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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 60,568
Current window 20,491-20,520
Pages 2,019
Rows per page 30
Component
20,491-20,520 of 60,568
243
The slide uses a red oval annotation to highlight the total store count disparity.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
245
The slide uses green circles to highlight specific high-potential cells in the table.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
246
Includes footnotes regarding assumptions for franchise fees, unit volume, and valuation multiples.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
247
Includes a callout box referencing Brinker as a successful precedent.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
253
The slide uses a peer benchmarking approach to justify a proposed strategic shift toward franchising for Olive Garden and LongHorn.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
279
Includes a table of capital structure and a pie chart showing debt composition.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
280
Includes a synthetic rating calculation table and a footnote regarding S&P equivalence.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
281
Includes a detailed footnote explaining the rationale for REIT payout ratios and referencing a precedent (Granite Real Estate).Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
284
Includes a waterfall-style bar chart and a scenario table comparing payout ratios under different EBITDA improvement assumptions.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
04
Uses a combination of a performance table and a line chart to illustrate operational and market failure.Newell Brands Inc. (NWL) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Problem (Identify pain)1 hit
07
The table contains 30 rows of transaction data.Mellanox Technologies, Ltd. (MLNX) · Peter A. Feld
Shareholder letter Activist investor 1 hit
08
The table lists date, name, title, transaction type, security type, price, quantity, and total value.Mellanox Technologies, Ltd. (MLNX) · Peter A. Feld
Shareholder letter Activist investor 1 hit
09
Page number 9 at the bottom.Mellanox Technologies, Ltd. (MLNX) · Peter A. Feld
Shareholder letter Activist investor 1 hit
10
The table lists date, name, title, transaction type, security type, price, quantity, and total value.Mellanox Technologies, Ltd. (MLNX) · Peter A. Feld
Shareholder letter Activist investor 1 hit
11
The table lists various executives and their open market sales of ordinary shares between 2012 and 2013.Mellanox Technologies, Ltd. (MLNX) · Peter A. Feld
Shareholder letter Activist investor 1 hit
12
Page number 12 at the bottom.Mellanox Technologies, Ltd. (MLNX) · Peter A. Feld
Shareholder letter Activist investor 1 hit
13
This appears to be a standard SEC Form 4 disclosure table.Mellanox Technologies, Ltd. (MLNX) · Peter A. Feld
Shareholder letter Activist investor 1 hit
14
The table lists transaction dates, executive names, titles, transaction types, share types, prices, quantities, and total values.Mellanox Technologies, Ltd. (MLNX) · Peter A. Feld
Shareholder letter Activist investor 1 hit
15
The table lists date, name, title, transaction type, security type, price, quantity, and total value of sales.Mellanox Technologies, Ltd. (MLNX) · Peter A. Feld
Shareholder letter Activist investor 1 hit
16
The table lists date, executive name, title, transaction type, security type, price, quantity, and total value.Mellanox Technologies, Ltd. (MLNX) · Peter A. Feld
Shareholder letter Activist investor 1 hit
17
The table provides a granular record of executive stock activity, likely for regulatory compliance or transparency purposes.Mellanox Technologies, Ltd. (MLNX) · Peter A. Feld
Shareholder letter Activist investor 1 hit
06
Advance Auto Parts (AAP)Advance Auto Parts (AAP) · Starboard Value
Activist deck Activist investor 1 hit
06
Uses a waterfall-style build for EBITDA and a bridge-style calculation for enterprise value.Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Problem & ComplicationLoop · Logic Chain1 hit
08
The slide uses a waterfall chart to bridge individual property values to the total portfolio value.Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Evidence & ProofLoop · Logic Chain1 hit
17
Includes a financial table and a flow diagram illustrating cash distribution percentages.Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Evidence & ProofLoop · Logic Chain1 hit
19
The slide uses a 'Before JVs' vs 'After JVs' comparison to illustrate the deleveraging impact of the proposed transaction.Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Impact & Next StepsLoop · Before After1 hit
20
Includes a specific rationale for targeting 3.5x based on Moody's criteria.Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Impact & Next StepsLoop · Before After1 hit
22
The slide uses a sum-of-the-parts valuation approach for real estate assets.Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Impact & Next StepsLoop · Before After1 hit
23
The slide highlights an 88.5% upside based on the sum of the operating business and real estate JVs.Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Impact & Next StepsLoop · Before After1 hit
05
The slide uses a waterfall-style calculation to derive implied margins and a bar chart to benchmark against peers.Mellanox Technologies, Ltd. (MLNX) · Peter A. Feld
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Benchmark Gap1 hit