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slides · global inventory

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Component collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 79,264
Current window 63,241-63,270
Pages 2,643
Rows per page 30
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18 30 60

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63,241-63,270 of 79,264

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04
The slide highlights the decline in performance metrics post-COVID for specific companies targeted by Starboard Value.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Situation & Context1 hit
05
Uses stacked bar charts to show the composition of Rule of 40 (Growth + Margin) over time for Splunk, Wix, Salesforce, and GoDaddy.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Situation & Context1 hit
06
The chart uses a red arrow to visually emphasize the downward trend in the Rule of 40 score.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Problem & Complication1 hit
15
Multiple (BILL Holdings, Tripadvisor, Fluor Corporation)Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Problem & Complication1 hit
16
The slide appears to be part of a series, as the title mentions 'Three Ways' but only one is displayed.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Problem & Complication1 hit
17
The slide title mentions 'Three Ways' but only two are displayed.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Problem & Complication1 hit
18
The slide title mentions 'Three Ways' but only two are displayed in the visual.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Problem & Complication1 hit
19
The slide uses a visual additive model to distinguish between 'Core Revenue' (subscription + transaction) and total revenue.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Problem & Complication1 hit
20
The slide uses the company's own disclosure to undermine their reliance on float income for performance metrics.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Problem & Complication1 hit
21
The slide uses a waterfall-style logic to adjust headline financial metrics for float income.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Problem & Complication1 hit
22
The slide uses stacked bar charts to decompose the Rule of 40 into Revenue Growth and Adjusted EBITDA Margin components.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Problem & Complication1 hit
24
Multiple (BILL Holdings, Tripadvisor, Fluor Corporation)Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
25
The slide uses a red dashed box to highlight the projected growth period, emphasizing the negative trend.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
26
The chart highlights the stagnation of the Rule of 40 score, which remains below the industry benchmark line.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
27
The slide uses two bar charts to compare valuation multiples against growth and margin metrics for a set of peer companies.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
28
The chart highlights BILL in red to emphasize its underperformance relative to the peer group.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
29
The slide uses a combination of historical data and management guidance to support a bullish growth thesis.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
30
The chart uses a dashed line to indicate the median gross margin of 81%.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
31
The chart uses a red bar for BILL to emphasize its underperformance relative to the peer group median.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
42
Uses news headlines as social proof/precedent for valuation and market interest.Tripadvisor, Inc. (TRIP) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
43
The slide uses a waterfall-style logic to show multiple compression based on hypothetical business improvements and asset sales.Tripadvisor, Inc. (TRIP) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
02
The slide uses a 'before-after' framing regarding Starboard's involvement to attribute recent performance improvements to their activism.Autodesk, Inc. (ADSK) · Jeffrey Smith
Shareholder letter Activist investor Beat · NeedLoop · Cost Of Inaction1 hit
03
The slide uses a combination of a bar chart for a specific date and a table for multi-year performance to argue that Autodesk's performance is mediocre.Autodesk, Inc. (ADSK) · Jeffrey Smith
Shareholder letter Activist investor Beat · NeedLoop · Cost Of Inaction1 hit
04
Includes a chart excerpt from Autodesk's 10-K to illustrate underperformance relative to peers.Autodesk, Inc. (ADSK) · Jeffrey Smith
Shareholder letter Activist investor Beat · SatisfactionLoop · Cost Of Inaction1 hit
02
The slide uses a bar-grouped chart to illustrate performance gaps, followed by a narrative justifying shareholder intervention.Autodesk, Inc. (ADSK) · Jeffrey Smith
Shareholder letter Activist investor Beat · Problem (Identify pain)1 hit
03
The slide uses a 'bloated cost structure' narrative to argue for operational improvement.Autodesk, Inc. (ADSK) · Jeffrey Smith
Shareholder letter Activist investor Beat · Problem (Identify pain)1 hit
04
The slide uses a peer benchmarking approach to highlight Autodesk's underperformance in profitability metrics.Autodesk, Inc. (ADSK) · Jeffrey Smith
Shareholder letter Activist investor Beat · Problem (Identify pain)1 hit
05
This is a text-heavy shareholder letter page arguing against management's guidance.Autodesk, Inc. (ADSK) · Jeffrey Smith
Shareholder letter Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
06
The slide uses a waterfall bridge to visualize the gap between theoretical margin expansion and actual guidance.Autodesk, Inc. (ADSK) · Jeffrey Smith
Shareholder letter Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
07
The slide uses a waterfall bridge to justify a specific margin target based on cost savings and incremental revenue growth.Autodesk, Inc. (ADSK) · Jeffrey Smith
Shareholder letter Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit