slides · global inventory
Quote
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 18,554
Current window 5,821-5,850
Pages 619
Rows per page 30
Component
5,821-5,850 of 18,554
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)2 hits
19
Includes a quote from the CEO of the parent company supporting the expansion thesis.Bloomin' Brands (BLMN) · Starboard Value
Conference presentation Activist investor Loop · Cost Of Inaction2 hits
15
The slide uses a quote to establish a historical commitment to innovation metrics.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction2 hits
20
The slide uses the company's own disclosure to undermine their reliance on float income for performance metrics.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Problem & Complication2 hits
29
The slide uses a combination of historical data and management guidance to support a bullish growth thesis.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach2 hits
35
The slide uses a quote from the CEO to validate the thesis that the company can reach the Rule of 40.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach2 hits
68
Uses a quote from the Tripadvisor CFO to validate the thesis.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof2 hits
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 Steps2 hits
32
The slide uses a quote from the Tripadvisor CFO to validate the investment thesis regarding margin expansion.Tripadvisor, Inc. (TRIP) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach2 hits
75
Uses a direct quote from the company's own audit findings to frame management as deceptive.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Executive SummaryLoop · Cost Of Inaction2 hits
76
Uses a quote-contradiction framework to highlight management hypocrisy.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Executive SummaryLoop · Cost Of Inaction2 hits
04
This is page 4 of a shareholder letter, likely from Starboard Value regarding Yahoo.Yahoo! Inc. (YHOO) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Mece Breakdown2 hits
05
The slide uses a quote from the CEO to highlight a perceived contradiction in management's transparency.Autodesk, Inc. (ADSK) · Jeffrey Smith
Shareholder letter Activist investor Beat · SatisfactionLoop · Cost Of Inaction2 hits
161
Uses a 'before-after' comparison of investor presentation slides to highlight product abandonment.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 2 hits
162
Uses a CEO quote to frame the contradiction between initial product strategy and subsequent need for acquisition.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 2 hits
178
Uses a combination of a process diagram for the transaction and bar charts for performance metrics.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 2 hits
64
Includes a quote from CEO Tom Pike regarding operational discipline and benchmarking.Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps2 hits
64
Includes a quote from CEO Tom Pike regarding operational discipline and benchmarking.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor Loop · Quick Win Big Bet2 hits
03
The slide uses a quote to preemptively address the 'unfamiliarity' of the proposed financial instrument (perpetual preferred stock).Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor 2 hits
15
The slide uses a 'Myth vs Reality' structure to challenge the conventional wisdom regarding capital allocation and growth.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor 2 hits
17
The slide uses a metaphor of a cow made of money to illustrate the 'dairy business' quote.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor 2 hits
04
This slide is part of a larger document (likely David Einhorn's presentation on Lehman Brothers). It uses a quote from Warren Buffett to frame the situation.Lehman Brothers (LEH) · David Einhorn
Conference presentation Activist investor 2 hits
02
This appears to be a page from a longer document or presentation, focusing on political economy and governance failures.US/Japan Sovereign Debt & Fiat Currencies (Macro) · David Einhorn
Conference presentation Activist investor Beat · ProblemLoop · Cost Of Inaction2 hits
64
Includes a quote from CEO Tom Pike supporting the margin improvement thesis.GoDaddy, News Corp, Fortrea · Starboard Value
Conference presentation Activist investor 2 hits
75
Uses a quote from a company filing to frame management as deceptive.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Loop · The Reveal2 hits
76
Uses a quote-contradiction framework to highlight management's misalignment with stated goals.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Loop · The Reveal2 hits
04
The slide argues that Autodesk's valuation discount is a result of poor performance and governance issues, specifically citing misleading billings practices.Autodesk, Inc. (ADSK) · Jeffrey Smith
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Benchmark Gap2 hits
05
Page 5 of an activist shareholder letter. Focuses on governance failure and lack of consequences for management.Autodesk, Inc. (ADSK) · Jeffrey Smith
Shareholder letter Activist investor Beat · Critique of Current StrategyLoop · Cost Of Inaction2 hits
02
This is a text-heavy page from a shareholder letter, focusing on legal action and corporate governance concerns.Autodesk, Inc. (ADSK) · Jeffrey Smith
Shareholder letter Activist investor Beat · The MonsterLoop · The Reveal2 hits
03
The slide highlights a discrepancy between the Chairman's public statement and the company's reported actions.Yahoo! Inc. (YHOO) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Golden Circle2 hits