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slides · global inventory

Callout

Component collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 41,369
Current window 35,191-35,220
Pages 1,379
Rows per page 30
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35,191-35,220 of 41,369

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04
Uses the 'Rule of 50' framework (Revenue Growth + Adj. Operating Margin).Starboard Value | Activist Presentation Deck | 14 slides · Starboard Value
Activist deck Activist investor Beat · Situation & ContextLoop · Benchmark Gap1 hit
05
The slide uses a dashed green oval to emphasize the margin expansion delta.Starboard Value | Activist Presentation Deck | 14 slides · Starboard Value
Activist deck Activist investor Beat · Problem & ComplicationLoop · Benchmark Gap1 hit
06
Uses the 'Rule of 50' framework to benchmark performance against peers.Starboard Value | Activist Presentation Deck | 14 slides · Starboard Value
Activist deck Activist investor Beat · Evidence & ProofLoop · Benchmark Gap1 hit
07
The slide uses a stock price chart to validate the thesis that recent operational changes have been rewarded by the market.Starboard Value | Activist Presentation Deck | 14 slides · Starboard Value
Activist deck Activist investor Beat · Evidence & ProofLoop · Before After1 hit
08
The chart uses a broken axis for the higher multiples (ORCL, NOW).Starboard Value | Activist Presentation Deck | 14 slides · Starboard Value
Activist deck Activist investor 1 hit
11
Uses a decision-tree style diagram to illustrate paths from current FY2025 baseline to future targets.Starboard Value | Activist Presentation Deck | 14 slides · Starboard Value
Activist deck Activist investor Beat · Solution & ApproachLoop · Mece Breakdown1 hit
12
The chart uses a 'Rule of 50' framework, a common SaaS metric. The slide explicitly calls for Salesforce to move up the leaderboard to match the peer median.Starboard Value | Activist Presentation Deck | 14 slides · Starboard Value
Activist deck Activist investor Beat · Solution & ApproachLoop · Mece Breakdown1 hit
13
The chart uses a broken axis for ORCL and NOW to accommodate higher multiples.Starboard Value | Activist Presentation Deck | 14 slides · Starboard Value
Activist deck Activist investor Beat · Impact & Next Steps1 hit
36
The chart uses a trend line to illustrate the valuation gap for KVUE.Starboard Value | Activist Presentation Deck | 71 slides · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
37
The slide uses a visual arrow to suggest a path for valuation multiple expansion for KVUE.Starboard Value | Activist Presentation Deck | 71 slides · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
44
The slide uses a dashed line to represent market growth, visually isolating Kenvue's underperformance.Starboard Value | Activist Presentation Deck | 71 slides · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
45
The slide highlights a ~525bps decline using a red callout box and arrow.Starboard Value | Activist Presentation Deck | 71 slides · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
48
Uses a causal chain visual to link past management issues to current financial underperformance.Starboard Value | Activist Presentation Deck | 71 slides · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
49
Uses a visual 'not equal to' symbol to emphasize the distinction between the two business units.Starboard Value | Activist Presentation Deck | 71 slides · Starboard Value
Activist deck Activist investor Loop · Quick Win Big Bet1 hit
50
Uses a funnel-style process diagram to show the attrition rate of drug compounds.Starboard Value | Activist Presentation Deck | 71 slides · Starboard Value
Activist deck Activist investor Loop · Quick Win Big Bet1 hit
51
The slide uses celebrity endorsements (Jennifer Garner for Neutrogena, Jennifer Aniston for Aveeno) to illustrate the reliance on marketing in the beauty industry.Starboard Value | Activist Presentation Deck | 71 slides · Starboard Value
Activist deck Activist investor Loop · Quick Win Big Bet1 hit
53
Starboard Value | Activist Presentation Deck | 71 slidesStarboard Value | Activist Presentation Deck | 71 slides · Starboard Value
Activist deck Activist investor Loop · Quick Win Big Bet1 hit
54
The slide uses quotes to preemptively address concerns about segment performance by highlighting management's focus and strategic plans.Starboard Value | Activist Presentation Deck | 71 slides · Starboard Value
Activist deck Activist investor Loop · Quick Win Big Bet1 hit
57
Includes screenshots of marketing materials and press coverage.Starboard Value | Activist Presentation Deck | 71 slides · Starboard Value
Activist deck Activist investor Loop · Quick Win Big Bet1 hit
63
The slide uses a regression line to highlight Kenvue's position below the trend line, indicating undervaluation.Starboard Value | Activist Presentation Deck | 71 slides · Starboard Value
Activist deck Activist investor Loop · Quick Win Big Bet1 hit
64
Uses CEO quotes to contrast successful segments with the underperforming Skin Health and Beauty segment.Starboard Value | Activist Presentation Deck | 71 slides · Starboard Value
Activist deck Activist investor Loop · Quick Win Big Bet1 hit
65
The slide uses a 'gap' visualization to highlight the opportunity for Kenvue to reach the market growth benchmark.Starboard Value | Activist Presentation Deck | 71 slides · Starboard Value
Activist deck Activist investor Loop · Quick Win Big Bet1 hit
66
The slide uses a waterfall-like bridge to show the potential impact of Kenvue's Skin Health & Beauty segment growing at the end-market rate.Starboard Value | Activist Presentation Deck | 71 slides · Starboard Value
Activist deck Activist investor Loop · Quick Win Big Bet1 hit
67
The slide uses a regression line to show the valuation gap for Kenvue (KVUE) relative to its peer group.Starboard Value | Activist Presentation Deck | 71 slides · Starboard Value
Activist deck Activist investor Loop · Quick Win Big Bet1 hit
68
The slide uses a green bar for the target (FY2019) and a red bar for the current state (FY2023) to emphasize the potential for margin expansion.Starboard Value | Activist Presentation Deck | 71 slides · Starboard Value
Activist deck Activist investor Loop · Quick Win Big Bet1 hit
70
The chart uses a color-coded legend to distinguish between Diversified HPC Peers and Skin Health and Beauty Peers.Starboard Value | Activist Presentation Deck | 71 slides · Starboard Value
Activist deck Activist investor Loop · Quick Win Big Bet1 hit
03
The slide uses a segmentation framework to highlight the company's market presence and societal impact.Starboard Value | Activist Presentation Deck | 74 slides · Starboard Value
Activist deck Activist investor 1 hit
04
Uses news clippings as social proof/authority citation.Starboard Value | Activist Presentation Deck | 74 slides · Starboard Value
Activist deck Activist investor 1 hit
05
Uses a dual-axis chart to visually suggest causality between vaccine rollout and death rate reduction.Starboard Value | Activist Presentation Deck | 74 slides · Starboard Value
Activist deck Activist investor 1 hit
07
The chart uses a red vertical arrow to quantify the 132-point gap between the market and Pfizer.Starboard Value | Activist Presentation Deck | 74 slides · Starboard Value
Activist deck Activist investor 1 hit