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 62,431-62,460
Pages 2,643
Rows per page 30
Component
62,431-62,460 of 79,264
04
The slide highlights the firm's track record of board representation and active engagement.Advance Auto Parts (AAP) · Starboard Value
Activist deck Activist investor 1 hit
08
The chart shows SSS growth from 1997 to 2014, highlighting resilience during the 2007-2009 recession.Advance Auto Parts (AAP) · Starboard Value
Activist deck Activist investor 1 hit
09
The slide uses a clear visual callout to quantify the performance gap between the subject company and its peers.Advance Auto Parts (AAP) · Starboard Value
Activist deck Activist investor 1 hit
10
The slide highlights the shift in AAP's business model towards commercial (DIFM) sales following the Carquest acquisition.Advance Auto Parts (AAP) · Starboard Value
Activist deck Activist investor 1 hit
11
Includes a 'Starboard Margin Target' and 'Starboard Multiple Target' as benchmarks.Advance Auto Parts (AAP) · Starboard Value
Activist deck Activist investor 1 hit
12
Advance Auto Parts (AAP)Advance Auto Parts (AAP) · Starboard Value
Activist deck Activist investor 1 hit
13
The slide uses a bar chart to visualize the margin gap and sets a 'Starboard Margin Target' benchmark.Advance Auto Parts (AAP) · Starboard Value
Activist deck Activist investor 1 hit
14
The chart uses annotations to link specific corporate events (acquisitions, management changes) to performance trends.Advance Auto Parts (AAP) · Starboard Value
Activist deck Activist investor 1 hit
15
The slide uses a '1A' label, suggesting it is part of a larger section on margin improvement.Advance Auto Parts (AAP) · Starboard Value
Activist deck Activist investor 1 hit
16
The chart uses a visual gap to represent missed sales opportunities.Advance Auto Parts (AAP) · Starboard Value
Activist deck Activist investor 1 hit
17
Uses a 'current vs pro forma' comparison to illustrate the impact of the Carquest acquisition on AAP's distribution capabilities.Advance Auto Parts (AAP) · Starboard Value
Activist deck Activist investor 1 hit
18
The slide uses a waterfall-style annotation on a bar chart to quantify the gap between AAP and its peers.Advance Auto Parts (AAP) · Starboard Value
Activist deck Activist investor 1 hit
19
The slide uses a comparison between Worldpac's high-performing stores and typical AAP stores to justify a valuation thesis.Advance Auto Parts (AAP) · Starboard Value
Activist deck Activist investor 1 hit
20
The slide uses two bar charts to demonstrate financial capacity: one for leverage (Net Debt/EBITDAR) and one for cash flow growth.Advance Auto Parts (AAP) · Starboard Value
Activist deck Activist investor 1 hit
21
The slide uses a pie chart to show total industry fragmentation and a bar chart to contrast DIY vs DIFM market fragmentation.Advance Auto Parts (AAP) · Starboard Value
Activist deck Activist investor 1 hit
22
The chart uses a waterfall-bridge structure to illustrate the incremental value added by specific strategic initiatives.Advance Auto Parts (AAP) · Starboard Value
Activist deck Activist investor 1 hit
09
The slide includes a bottom callout emphasizing that value creation is concentrated in B or better mall stores.Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Evidence & ProofLoop · Logic Chain1 hit
10
The slide presents two distinct valuation tables for owned vs. ground-leased assets.Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Evidence & ProofLoop · Logic Chain1 hit
13
The slide outlines a specific financial target of $70 per share as a result of the proposed JV structure.Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Evidence & ProofLoop · Logic Chain1 hit
14
The slide outlines a structural reorganization strategy for real estate assets.Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Evidence & ProofLoop · Logic Chain1 hit
15
The slide uses a diagram to illustrate the flow of cash and debt obligations between Macy's, the real estate entities, and debt holders.Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Evidence & ProofLoop · Logic Chain1 hit
17
Includes a financial table and a flow diagram illustrating cash distribution percentages.Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Evidence & ProofLoop · Logic Chain1 hit
18
Includes a supporting calculation box for the JV net cash flow to Macy's.Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Evidence & ProofLoop · Logic Chain1 hit
19
The slide uses a 'Before JVs' vs 'After JVs' comparison to illustrate the deleveraging impact of the proposed transaction.Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Impact & Next StepsLoop · Before After1 hit
20
Includes a specific rationale for targeting 3.5x based on Moody's criteria.Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Impact & Next StepsLoop · Before After1 hit
21
Includes pro forma cash and debt tables showing the impact of JV transactions.Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Impact & Next StepsLoop · Before After1 hit
22
The slide uses a sum-of-the-parts valuation approach for real estate assets.Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Impact & Next StepsLoop · Before After1 hit
23
The slide highlights an 88.5% upside based on the sum of the operating business and real estate JVs.Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Impact & Next StepsLoop · Before After1 hit
25
Macy's Inc. (M)Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Impact & Next StepsLoop · Before After1 hit
02
The slide uses a 'villain' narrative (Starboard Value) to frame the stock underperformance as a result of management execution.Mellanox Technologies, Ltd. (MLNX) · Peter A. Feld
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Benchmark Gap1 hit