Matching slides 18,554
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10,621-10,650 of 18,554

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Page 28 of a Schedule 13D filing.Box, Inc. (BOX) · Peter A. Feld
Regulatory filing Activist investor Loop · Pattern Hunter1 hit
33
This is a legal disclosure slide outlining the 'proper purpose' for a Section 220 demand.Box, Inc. (BOX) · Jeffrey C. Smith
Regulatory filing Activist investor 1 hit
34
This is a page from a legal demand letter (Section 220 demand).Box, Inc. (BOX) · Jeffrey C. Smith
Regulatory filing Activist investor 1 hit
36
Includes legal footnotes defining 'Board Material' and 'Senior Management Materials' based on Delaware case law.Box, Inc. (BOX) · Jeffrey C. Smith
Regulatory filing Activist investor 1 hit
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 Statement1 hit
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 1 hit
78
The slide uses media clippings to validate the market's negative sentiment.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
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 1 hit
91
Includes a direct excerpt from the legal agreement (Section 5.11) to substantiate the claim.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
92
The slide uses legal excerpts to frame the Board's actions as a 'sham' and a 'pretext' for entrenchment.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
94
Includes a direct email quote from Peter Feld to the Board of Directors.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
106
Uses strong, emotive language ('Astonishingly and unfortunately', 'reasons we cannot begin to understand') to frame the Board's decision as a failure of governance.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
109
Uses direct quotes from company filings to expose the Board's dissatisfaction.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
117
The slide uses proxy advisor recommendations as evidence of poor governance.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
125
Uses ISS guidelines as an external authority to critique board composition.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
157
The slide uses a timeline-style table to highlight the gap between management's repeated promises of margin improvement and the actual outcomes.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
02
This is a text-heavy page from a shareholder letter, likely part of a proxy contest.Box, Inc. (BOX) · Peter A. Feld
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · The Reveal1 hit
04
This is a text-heavy page from a shareholder letter, functioning as a direct response to management's proxy materials.Box, Inc. (BOX) · Peter A. Feld
Shareholder letter Activist investor Beat · Evidence & ProofLoop · The Reveal1 hit
66
The slide uses a historical performance chart to build credibility for a leadership candidate.Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
65
The slide uses a 'before-after' framing to establish credibility for the CEO's ability to drive profitability.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor 1 hit
66
The slide uses a performance comparison to build credibility for a leadership candidate.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor 1 hit
32
The slide uses a screenshot from the TV show 'Silicon Valley' to illustrate a data center.Multiple (Wix, Salesforce, Splunk, Vertiv) (WIX / CRM / SPLK / VRT) · Starboard Value
Conference presentation Activist investor Beat · SolutionLoop · Before After1 hit
66
The slide uses a historical performance chart as a precedent to argue for future performance at a different company (Fortrea).GoDaddy, News Corp, Fortrea · Starboard Value
Conference presentation Activist investor 1 hit
18
The slide uses a red dashed oval to emphasize the specific financial targets.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · The Struggle1 hit
25
The slide highlights a reduction in non-GAAP operating margin targets and an increase in the Rule of 40 metric (Revenue Growth + FCF Margin) following M&A.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · The Struggle1 hit
26
The slide uses an excerpt from a 2021 Investor Day presentation to establish a baseline commitment.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · The Struggle1 hit
64
The slide highlights Autodesk's outlier status regarding mid-year compensation adjustments.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor 1 hit
67
Uses a Bloomberg news snippet as evidence of corporate governance issues.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Loop · The Reveal1 hit
01
Slide 1
This is the first page of a shareholder letter; it establishes the activist investor's position and history with the company.Box, Inc. (BOX) · Peter A. Feld
Shareholder letter Activist investor Beat · Situation & ContextLoop · Cost Of Inaction1 hit
03
This is a page from a shareholder letter, likely part of a proxy contest or activist campaign.LivePerson, Inc. (LPSN) · Peter Feld
Shareholder letter Activist investor Beat · Critique of LivePerson's leadershipLoop · Cost Of Inaction1 hit