Matching slides 78,129
Current window 15,481-15,510
Pages 2,605
Rows per page 30
Component: Chartclear collectionreset all

Component

15,481-15,510 of 78,129

filter-aware
07
The slide uses a dual-chart approach to justify a thesis on industry growth.Fortrea Holdings Inc. (FTRE) · Starboard Value
Conference presentation Activist investor Beat · Problem (Identify pain)Loop · David Goliath2 hits
13
The slide uses stacked bar charts for revenue and simple bar charts for EBITDA, highlighting CAGR and margin trends.News Corporation (NWSA) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction2 hits
164
Uses a 'PF FY2021' (Pro Forma) column to include Feb 2021 acquisitions in the R&D expense calculation.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 2 hits
179
Uses a before-after framing to attribute value creation to board changes.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 2 hits
183
Uses a before-after framing to attribute value creation to board changes.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 2 hits
17
The slide uses two bar charts to demonstrate growth metrics over a 5-year period.Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach2 hits
21
The slide uses a side-by-side bar chart comparison to demonstrate the gap between targets and actuals.Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof2 hits
22
The slide uses a dual-chart layout to contrast missed FCF targets with on-track FCF per share targets.Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof2 hits
43
Includes CAGR annotations for revenue segments and EBITDA growth.Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps2 hits
59
The slide uses a combination of historical data and projections (marked with 'E') to support a thesis of long-term industry growth.Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps2 hits
60
Includes a geographic map showing operating facilities and subcontractors, plus key operational metrics.Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps2 hits
17
The slide uses two side-by-side bar charts to demonstrate growth in both volume (customers) and value (ARPU).GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach2 hits
21
The slide uses a side-by-side bar chart comparison to demonstrate the gap between targets and actuals.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof2 hits
43
The slide uses a stacked bar chart for revenue and a standard bar chart for EBITDA, highlighting CAGR and margin percentages.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor Loop · Before After2 hits
59
The slide uses a combination of historical data and projections (marked with 'E') to support a thesis of long-term industry growth.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor 2 hits
17
The slide uses a 'before-after' style framing for the thesis, highlighting the discount relative to peers.Multiple (Wix, Salesforce, Splunk, Vertiv) (WIX / CRM / SPLK / VRT) · Starboard Value
Conference presentation Activist investor Beat · SolutionLoop · Before After2 hits
23
Includes enterprise value calculation and two pie charts showing ARR mix and product segment mix.Multiple (Wix, Salesforce, Splunk, Vertiv) (WIX / CRM / SPLK / VRT) · Starboard Value
Conference presentation Activist investor Beat · SolutionLoop · Before After2 hits
25
The slide uses two bar charts to compare valuation metrics across two peer groups defined by growth rates (20%+ vs 10-20%).Multiple (Wix, Salesforce, Splunk, Vertiv) (WIX / CRM / SPLK / VRT) · Starboard Value
Conference presentation Activist investor Beat · SolutionLoop · Before After2 hits
38
The slide uses a 'before-after' framing to establish credibility for the nominee.Multiple (Wix, Salesforce, Splunk, Vertiv) (WIX / CRM / SPLK / VRT) · Starboard Value
Conference presentation Activist investor Beat · SolutionLoop · Before After2 hits
49
The slide uses a before-after framing to contrast the CEO's past performance with the expected future performance of the company.Multiple (Wix, Salesforce, Splunk, Vertiv) (WIX / CRM / SPLK / VRT) · Starboard Value
Conference presentation Activist investor Beat · SolutionLoop · Before After2 hits
17
The slide uses two bar charts side-by-side to demonstrate growth trends in both volume (customers) and value (ARPU).GoDaddy, News Corp, Fortrea · Starboard Value
Conference presentation Activist investor Beat · Solution & ApproachLoop · Golden Circle2 hits
21
Uses a side-by-side bar chart comparison to highlight performance gaps.GoDaddy, News Corp, Fortrea · Starboard Value
Conference presentation Activist investor Beat · Evidence & ProofLoop · Before After2 hits
22
The slide uses a contrast between absolute FCF (missing) and FCF per share (meeting) to highlight financial engineering.GoDaddy, News Corp, Fortrea · Starboard Value
Conference presentation Activist investor Beat · Evidence & ProofLoop · Before After2 hits
43
The slide highlights the shift toward Professional Information Services and the 22% CAGR in EBITDA.GoDaddy, News Corp, Fortrea · Starboard Value
Conference presentation Activist investor 2 hits
59
The slide uses a 'build-up' logic to justify a market growth thesis.GoDaddy, News Corp, Fortrea · Starboard Value
Conference presentation Activist investor 2 hits
41
Uses a waterfall chart to adjust spend and a stacked bar chart to compare against peers.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor 2 hits
45
The slide uses a combination of growth metrics and peer benchmarking to argue that SBC is excessive.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor 2 hits
03
The slide uses a combination of a peer benchmark chart and a 'missed targets' comparison table to build a case for operational inefficiency.Autodesk, Inc. (ADSK) · Jeffrey Smith
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Benchmark Gap2 hits
03
The slide uses a 'villain critique' style to frame the company's failure to meet its own stated long-term targets.GoDaddy Inc. (GDDY) · Peter A. Feld
Shareholder letter Activist investor Beat · ComplicationLoop · Benchmark Gap2 hits
02
The slide uses a dual-chart approach: a line chart for historical performance and a bar chart for valuation benchmarking.Match Group, Inc. (MTCH) · Jeffrey Smith
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Benchmark Gap2 hits