slides · global inventory
Callout
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 96,741
Current window 8,731-8,760
Pages 3,225
Rows per page 30
Component
8,731-8,760 of 96,741
10
The chart uses a red color for Fortrea to emphasize the negative performance gap.Fortrea Holdings Inc. (FTRE) · Starboard Value
Conference presentation Activist investor Beat · Problem (Identify pain)2 hits
11
The chart uses a dashed line to indicate the peer median of 18%.Fortrea Holdings Inc. (FTRE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)2 hits
13
The slide uses a 'before-after' framing to argue for the CEO's competence in improving profitability.Fortrea Holdings Inc. (FTRE) · Starboard Value
Conference presentation Activist investor Beat · Solution (Provide relief)2 hits
14
The slide uses historical performance of a CEO at a previous company to argue for his future performance at a new company.Fortrea Holdings Inc. (FTRE) · Starboard Value
Conference presentation Activist investor Beat · Solution (Provide relief)2 hits
15
The chart uses a bridge-like logic to show how Fortrea's valuation multiple would compress if it achieved peer-level margins, implying it is currently undervalued.Fortrea Holdings Inc. (FTRE) · Starboard Value
Conference presentation Activist investor Loop · Cost Of Inaction2 hits
55
Uses a combination of bar charts and callout annotations to contrast Box's performance against a peer group.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 2 hits
64
Uses CEO quotes to establish a contradiction between management guidance and actual performance.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 2 hits
73
The chart highlights Box (Q3 FY2021) with a red dashed border to emphasize its position relative to the peer median.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction2 hits
77
The slide uses a callout box to highlight the KKR deal terms and lists specific financial terms to support the argument of poor capital allocation.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction2 hits
82
Uses a combination of bar charts to contrast the inefficiency of the financing scheme against the company's available cash position.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 2 hits
85
Uses a quote from CEO Aaron Levie to frame the contradiction.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 2 hits
87
The slide uses a comparison frame to establish that KKR's investment is an outlier in size compared to market precedents.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 2 hits
90
Uses a callout box to present the company's own justification, which is then framed as a self-serving action.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 2 hits
93
Uses strong, accusatory language ('buy the vote', 'smarter than to be fooled', 'implicit promise').Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 2 hits
95
Uses a check/cross mark system to contrast false justifications against the activist's thesis.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 2 hits
97
Uses a 'villain' framing by contrasting 'Best Practices' with 'Issues at Box' and marking all with a red X.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 2 hits
101
The chart uses a red highlight for Box and a dashed green line for the peer median.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 2 hits
102
The slide uses a stacked bar chart to visualize the components of share dilution, specifically highlighting the growth in share count over time.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 2 hits
103
Uses a 'X' mark to denote failure to meet standards.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 2 hits
105
The slide uses a side-by-side comparison to highlight the negative impact of equity-based bonuses on stockholder earnings.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 2 hits
109
Uses direct quotes from company filings to expose the Board's dissatisfaction.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 2 hits
110
The slide uses a 'heads I win, tails you lose' framing to highlight the misalignment between employee benefits and shareholder interests.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 2 hits
112
Box, Inc. (BOX)Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 2 hits
125
Uses ISS guidelines as an external authority to critique board composition.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 2 hits
127
Uses 'X' marks to denote failure to meet 'Best Practice' standards.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 2 hits
164
Uses a 'PF FY2021' (Pro Forma) column to include Feb 2021 acquisitions in the R&D expense calculation.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 2 hits
174
Box, Inc. (BOX)Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 2 hits
13
The slide uses two green dashed-border boxes to highlight key financial projections.Multiple (Wix, Salesforce, Splunk, Vertiv) (WIX / CRM / SPLK / VRT) · Starboard Value
Conference presentation Activist investor Beat · SolutionLoop · Before After2 hits
15
Includes a valuation bridge table and a historical bar chart showing revenue growth from 2003 to 2026.Multiple (Wix, Salesforce, Splunk, Vertiv) (WIX / CRM / SPLK / VRT) · Starboard Value
Conference presentation Activist investor Beat · SolutionLoop · Before After2 hits
18
The chart uses a 'Rule of 40' framework to benchmark performance. CRM is highlighted with a red dashed box.Multiple (Wix, Salesforce, Splunk, Vertiv) (WIX / CRM / SPLK / VRT) · Starboard Value
Conference presentation Activist investor Beat · SolutionLoop · Before After2 hits