slides · global inventory
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Matching slides 78,129
Current window 15,391-15,420
Pages 2,605
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15,391-15,420 of 78,129
29
Uses red arrows to signify negative trends and a contrast-based layout to highlight underperformance.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Problem StatementLoop · Cost Of Inaction2 hits
34
The slide uses a dual-chart layout to show the inverse relationship between capital deployment and return on capital.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction2 hits
35
The slide uses dual-axis charts to contrast growth metrics (bars) with margin performance (lines).Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction2 hits
57
Uses a combination of a comparison table and two bar charts to illustrate the performance gap.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 2 hits
133
Includes a secondary bar chart for total LTM advertising spend and a table for AUV and LTM revenue.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Loop · Mece Breakdown2 hits
161
The slide uses a dual-chart layout to correlate price increases with traffic declines, supporting the activist thesis that operational improvements are needed over pricing strategies.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 2 hits
176
Uses two line charts to show search frequency trends; one absolute and one adjusted for store count.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 2 hits
177
Uses Brinker's historical turnaround as a precedent for Darden's potential.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 2 hits
223
The slide uses a waterfall-style bar chart and a pie chart to visualize the asset split.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 2 hits
252
The slide uses historical stock performance charts to validate the thesis that franchising drives superior shareholder returns compared to the S&P 500.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 2 hits
254
Includes specific callouts for Northern CA, Northeast corridor, and Philadelphia market performance.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 2 hits
256
Uses two waterfall charts to demonstrate the net cash flow impact of refranchising on low-volume vs high-volume stores.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 2 hits
281
Includes a detailed footnote explaining the rationale for REIT payout ratios and referencing a precedent (Granite Real Estate).Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 2 hits
02
The slide uses a 'villain' framing to contrast massive insider selling against negligible insider buying.Mellanox Technologies, Ltd. (MLNX) · Peter A. Feld
Shareholder letter Activist investor 2 hits
04
The slide uses a scatter plot to show poor correlation between SBC and TSR, and a bar chart to highlight a 70% decline in insider ownership.Mellanox Technologies, Ltd. (MLNX) · Peter A. Feld
Shareholder letter Activist investor 2 hits
04
Uses a combination of revenue/margin trends and EPS guidance waterfall charts to demonstrate management's lack of visibility and poor performance.Magellan Health, Inc. (MGLN) · Peter A. Feld
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Zoom In2 hits
10
Uses a combination of a performance table, a bar chart for margins, and a time-series line chart for P/E multiples to argue against management's M&A capability.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 2 hits
11
Includes a 'Starboard Margin Target' and 'Starboard Multiple Target' as benchmarks.Advance Auto Parts (AAP) · Starboard Value
Activist deck Activist investor 2 hits
20
The slide uses two bar charts to demonstrate financial capacity: one for leverage (Net Debt/EBITDAR) and one for cash flow growth.Advance Auto Parts (AAP) · Starboard Value
Activist deck Activist investor 2 hits
21
The slide uses a pie chart to show total industry fragmentation and a bar chart to contrast DIY vs DIFM market fragmentation.Advance Auto Parts (AAP) · Starboard Value
Activist deck Activist investor 2 hits
02
The slide uses a waterfall chart to show acquisition history, with a callout box detailing URS's own acquisition history.AECOM (ACM) · Peter A. Feld
Shareholder letter Activist investor 2 hits
07
The slide uses two charts to demonstrate performance: a bar chart for EBITDA margin growth and a bar chart for TSR comparison.AECOM (ACM) · Peter A. Feld
Shareholder letter Activist investor 2 hits
09
Includes a waterfall-style bridge and a bar chart comparison.AECOM (ACM) · Peter A. Feld
Shareholder letter Activist investor 2 hits
05
The slide argues against the Bristol-Myers/Celgene merger by highlighting the risk of patent cliffs.Bristol-Myers Squibb Company (BMY) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · The MonsterLoop · The Reveal2 hits
07
The slide uses a bar chart to highlight the high revenue concentration of Revlimid compared to historical blockbuster drugs, and a range chart to show analyst uncertainty for Celgene's pipeline.Bristol-Myers Squibb Company (BMY) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · The StruggleLoop · The Reveal2 hits
14
The slide uses annotations to link specific clinical trial events (KEYNOTE-189, CHECKMATE-331, CHECKMATE-451) to share price volatility.Bristol-Myers Squibb Company (BMY) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · The VictoryLoop · Cost Of Inaction2 hits
01
The slide uses a timeline-based chart to correlate specific corporate announcements with negative financial performance metrics.Cars.com Inc. (CARS) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Situation & Context2 hits
04
The slide uses a 'before-after' comparison of performance metrics followed by a 'valuation bridge' calculation to isolate the value of the underperforming asset.Dollar Tree, Inc. (DLTR) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Problem & Complication2 hits
02
The slide uses a 'villain' narrative (Starboard Value) to frame the stock underperformance as a result of management execution.Mellanox Technologies, Ltd. (MLNX) · Peter A. Feld
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Benchmark Gap2 hits
03
The slide uses a 'villain' narrative to critique Mellanox's operational efficiency and growth relative to peers.Mellanox Technologies, Ltd. (MLNX) · Peter A. Feld
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Benchmark Gap2 hits