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 62,791-62,820
Pages 2,643
Rows per page 30
Component
62,791-62,820 of 79,264
06
Includes annotations regarding acquisition status (TMO, PE Consortium) and ownership (Private) for specific firms.Fortrea Holdings Inc. (FTRE) · Starboard Value
Conference presentation Activist investor Loop · David Goliath1 hit
07
The slide uses a dual-chart approach to justify a thesis on industry growth.Fortrea Holdings Inc. (FTRE) · Starboard Value
Conference presentation Activist investor Beat · Problem (Identify pain)Loop · David Goliath1 hit
10
The chart uses a red color for Fortrea to emphasize the negative performance gap.Fortrea Holdings Inc. (FTRE) · Starboard Value
Conference presentation Activist investor Beat · Problem (Identify pain)1 hit
11
The chart uses a dashed line to indicate the peer median of 18%.Fortrea Holdings Inc. (FTRE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)1 hit
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)1 hit
13
The slide uses a 'before-after' framing to argue for the CEO's competence in improving profitability.Fortrea Holdings Inc. (FTRE) · Starboard Value
Conference presentation Activist investor Beat · Solution (Provide relief)1 hit
14
The slide uses historical performance of a CEO at a previous company to argue for his future performance at a new company.Fortrea Holdings Inc. (FTRE) · Starboard Value
Conference presentation Activist investor Beat · Solution (Provide relief)1 hit
15
The chart uses a bridge-like logic to show how Fortrea's valuation multiple would compress if it achieved peer-level margins, implying it is currently undervalued.Fortrea Holdings Inc. (FTRE) · Starboard Value
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
16
The chart compares historical transaction multiples to argue for a higher valuation for Fortrea.Fortrea Holdings Inc. (FTRE) · Starboard Value
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
130
Uses bolding and underlining to emphasize the lack of insider confidence.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
134
The slide uses a series of bar charts to contrast high sales proceeds against near-zero open market purchases.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
137
Uses a before-after framing style to contrast external market tailwinds with internal operational failures.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
141
The slide uses a color-coded system (red, grey, green) to indicate performance relative to benchmarks.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
143
The slide uses a bar chart to highlight a productivity gap and a list to propose operational improvements.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
148
Includes a waterfall-style bridge diagram showing the productivity gap.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
149
Includes a comparison table showing the impact of price changes on volume requirements and a list of three strategic pricing levers.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
151
Uses CFO quotes to establish a baseline expectation for long-term margins.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
152
Uses color coding (green vs red) to highlight the shift from growth to decline.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
153
The slide uses a before-and-after visual structure to highlight a downward revision in financial guidance.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
154
The slide uses color coding (green for above target, red for below, grey for near-target) to visually emphasize the decline in performance.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
155
Uses a quote from CFO Dylan Smith to highlight the contradiction between pricing trends and margin performance.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
156
Uses a CEO/CFO quote to establish the expectation that was not met.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
157
The slide uses a timeline-style table to highlight the gap between management's repeated promises of margin improvement and the actual outcomes.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
158
The chart uses a waterfall-style bridge to show the delta between historical performance and current reality.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
160
The slide uses a callout box to emphasize the cumulative R&D spend, contrasting it with the implied lack of growth.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
164
Uses a 'PF FY2021' (Pro Forma) column to include Feb 2021 acquisitions in the R&D expense calculation.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
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 1 hit
179
Uses a before-after framing to attribute value creation to board changes.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
182
Uses a classic 'Before vs After' framing to attribute performance improvement to board changes.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
183
Uses a before-after framing to attribute value creation to board changes.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit