Slide inventory

Matching slides 18,554

Current window 5,761-5,790

Pages 619

Rows per page 30

Component

5,761-5,790 of 18,554

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Includes a testimonial/case study from Brinker regarding Middleby Corporation equipment.Darden Restaurants, Inc. (DRI) · Starboard Value

Activist deck Activist investor Loop · Mece Breakdown2 hits

Includes a quote from Janney Capital Markets and references E la Carte data.Darden Restaurants, Inc. (DRI) · Starboard Value

Activist deck Activist investor 2 hits

Includes a callout box for a CEO quote and a table summarizing the financial opportunity.Darden Restaurants, Inc. (DRI) · Starboard Value

Activist deck Activist investor 2 hits

Uses a combination of anecdotal evidence (cookbook quote) and quantitative data (Yelp reviews) to frame management as incompetent.Darden Restaurants, Inc. (DRI) · Starboard Value

Activist deck Activist investor 2 hits

Uses a before-after process flow to contrast current vs. proposed strategy.Darden Restaurants, Inc. (DRI) · Starboard Value

Activist deck Activist investor 2 hits

Uses a historical narrative to contrast past success with current management failures.Darden Restaurants, Inc. (DRI) · Starboard Value

Activist deck Activist investor 2 hits

The slide presents a proprietary decision-making heuristic used by former management.Darden Restaurants, Inc. (DRI) · Starboard Value

Activist deck Activist investor 2 hits

Includes a quote by Sam Walton at the bottom.Darden Restaurants, Inc. (DRI) · Starboard Value

Activist deck Activist investor 2 hits

The slide highlights the impact of management changes on GM turnover rates and leadership philosophy.Darden Restaurants, Inc. (DRI) · Starboard Value

Activist deck Activist investor 2 hits

Uses a quote from a 2004 Darden Annual Report to establish credibility and align with historical company values.Darden Restaurants, Inc. (DRI) · Starboard Value

Activist deck Activist investor 2 hits

Darden Restaurants, Inc. (DRI)Darden Restaurants, Inc. (DRI) · Starboard Value

Activist deck Activist investor 2 hits

Includes a quote from Joe Lee (2005) to support the argument for valuing GMs.Darden Restaurants, Inc. (DRI) · Starboard Value

Activist deck Activist investor 2 hits

Uses a quote from a credit agency to undermine management's stated rationale for a transaction.Darden Restaurants, Inc. (DRI) · Starboard Value

Activist deck Activist investor 2 hits

The slide uses a quote from Scott Landers to highlight the discrepancy between management's initial expectations and the reality of the Olapic business model.Monotype Imaging Holdings Inc. (TYPE) · Jeffrey C. Smith and Clifford Press

Shareholder letter Activist investor Beat · Villain Critique2 hits

The slide uses a quote from a former director to contradict the company's official narrative regarding his resignation.Newell Brands Inc. (NWL) · Jeffrey C. Smith

Shareholder letter Activist investor Beat · Agitate (Make it worse)2 hits

This is a text-heavy page from a shareholder letter, likely part of an activist campaign against Mellanox management.Mellanox Technologies, Ltd. (MLNX) · Peter A. Feld

Shareholder letter Activist investor 2 hits

Includes a waterfall-style chart comparing pre-acquisition EV + capital spent vs current EV, and a quote from the CEO to highlight failed strategic promises.Magellan Health, Inc. (MGLN) · Peter A. Feld

Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Zoom In2 hits

Includes a quote from former BMS CEO Jim Cornelius to frame the strategic critique.Bristol-Myers Squibb Company (BMY) · Starboard Value

Activist deck Activist investor 2 hits

The slide uses a quote from a 2008 tender offer to define the 'String of Pearls' strategy and contrasts it with a 2016 conference slide showing recent partnerships.Bristol-Myers Squibb Company (BMY) · Starboard Value

Activist deck Activist investor 2 hits

Uses a direct quote to undermine management credibility.Bristol-Myers Squibb Company (BMY) · Starboard Value

Activist deck Activist investor 2 hits

Uses a combination of quarterly revenue charts and a qualitative quote to explain the market shift.Bristol-Myers Squibb Company (BMY) · Starboard Value

Activist deck Activist investor 2 hits

Uses a 'patent cliff' metaphor to argue against the acquisition.Bristol-Myers Squibb Company (BMY) · Starboard Value

Activist deck Activist investor 2 hits

Uses a combination of a bar chart and pull-quotes to highlight the gap between management's 'blockbuster' narrative and analyst reality.Bristol-Myers Squibb Company (BMY) · Starboard Value

Activist deck Activist investor 2 hits

Uses a Q&A excerpt from a 2019 conference to frame management's complacency.Bristol-Myers Squibb Company (BMY) · Starboard Value

Activist deck Activist investor 2 hits

Uses a combination of stock price performance and revenue estimate charts to highlight management failure.Bristol-Myers Squibb Company (BMY) · Starboard Value

Activist deck Activist investor 2 hits

The slide uses a timeline to frame the late entry as a strategic failure or disadvantage.Bristol-Myers Squibb Company (BMY) · Starboard Value

Activist deck Activist investor 2 hits

Uses a before-and-after comparison of Amgen's stated goals vs. actual outcomes to build credibility.Bristol-Myers Squibb Company (BMY) · Starboard Value

Activist deck Activist investor 2 hits

Includes a quote from an Amgen executive to support the proposed strategy.Bristol-Myers Squibb Company (BMY) · Starboard Value

Activist deck Activist investor 2 hits

The slide uses a quote from a Q3 earnings call to preemptively rebut management's concerns about supply chain capabilities.Dollar Tree, Inc. (DLTR) · Jeffrey C. Smith

Shareholder letter Activist investor Beat · Solution & ApproachLoop · Cost Of Inaction2 hits

The slide uses a line chart to contrast historical stock performance with management's prior promises of synergy and profitability.Newell Brands Inc. (NWL) · Jeffrey C. Smith

Shareholder letter Activist investor 2 hits