Matching slides 96,741
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2,011-2,040 of 96,741

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Uses external analyst quotes to build a case against management's current strategy.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction3 hits
48
Uses a press release excerpt as evidence to critique a corporate acquisition strategy.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction3 hits
58
The slide uses red bars to emphasize the negative performance and missed guidance.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction3 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 Inaction3 hits
11
The slide uses a decision-tree style diagram to illustrate two distinct paths to a target financial outcome.Salesforce, Inc. (CRM) · Starboard Value
Conference presentation Activist investor Beat · Rising SuccessLoop · Quick Win Big Bet3 hits
33
The slide uses a binary classification (Taxable vs Tax-Free) to categorize strategic alternatives.Fluor Corporation (FLR) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach3 hits
112
Uses a structural diagram to categorize financial separation alternatives.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps3 hits
44
Uses a contrast-pairs framework to highlight the gap between industry peers and the target company.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Propose SolutionLoop · Cost Of Inaction3 hits
26
Uses a combination of bar charts to contrast growth and margin performance against peers.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Agitation3 hits
33
Uses direct quotes and financial disclosures to highlight the contradiction between management's framing of 'savings' and the reality of revenue loss.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Agitation3 hits
44
The slide uses a red-text convention for negative surprises and green for positive ones to visually emphasize the frequency of misses.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · SolutionLoop · Mece Breakdown3 hits
69
Uses a comparison between GCP's current application-based segmentation and Sika's performance-based tiering to illustrate the proposed strategic shift.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet3 hits
84
Uses screenshots of web forms to contrast manual vs automated workflows.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · SolutionLoop · Pareto Focus3 hits
90
Uses visual callouts (dashed boxes) to highlight M&A additions to the portfolio.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · SolutionLoop · Pareto Focus3 hits
96
Uses a 'before-after' style contradiction frame to highlight management's lack of urgency.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · SolutionLoop · Pareto Focus3 hits
41
The slide uses a stock chart to visualize the financial impact of a specific corporate failure.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 3 hits
74
Includes a waterfall-style bridge diagram showing the components of the BMY deal value.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor Loop · Iceberg3 hits
90
Uses a before-after framing to highlight the shift from non-specific bullishness to specific product hype.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 3 hits
94
The slide uses color-coding (red, orange, green) to categorize drug status, effectively visualizing the failure of management's previous projections.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 3 hits
126
The slide uses color-coding (red, yellow, green) to categorize drug status, effectively acting as a visual 'stoplight' framework for management credibility.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 3 hits
147
Uses a line chart overlaid with callouts to correlate specific events with stock price movements.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 3 hits
163
The slide uses a side-by-side comparison to highlight the reliance on external acquisitions for product development.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 3 hits
03
The slide highlights outperformance of specific investment ideas presented at a previous conference.Multiple (Wix, Salesforce, Splunk, Vertiv) (WIX / CRM / SPLK / VRT) · Starboard Value
Conference presentation Activist investor Loop · Before After3 hits
37
The chart uses a combination of bar (Capital Raised) and line (IPO Count) to visualize market trends.Multiple (Wix, Salesforce, Splunk, Vertiv) (WIX / CRM / SPLK / VRT) · Starboard Value
Conference presentation Activist investor Beat · SolutionLoop · Before After3 hits
40
The slide uses a combination of a stock price chart and bar charts to highlight the discrepancy between guidance and actual performance.Multiple (Wix, Salesforce, Splunk, Vertiv) (WIX / CRM / SPLK / VRT) · Starboard Value
Conference presentation Activist investor Beat · SolutionLoop · Before After3 hits
34
Uses external analyst quotes to build a case against management's R&D execution.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Loop · Cost Of Inaction3 hits
58
Uses red arrows to visually emphasize the gap between guidance and actuals, and the subsequent decline.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Loop · Cost Of Inaction3 hits
11
The slide uses a 'Rule of 50' framework (Growth % + Margin %) to argue for operational improvements.Salesforce, Inc. (CRM) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach3 hits
29
Uses red dashed boxes to emphasize the negative change in guidance.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · The Struggle3 hits
44
Uses a 'before-after' or 'contrast' framing to highlight the gap between industry standards and Autodesk's performance.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor 3 hits