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90,571-90,600 of 96,741

filter-aware
04
Uses the 'Rule of 50' framework (Revenue Growth + Adj. Operating Margin).Starboard Value | Activist Presentation Deck | 14 slides · Starboard Value
Activist deck Activist investor Beat · Situation & ContextLoop · Benchmark Gap1 hit
05
The slide uses a dashed green oval to emphasize the margin expansion delta.Starboard Value | Activist Presentation Deck | 14 slides · Starboard Value
Activist deck Activist investor Beat · Problem & ComplicationLoop · Benchmark Gap1 hit
06
Uses the 'Rule of 50' framework to benchmark performance against peers.Starboard Value | Activist Presentation Deck | 14 slides · Starboard Value
Activist deck Activist investor Beat · Evidence & ProofLoop · Benchmark Gap1 hit
07
The slide uses a stock price chart to validate the thesis that recent operational changes have been rewarded by the market.Starboard Value | Activist Presentation Deck | 14 slides · Starboard Value
Activist deck Activist investor Beat · Evidence & ProofLoop · Before After1 hit
08
The chart uses a broken axis for the higher multiples (ORCL, NOW).Starboard Value | Activist Presentation Deck | 14 slides · Starboard Value
Activist deck Activist investor 1 hit
11
Uses a decision-tree style diagram to illustrate paths from current FY2025 baseline to future targets.Starboard Value | Activist Presentation Deck | 14 slides · Starboard Value
Activist deck Activist investor Beat · Solution & ApproachLoop · Mece Breakdown1 hit
12
The chart uses a 'Rule of 50' framework, a common SaaS metric. The slide explicitly calls for Salesforce to move up the leaderboard to match the peer median.Starboard Value | Activist Presentation Deck | 14 slides · Starboard Value
Activist deck Activist investor Beat · Solution & ApproachLoop · Mece Breakdown1 hit
13
The chart uses a broken axis for ORCL and NOW to accommodate higher multiples.Starboard Value | Activist Presentation Deck | 14 slides · Starboard Value
Activist deck Activist investor Beat · Impact & Next Steps1 hit
65
The slide uses a 'gap' visualization to highlight the opportunity for Kenvue to reach the market growth benchmark.Starboard Value | Activist Presentation Deck | 71 slides · Starboard Value
Activist deck Activist investor Loop · Quick Win Big Bet1 hit
66
The slide uses a waterfall-like bridge to show the potential impact of Kenvue's Skin Health & Beauty segment growing at the end-market rate.Starboard Value | Activist Presentation Deck | 71 slides · Starboard Value
Activist deck Activist investor Loop · Quick Win Big Bet1 hit
67
The slide uses a regression line to show the valuation gap for Kenvue (KVUE) relative to its peer group.Starboard Value | Activist Presentation Deck | 71 slides · Starboard Value
Activist deck Activist investor Loop · Quick Win Big Bet1 hit
68
The slide uses a green bar for the target (FY2019) and a red bar for the current state (FY2023) to emphasize the potential for margin expansion.Starboard Value | Activist Presentation Deck | 71 slides · Starboard Value
Activist deck Activist investor Loop · Quick Win Big Bet1 hit
70
The chart uses a color-coded legend to distinguish between Diversified HPC Peers and Skin Health and Beauty Peers.Starboard Value | Activist Presentation Deck | 71 slides · Starboard Value
Activist deck Activist investor Loop · Quick Win Big Bet1 hit
03
The slide uses a segmentation framework to highlight the company's market presence and societal impact.Starboard Value | Activist Presentation Deck | 74 slides · Starboard Value
Activist deck Activist investor 1 hit
04
Uses news clippings as social proof/authority citation.Starboard Value | Activist Presentation Deck | 74 slides · Starboard Value
Activist deck Activist investor 1 hit
05
Uses a dual-axis chart to visually suggest causality between vaccine rollout and death rate reduction.Starboard Value | Activist Presentation Deck | 74 slides · Starboard Value
Activist deck Activist investor 1 hit
07
The chart uses a red vertical arrow to quantify the 132-point gap between the market and Pfizer.Starboard Value | Activist Presentation Deck | 74 slides · Starboard Value
Activist deck Activist investor 1 hit
08
The chart uses a custom bridge structure to calculate total value lost by adding market cap decline and COVID benefit.Starboard Value | Activist Presentation Deck | 74 slides · Starboard Value
Activist deck Activist investor 1 hit
09
The chart highlights LLY and NVO as GLP-1 participants; PFE is highlighted in a different color.Starboard Value | Activist Presentation Deck | 74 slides · Starboard Value
Activist deck Activist investor 1 hit
12
The chart uses a dashed box to highlight PFE and a dashed red line to indicate the peer median of 46 drugs.Starboard Value | Activist Presentation Deck | 74 slides · Starboard Value
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
13
Uses authority bias to validate the activist's thesis that the company was already well-positioned for growth.Starboard Value | Activist Presentation Deck | 74 slides · Starboard Value
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
15
The slide uses a quote to highlight a specific management commitment, likely to be contrasted with later performance.Starboard Value | Activist Presentation Deck | 74 slides · Starboard Value
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
23
The slide uses a visual gap analysis to highlight the shortfall against a market benchmark.Starboard Value | Activist Presentation Deck | 74 slides · Starboard Value
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
24
The slide uses a highlighted excerpt from a third-party report to undermine the company's R&D track record.Starboard Value | Activist Presentation Deck | 74 slides · Starboard Value
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
27
The slide uses a direct quote from a press release to highlight a clinical trial failure.Starboard Value | Activist Presentation Deck | 74 slides · Starboard Value
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
30
The slide highlights a contradiction between the CEO's stated focus on innovation and the market's focus on shareholder return.Starboard Value | Activist Presentation Deck | 74 slides · Starboard Value
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
32
Uses highlighted text to draw attention to specific claims within the quotes.Starboard Value | Activist Presentation Deck | 74 slides · Starboard Value
Activist deck Activist investor 1 hit
33
The slide highlights the skepticism of Wall Street analysts regarding management's projections.Starboard Value | Activist Presentation Deck | 74 slides · Starboard Value
Activist deck Activist investor 1 hit
35
The chart highlights the massive gap between company optimism and market reality.Starboard Value | Activist Presentation Deck | 74 slides · Starboard Value
Activist deck Activist investor 1 hit
39
The chart uses a 'broken axis' visual style for the top two bars (LLY, NVO) to accommodate their significantly higher growth rates.Starboard Value | Activist Presentation Deck | 74 slides · Starboard Value
Activist deck Activist investor 1 hit