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The slide uses a map to visualize global reach and highlights key operational statistics.Fortrea Holdings Inc. (FTRE) · Starboard Value
Conference presentation Activist investor Beat · Problem (Identify pain)Loop · David Goliath1 hit
09
The slide uses a process flow to illustrate a corporate spin-out.Fortrea Holdings Inc. (FTRE) · Starboard Value
Conference presentation Activist investor Beat · Problem (Identify pain)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
18
Fortrea Holdings Inc. (FTRE)Fortrea Holdings Inc. (FTRE) · Starboard Value
Conference presentation Activist investor 1 hit
07
The slide uses a high-quality product image to establish brand equity.Bloomin' Brands (BLMN) · Starboard Value
Conference presentation Activist investor 1 hit
16
The slide uses a grid of six screenshots from past commercials to support the argument that the brand has lost its original 'fun' identity.Bloomin' Brands (BLMN) · Starboard Value
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
18
Uses a Washington Post article as a credibility signal to support the investment thesis.Bloomin' Brands (BLMN) · Starboard Value
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
22
The slide uses a bar chart to highlight valuation disparity and brand logos to establish quality.Bloomin' Brands (BLMN) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Quick Win Big Bet1 hit
23
Bloomin' Brands (BLMN)Bloomin' Brands (BLMN) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Quick Win Big Bet1 hit
78
The slide uses media clippings to validate the market's negative sentiment.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
94
Includes a direct email quote from Peter Feld to the Board of Directors.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
116
The slide uses external citations (ISS, Glass Lewis) to validate the claim of poor governance.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
118
Uses headshots to visually categorize board members into two groups: Insiders and VC Investors.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
125
Uses ISS guidelines as an external authority to critique board composition.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
176
Box, Inc. (BOX)Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
177
The slide highlights the board composition post-settlement to validate the success of the activist intervention.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
180
Box, Inc. (BOX)Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
181
The slide uses a grid of headshots to establish credibility of the board members.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
184
Box, Inc. (BOX)Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
01
Slide 1
Multiple (Wix, Salesforce, Splunk, Vertiv) (WIX / CRM / SPLK / VRT)Multiple (Wix, Salesforce, Splunk, Vertiv) (WIX / CRM / SPLK / VRT) · Starboard Value
Conference presentation Activist investor 1 hit
07
Multiple (Wix, Salesforce, Splunk, Vertiv) (WIX / CRM / SPLK / VRT)Multiple (Wix, Salesforce, Splunk, Vertiv) (WIX / CRM / SPLK / VRT) · Starboard Value
Conference presentation Activist investor Loop · Before After1 hit
14
Multiple (Wix, Salesforce, Splunk, Vertiv) (WIX / CRM / SPLK / VRT)Multiple (Wix, Salesforce, Splunk, Vertiv) (WIX / CRM / SPLK / VRT) · Starboard Value
Conference presentation Activist investor Beat · SolutionLoop · Before After1 hit
22
Multiple (Wix, Salesforce, Splunk, Vertiv) (WIX / CRM / SPLK / VRT)Multiple (Wix, Salesforce, Splunk, Vertiv) (WIX / CRM / SPLK / VRT) · Starboard Value
Conference presentation Activist investor Beat · SolutionLoop · Before After1 hit
30
Multiple (Wix, Salesforce, Splunk, Vertiv) (WIX / CRM / SPLK / VRT)Multiple (Wix, Salesforce, Splunk, Vertiv) (WIX / CRM / SPLK / VRT) · Starboard Value
Conference presentation Activist investor Beat · SolutionLoop · Before After1 hit
31
Includes valuation metrics (EV/EBITDA) and basic capital structure.Multiple (Wix, Salesforce, Splunk, Vertiv) (WIX / CRM / SPLK / VRT) · Starboard Value
Conference presentation Activist investor Beat · SolutionLoop · Before After1 hit
32
The slide uses a screenshot from the TV show 'Silicon Valley' to illustrate a data center.Multiple (Wix, Salesforce, Splunk, Vertiv) (WIX / CRM / SPLK / VRT) · Starboard Value
Conference presentation Activist investor Beat · SolutionLoop · Before After1 hit
33
The slide uses a visual mapping of product categories to illustrate the company's market positioning.Multiple (Wix, Salesforce, Splunk, Vertiv) (WIX / CRM / SPLK / VRT) · Starboard Value
Conference presentation Activist investor Beat · SolutionLoop · Before After1 hit
38
The slide uses a 'before-after' framing to establish credibility for the nominee.Multiple (Wix, Salesforce, Splunk, Vertiv) (WIX / CRM / SPLK / VRT) · Starboard Value
Conference presentation Activist investor Beat · SolutionLoop · Before After1 hit
49
The slide uses a before-after framing to contrast the CEO's past performance with the expected future performance of the company.Multiple (Wix, Salesforce, Splunk, Vertiv) (WIX / CRM / SPLK / VRT) · Starboard Value
Conference presentation Activist investor Beat · SolutionLoop · Before After1 hit
51
Multiple (Wix, Salesforce, Splunk, Vertiv) (WIX / CRM / SPLK / VRT)Multiple (Wix, Salesforce, Splunk, Vertiv) (WIX / CRM / SPLK / VRT) · Starboard Value
Conference presentation Activist investor Beat · SolutionLoop · Before After1 hit