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Slide 1
News Corporation (NWSA)News Corporation (NWSA) · Starboard Value
Conference presentation Activist investor 1 hit
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News Corporation (NWSA)News Corporation (NWSA) · Starboard Value
Conference presentation Activist investor 1 hit
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The slide uses a donut chart to visualize revenue segmentation and highlights key valuation metrics.News Corporation (NWSA) · Starboard Value
Conference presentation Activist investor Beat · Problem (Identify pain)1 hit
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The slide uses a hierarchical structure to display the corporate portfolio.News Corporation (NWSA) · Starboard Value
Conference presentation Activist investor Beat · Problem (Identify pain)1 hit
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The slide uses a hierarchy diagram to illustrate the corporate structure of News Corp.News Corporation (NWSA) · Starboard Value
Conference presentation Activist investor 1 hit
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Uses a simple arithmetic bridge (Market Cap * Ownership = Stake Value) to highlight undervaluation.News Corporation (NWSA) · Starboard Value
Conference presentation Activist investor 1 hit
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Slide 1
Bloomin' Brands (BLMN)Bloomin' Brands (BLMN) · Starboard Value
Conference presentation Activist investor 1 hit
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Bloomin' Brands (BLMN)Bloomin' Brands (BLMN) · Starboard Value
Conference presentation Activist investor Beat · Situation & Context1 hit
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The slide uses a split-screen layout to compare two corporate portfolios.Bloomin' Brands (BLMN) · Starboard Value
Conference presentation Activist investor Beat · Situation & Context1 hit
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The slide uses a collage of brand assets to build a narrative of brand strength.Bloomin' Brands (BLMN) · Starboard Value
Conference presentation Activist investor 1 hit
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The slide uses a high-quality product image to establish brand equity.Bloomin' Brands (BLMN) · Starboard Value
Conference presentation Activist investor 1 hit
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The slide uses a before-after framing to establish credibility for Starboard's activist strategy.Bloomin' Brands (BLMN) · Starboard Value
Conference presentation Activist investor Beat · Problem & ComplicationLoop · Iceberg1 hit
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The chart uses a split-axis approach to show positive and negative same-store sales growth.Bloomin' Brands (BLMN) · Starboard Value
Conference presentation Activist investor Beat · Evidence & ProofLoop · Iceberg1 hit
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The slide uses imagery of the restaurant interior and food to emphasize the core product experience.Bloomin' Brands (BLMN) · Starboard Value
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
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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
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The slide uses a waterfall-style logic to derive discretionary cash flow from free cash flow.Bloomin' Brands (BLMN) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
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The slide uses a 'win-win' framing to argue that expansion targets are beneficial for shareholders regardless of whether they are met (via high ROI or capital return).Bloomin' Brands (BLMN) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Quick Win Big Bet1 hit
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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
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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
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The slide uses a structured layout to highlight competitive dominance in specific segments.Multiple (Wix, Salesforce, Splunk, Vertiv) (WIX / CRM / SPLK / VRT) · Starboard Value
Conference presentation Activist investor Beat · SolutionLoop · Before After1 hit
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The slide uses a causal link between consumption drivers and capex growth.Multiple (Wix, Salesforce, Splunk, Vertiv) (WIX / CRM / SPLK / VRT) · Starboard Value
Conference presentation Activist investor Beat · SolutionLoop · Before After1 hit
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The slide uses a timeline to frame the company's history as a series of missed operational opportunities.Multiple (Wix, Salesforce, Splunk, Vertiv) (WIX / CRM / SPLK / VRT) · Starboard Value
Conference presentation Activist investor Beat · SolutionLoop · Before After1 hit
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The chart uses a combination of bar (Capital Raised) and line (IPO Count) to visualize market trends.Multiple (Wix, Salesforce, Splunk, Vertiv) (WIX / CRM / SPLK / VRT) · Starboard Value
Conference presentation Activist investor Beat · SolutionLoop · Before After1 hit
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The slide uses a 'growth-first' narrative to critique management's lack of operational focus.Multiple (Wix, Salesforce, Splunk, Vertiv) (WIX / CRM / SPLK / VRT) · Starboard Value
Conference presentation Activist investor Beat · SolutionLoop · Before After1 hit
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Uses a sequence of quotes to build a narrative of management failure and subsequent intervention.Multiple (Wix, Salesforce, Splunk, Vertiv) (WIX / CRM / SPLK / VRT) · Starboard Value
Conference presentation Activist investor Beat · SolutionLoop · Before After1 hit
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The slide uses a red-shaded area to visually emphasize the performance gap between the two indices.Multiple (Wix, Salesforce, Splunk, Vertiv) (WIX / CRM / SPLK / VRT) · Starboard Value
Conference presentation Activist investor Beat · SolutionLoop · Before After1 hit
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The slide uses a red bar for the subject company (Vertiv) to emphasize the valuation gap relative to the peer median.Multiple (Wix, Salesforce, Splunk, Vertiv) (WIX / CRM / SPLK / VRT) · Starboard Value
Conference presentation Activist investor Beat · SolutionLoop · Before After1 hit
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The chart uses a stacked bar approach to show the components of performance (growth vs margin) relative to a peer median.Multiple (Wix, Salesforce, Splunk, Vertiv) (WIX / CRM / SPLK / VRT) · Starboard Value
Conference presentation Activist investor Beat · SolutionLoop · Before After1 hit
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The slide uses a red bar for Vertiv Today to emphasize the gap relative to the peer median.Multiple (Wix, Salesforce, Splunk, Vertiv) (WIX / CRM / SPLK / VRT) · Starboard Value
Conference presentation Activist investor Beat · SolutionLoop · Before After1 hit
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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