slides · global inventory
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Matching slides 25,789
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Pages 860
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5,041-5,070 of 25,789
58
Includes a bar chart showing revenue growth from FY19 to FY26E.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof4 hits
63
The slide uses a combination of key performance indicators and a bar chart to demonstrate market leadership.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof4 hits
71
The slide highlights the brand's scale (users, markets, members, reviews) while acknowledging a modest decline in revenue.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof4 hits
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 Steps4 hits
22
The slide uses a combination of key performance indicators and a bar chart to establish market leadership and growth.Tripadvisor, Inc. (TRIP) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof4 hits
27
The slide uses a combination of key performance indicators and a bar chart to demonstrate market leadership and growth.Tripadvisor, Inc. (TRIP) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach4 hits
35
The slide uses a mix of qualitative brand highlights and quantitative performance data.Tripadvisor, Inc. (TRIP) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps4 hits
60
The slide uses a yellow highlight for Ambry to visually distinguish it as the subject of the critique.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Benchmark Gap4 hits
30
Uses red lines to visually connect the 2018 metrics to the lower 2024 metrics in the text block.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate4 hits
06
Uses a 'before-after' bridge structure to link strategic pillars to quantitative outcomes.Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor Beat · Evidence & ProofLoop · Anchor4 hits
20
The slide uses a red dashed ellipse to highlight the specific metrics being scrutinized by the activist investor.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Cost Of Inaction4 hits
23
The slide uses a red dashed oval to highlight the targets, likely to contrast with later performance or revised guidance.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Cost Of Inaction4 hits
07
Uses a simple additive equation to demonstrate value creation.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · James Chadwick
Conference presentation Activist investor Beat · Evidence & ProofLoop · Logic Chain4 hits
01
The slide uses a billboard metaphor to visually represent the reversal of the firm's previous skeptical stance.Credit Acceptance Corporation (CACC) · Citron Research
Research note Short seller Beat · ProblemLoop · Hypothesis Test4 hits
06
Includes a comparison table of competitors at the top and a benchmark example (AutoZone) at the bottom.Credit Acceptance Corporation (CACC) · Citron Research
Research note Short seller Beat · AgitateLoop · Cost Of Inaction4 hits
72
Uses a four-column layout to contrast compensation metrics with performance outcomes.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution4 hits
38
The slide uses a quote from Dr. Kleinfeld to set up a 'cherry-picking' accusation, followed by performance metrics that undermine his narrative.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Expose Contradiction4 hits
14
The slide uses a structured layout to map specific business segments to their respective valuation ranges and supporting market data.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction4 hits
60
Includes a map showing global operating facilities and subcontractors, plus key metrics on staff, trials, and therapeutic areas.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor Loop · Quick Win Big Bet4 hits
17
The slide uses a timeline visual to suggest extended market exclusivity for specific products.Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · Desire4 hits
24
The slide uses a flow-chart style diagram to show capital allocation strategy.ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction4 hits
69
Uses juxtaposition of disaster imagery and executive compensation data to frame a governance critique.Norfolk Southern Corporation (NSC) · Move NSC Forward
Activist deck Activist investor Beat · SolutionLoop · David Goliath4 hits
60
The slide uses a map to visualize global reach and callout boxes for key operational metrics.GoDaddy, News Corp, Fortrea · Starboard Value
Conference presentation Activist investor 4 hits
22
Uses a comparison frame to expose a potential valuation bubble.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Beat · Critique of Quantumscape's claims and technologyLoop · Aha Moment4 hits
93
Uses a comparison of mAh values to highlight the discrepancy between the prototype's scale and the company's claims.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Beat · Critique of Quantumscape's claims and technology4 hits
20
The slide uses a red dashed oval to highlight three of the four metrics, emphasizing the 'Rule of 40' style combined growth and margin target.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · The Struggle4 hits
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 Struggle4 hits
40
The slide uses a logo grid to illustrate the historical prevalence and subsequent decline of DLC structures.Rio Tinto (RIO) · Palliser
Activist deck Activist investor Beat · Solution (Provide relief)4 hits
12
Multiple (ValueAct portfolio: Moody's, CBRE, Motorola Solutions, Adobe, Halliburton, Autodesk, Gardner Denver, Sara Lee, Verisign, CR Bard)Multiple (ValueAct portfolio: Moody's, CBRE, Motorola Solutions, Adobe, Halliburton, Autodesk, Gardner Denver, Sara Lee, Verisign, CR Bard) · Jeff Ubben
Conference presentation Activist investor Beat · Market Size4 hits
36
Uses a hub-and-spoke diagram to illustrate the negative outcomes of the misallocated capital.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 4 hits