Matching slides 79,264
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17,161-17,190 of 79,264

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The slide highlights market dominance (#1 position) alongside a 10% revenue CAGR and EBITDA margins.News Corporation (NWSA) · Starboard Value
Conference presentation Activist investor 2 hits
17
Uses a simple subtraction bridge to highlight undervaluation.News Corporation (NWSA) · Starboard Value
Conference presentation Activist investor Loop · Cost Of Inaction2 hits
19
Uses a summation/bridge visual to imply value creation.News Corporation (NWSA) · Starboard Value
Conference presentation Activist investor Loop · Cost Of Inaction2 hits
84
The slide uses a grid-based layout to categorize business segments and sub-sectors.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps2 hits
09
Includes a stacked bar chart showing market share by OEM from CY19-CY24 and a list of key competitive advantages.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor Beat · Agitation2 hits
24
The chart decomposes NAV growth into 'Stakes in Publicly Traded Companies' and 'Operating Business and Other'.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor Loop · Cost Of Inaction2 hits
41
The slide uses a map-based visual to illustrate regional brand fragmentation and lists specific operational levers for consolidation.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor Beat · Solution2 hits
42
Includes a specific callout for a +15 bps margin impact.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor Beat · Solution2 hits
43
The slide uses a hub-and-spoke diagram to illustrate the current fragmented state of the four brands under the TALG umbrella.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor Beat · Solution2 hits
44
Includes a timeline-style diagram showing the transition from 'Today' to 'Ambition'.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor Beat · Solution2 hits
08
The slide uses a structured layout to categorize business units and their respective EBIT contributions, highlighting the core forklift business and the large equity portfolio.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Problem & Complication2 hits
09
Includes a stacked bar chart showing market share from CY19-CY24 and key growth metrics for specific industries.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Problem & Complication2 hits
41
The slide uses a map-based visual to illustrate geographic fragmentation of brands (Toyota, Cesab, Raymond, BT, Tailift) and proposes specific integration levers.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Impact & Next Steps2 hits
42
Includes a stacked bar chart showing market share erosion from 16% to 9% for Toyota vs 36% to 53% for low-cost OEMs.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Impact & Next Steps2 hits
43
The slide highlights a specific margin improvement target of +0.45%.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Impact & Next Steps2 hits
44
Includes a timeline-style diagram showing the transition from hardware-focused to software-integrated business models.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Impact & Next Steps2 hits
25
The slide uses excerpts from legal agreements to demonstrate that the appointment allowed for accelerated vesting of equity awards.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor 2 hits
40
Uses a simple subtraction bridge to highlight undervaluation.Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next StepsLoop · The Reveal2 hits
49
The slide uses a summation visual to imply the total value of the listed segments.Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps2 hits
40
Uses a simple subtraction bridge to highlight undervaluation.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor Loop · Before After2 hits
49
The slide uses a visual addition structure to imply a sum-of-the-parts valuation.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor 2 hits
41
This slide explains the mechanics of a proposed capital allocation strategy involving iPrefs.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · SolutionLoop · Before After2 hits
61
The slide highlights specific state-level credit risks for AGO, contrasting Illinois and New Jersey.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 2 hits
49
The slide uses a before-after framing to contrast the CEO's past performance with the expected future performance of the company.Multiple (Wix, Salesforce, Splunk, Vertiv) (WIX / CRM / SPLK / VRT) · Starboard Value
Conference presentation Activist investor Beat · SolutionLoop · Before After2 hits
04
The slide highlights the performance of specific investment ideas presented at a previous summit.GoDaddy, News Corp, Fortrea · Starboard Value
Conference presentation Activist investor Beat · Situation & Context2 hits
38
The slide highlights market dominance (#1) and financial growth (10% CAGR) alongside ownership structure.GoDaddy, News Corp, Fortrea · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps2 hits
47
Uses a simple subtraction bridge to highlight undervaluation.GoDaddy, News Corp, Fortrea · Starboard Value
Conference presentation Activist investor 2 hits
10
The slide uses a structured list of four key problem areas (A, B, C, D) followed by a summary of the financial impact.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction2 hits
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 Inaction2 hits
15
The slide highlights the specific copper requirements for charging ports (1-25kg) and motor coils, leading to a total demand forecast.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Agitate2 hits