slides · global inventory
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Matching slides 118,471
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16,501-16,530 of 118,471
67
Uses a simple division framework to highlight capital allocation inefficiency.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction3 hits
72
This is an activist investor presentation slide from Starboard Value.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction3 hits
06
This is the final page of a shareholder letter.Autodesk, Inc. (ADSK) · Jeffrey Smith
Shareholder letter Activist investor Beat · Action3 hits
33
Uses direct quotes and financial disclosures to highlight the contradiction between management's framing of 'savings' and the reality of revenue loss.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Agitation3 hits
03
GCP Applied Technologies (GCP)GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor 3 hits
77
Uses a reductio ad absurdum argument to challenge the company's valuation narrative.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor Loop · Iceberg3 hits
21
This is a page from a Schedule 13D/A filing.Box, Inc. (BOX) · Peter A. Feld
Regulatory filing Activist investor Loop · Pattern Hunter3 hits
32
Box, Inc. (BOX)Box, Inc. (BOX) · Peter A. Feld
Regulatory filing Activist investor 3 hits
28
This is a formal legal document (Section 220 demand) on Starboard Value letterhead.Box, Inc. (BOX) · Jeffrey C. Smith
Regulatory filing Activist investor 3 hits
35
This is the final page of a formal letter, containing the signature of Jeffrey C. Smith on behalf of Starboard Value LP.Box, Inc. (BOX) · Jeffrey C. Smith
Regulatory filing Activist investor 3 hits
39
This is a standard SEC regulatory filing cover page.Box, Inc. (BOX) · Jeffrey C. Smith
Regulatory filing Activist investor 3 hits
59
Page 21 of 32 from a Schedule 13D filing.Box, Inc. (BOX) · Jeffrey C. Smith
Regulatory filing Activist investor 3 hits
60
Page contains only a page number and a footer URL.Box, Inc. (BOX) · Jeffrey C. Smith
Regulatory filing Activist investor 3 hits
71
Includes handwritten annotations regarding location (Nassau) and legal basis for remote notarization (Executive Order 202.7).Box, Inc. (BOX) · Jeffrey C. Smith
Regulatory filing Activist investor 3 hits
174
Box, Inc. (BOX)Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 3 hits
20
Page 20 of a Schedule 13D filing.Rogers Corporation (ROG) · Jeffrey C. Smith
Regulatory filing Activist investor Loop · Benchmark Gap3 hits
23
Page 23 of a regulatory filing; text cuts off at the end of Peter A. Feld's bio.Rogers Corporation (ROG) · Jeffrey C. Smith
Regulatory filing Activist investor Loop · Benchmark Gap3 hits
44
This is a standard Schedule 13D joint filing agreement.Rogers Corporation (ROG) · Jeffrey C. Smith
Regulatory filing Activist investor Loop · Benchmark Gap3 hits
53
Standard legal disclosure document for proxy solicitation filings.Rogers Corporation (ROG) · Jeffrey C. Smith
Regulatory filing Activist investor Loop · Benchmark Gap3 hits
55
Standard legal disclosure document for SEC filings.Rogers Corporation (ROG) · Jeffrey C. Smith
Regulatory filing Activist investor Loop · Benchmark Gap3 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)3 hits
50
The slide uses a red callout box to emphasize that projected margins are below company targets.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor 3 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 3 hits
08
This is a text-heavy page from an activist investor letter (Starboard Value) outlining specific strategic recommendations for AECOM.AECOM (ACM) · Peter A. Feld
Shareholder letter Activist investor 3 hits
05
The slide uses a 'missed' red X motif to emphasize failure to meet stated financial goals.Autodesk, Inc. (ADSK) · Jeffrey Smith
Shareholder letter Activist investor Beat · The MonsterLoop · The Reveal3 hits
02
The slide argues for a 40% growth plus profitability target for FY2025.GoDaddy Inc. (GDDY) · Peter A. Feld
Shareholder letter Activist investor Beat · InterestLoop · Cost Of Inaction3 hits
04
GoDaddy Inc. (GDDY)GoDaddy Inc. (GDDY) · Peter A. Feld
Shareholder letter Activist investor Beat · ActionLoop · Cost Of Inaction3 hits
07
The slide uses a bar chart to highlight a valuation gap, then transitions into an activist investor's demand for board representation.GoDaddy Inc. (GDDY) · Peter A. Feld
Shareholder letter Activist investor Beat · Solution & ApproachLoop · Cost Of Inaction3 hits
02
This is a page from an activist investor letter (Starboard Value) criticizing LivePerson's board and management.LivePerson, Inc. (LPSN) · Peter Feld
Shareholder letter Activist investor Beat · Exposure of contradictions in LivePerson's performance3 hits
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 Inaction3 hits