview of the company's secondary brands.Bloomin' Brands (BLMN) · Starboard Value
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
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Uses a Washington Post article as a credibility signal to support the investment thesis.Bloomin' Brands (BLMN) · Starboard Value
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
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The slide uses a waterfall-style logic to derive discretionary cash flow from free cash flow.Bloomin' Brands (BLMN) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
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The slide uses a 'win-win' framing to argue that expansion targets are beneficial for shareholders regardless of whether they are met (via high ROI or capital return).Bloomin' Brands (BLMN) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Quick Win Big Bet1 hit
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Regulatory filing page containing professional background and board experience for two individuals.Rogers Corporation (ROG) · Jeffrey C. Smith
Regulatory filing Activist investor Loop · Benchmark Gap1 hit
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Slide 1
This is a formal shareholder letter from Starboard Value to the Board of Algonquin Power & Utilities Corp.Algonquin Power & Utilities Corp. (AQN) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Situation & Context1 hit
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This is a page from an activist investor letter (Starboard Value) criticizing LivePerson's board and management.LivePerson, Inc. (LPSN) · Peter Feld
Shareholder letter Activist investor Beat · Exposure of contradictions in LivePerson's performance1 hit
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This is a page from a shareholder letter, likely part of a proxy contest or activist campaign.LivePerson, Inc. (LPSN) · Peter Feld
Shareholder letter Activist investor Beat · Critique of LivePerson's leadershipLoop · Cost Of Inaction1 hit