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131
Uses a before-after framework to attribute value creation to board changes.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Next Steps1 hit
05
The slide uses a 'before-after' style logic to debunk management's narrative of value creation.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
06
Uses red dashed boxes to highlight the 'Worst Performer' (S&P 600) across all four charts.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
08
Uses a waterfall-style comparison to isolate organic revenue decline by subtracting M&A contribution.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
09
Uses a 'before-after' or 'expose contradiction' framing to debunk management's claims.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
11
Uses a CEO quote to establish a baseline expectation that was not met.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
12
Uses a 'before-after' style contradiction frame to debunk management's narrative.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
13
Uses a 'before-after' style contradiction to highlight inconsistent reporting standards.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor 1 hit
14
Uses a 'before-after' style comparison to debunk a company's investor presentation slide.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor 1 hit
15
The slide uses a red arrow to visually emphasize the contraction of EBIT.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor 1 hit
16
Uses a stacked bar chart to visualize the 'add-back' of restructuring costs to create an illusion of cash generation.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor 1 hit
27
Uses a 'before-after' style comparison of metrics to frame the company as a laggard.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor 1 hit
28
Uses a dual-chart layout to contrast revenue growth and margin expansion.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor 1 hit
29
The slide uses a combination of a line chart for industry trends and bar charts for peer benchmarking to isolate GCP's underperformance.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor 1 hit
02
Standard SEC Schedule 13G filing format.Box, Inc. (BOX) · Jeffrey C. Smith
Regulatory filing Activist investor 1 hit
03
Standard SEC filing cover page format for reporting beneficial ownership.Box, Inc. (BOX) · Jeffrey C. Smith
Regulatory filing Activist investor 1 hit
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Standard SEC filing format for beneficial ownership reporting.Box, Inc. (BOX) · Jeffrey C. Smith
Regulatory filing Activist investor 1 hit
05
Standard SEC Schedule 13G filing format.Box, Inc. (BOX) · Jeffrey C. Smith
Regulatory filing Activist investor 1 hit
06
This is a standard regulatory disclosure table format.Box, Inc. (BOX) · Jeffrey C. Smith
Regulatory filing Activist investor 1 hit
07
Standard SEC Schedule 13G filing format.Box, Inc. (BOX) · Jeffrey C. Smith
Regulatory filing Activist investor 1 hit
08
Page 8 of a regulatory filing.Box, Inc. (BOX) · Jeffrey C. Smith
Regulatory filing Activist investor 1 hit
09
Standard SEC filing disclosure table.Box, Inc. (BOX) · Jeffrey C. Smith
Regulatory filing Activist investor 1 hit
10
Standard SEC Schedule 13G filing format.Box, Inc. (BOX) · Jeffrey C. Smith
Regulatory filing Activist investor 1 hit
11
Standard SEC filing disclosure table format.Box, Inc. (BOX) · Jeffrey C. Smith
Regulatory filing Activist investor 1 hit
12
Standard SEC Schedule 13G filing table.Box, Inc. (BOX) · Jeffrey C. Smith
Regulatory filing Activist investor 1 hit
13
Standard SEC Schedule 13G filing table.Box, Inc. (BOX) · Jeffrey C. Smith
Regulatory filing Activist investor 1 hit
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Standard SEC filing disclosure table.Box, Inc. (BOX) · Jeffrey C. Smith
Regulatory filing Activist investor 1 hit
15
Standard SEC Schedule 13G reporting table.Box, Inc. (BOX) · Jeffrey C. Smith
Regulatory filing Activist investor 1 hit
16
Standard SEC filing disclosure table.Box, Inc. (BOX) · Jeffrey C. Smith
Regulatory filing Activist investor 1 hit
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Standard SEC filing table format.Box, Inc. (BOX) · Jeffrey C. Smith
Regulatory filing Activist investor 1 hit