Matching slides 18,554
Current window 10,681-10,710
Pages 619
Rows per page 30
Component: Quoteclear collectionreset all

Component

10,681-10,710 of 18,554

filter-aware
21
The slide uses a 'Truth Social' post as a form of authority citation to support the investment thesis.Fluor Corporation (FLR) · Starboard Value
Conference presentation Activist investor 1 hit
23
The slide uses external citations (McKinsey, Forbes, etc.) to validate the macro-environment thesis.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
07
The slide serves as a setup for a broader argument about corporate control, using a news clipping as a historical anchor.Tripadvisor, Inc. (TRIP) · Starboard Value
Conference presentation Activist investor Beat · Problem & Complication1 hit
08
Uses news headlines as evidence for the timeline events.Tripadvisor, Inc. (TRIP) · Starboard Value
Conference presentation Activist investor Beat · Problem & Complication1 hit
10
Includes a screenshot of a news article as evidence.Tripadvisor, Inc. (TRIP) · Starboard Value
Conference presentation Activist investor Beat · Problem & Complication1 hit
39
Uses news headlines as social proof/precedent for a business strategy.Tripadvisor, Inc. (TRIP) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
42
Uses news headlines as social proof/precedent for valuation and market interest.Tripadvisor, Inc. (TRIP) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
70
The slide uses a timeline to frame a narrative of intentional misleading behavior by leadership.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Executive SummaryLoop · Cost Of Inaction1 hit
71
The slide uses a timeline to frame a narrative of intentional deception by leadership.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Executive SummaryLoop · Cost Of Inaction1 hit
72
Uses a timeline framework to highlight a sequence of events that suggest intentional misleading of shareholders.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Executive SummaryLoop · Cost Of Inaction1 hit
73
Uses a timeline framework to highlight the gap between public statements and internal actions.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Executive SummaryLoop · Cost Of Inaction1 hit
74
Uses a timeline framework to illustrate a sequence of events leading to a contradiction.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Executive SummaryLoop · Cost Of Inaction1 hit
01
Slide 1
The slide uses a direct quote from the company to frame a contradiction, a classic activist investor tactic.Autodesk, Inc. (ADSK) · Jeffrey Smith
Shareholder letter Activist investor Beat · Attention1 hit
16
The slide uses a historical Pfizer graphic to frame a critique of R&D productivity.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
17
The slide uses a table to demonstrate historical management commitments to specific R&D milestones.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
18
The slide uses a screenshot of a Pfizer table to critique their 'Up to 15 in 5' program claims.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
19
The slide uses a screenshot of a Pfizer investor presentation to frame the argument that management failed to deliver on its own stated goals.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
20
The slide uses a callout to emphasize the gap between actual performance and the blockbuster threshold, and includes a quote from a 10-K filing to support the divestment claim.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
21
The slide uses a screenshot of a news article as evidence of a failed clinical trial.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
25
The slide uses a direct quote/excerpt from a primary source to validate the claim of continued success.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
26
The slide uses a series of callout boxes to present external validation of competitive pressure.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
28
The slide uses a screenshot of a press release to establish historical context for the drug's success.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
29
The slide uses a screenshot of a news article to provide external validation of a failed drug development program.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
31
The slide uses a 'preempt_rebuttal' or 'expose_contradiction' strategy by showing original company claims and implying failure through the context of the activist's critique.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
43
The slide uses a stacked bar chart to visualize the revenue gap and contribution from various acquisitions.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
48
The slide uses red annotations and arrows to draw a comparison between the acquisition cost and the projected revenue, framing it as a poor investment decision.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
49
The slide uses a direct quote from a press release to substantiate the claim of product withdrawal.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
56
The slide uses a visual comparison of 'Doses Sold' vs 'Doses Used' to illustrate inventory dynamics and management's optimistic outlook.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
64
The slide uses a table from Pfizer's own Q1-2019 presentation to point out programs marked with 'X' (discontinued) or other delays, framing them as evidence of failure.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
71
Includes a causal flow diagram showing the link between achieving a 38% return and specific 2030 financial outcomes.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit