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

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Matching slides 110,355
Current window 35,761-35,790
Pages 3,679
Rows per page 30
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35,761-35,790 of 110,355

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Multiple (BILL Holdings, Tripadvisor, Fluor Corporation)Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
84
The slide uses a grid-based layout to categorize business segments and sub-sectors.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
85
The slide uses a grid-based segmentation to map sub-sectors to three main business units.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
86
The slide uses a logo grid to represent the competitive landscape and a line chart to show market growth trends.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
87
The slide uses a logo-grid to categorize competitors, framing the market as inherently challenging and unprofitable.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
88
The slide uses a line chart to correlate specific activist interventions with share price growth.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
89
The slide uses a negative framing of past management's strategic choices to justify a need for change.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
90
The slide uses a combination of a bar chart for project losses and a line chart for stock performance to build a case for management failure.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
91
The slide uses a logo-grid to categorize competitors into 'Current' and 'Past' (Bankruptcy/Distressed or Exit/Scaled Back).Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
92
The green box highlights the period starting from David Constable's tenure as CEO.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
94
The slide uses a visual contrast between the greyed-out 'Prior EPCM Players' and the highlighted green 'Current EPCM Players' to emphasize market consolidation.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
95
The slide uses a combination of a line chart and a logo cloud to illustrate market fragmentation and competition.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
96
The slide highlights a consolidation of the competitive landscape in the EPCM sector.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
97
The chart illustrates a strategic shift in contract mix during David Constable's tenure as CEO.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
98
The slide uses a bar chart with growth arcs to illustrate EBITDA trajectory during the CEO's tenure.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
99
The slide uses a visual connection (dashed lines) to emphasize the growth of the Urban Solutions segment slice.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
100
The slide uses a 'Truth Social' post as a source of authority to validate the investment thesis.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
102
The calculation methodology is provided in the footnote.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
103
The slide uses a waterfall-style bridge to isolate the core business value.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
104
The slide uses a timeline framework to establish the long-term strategic relationship between Fluor and NuScale.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
105
The slide uses a process flow diagram to explain the SMR mechanism.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
106
The slide uses a green dashed box to highlight NuScale as the primary subject.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
107
The slide uses the performance data to justify a divestment argument by labeling the asset 'non-strategic'.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
108
The slide uses a causal link (the blue arrow) to connect rising data center power demand to the need for SMR investment.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
110
The chart highlights a specific event (NuScale IPO) and a median line to emphasize the valuation gap.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
112
Uses a structural diagram to categorize financial separation alternatives.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
113
The chart uses a bridge structure to show the impact of removing the SMR stake on the valuation multiple.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
01
Slide 1
This is the first page of a shareholder letter from Starboard Value to CarMax's incoming CEO.CarMax Inc. (KMX) · Jeffrey Smith
Shareholder letter Activist investor Beat · Situation & ContextLoop · Cost Of Inaction1 hit
03
This is a page from a shareholder letter (likely Starboard Value) identifying specific areas for improvement at CarMax.CarMax Inc. (KMX) · Jeffrey Smith
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
04
The text explicitly references a 'flywheel' concept and advocates for a specific SG&A target of 70-75% of gross profit.CarMax Inc. (KMX) · Jeffrey Smith
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit