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Matching slides 110,471
Current window 19,561-19,590
Pages 3,683
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19,561-19,590 of 110,471
254
Includes specific callouts for Northern CA, Northeast corridor, and Philadelphia market performance.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 3 hits
260
The slide uses a process-oriented layout to define a 100-day and ongoing implementation timeline.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 3 hits
271
The slide uses a callout box at the bottom to summarize the core thesis.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 3 hits
272
Darden Restaurants, Inc. (DRI)Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 3 hits
278
Includes a specific URL reference to a 'Real Estate Primer' and conservative assumptions regarding ground leases.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 3 hits
279
Includes a table of capital structure and a pie chart showing debt composition.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 3 hits
283
Includes a synthetic credit rating model based on Moody's criteria.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 3 hits
286
This is a classic activist investor 'thesis' slide, summarizing the 'why', 'what', and 'how' of the campaign.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 3 hits
15
GCP Applied Technologies (GCP)GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · AgitationLoop · Cost Of Inaction3 hits
53
Uses bolding and underlining for emphasis on key negative findings.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · SolutionLoop · Mece Breakdown3 hits
63
The slide uses a structured list format to present strategic recommendations for GCP.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet3 hits
66
Uses a three-part structure: Background, Problem, and Proposed Solution.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet3 hits
73
Uses a structured 'Background-Problem-Solution' framework.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet3 hits
97
Uses a three-part structure: Background, Problem, and Proposed Solution.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · SolutionLoop · Pareto Focus3 hits
112
GCP Applied Technologies (GCP)GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · SolutionLoop · Jobs To Be Done3 hits
05
This is a classic activist 'thesis' slide, setting the stage for the rest of the deck.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 3 hits
06
Bristol-Myers Squibb Company (BMY)Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 3 hits
43
Uses a side-by-side comparison structure to highlight strategic failure vs success.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 3 hits
144
Uses a 'contradiction' framework to contrast the Committee's charter requirements with the actual timeline of the Celgene acquisition.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 3 hits
193
Uses a bar chart to visualize the margin gap between BMY and its peers, highlighting a 'PF BMY - Identified Opportunities' bar to show potential improvement.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 3 hits
21
Page 21 of a Schedule 13D filing.Box, Inc. (BOX) · Jeffrey C. Smith
Regulatory filing Activist investor Loop · Logic Chain3 hits
22
Page 22 of a Schedule 13D filing.Box, Inc. (BOX) · Jeffrey C. Smith
Regulatory filing Activist investor Loop · Logic Chain3 hits
21
The slide uses a pie chart to show total industry fragmentation and a bar chart to contrast DIY vs DIFM market fragmentation.Advance Auto Parts (AAP) · Starboard Value
Activist deck Activist investor 3 hits
25
Macy's Inc. (M)Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Impact & Next StepsLoop · Before After3 hits
05
Page 5 of a shareholder letter, concluding with a sign-off from Jeffrey C. Smith.Newell Brands Inc. (NWL) · Jeffrey C. Smith
Shareholder letter Activist investor 3 hits
06
This is a continuation page of a longer list of nominee bios.Newell Brands Inc. (NWL) · Jeffrey C. Smith
Shareholder letter Activist investor 3 hits
07
Page number 7 at the bottom.Newell Brands Inc. (NWL) · Jeffrey C. Smith
Shareholder letter Activist investor 3 hits
04
Includes a sign-off from Jeffrey C. Smith of Starboard Value LP.Newell Brands Inc. (NWL) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Expert Witness3 hits
06
Page number 6 at the bottom.Newell Brands Inc. (NWL) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Expert Witness3 hits
07
Page number 7 at the bottom.Newell Brands Inc. (NWL) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Impact & Next Steps3 hits