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102,271-102,300 of 118,578

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Slide 1
Starboard Value | Activist Presentation Deck | 14 slidesStarboard Value | Activist Presentation Deck | 14 slides · Starboard Value
Activist deck Activist investor 1 hit
02
Starboard Value | Activist Presentation Deck | 14 slidesStarboard Value | Activist Presentation Deck | 14 slides · Starboard Value
Activist deck Activist investor 1 hit
03
The slide uses a screenshot of a previous presentation to establish credibility and consistency in the activist's investment thesis.Starboard Value | Activist Presentation Deck | 14 slides · Starboard Value
Activist deck Activist investor Beat · Situation & Context1 hit
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
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
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Uses waterfall-bridge style to illustrate efficiency gaps.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
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
69
The chart uses a dashed line to indicate the peer median of 20%.Starboard Value | Activist Presentation Deck | 71 slides · Starboard Value
Activist deck Activist investor Loop · Quick Win Big Bet1 hit
02
Starboard Value | Activist Presentation Deck | 74 slidesStarboard 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
06
The slide uses a visual callout to emphasize the $40bn incremental FCF figure.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
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
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The slide uses a table to track 15 specific drug programs, noting their therapeutic area, next steps, and timing, with symbols indicating status (check for approval, star for designation, box for negative data).Starboard Value | Activist Presentation Deck | 74 slides · Starboard Value
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
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The slide uses a table to highlight specific programs that had already achieved approvals or failed (negative pivotal data) to challenge the company's narrative.Starboard Value | Activist Presentation Deck | 74 slides · Starboard Value
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
19
The slide uses a table from a third-party source (Pfizer) to build an activist argument about management performance.Starboard Value | Activist Presentation Deck | 74 slides · Starboard Value
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
20
The slide uses a dashed line to represent the blockbuster threshold and includes a callout box explaining the donation of royalties.Starboard Value | Activist Presentation Deck | 74 slides · Starboard Value
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
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Uses a screenshot of a news article as evidence of failure.Starboard Value | Activist Presentation Deck | 74 slides · Starboard Value
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
22
Uses a red arrow annotation to emphasize the gap between projected 2030 sales and the blockbuster threshold.Starboard Value | Activist Presentation Deck | 74 slides · Starboard Value
Activist deck Activist investor Beat · Agitate (Make it worse)1 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
26
The slide uses analyst quotes to build a case for competitive pressure on Pfizer's core product.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
28
The slide uses a primary source excerpt to establish the clinical efficacy and subsequent commercial success of the drug.Starboard Value | Activist Presentation Deck | 74 slides · Starboard Value
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
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The slide uses a screenshot of a news article as evidence.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
34
Uses a 'villain critique' style to undermine management's R&D track record.Starboard Value | Activist Presentation Deck | 74 slides · Starboard Value
Activist deck Activist investor 1 hit