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Matching slides 41,127
Current window 16,951-16,980
Pages 1,371
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Component
16,951-16,980 of 41,127
08
Includes a disclaimer at the bottom regarding the implementation of the plan.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
90
The slide uses a list of five critical pain points to justify the need for operational change.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Loop · Mece Breakdown1 hit
111
Includes a specific callout for Olive Garden packaging as a case study for cost rationalization.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Loop · Mece Breakdown1 hit
157
The slide outlines cost-cutting and revenue-enhancing opportunities for Darden Restaurants (implied by Olive Garden/LongHorn references).Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
193
Uses a quote from a 2004 Darden Annual Report to establish credibility and align with historical company values.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
219
Includes a callout box explaining the logic of the valuation bridge.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
222
Includes a comparison to the ARCP/Golden Gate transaction as a benchmark for conservatism.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
04
Includes a specific performance citation from 13D Monitor.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
14
The slide uses a valuation bridge to demonstrate the value leakage of keeping real estate assets within an operating company (OpCo) versus separating them into a REIT structure.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
70
Uses a strong 'WE DISAGREE' callout to emphasize the activist's stance.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
108
Darden Restaurants, Inc. (DRI)Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
06
The slide outlines a multi-pronged turnaround strategy involving operational improvements, real estate optimization, portfolio restructuring, and franchising.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Solution & ApproachLoop · Cost Of Inaction1 hit
19
Standard SEC proxy solicitation disclosure page.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Shareholder letter Activist investor 1 hit
20
Standard legal disclosure page regarding share ownership.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Shareholder letter Activist investor 1 hit
16
Page 16 of a shareholder letter/presentation.Toyota Industries Corporation (6201) · Aaron Tai & Gordon Singer
Shareholder letter Activist investor 1 hit
03
QEP Resources, Inc. (QEP)QEP Resources, Inc. (QEP) · John Pike and Andrew Taylor
Shareholder letter Activist investor Beat · ActionLoop · Logic Chain1 hit
28
The slide uses a table to contrast Patch's performance against the broader Display segment, highlighting the -1131% margin.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction1 hit
29
The slide uses a combination of bulleted arguments and an expert testimonial to build a case against the business model.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction1 hit
59
Uses a scatter plot with a broken axis to highlight the outlier status of the peer group relative to the guidelines.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction1 hit
63
The chart uses a blue dashed box to represent the 'best practice' zone defined by ISS/Glass Lewis guidelines.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction1 hit
69
Uses a red box to highlight the outlier performance of AOL compared to peer percentiles.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction1 hit
72
Includes a red circle annotation around the 3.4x figure.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction1 hit
96
AOL, Inc. (AOL)AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
11
The slide uses a red arrow annotation to emphasize the downward trend.DSP Group, Inc. (DSPG) · Starboard Value
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
13
Uses a comparison between actual DSP performance and hypothetical SiTel margins to illustrate the opportunity cost of R&D spending.DSP Group, Inc. (DSPG) · Starboard Value
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
22
The slide uses a bulleted list to build a causal argument for board intervention.DSP Group, Inc. (DSPG) · Starboard Value
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
50
DSP Group, Inc. (DSPG)DSP Group, Inc. (DSPG) · Starboard Value
Activist deck Activist investor 1 hit
02
This is a standard introductory slide for an activist investor deck, establishing credibility and alignment with shareholders.Office Depot, Inc. (ODP) · Starboard Value
Activist deck Activist investor Beat · The Call1 hit
17
The slide highlights Office Depot's underperformance relative to its peers in the office supply sector.Office Depot, Inc. (ODP) · Starboard Value
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
63
Office Depot, Inc. (ODP)Office Depot, Inc. (ODP) · Starboard Value
Activist deck Activist investor Beat · The Victory1 hit