slides · global inventory
Source Note
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 110,355
Current window 35,431-35,460
Pages 3,679
Rows per page 30
Component
35,431-35,460 of 110,355
03
The slide uses a three-column layout to segment the portfolio, highlighting key brands within each.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Problem (Identify pain)Loop · Quick Win Big Bet1 hit
04
Uses authority-citation framework via news headlines to validate the claim.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Problem (Identify pain)Loop · Quick Win Big Bet1 hit
05
The slide uses a dual-axis chart to visually suggest a causal link between vaccine rollout and reduced mortality.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Problem (Identify pain)Loop · Quick Win Big Bet1 hit
06
The slide uses a green dashed oval to highlight the incremental FCF generated in 2021 and 2022 relative to the 2020 baseline.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Problem (Identify pain)Loop · Quick Win Big Bet1 hit
07
The chart uses a red vertical arrow to explicitly quantify the 132 percentage point underperformance gap.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Problem (Identify pain)Loop · Quick Win Big Bet1 hit
08
The slide uses a custom bridge visualization to calculate total value lost by combining share price decline and COVID benefit adjustments.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Problem (Identify pain)Loop · Quick Win Big Bet1 hit
09
The chart highlights LLY and NVO as outliers due to GLP-1 participation. Pfizer is shown in green to distinguish it from the peer group.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Problem (Identify pain)Loop · Quick Win Big Bet1 hit
10
The slide uses a 2x2 grid to categorize the causes of the decline, followed by a summary of the impact on M&A and total market value loss.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
12
The chart uses a dashed red line to indicate the peer median of 46 drugs. Pfizer is highlighted with a dashed green box.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
13
The slide uses bold and underlined text within the quotes to emphasize key points.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
14
The slide uses a series of quotes to establish a narrative of management over-promising or setting a specific expectation regarding R&D pipeline quality.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
16
The slide is used by Starboard Value to highlight Pfizer's past projections, likely to contrast them with actual performance.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
17
The slide uses a table to document management's stated goals, likely to contrast with later performance or outcomes.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
19
The slide uses a table from a Pfizer Q1 2019 investor presentation to frame a critique of management's performance.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
21
The slide uses a screenshot of a news article as primary evidence to support a negative performance claim.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
22
The slide uses a visual gap analysis to demonstrate underperformance against a market benchmark.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
23
The slide uses a visual gap analysis to demonstrate that the drug will underperform relative to the blockbuster benchmark.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
24
The slide uses a direct quote/excerpt from an external research report to support the argument that the vaccine program has been unsuccessful.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
03
The slide uses a callback to a previous presentation to establish credibility and continuity in their investment thesis.Salesforce, Inc. (CRM) · Starboard Value
Conference presentation Activist investor Beat · Humble Origins1 hit
04
Uses the 'Rule of 40' / 'Rule of 50' framework for SaaS performance benchmarking.Salesforce, Inc. (CRM) · Starboard Value
Conference presentation Activist investor Beat · Early StrugglesLoop · Benchmark Gap1 hit
06
The chart uses a stacked bar approach to show the components of the Rule of 50 metric.Salesforce, Inc. (CRM) · Starboard Value
Conference presentation Activist investor Beat · The BreakthroughLoop · Before After1 hit
07
The slide uses a callout to emphasize the 99% growth figure.Salesforce, Inc. (CRM) · Starboard Value
Conference presentation Activist investor Beat · The Breakthrough1 hit
08
The chart uses a broken axis for the higher multiples (ORCL, NOW).Salesforce, Inc. (CRM) · Starboard Value
Conference presentation Activist investor Beat · Rising Success1 hit
09
The slide uses a central hub-and-spoke diagram to show the integration of Data Cloud, Customer 360, and various agent types.Salesforce, Inc. (CRM) · Starboard Value
Conference presentation Activist investor Beat · Rising Success1 hit
10
Uses a waterfall-style bridge to show historical improvement and remaining gap to peer median.Salesforce, Inc. (CRM) · Starboard Value
Conference presentation Activist investor Beat · Rising Success1 hit
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 Bet1 hit
12
The chart uses a 'Rule of 50' framework to benchmark performance. Salesforce is highlighted as needing to move up the leaderboard to reach the peer median.Salesforce, Inc. (CRM) · Starboard Value
Conference presentation Activist investor Beat · Ultimate AchievementLoop · Quick Win Big Bet1 hit
13
The chart uses a broken axis for the ORCL bar. The 'Rule of 50' is a common SaaS performance metric.Salesforce, Inc. (CRM) · Starboard Value
Conference presentation Activist investor Beat · Ultimate Achievement1 hit
05
The slide argues for aggressive share repurchases based on the valuation gap shown in the chart.Match Group, Inc. (MTCH) · Jeffrey Smith
Shareholder letter Activist investor Beat · Impact & Next StepsLoop · Benchmark Gap1 hit
02
This is a page from a shareholder letter, likely from an activist investor (Starboard Value or similar) criticizing News Corp's governance.News Corporation (NWSA) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · InterestLoop · Logic Chain1 hit