slides · global inventory
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Matching slides 110,355
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35,611-35,640 of 110,355
03
The slide uses a donut chart to represent the breakdown of the $28B YTD backlog by business segment.Fluor Corporation (FLR) · Starboard Value
Conference presentation Activist investor Beat · Situation & Context1 hit
04
Fluor Corporation (FLR)Fluor Corporation (FLR) · Starboard Value
Conference presentation Activist investor Beat · Situation & Context1 hit
05
The slide uses a grid-based layout to categorize business units and sub-sectors.Fluor Corporation (FLR) · Starboard Value
Conference presentation Activist investor Beat · Situation & Context1 hit
06
The slide uses a grid-based segmentation to categorize business units.Fluor Corporation (FLR) · Starboard Value
Conference presentation Activist investor Beat · Situation & Context1 hit
07
The slide uses a line chart to show market growth trends while listing competitors to illustrate market fragmentation.Fluor Corporation (FLR) · Starboard Value
Conference presentation Activist investor Beat · Problem & Complication1 hit
08
The slide uses a categorization framework to frame the market as inherently flawed and overly competitive.Fluor Corporation (FLR) · Starboard Value
Conference presentation Activist investor Beat · Problem & Complication1 hit
09
The chart uses a line graph with green and grey segments to denote different periods of Starboard's involvement.Fluor Corporation (FLR) · Starboard Value
Conference presentation Activist investor Beat · Problem & Complication1 hit
10
The slide uses data to argue that previous management's strategy was unsuccessful.Fluor Corporation (FLR) · Starboard Value
Conference presentation Activist investor Beat · Problem & Complication1 hit
46
The chart highlights two specific Pfizer deal data points (3.3x and 5.1x) against a 10-year industry median of 2.4x.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
47
The slide uses a bar chart to visualize the delta between historical transaction multiples and current market valuation multiples.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
49
The slide uses a direct quote from a press release to substantiate the claim of product withdrawal.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
50
The slide uses external analyst sentiment to frame Pfizer's acquisition strategy as flawed.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
52
The slide uses a red dashed box to isolate the 'COVID Benefit' period and another to highlight the summary statistics.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
53
The chart uses red bars to highlight Pfizer (PFE) and its 'Excl. COVID' performance, contrasting them with the blue bars of its peers.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
54
The slide uses red 'X' marks to visually emphasize the failure to meet expectations.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
55
The slide uses a bar chart to contrast historical performance with management's 2023 guidance, implying the guidance is overly optimistic given inventory levels.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
56
The slide uses a visual comparison of 'Doses Sold' vs 'Doses Used' to illustrate inventory dynamics and management's optimistic outlook.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
57
The slide uses a red-blue contrast to emphasize the negative performance gap.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
58
Uses red arrows to visually emphasize the gap between guidance and actuals, and the subsequent decline.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
59
The slide uses a waterfall-style gap visualization to emphasize the delta between market expectations and company guidance.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
60
The slide uses quotes from Wolfe, JP Morgan, and TD Cowen to build a case against management.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
62
The slide uses a quote-based argument to align the activist investor's thesis with management's stated goals.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
63
The chart uses a visual callout to quantify the 132 percentage point gap between Pfizer and the S&P 500.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
64
The slide uses a table from Pfizer's own Q1-2019 presentation to point out programs marked with 'X' (discontinued) or other delays, framing them as evidence of failure.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
67
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 Inaction1 hit
68
The slide uses a waterfall bridge to argue that current management's projected revenue return (15%) is insufficient compared to the target (38%).Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
69
Uses a waterfall-style logic to derive an incremental revenue requirement of $29 billion.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
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The chart uses a waterfall bridge format to show the impact of LOEs and growth on 2030 revenue projections.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
71
Includes a causal flow diagram showing the link between achieving a 38% return and specific 2030 financial outcomes.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
73
The chart highlights Pfizer's valuation gap relative to peers, suggesting undervaluation.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit