slides · global inventory
Metric
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 79,264
Current window 62,131-62,160
Pages 2,643
Rows per page 30
Component
62,131-62,160 of 79,264
08
This is a page from a shareholder letter, likely from Elliott Management, arguing for a sale of Alexion.Alexion Pharmaceuticals, Inc. (ALXN) · Elliott
Shareholder letter Activist investor Loop · Cost Of Inaction1 hit
02
Includes footnotes regarding data sources and historical context.DSP Group, Inc. (DSPG) · Starboard Value
Activist deck Activist investor 1 hit
02
Includes footnotes regarding data sources and historical performance context.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor 1 hit
08
Includes a table of summary returns and three line charts (5-year, 3-year, 1-year) highlighting the impact of a Starboard 13D filing.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
09
Uses red trend lines to emphasize negative performance trends.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
10
The slide uses two bar charts to contrast the loss-making DOC segment with the declining profitability of the IP segment.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
11
The slide uses two tables to isolate the poor performance of the DOC segment compared to the IP segment.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor Beat · Expose Contradiction1 hit
13
Includes a bar chart showing revenue vs EBIT decline and a table comparing growth and EBITDA margins against peers.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor Beat · Expose Contradiction1 hit
15
Uses a bar chart to visualize historical and projected losses, and a text block to highlight contradictory management statements.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor Beat · Expose Contradiction1 hit
22
Tessera Technologies Inc. (TSRA)Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
23
The slide uses three charts to demonstrate market growth (revenue, litigation, and applications) to contrast with the company's performance.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
26
Highlights the discrepancy between patent distribution and revenue generation.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor Beat · Propose SolutionLoop · Mece Breakdown1 hit
28
The slide uses two bar charts to segment the patent portfolio by quality score and age.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor Beat · Propose SolutionLoop · Mece Breakdown1 hit
29
The slide uses a bar chart to show 2012 market size by device type and provides a narrative argument for why Tessera is underperforming in non-DRAM markets.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor Beat · Propose SolutionLoop · Mece Breakdown1 hit
30
The chart uses a 3D pie chart to contrast internal vs. acquired IP, with a specific callout for the 4% internal portion.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor Beat · Propose SolutionLoop · Mece Breakdown1 hit
31
The slide uses a histogram to show QScore distribution and a bar chart for priority dates to demonstrate portfolio strength.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor Beat · Propose SolutionLoop · Mece Breakdown1 hit
32
The slide highlights the discrepancy between the large market opportunity and the lack of revenue generated by Invensas to date.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor Beat · Propose SolutionLoop · Mece Breakdown1 hit
33
The slide highlights that Tessera acquired these assets but has not actively pursued broad licensing opportunities.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor Beat · Propose SolutionLoop · Mece Breakdown1 hit
35
Includes a bar chart showing 2012 market size by device type and text detailing historical revenue decline and future potential.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor Beat · Propose SolutionLoop · Mece Breakdown1 hit
38
The slide uses a contrast-pairs framework to highlight the disparity between OSATs and OEMs.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
39
The chart highlights a significant outlier in 2008 compared to the $36M average.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
41
The slide uses a combination of a summary table and a bar chart to illustrate the financial failure of the Digital Optics segment.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
42
Includes a specific callout box and arrow highlighting the 'Troubling decline due to non-renewals'.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
43
The slide uses a bar chart to contrast rising expenses with the claim of lack of output (patents).Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
44
Uses a combination of bar charts and a data table to illustrate operational inefficiency.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
46
Tessera Technologies Inc. (TSRA)Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
47
The slide uses two bar charts to contrast Tessera's R&D spend and patent output against major semiconductor companies.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
48
Uses peer benchmarking to justify operational changes.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
59
Includes a track record table and a share price performance chart for ARM Holdings during his tenure.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor 1 hit
60
Includes a table of financial performance metrics and a line chart showing share price growth during his tenure.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor 1 hit