slides · global inventory
Table
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 60,568
Current window 20,341-20,370
Pages 2,019
Rows per page 30
Component
20,341-20,370 of 60,568
03
The slide uses a list of analyst quotes to frame the 'existential debate' and a table to quantify the impact of specific corporate missteps.Alexion Pharmaceuticals, Inc. (ALXN) · Elliott
Shareholder letter Activist investor Beat · Problem1 hit
04
Uses analyst quotes to highlight the gap between management's stated discipline and the market's perception of defensive, value-destroying M&A.Alexion Pharmaceuticals, Inc. (ALXN) · Elliott
Shareholder letter Activist investor Beat · Agitate1 hit
07
Includes a summary table of returns and three line charts showing performance over different time horizons.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction1 hit
11
Includes a quote from CFO Arthur Minson regarding the growth strategy.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction1 hit
12
Uses a before-after framing to contrast management's stated strategy with the actual financial outcome.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction1 hit
14
The table highlights the 'Display' segment in a red box to emphasize the losses.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
06
The slide uses a combination of a summary returns table and three time-series line charts to demonstrate long-term underperformance.DSP Group, Inc. (DSPG) · Starboard Value
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
08
The slide highlights the disconnect between high operating expenses and declining revenue, framing it as a management failure.DSP Group, Inc. (DSPG) · Starboard Value
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
12
Uses peer benchmarking to infer internal profitability metrics for a company that does not disclose them.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
14
The slide uses a table to contrast management guidance with actual results, calculating the absolute and percentage misses.DSP Group, Inc. (DSPG) · Starboard Value
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
16
Uses red boxes to highlight the unrealistic market share growth and the resulting negative fully allocated operating income.DSP Group, Inc. (DSPG) · Starboard Value
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
21
Uses a classic 'Commitment vs. Reality' framing to undermine management credibility.DSP Group, Inc. (DSPG) · Starboard Value
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
25
Uses a table to visually demonstrate the exclusion of specific directors.DSP Group, Inc. (DSPG) · Starboard Value
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
27
Uses a red box to visually highlight the specific individuals who serve on both boards or have dual roles.DSP Group, Inc. (DSPG) · Starboard Value
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
29
The slide uses a table to demonstrate overlapping board memberships and financial interests to question the independence of decision-making.DSP Group, Inc. (DSPG) · Starboard Value
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
31
Uses a table to detail specific individuals and their realized gains to build a case of self-interest.DSP Group, Inc. (DSPG) · Starboard Value
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
34
The slide uses a table to contrast long board tenure with zero or negligible stock ownership to argue against board alignment with shareholders.DSP Group, Inc. (DSPG) · Starboard Value
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
39
The table highlights the discrepancy between revenue and operating profit/EBITDA, suggesting mismanagement of R&D and SG&A expenses.DSP Group, Inc. (DSPG) · Starboard Value
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
08
Includes a table of summary returns and three line charts (5-year, 3-year, 1-year) highlighting the impact of a Starboard 13D filing.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
12
Uses a 'Commitment vs. Reality' structure to highlight management credibility issues.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor Beat · Expose Contradiction1 hit
13
Includes a bar chart showing revenue vs EBIT decline and a table comparing growth and EBITDA margins against peers.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor Beat · Expose Contradiction1 hit
33
The slide highlights that Tessera acquired these assets but has not actively pursued broad licensing opportunities.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor Beat · Propose SolutionLoop · Mece Breakdown1 hit
41
The slide uses a combination of a summary table and a bar chart to illustrate the financial failure of the Digital Optics segment.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
42
Includes a specific callout box and arrow highlighting the 'Troubling decline due to non-renewals'.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
44
Uses a combination of bar charts and a data table to illustrate operational inefficiency.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
48
Uses peer benchmarking to justify operational changes.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
58
Tessera Technologies Inc. (TSRA)Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor 1 hit
59
Includes a track record table and a share price performance chart for ARM Holdings during his tenure.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor 1 hit
60
Includes a table of financial performance metrics and a line chart showing share price growth during his tenure.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor 1 hit