slides · global inventory
Chart
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 78,129
Current window 49,021-49,050
Pages 2,605
Rows per page 30
Component
49,021-49,050 of 78,129
11
The chart uses a dashed line to indicate the peer median of 18%.Fortrea Holdings Inc. (FTRE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)1 hit
12
The slide uses a waterfall-style bridge to show margin improvement and a gap to peers.Fortrea Holdings Inc. (FTRE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)1 hit
13
The slide uses a 'before-after' framing to argue for the CEO's competence in improving profitability.Fortrea Holdings Inc. (FTRE) · Starboard Value
Conference presentation Activist investor Beat · Solution (Provide relief)1 hit
14
The slide uses historical performance of a CEO at a previous company to argue for his future performance at a new company.Fortrea Holdings Inc. (FTRE) · Starboard Value
Conference presentation Activist investor Beat · Solution (Provide relief)1 hit
15
The chart uses a bridge-like logic to show how Fortrea's valuation multiple would compress if it achieved peer-level margins, implying it is currently undervalued.Fortrea Holdings Inc. (FTRE) · Starboard Value
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
16
The chart compares historical transaction multiples to argue for a higher valuation for Fortrea.Fortrea Holdings Inc. (FTRE) · Starboard Value
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
03
The slide highlights outperformance of specific investment ideas presented at a previous conference.Multiple (Wix, Salesforce, Splunk, Vertiv) (WIX / CRM / SPLK / VRT) · Starboard Value
Conference presentation Activist investor Loop · Before After1 hit
04
The chart uses IGV (iShares Expanded Tech-Software Sector) as the benchmark for software industry growth cohorts.Multiple (Wix, Salesforce, Splunk, Vertiv) (WIX / CRM / SPLK / VRT) · Starboard Value
Conference presentation Activist investor Beat · ProblemLoop · Before After1 hit
05
The chart highlights a clear inflection point around late 2021 where high-growth valuations converged significantly with mid and low-growth cohorts.Multiple (Wix, Salesforce, Splunk, Vertiv) (WIX / CRM / SPLK / VRT) · Starboard Value
Conference presentation Activist investor Beat · ProblemLoop · Before After1 hit
09
The chart uses a red line for the stock price and a blue arrow to indicate the percentage drop.Multiple (Wix, Salesforce, Splunk, Vertiv) (WIX / CRM / SPLK / VRT) · Starboard Value
Conference presentation Activist investor Beat · AgitateLoop · Before After1 hit
10
The chart uses a red bar for Wix to emphasize the outlier status compared to the blue peer bars.Multiple (Wix, Salesforce, Splunk, Vertiv) (WIX / CRM / SPLK / VRT) · Starboard Value
Conference presentation Activist investor Beat · AgitateLoop · Before After1 hit
11
The chart uses the 'Rule of 40' metric (Growth + FCF Margin).Multiple (Wix, Salesforce, Splunk, Vertiv) (WIX / CRM / SPLK / VRT) · Starboard Value
Conference presentation Activist investor Beat · AgitateLoop · Before After1 hit
12
Includes a negative margin bar for Wix and a median line for the peer group.Multiple (Wix, Salesforce, Splunk, Vertiv) (WIX / CRM / SPLK / VRT) · Starboard Value
Conference presentation Activist investor Beat · AgitateLoop · Before After1 hit
15
Includes a valuation bridge table and a historical bar chart showing revenue growth from 2003 to 2026.Multiple (Wix, Salesforce, Splunk, Vertiv) (WIX / CRM / SPLK / VRT) · Starboard Value
Conference presentation Activist investor Beat · SolutionLoop · Before After1 hit
16
The chart highlights Salesforce's underperformance relative to benchmarks and peers.Multiple (Wix, Salesforce, Splunk, Vertiv) (WIX / CRM / SPLK / VRT) · Starboard Value
Conference presentation Activist investor Beat · SolutionLoop · Before After1 hit
18
The chart uses a 'Rule of 40' framework to benchmark performance. CRM is highlighted with a red dashed box.Multiple (Wix, Salesforce, Splunk, Vertiv) (WIX / CRM / SPLK / VRT) · Starboard Value
Conference presentation Activist investor Beat · SolutionLoop · Before After1 hit
19
The chart highlights that Salesforce (CRM) has the lowest incremental margin (20.1%) compared to peers like ORCL (105.0%) and MSFT (61.9%).Multiple (Wix, Salesforce, Splunk, Vertiv) (WIX / CRM / SPLK / VRT) · Starboard Value
Conference presentation Activist investor Beat · SolutionLoop · Before After1 hit
21
The slide uses a scenario-based bridge to link operational margin improvements to financial valuation metrics.Multiple (Wix, Salesforce, Splunk, Vertiv) (WIX / CRM / SPLK / VRT) · Starboard Value
Conference presentation Activist investor Beat · SolutionLoop · Before After1 hit
24
The slide uses a negative trend line to emphasize the share price decline.Multiple (Wix, Salesforce, Splunk, Vertiv) (WIX / CRM / SPLK / VRT) · Starboard Value
Conference presentation Activist investor Beat · SolutionLoop · Before After1 hit
26
The chart uses a 'Rule of 40' style metric (Growth + Margin). Splunk is highlighted in red at the far right.Multiple (Wix, Salesforce, Splunk, Vertiv) (WIX / CRM / SPLK / VRT) · Starboard Value
Conference presentation Activist investor Beat · SolutionLoop · Before After1 hit
27
The chart uses a red bar to emphasize Splunk's underperformance relative to peers.Multiple (Wix, Salesforce, Splunk, Vertiv) (WIX / CRM / SPLK / VRT) · Starboard Value
Conference presentation Activist investor Beat · SolutionLoop · Before After1 hit
35
The slide uses a causal link between consumption drivers and capex growth.Multiple (Wix, Salesforce, Splunk, Vertiv) (WIX / CRM / SPLK / VRT) · Starboard Value
Conference presentation Activist investor Beat · SolutionLoop · Before After1 hit
37
The chart uses a combination of bar (Capital Raised) and line (IPO Count) to visualize market trends.Multiple (Wix, Salesforce, Splunk, Vertiv) (WIX / CRM / SPLK / VRT) · Starboard Value
Conference presentation Activist investor Beat · SolutionLoop · Before After1 hit
39
The slide uses a 'growth-first' narrative to critique management's lack of operational focus.Multiple (Wix, Salesforce, Splunk, Vertiv) (WIX / CRM / SPLK / VRT) · Starboard Value
Conference presentation Activist investor Beat · SolutionLoop · Before After1 hit
43
The slide uses a red line to highlight the underperforming subject (Vertiv) against blue/grey lines for benchmarks.Multiple (Wix, Salesforce, Splunk, Vertiv) (WIX / CRM / SPLK / VRT) · Starboard Value
Conference presentation Activist investor Beat · SolutionLoop · Before After1 hit
44
The slide uses a red-shaded area to visually emphasize the performance gap between the two indices.Multiple (Wix, Salesforce, Splunk, Vertiv) (WIX / CRM / SPLK / VRT) · Starboard Value
Conference presentation Activist investor Beat · SolutionLoop · Before After1 hit
45
The slide uses a red bar for the subject company (Vertiv) to emphasize the valuation gap relative to the peer median.Multiple (Wix, Salesforce, Splunk, Vertiv) (WIX / CRM / SPLK / VRT) · Starboard Value
Conference presentation Activist investor Beat · SolutionLoop · Before After1 hit
46
The chart uses a stacked bar approach to show the components of performance (growth vs margin) relative to a peer median.Multiple (Wix, Salesforce, Splunk, Vertiv) (WIX / CRM / SPLK / VRT) · Starboard Value
Conference presentation Activist investor Beat · SolutionLoop · Before After1 hit
47
The slide uses a red bar for Vertiv Today to emphasize the gap relative to the peer median.Multiple (Wix, Salesforce, Splunk, Vertiv) (WIX / CRM / SPLK / VRT) · Starboard Value
Conference presentation Activist investor Beat · SolutionLoop · Before After1 hit
48
The slide uses a waterfall bridge to decompose the margin expansion opportunity into specific drivers like pricing, lean manufacturing, and procurement.Multiple (Wix, Salesforce, Splunk, Vertiv) (WIX / CRM / SPLK / VRT) · Starboard Value
Conference presentation Activist investor Beat · SolutionLoop · Before After1 hit