slides · global inventory
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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 79,264
Current window 63,151-63,180
Pages 2,643
Rows per page 30
Component
63,151-63,180 of 79,264
54
The slide uses a contrast between the high payout percentages and the 'modest' performance descriptor to imply excessive compensation.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
55
Uses a split-chart approach to contrast historical performance periods.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
58
The slide uses a table to show that targets for FY2023 remained largely static across multiple years of investor presentations.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Villain CritiqueLoop · Cost Of Inaction1 hit
59
The slide uses a 'miss vs. investor day' column to highlight the delta between public commitments and internal compensation hurdles.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Villain CritiqueLoop · Cost Of Inaction1 hit
60
The slide uses red 'X' marks to visually emphasize the failure to meet historical targets, contrasting them with high 'Comp Attainment' percentages.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Villain CritiqueLoop · Cost Of Inaction1 hit
61
Uses a series of grouped bar charts to contrast public investor expectations with internal compensation hurdles.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Villain CritiqueLoop · Cost Of Inaction1 hit
62
Uses a stacked bar chart to visualize the weighting of compensation components (Revenue vs. Income/FCF).Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Villain CritiqueLoop · Cost Of Inaction1 hit
68
The slide uses a red dashed line and arrow to highlight the 22% drop in share price.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Executive SummaryLoop · Cost Of Inaction1 hit
77
Uses a visual equation to show how the manipulated metrics feed into the 'Financial Goal Funding Multiplier', leading to higher payouts.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Executive SummaryLoop · Cost Of Inaction1 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 Loop · Cost Of Inaction1 hit
83
Uses a waterfall chart to illustrate the buildup of total cash available for buybacks through FY2027.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
86
Includes a specific callout for cost savings (500bps S&M, 300bps G&A) and a projection of share repurchases.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
06
The chart uses a visual annotation to highlight the incremental FCF in 2021 and 2022 relative to the 2020 baseline.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor 1 hit
07
The chart uses a red vertical arrow to explicitly quantify the 132-point underperformance gap.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor 1 hit
08
The chart uses a custom bridge structure to calculate total value lost.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor 1 hit
09
The chart highlights LLY and NVO as outliers due to GLP-1 participation. Pfizer is shown at 10x, below the 14x peer median.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor 1 hit
12
The chart highlights Pfizer's position relative to a peer median of 46 drugs.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
20
The slide uses a callout to emphasize the gap between actual performance and the blockbuster threshold, and includes a quote from a 10-K filing to support the divestment claim.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
22
The slide uses a red double-headed arrow to emphasize the gap between the 2030 projection and the blockbuster threshold.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
23
The slide uses a visual gap analysis to emphasize the shortfall against a market benchmark.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
32
Uses highlighted text within quotes to emphasize key claims.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
33
The slide highlights the gap between internal management targets and external analyst consensus.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
04
The chart uses a 'Rule of 50' benchmark (Revenue Growth + Adj. Operating Margin).Salesforce, Inc. (CRM) · Starboard Value
Conference presentation Activist investor Beat · Situation & ContextLoop · Pattern Hunter1 hit
05
The chart compares actual historical performance against prior consensus estimates to demonstrate margin outperformance.Salesforce, Inc. (CRM) · Starboard Value
Conference presentation Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
06
The chart highlights the 'Rule of 50' metric, showing CRM's improvement compared to a prior period.Salesforce, Inc. (CRM) · Starboard Value
Conference presentation Activist investor Beat · Evidence & ProofLoop · Pattern Hunter1 hit
07
The slide uses a stock performance chart to validate the thesis that strategic changes have driven shareholder value.Salesforce, Inc. (CRM) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit
08
The chart uses a broken axis for the higher multiples (ORCL, NOW).Salesforce, Inc. (CRM) · Starboard Value
Conference presentation Activist investor Beat · Evidence & ProofLoop · Cost Of Inaction1 hit
10
Uses waterfall-style bridge charts to show historical improvement and remaining gap to peer median.Salesforce, Inc. (CRM) · Starboard Value
Conference presentation Activist investor Beat · Solution & ApproachLoop · Cost Of Inaction1 hit
12
The chart uses a 'Rule of 50' framework, which is a common SaaS performance benchmark. It includes a 'PF CRM' (Pro Forma) bar to illustrate the target.Salesforce, Inc. (CRM) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
13
The slide uses a 'Rule of 50' framework to justify a lower forward valuation multiple for Salesforce.Salesforce, Inc. (CRM) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit