slides · global inventory
Quote
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 10,645
Current window 6,721-6,750
Pages 355
Rows per page 30
Component
6,721-6,750 of 10,645
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
19
Includes a quote from the CEO of the parent company supporting the expansion thesis.Bloomin' Brands (BLMN) · Starboard Value
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
15
The slide uses a quote to establish a historical commitment to innovation metrics.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
75
Uses a direct quote from the company's own audit findings to frame management as deceptive.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Executive SummaryLoop · Cost Of Inaction1 hit
76
Uses a quote-contradiction framework to highlight management hypocrisy.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Executive SummaryLoop · Cost Of Inaction1 hit
69
Uses a quote-contradiction framework to highlight the gap between management guidance and actual performance.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
70
Uses a quote from the CFO to contrast with the actual performance data.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
74
Uses a waterfall chart to illustrate the erosion of gross proceeds by issuance and capped call costs.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
80
Uses a CEO quote to contradict the Board's decision-making.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
81
Uses a quote from CEO Aaron Levie to frame the company's narrative against the activist's critique.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
85
Uses a quote from CEO Aaron Levie to frame the contradiction.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
89
Uses a quote from CEO Aaron Levie to frame the criteria, then contrasts Starboard's qualifications against the 'status quo' rejection.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
120
Uses a quote-based contradiction framework to highlight hypocrisy.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
121
Uses a quote from the company's own proxy statement to highlight the contradiction.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
123
Includes a direct quote from a Glass Lewis report and a table showing a specific voting recommendation.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
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
161
Uses a 'before-after' comparison of investor presentation slides to highlight product abandonment.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
162
Uses a CEO quote to frame the contradiction between initial product strategy and subsequent need for acquisition.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
64
Includes a quote from CEO Tom Pike regarding operational discipline and benchmarking.Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
64
Includes a quote from CEO Tom Pike regarding operational discipline and benchmarking.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor Loop · Quick Win Big Bet1 hit
64
Includes a quote from CEO Tom Pike supporting the margin improvement thesis.GoDaddy, News Corp, Fortrea · Starboard Value
Conference presentation Activist investor 1 hit
75
Uses a quote from a company filing to frame management as deceptive.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Loop · The Reveal1 hit
76
Uses a quote-contradiction framework to highlight management's misalignment with stated goals.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Loop · The Reveal1 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
05
Page 5 of an activist shareholder letter. Focuses on governance failure and lack of consequences for management.Autodesk, Inc. (ADSK) · Jeffrey Smith
Shareholder letter Activist investor Beat · Critique of Current StrategyLoop · Cost Of Inaction1 hit
02
This is a text-heavy page from a shareholder letter, focusing on legal action and corporate governance concerns.Autodesk, Inc. (ADSK) · Jeffrey Smith
Shareholder letter Activist investor Beat · The MonsterLoop · The Reveal1 hit
03
This is the final page of a formal letter, featuring a signature block and a footnote source citation.News Corporation (NWSA) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · ActionLoop · Logic Chain1 hit