slides · global inventory
Chart
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 78,129
Current window 15,511-15,540
Pages 2,605
Rows per page 30
Component
15,511-15,540 of 78,129
10
Uses a waterfall-style bridge to show historical improvement and remaining gap to peer median.Salesforce, Inc. (CRM) · Starboard Value
Conference presentation Activist investor Beat · Rising Success2 hits
11
The slide uses a combination of a bar chart for project losses and a line chart for stock performance to correlate operational failure with market valuation.Fluor Corporation (FLR) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof2 hits
20
The slide uses a before-after comparison of pie charts to illustrate strategic portfolio shift.Fluor Corporation (FLR) · Starboard Value
Conference presentation Activist investor 2 hits
29
The slide uses a causal link (arrow) between rising data center power consumption and SMR investment.Fluor Corporation (FLR) · Starboard Value
Conference presentation Activist investor 2 hits
22
The slide uses stacked bar charts to decompose the Rule of 40 into Revenue Growth and Adjusted EBITDA Margin components.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Problem & Complication2 hits
25
The slide uses a red dashed box to highlight the projected growth period, emphasizing the negative trend.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach2 hits
27
The slide uses two bar charts to compare valuation multiples against growth and margin metrics for a set of peer companies.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach2 hits
36
The slide uses a 'pro forma' valuation for BILL in the second chart to illustrate the impact of reaching the Rule of 40.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach2 hits
49
The slide uses a before-after pie chart comparison to illustrate business transformation.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach2 hits
52
The slide uses two bar charts to support the thesis: one showing low penetration in travel and one showing high growth in experiences.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof2 hits
66
LSD likely refers to Low Single Digits.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof2 hits
67
The slide uses a 'Rule of 40' reference as a benchmark for SaaS/platform performance.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof2 hits
74
The slide uses two bar charts to contrast margin decline with expense growth, framing personnel costs as the primary opportunity for improvement.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Evidence & ProofLoop · Cost Of Inaction2 hits
90
The slide uses a combination of a bar chart for project losses and a line chart for stock performance to build a case for management failure.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps2 hits
108
The slide uses a causal link (the blue arrow) to connect rising data center power demand to the need for SMR investment.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps2 hits
13
The slide uses a before-after pie chart comparison to illustrate business transformation.Tripadvisor, Inc. (TRIP) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof2 hits
16
The slide uses a dual-chart layout to support a thesis about market opportunity.Tripadvisor, Inc. (TRIP) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof2 hits
30
LSD likely refers to Low Single Digits.Tripadvisor, Inc. (TRIP) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach2 hits
31
The slide uses a 'Rule of 40' framework reference to argue for better performance.Tripadvisor, Inc. (TRIP) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach2 hits
38
The slide uses two bar charts to contrast margin decline with expense growth.Tripadvisor, Inc. (TRIP) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps2 hits
41
Uses a waterfall-style logic to adjust spend and a bar chart to compare against peers.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Propose SolutionLoop · Cost Of Inaction2 hits
45
Uses a combination of longitudinal growth analysis and cross-sectional peer benchmarking to highlight excessive compensation.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Propose SolutionLoop · Cost Of Inaction2 hits
02
The slide uses a timeline-annotated line chart to highlight management missteps and a bar-line combo chart to show margin expansion.Perrigo Company plc (PRGO) · Jeffrey C. Smith
Shareholder letter Activist investor 2 hits
03
The slide uses a 'bloated cost structure' narrative to argue for operational improvement.Autodesk, Inc. (ADSK) · Jeffrey Smith
Shareholder letter Activist investor Beat · Problem (Identify pain)2 hits
04
The slide uses a peer benchmarking approach to highlight Autodesk's underperformance in profitability metrics.Autodesk, Inc. (ADSK) · Jeffrey Smith
Shareholder letter Activist investor Beat · Problem (Identify pain)2 hits
04
The slide uses a comparative bar chart to frame Apple's cash accumulation as excessive compared to peers.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor 2 hits
12
The slide highlights the discrepancy between past analyst optimism and current reality.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Monster (Unsustainable growth assumptions)Loop · Pattern Hunter2 hits
10
Uses waterfall-style bridge charts to show historical improvement and remaining gap to peer median.Salesforce, Inc. (CRM) · Starboard Value
Conference presentation Activist investor Beat · Solution & ApproachLoop · Cost Of Inaction2 hits
06
The slide uses a 'villain' framing, attributing poor stock performance to 'subpar execution' and 'lack of faith'.Autodesk, Inc. (ADSK) · Jeffrey Smith
Shareholder letter Activist investor Beat · The StruggleLoop · Cost Of Inaction2 hits
02
The slide uses a line chart to show growth trends and a bar chart to benchmark SG&A intensity against peers.Lamb Weston Holdings, Inc. (LW) · Jeffrey Smith
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Cost Of Inaction2 hits