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slides · global inventory

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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 11,406
Current window 3,871-3,900
Pages 381
Rows per page 30
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3,871-3,900 of 11,406

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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
30
The slide uses a dialogue format between a GS analyst and the CEO to frame the company's strategic priorities.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
42
The slide uses a bracket to aggregate the total investment value.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
45
The chart uses a stacked bar format to compare company projections against analyst consensus, highlighting a $7.2B discrepancy.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
57
The slide uses a red color for the actuals bar and the gap annotation to emphasize the negative performance.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 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
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
43
The slide uses a stacked bar chart for revenue and a standard bar chart for EBITDA, highlighting CAGR and margin percentages.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor Loop · Before After1 hit
44
The slide uses a bar chart comparison to argue for a valuation premium for Dow Jones.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor Loop · Before After1 hit
48
The slide uses a hierarchical structure to display the company's business units.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor 1 hit
49
The slide uses a visual addition structure to imply a sum-of-the-parts valuation.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor 1 hit
55
The slide uses a donut chart to show revenue split between Clinical and Enabling services.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor 1 hit
06
The chart uses a visual annotation to highlight the incremental FCF in 2021 and 2022 relative to the 2020 baseline.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor 1 hit
15
The slide uses a dialogue format between a GS Analyst and the CEO to highlight a specific strategic commitment.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
30
The slide uses a dialogue format between an analyst and the CEO to frame the company's strategic priorities.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
38
The chart highlights Pfizer's underperformance relative to peers, with a specific callout for 'PFE Excl. COVID'.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
45
The chart uses a stacked bar format to break down the revenue contributions from specific acquisitions (Seagen, Biohaven, GBT, Arena, ReViral).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
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
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
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
03
The slide uses a 'callback' technique to link current investment opportunities to past analysis.Salesforce, Inc. (CRM) · Starboard Value
Conference presentation Activist investor Beat · Situation & Context1 hit
04
The chart uses a 'Rule of 50' benchmark (Revenue Growth + Adj. Operating Margin).Salesforce, Inc. (CRM) · Starboard Value
Conference presentation Activist investor Beat · Situation & ContextLoop · Pattern Hunter1 hit
07
The slide uses a stock performance chart to validate the thesis that strategic changes have driven shareholder value.Salesforce, Inc. (CRM) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit
08
The chart uses a broken axis for the higher multiples (ORCL, NOW).Salesforce, Inc. (CRM) · Starboard Value
Conference presentation Activist investor Beat · Evidence & ProofLoop · Cost Of Inaction1 hit
10
Uses waterfall-style bridge charts to show historical improvement and remaining gap to peer median.Salesforce, Inc. (CRM) · Starboard Value
Conference presentation Activist investor Beat · Solution & ApproachLoop · Cost Of Inaction1 hit
13
The slide uses a 'Rule of 50' framework to justify a lower forward valuation multiple for Salesforce.Salesforce, Inc. (CRM) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
11
The slide uses red bars to highlight Autodesk's underperformance relative to the Dow Jones US Software and S&P North American Technology Software indices.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
12
The slide uses red annotations to explicitly quantify the 'points below' performance gap for each period.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
23
The slide uses a red dashed oval to highlight the specific financial targets set by the company.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · The Struggle1 hit