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39
Uses a 'before-after' style contrast between targets and actuals to highlight management failure.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Agitation2 hits
46
Uses visual evidence from proxy advisory firms to build a case against the Board's compensation practices.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · SolutionLoop · Mece Breakdown2 hits
56
Uses a combination of headshots, a relationship arrow, and a primary source excerpt to establish the conflict.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · SolutionLoop · Mece Breakdown2 hits
61
Uses a combination of line chart for industry trends and bar charts for peer benchmarking.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet2 hits
62
Includes a waterfall chart for margin bridge and a bar chart for revenue growth targets.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet2 hits
67
Uses a structured background-problem-solution framework.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet2 hits
72
Includes a 'PF - SV Plan' projection bar for 2020/future.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet2 hits
73
Uses a structured 'Background-Problem-Solution' framework.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet2 hits
75
Uses a combination of historical data tables and a map-based visual argument to highlight a strategic gap.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet2 hits
81
Includes a CEO quote from 2017 to highlight the gap between management's stated goals and actual performance.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · SolutionLoop · Pareto Focus2 hits
82
Uses a bar chart to compare the ratio of line-level employees to managers between GCP and best-in-class peers.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · SolutionLoop · Pareto Focus2 hits
86
Uses a before-after-framing style to contrast R&D spend (parity) with organic growth (underperformance).GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · SolutionLoop · Pareto Focus2 hits
91
Uses a visual comparison between a grid of SCC products and a question mark circle representing the neglected SBM segment.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · SolutionLoop · Pareto Focus2 hits
98
The slide uses a 'villain' framing by highlighting the lack of transparency regarding Verifi's financial contribution to GCP.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · SolutionLoop · Pareto Focus2 hits
03
GCP Applied Technologies (GCP)GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor 2 hits
12
Uses a 'before-after' style contradiction frame to debunk management's narrative.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Agitate (Make it worse)2 hits
18
Uses a callout box to highlight the specific misleading claim in the Board's offer.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor 2 hits
21
The slide uses a structured table format to highlight specific financial and operational achievements for each nominee.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Solution (Provide relief)2 hits
25
The slide uses excerpts from legal agreements to demonstrate that the appointment allowed for accelerated vesting of equity awards.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor 2 hits
28
Uses a dual-chart layout to contrast revenue growth and margin expansion.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor 2 hits
29
The slide uses a combination of a line chart for industry trends and bar charts for peer benchmarking to isolate GCP's underperformance.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor 2 hits
05
This slide serves as the opening narrative context for an activist campaign, establishing the 'hero' (Starboard) vs 'villain' (Box management) dynamic.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 2 hits
09
Uses CFO quotes from 2019 and 2020 to highlight the gap between management narrative and financial performance.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor Beat · Expose Contradiction2 hits
15
This is a classic activist investor 'villain' slide, framing the board as incompetent or self-serving.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor Beat · Problem Statement2 hits
16
Uses direct quotes from company filings to expose a contradiction between internal board actions and external messaging.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor Beat · Problem Statement2 hits
31
The chart uses a relative performance index starting at 0% in March 2020.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 2 hits
34
Uses a bar chart to show positive market reaction to activist intervention compared to benchmarks.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 2 hits
39
The slide uses a red double-headed arrow to visually emphasize the performance gap between the peer group and Box.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 2 hits
42
The slide uses color-coding (red for negative, green for positive) to highlight the frequency of negative earnings reactions.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 2 hits
52
The slide uses a bar chart to contrast Box's low international headcount percentage against peers, supported by a CEO quote to frame the strategic choice as a negative.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 2 hits