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 63,031-63,060
Pages 2,643
Rows per page 30
Component
63,031-63,060 of 79,264
43
The slide uses a red callout box to contrast the company's narrative of 'job cuts' with the actual net increase in headcount.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor 1 hit
45
The slide uses a combination of growth metrics and peer benchmarking to argue that SBC is excessive.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor 1 hit
46
The slide defines the methodology for calculating incremental margins as a proxy for operating leverage.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor 1 hit
47
The slide uses a 'bridge' style calculation to show how revenue growth and profit growth result in a 71% incremental margin.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor 1 hit
48
Uses a simple arithmetic bridge to demonstrate margin efficiency.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor 1 hit
49
Uses a simple arithmetic bridge to highlight the gap between current consensus forecasts and the activist's proposed target.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor 1 hit
50
The slide uses a red callout box to emphasize that projected margins are below company targets.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor 1 hit
51
The slide uses a color-coded bar chart to distinguish between 'Design Software Peers' and 'Other Scaled Software Peers', with additional data rows for Revenue CAGR and Gross Margin.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor 1 hit
52
Includes specific cost reduction targets (500bps S&M, 300bps G&A) and incremental margin assumptions.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor 1 hit
54
The slide uses a callout box to emphasize the discrepancy between high payouts and modest performance.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor 1 hit
55
Uses a dual-chart layout to contrast historical performance periods.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor 1 hit
58
The slide uses a table to contrast historical investor day targets against FY2023 goals.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor 1 hit
59
The slide highlights a misalignment between public-facing investor commitments and internal executive compensation metrics.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor 1 hit
60
Uses red 'X' marks to visually emphasize missed targets across multiple years.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor 1 hit
61
Uses red dashed boxes to highlight the gap between investor targets and compensation targets.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor 1 hit
62
The slide uses a visual comparison to highlight that the same revenue targets are used in both short-term and long-term plans, effectively double-counting revenue.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor 1 hit
68
The slide uses a red arrow and dashed line to visually emphasize the 22% drop in share price.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Loop · The Reveal1 hit
81
The slide uses a bar chart to visualize acquisition spend and a callout box to emphasize the cumulative total.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor 1 hit
83
The waterfall chart illustrates the build-up of capital deployment capacity from consensus FCF and margin improvement.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · The Victory1 hit
86
Includes specific cost reduction targets (500bps S&M, 300bps G&A) and projected financial outcomes.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · The Victory1 hit
02
The slide uses analyst quotes to validate the activist thesis and a line chart to demonstrate historical underperformance.Autodesk, Inc. (ADSK) · Jeffrey Smith
Shareholder letter Activist investor Beat · Problem & Complication1 hit
03
The slide uses a combination of a peer benchmark chart and a 'missed targets' comparison table to build a case for operational inefficiency.Autodesk, Inc. (ADSK) · Jeffrey Smith
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Benchmark Gap1 hit
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 Gap1 hit
02
The slide argues for a 40% growth plus profitability target for FY2025.GoDaddy Inc. (GDDY) · Peter A. Feld
Shareholder letter Activist investor Beat · InterestLoop · Cost Of Inaction1 hit
03
The slide uses a bar chart to compare current price against two future upside scenarios for FY2026.GoDaddy Inc. (GDDY) · Peter A. Feld
Shareholder letter Activist investor Beat · DesireLoop · Cost Of Inaction1 hit
02
The slide uses a dual-chart approach: a line chart for historical performance and a bar chart for valuation benchmarking.Match Group, Inc. (MTCH) · Jeffrey Smith
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Benchmark Gap1 hit
03
This is a text-heavy page from a shareholder letter, likely from an activist investor (Elliott Management or similar) analyzing Match Group's performance.Match Group, Inc. (MTCH) · Jeffrey Smith
Shareholder letter Activist investor Loop · Benchmark Gap1 hit
04
The slide uses a combination of bar and line charts to highlight the discrepancy between consolidated margins and incremental growth.Match Group, Inc. (MTCH) · Jeffrey Smith
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Benchmark Gap1 hit
05
The slide argues for aggressive share repurchases based on the valuation gap shown in the chart.Match Group, Inc. (MTCH) · Jeffrey Smith
Shareholder letter Activist investor Beat · Impact & Next StepsLoop · Benchmark Gap1 hit
02
This is a page from a shareholder letter, likely from an activist investor (Starboard Value or similar) criticizing News Corp's governance.News Corporation (NWSA) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · InterestLoop · Logic Chain1 hit