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Matching slides 110,471
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19,591-19,620 of 110,471
23
The slide uses external citations (McKinsey, Forbes, etc.) to validate the macro-environment thesis.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach3 hits
45
Uses news headlines as evidence for the timeline events.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach3 hits
09
Uses news headlines as evidence for the timeline events.Tripadvisor, Inc. (TRIP) · Starboard Value
Conference presentation Activist investor Beat · Problem & Complication3 hits
39
Uses a structured list format to categorize margin improvement opportunities.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Propose SolutionLoop · Cost Of Inaction3 hits
05
This is a continuation of a list of nominee bios, starting mid-sentence for Ms. Baker.Yahoo! Inc. (YHOO) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Mece Breakdown3 hits
06
Page number 6 at the bottom.Yahoo! Inc. (YHOO) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Mece Breakdown3 hits
25
Page 24 of a regulatory filing (Schedule 13D amendment).Box, Inc. (BOX) · Peter A. Feld
Regulatory filing Activist investor Loop · Pattern Hunter3 hits
28
Page 27 of a Schedule 13D filing.Box, Inc. (BOX) · Peter A. Feld
Regulatory filing Activist investor Loop · Pattern Hunter3 hits
35
Box, Inc. (BOX)Box, Inc. (BOX) · Peter A. Feld
Regulatory filing Activist investor 3 hits
63
Page 25 of 32 from a Schedule 13D filing.Box, Inc. (BOX) · Jeffrey C. Smith
Regulatory filing Activist investor 3 hits
09
Uses CFO quotes from 2019 and 2020 to highlight the gap between management narrative and financial performance.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor Beat · Expose Contradiction3 hits
15
This is a classic activist investor 'villain' slide, framing the board as incompetent or self-serving.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor Beat · Problem Statement3 hits
19
Box, Inc. (BOX)Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor Beat · Problem StatementLoop · David Goliath3 hits
20
Box, Inc. (BOX)Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor Beat · Problem StatementLoop · David Goliath3 hits
60
The slide uses a callout box to highlight an external analyst's skepticism regarding management's credibility.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 3 hits
90
Uses a callout box to present the company's own justification, which is then framed as a self-serving action.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 3 hits
92
The slide uses legal excerpts to frame the Board's actions as a 'sham' and a 'pretext' for entrenchment.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 3 hits
109
Uses direct quotes from company filings to expose the Board's dissatisfaction.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 3 hits
115
The slide uses a combination of bulleted lists and two data tables to support the argument of poor governance and excessive dilution.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 3 hits
138
Box, Inc. (BOX)Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor Beat · Propose Solution3 hits
140
The slide uses a structured list format to present strategic recommendations based on external consulting analysis.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor Beat · Propose Solution3 hits
31
Page 31 of a regulatory filing detailing share ownership and voting/dispositive power.Rogers Corporation (ROG) · Jeffrey C. Smith
Regulatory filing Activist investor Loop · Benchmark Gap3 hits
16
Green Mountain Coffee Roasters (GMCR)Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal3 hits
47
This slide uses a classic 'thesis-antithesis' structure to undermine a company's public narrative.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · The Patent IssueLoop · The Reveal3 hits
83
This slide is a formal legal disclosure regarding an ongoing regulatory investigation.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal3 hits
87
This slide is a direct excerpt from an SEC response letter, used to clarify regulatory compliance and business model structure.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal3 hits
88
The slide uses direct quotes from SEC filings to establish a factual basis for later critique.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal3 hits
97
The slide uses direct quotes and descriptions of operational manipulation to expose inventory fraud.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · Results of Field ResearchLoop · The Reveal3 hits
102
Uses a Q&A format to frame the contradiction between analyst observation and management denial.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · Putting It All TogetherLoop · The Reveal3 hits
39
Uses a structured list format to present specific cost-reduction and efficiency opportunities.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · The Struggle3 hits