slides · global inventory
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Matching slides 118,471
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16,531-16,560 of 118,471
19
The slide uses a visual additive model to distinguish between 'Core Revenue' (subscription + transaction) and total revenue.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Problem & Complication3 hits
01
This is the first page of a shareholder letter from Starboard Value to Macy's executives.Macy's Inc. (M) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Problem (Identify pain)3 hits
02
This is a page from a shareholder letter, likely from an activist investor (Arkhouse/Brigade) proposing a real estate JV strategy.Macy's Inc. (M) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction3 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 3 hits
03
This is a page from a shareholder letter (Starboard Value vs Yahoo). It uses external quotes to build a case against the board's management of the sale process.Yahoo! Inc. (YHOO) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Aha Moment3 hits
20
This is the first page of a multi-page nominee biography section.BILL Holdings, Inc. (BILL) · Jeffrey C. Smith
Regulatory filing Activist investor Loop · Benchmark Gap3 hits
26
This is a standard Schedule 13D group agreement filing.BILL Holdings, Inc. (BILL) · Jeffrey C. Smith
Regulatory filing Activist investor 3 hits
28
Standard legal signature block for a regulatory filing.BILL Holdings, Inc. (BILL) · Jeffrey C. Smith
Regulatory filing Activist investor 3 hits
29
Contains signatures of Liat Ben-Zur, Nancy Disman, and Frank T. Young.BILL Holdings, Inc. (BILL) · Jeffrey C. Smith
Regulatory filing Activist investor 3 hits
32
BILL Holdings, Inc. (BILL)BILL Holdings, Inc. (BILL) · Jeffrey C. Smith
Regulatory filing Activist investor 3 hits
37
Standard legal disclosure document for proxy solicitation filings.BILL Holdings, Inc. (BILL) · Jeffrey C. Smith
Regulatory filing Activist investor 3 hits
17
The slide uses a metaphor of a cow made of money to illustrate the 'dairy business' quote.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor 3 hits
33
This slide outlines the specific financial instrument (iPref) proposed by Greenlight Capital to unlock value for Apple shareholders.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · SolutionLoop · Golden Circle3 hits
43
The slide uses a table to compare two scenarios (1:1 and 5:1 ratio of iPrefs to Common Stock) to argue for the safety of the proposed financial instrument.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · Solution3 hits
04
The slide includes a critical commentary on the company's branding and market positioning.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor 3 hits
05
The slide provides a high-level visual summary of the core product offerings, supplemented by descriptive text below the graphic.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor 3 hits
18
The slide uses a satirical juxtaposition of two figures to make a joke about tech terminology.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Struggle (Inadequate margin leverage)3 hits
24
The chart uses a broken x-axis between 2015 and 2020, and 2020 and 2030.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Struggle (Inadequate margin leverage)3 hits
77
The slide uses a quote from the CFO to contrast with subsequent financial data points.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal3 hits
18
The slide uses a historical timeline approach to establish credibility and long-term commitment.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 3 hits
20
The slide uses a 'sum-of-the-parts' logic to imply that the core airport land covers the entire company valuation, making the remaining land 'free'.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 3 hits
120
Slide 119 from a presentation deck.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 3 hits
01
This is the first page of a shareholder letter from Starboard Value to CarMax's incoming CEO.CarMax Inc. (KMX) · Jeffrey Smith
Shareholder letter Activist investor Beat · Situation & ContextLoop · Cost Of Inaction3 hits
03
This is a page from a shareholder letter (likely Starboard Value) identifying specific areas for improvement at CarMax.CarMax Inc. (KMX) · Jeffrey Smith
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction3 hits
04
This is a formal letter from an activist investor.Tripadvisor, Inc. (TRIP) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · CEO Quote3 hits
01
This is the first page of a formal shareholder letter.Yahoo! Inc. (YHOO) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Situation & ContextLoop · Golden Circle3 hits
02
The slide uses a red arrow to visually emphasize the downward trend in EBITDA, contrasting management's tenure with financial performance.Yahoo! Inc. (YHOO) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter3 hits
02
The slide argues that the market is assigning a very low valuation to the core business, implying a lack of confidence in current management.Yahoo! Inc. (YHOO) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction3 hits
03
This is a page from a shareholder letter; the text is a continuous argument for a divestiture strategy.Yahoo! Inc. (YHOO) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Solution & ApproachLoop · Cost Of Inaction3 hits
03
The slide uses a bar chart to highlight the decline in EBITDA and FCF since 2012, specifically pointing to the period after current management took over.Yahoo! Inc. (YHOO) · Jeffrey C. Smith
Shareholder letter Activist investor 3 hits