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slides · global inventory

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Component collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 41,127
Current window 17,071-17,100
Pages 1,371
Rows per page 30
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17,071-17,100 of 41,127

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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 & Proof1 hit
69
The slide uses a pro forma analysis to argue for a lower valuation multiple for Tripadvisor, suggesting it is undervalued.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit
93
The chart compares two metrics (Backlog vs Unfunded Losses) over time to demonstrate risk reduction.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
101
The chart uses color-coding to distinguish between six different industry sub-sectors.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
109
The chart uses color-coding to distinguish between different industry segments (EPCM, Construction, Specialty EPCM, Specialty Contractors, Natural Gas EPC, Government Solutions & Services).Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
05
This slide is part of a larger document; it specifically analyzes the valuation gap between a standalone plan and an acquisition offer.Perrigo Company plc (PRGO) · Jeffrey C. Smith
Shareholder letter Activist investor 1 hit
03
Uses a 'before-after' style comparison for three distinct time periods to demonstrate a pattern of failure.Huntsman Corporation (HUN) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Expose Contradiction1 hit
01
Slide 1
This is a standard SEC Schedule 13D cover page.Qorvo, Inc. (QRVO) · Starboard Value LP
Regulatory filing Activist investor 1 hit
01
Slide 1
Regulatory filing document cover page.BILL Holdings, Inc. (BILL) · Jeffrey C. Smith
Regulatory filing Activist investor Loop · Logic Chain1 hit
31
This appears to be a standard legal confidentiality agreement clause.BILL Holdings, Inc. (BILL) · Jeffrey C. Smith
Regulatory filing Activist investor 1 hit
02
AerCap Holdings (AER)AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · Setup1 hit
01
Slide 1
Includes disclaimer text at the bottom of the slide graphic.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor 1 hit
02
Apple Inc. (AAPL)Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor 1 hit
02
Includes a specific note below the disclaimer box regarding the presenter's current portfolio position.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
02
athenahealth, Inc. (ATHN)athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor 1 hit
02
Bayer AG (BAYN)Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · Attention1 hit
02
CONSOL Energy (CNX)CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Beat · Attention1 hit
02
Includes a specific verbal reminder about the presenter's current portfolio position.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Call1 hit
22
This slide presents a contrarian view on market size, likely part of a short-selling thesis.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
28
The slide uses a dual-line chart with overlaid bar markers to contrast company-reported data with external estimates.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
36
The slide uses a bottom-up buildup to derive a specific fee based on industry benchmarks and company-specific margin commentary.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
50
The table provides a breakdown of acquisition dates, prices, revenue, multiples, and goodwill/intangible allocations for Tully's, Timothy's, Diedrich, and Van Houtte.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · The Patent IssueLoop · The Reveal1 hit
69
The slide highlights a discrepancy between projected CapEx based on unit growth efficiency and the company's official guidance.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
79
The slide uses a 'causal chain' logic (Installed base x attachment rate x days) to explain revenue predictability.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
02
Includes a specific note about endnotes being available on the website.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Problem (Identify pain)1 hit
48
The slide highlights the distinction between proved reserves (845 MMBOE) and recoverable resource potential (10.2 BBOE).Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Solution (Provide relief)1 hit
07
Includes a disclaimer about the use of Disney marks at the bottom.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
44
The table includes a subtotal and adjustments for accumulated depreciation to arrive at the total investment.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor Beat · Evidence1 hit
05
This page serves as the conclusion of a shareholder letter, summarizing the investment thesis and providing necessary data disclosures.CarMax Inc. (KMX) · Jeffrey Smith
Shareholder letter Activist investor Beat · Solution & ApproachLoop · Cost Of Inaction1 hit
02
The slide includes a speaker note/commentary below the disclaimer box.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor 1 hit