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Paragraph

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

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Matching slides 118,471
Current window 73,111-73,140
Pages 3,950
Rows per page 30
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73,111-73,140 of 118,471

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The slide uses a split-chart 'before and after' framework to attribute value destruction to specific management decisions.Monotype Imaging Holdings Inc. (TYPE) · Jeffrey C. Smith and Clifford Press
Shareholder letter Activist investor Beat · Expose Contradiction1 hit
02
The slide uses a 'villain' framing to contrast massive insider selling against negligible insider buying.Mellanox Technologies, Ltd. (MLNX) · Peter A. Feld
Shareholder letter Activist investor 1 hit
04
The slide uses a scatter plot to show poor correlation between SBC and TSR, and a bar chart to highlight a 70% decline in insider ownership.Mellanox Technologies, Ltd. (MLNX) · Peter A. Feld
Shareholder letter Activist investor 1 hit
10
The table lists date, name, title, transaction type, security type, price, quantity, and total value.Mellanox Technologies, Ltd. (MLNX) · Peter A. Feld
Shareholder letter Activist investor 1 hit
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The table lists various executives and their open market sales of ordinary shares between 2012 and 2013.Mellanox Technologies, Ltd. (MLNX) · Peter A. Feld
Shareholder letter Activist investor 1 hit
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Slide 1
Advance Auto Parts (AAP)Advance Auto Parts (AAP) · Starboard Value
Activist deck Activist investor 1 hit
02
Advance Auto Parts (AAP)Advance Auto Parts (AAP) · Starboard Value
Activist deck Activist investor 1 hit
03
The diagram uses a three-circle Venn structure to define investment criteria.Advance Auto Parts (AAP) · Starboard Value
Activist deck Activist investor 1 hit
06
Advance Auto Parts (AAP)Advance Auto Parts (AAP) · Starboard Value
Activist deck Activist investor 1 hit
07
The slide uses a combination of bar charts and a line chart to support the thesis that macro trends favor the company's business model.Advance Auto Parts (AAP) · Starboard Value
Activist deck Activist investor 1 hit
08
The chart shows SSS growth from 1997 to 2014, highlighting resilience during the 2007-2009 recession.Advance Auto Parts (AAP) · Starboard Value
Activist deck Activist investor 1 hit
09
The slide uses a clear visual callout to quantify the performance gap between the subject company and its peers.Advance Auto Parts (AAP) · Starboard Value
Activist deck Activist investor 1 hit
11
Includes a 'Starboard Margin Target' and 'Starboard Multiple Target' as benchmarks.Advance Auto Parts (AAP) · Starboard Value
Activist deck Activist investor 1 hit
12
Advance Auto Parts (AAP)Advance Auto Parts (AAP) · Starboard Value
Activist deck Activist investor 1 hit
13
The slide uses a bar chart to visualize the margin gap and sets a 'Starboard Margin Target' benchmark.Advance Auto Parts (AAP) · Starboard Value
Activist deck Activist investor 1 hit
15
The slide uses a '1A' label, suggesting it is part of a larger section on margin improvement.Advance Auto Parts (AAP) · Starboard Value
Activist deck Activist investor 1 hit
16
The chart uses a visual gap to represent missed sales opportunities.Advance Auto Parts (AAP) · Starboard Value
Activist deck Activist investor 1 hit
17
Uses a 'current vs pro forma' comparison to illustrate the impact of the Carquest acquisition on AAP's distribution capabilities.Advance Auto Parts (AAP) · Starboard Value
Activist deck Activist investor 1 hit
18
The slide uses a waterfall-style annotation on a bar chart to quantify the gap between AAP and its peers.Advance Auto Parts (AAP) · Starboard Value
Activist deck Activist investor 1 hit
19
The slide uses a comparison between Worldpac's high-performing stores and typical AAP stores to justify a valuation thesis.Advance Auto Parts (AAP) · Starboard Value
Activist deck Activist investor 1 hit
21
The slide uses a pie chart to show total industry fragmentation and a bar chart to contrast DIY vs DIFM market fragmentation.Advance Auto Parts (AAP) · Starboard Value
Activist deck Activist investor 1 hit
22
The chart uses a waterfall-bridge structure to illustrate the incremental value added by specific strategic initiatives.Advance Auto Parts (AAP) · Starboard Value
Activist deck Activist investor 1 hit
20
Includes a specific rationale for targeting 3.5x based on Moody's criteria.Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Impact & Next StepsLoop · Before After1 hit
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Includes pro forma cash and debt tables showing the impact of JV transactions.Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Impact & Next StepsLoop · Before After1 hit
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Uses Hudson's Bay as a comparative precedent for real estate monetization.Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Impact & Next StepsLoop · Before After1 hit
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Macy's Inc. (M)Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Impact & Next StepsLoop · Before After1 hit
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Macy's Inc. (M)Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Impact & Next StepsLoop · Before After1 hit
01
Slide 1
This is a formal activist investor letter serving as the cover page for a presentation deck.Newell Brands Inc. (NWL) · Jeffrey C. Smith
Shareholder letter Activist investor 1 hit
04
Page 4 of a shareholder letter; text-heavy format.Newell Brands Inc. (NWL) · Jeffrey C. Smith
Shareholder letter Activist investor 1 hit
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Page 5 of a shareholder letter, concluding with a sign-off from Jeffrey C. Smith.Newell Brands Inc. (NWL) · Jeffrey C. Smith
Shareholder letter Activist investor 1 hit