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Matching slides 10,645
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Pages 355
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2,281-2,310 of 10,645
18
Uses a Washington Post article as a credibility signal to support the investment thesis.Bloomin' Brands (BLMN) · Starboard Value
Conference presentation Activist investor Loop · Cost Of Inaction2 hits
30
The slide uses a dialogue format between a GS analyst and the CEO to frame the company's strategic priorities.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction2 hits
32
The slide uses highlighted text within quotes to emphasize key figures ($10B target, $90B market).Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction2 hits
34
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 Inaction2 hits
50
The slide uses external authority to validate a critique of management's capital allocation strategy.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction2 hits
62
The slide uses a dialogue format between a GS Analyst and the Pfizer CEO to validate the investor's thesis.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction2 hits
32
Uses a side-by-side quote comparison to frame a contradiction in management's stated goals.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
22
The slide uses a 'before-after' framing technique to set up a future contradiction by establishing the initial high expectations.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Agitation2 hits
41
Uses CEO quotes as a mechanism to expose management's failure to meet their own stated targets.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · SolutionLoop · Mece Breakdown2 hits
42
Uses CEO quotes to highlight the gap between management's historical guidance and actual performance.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · SolutionLoop · Mece Breakdown2 hits
83
Uses external analyst commentary as evidence to support the activist thesis.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · SolutionLoop · Pareto Focus2 hits
95
Uses a 'before-after' style contradiction frame, contrasting a competitor's proactive strategy with the target's reactive excuses.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · SolutionLoop · Pareto Focus2 hits
149
The slide uses a 'before-after' or 'contradiction' framing to suggest management was previously evasive about M&A interest.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 2 hits
162
Uses CEO/CFO quotes to frame management's narrative against the actual performance data.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 2 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 Contradiction2 hits
23
The slide uses a bar chart to highlight Box's negative operating margin relative to peers, emphasizing the need for operational improvement.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor Loop · David Goliath2 hits
29
Uses analyst quotes to frame the problem of stagnant growth.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 2 hits
45
The slide uses a red dashed trend line to visually emphasize the deceleration.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 2 hits
46
Uses analyst quotes to frame the quantitative data as a failure of management promises.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 2 hits
48
Uses two bar charts to illustrate the gap between adjusted and GAAP-adjusted profitability.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 2 hits
53
Uses CEO quotes as authority citations to support the activist thesis.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 2 hits
56
Uses quotes from earnings calls and 10-Q filings to highlight the contradiction.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 2 hits
63
Uses a 'before-after' style contradiction by juxtaposing management quotes with a bar chart showing a 22% miss.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 2 hits
64
Uses CEO quotes to establish a contradiction between management guidance and actual performance.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 2 hits
66
Uses a before-after framing to illustrate the reduction in growth targets.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 2 hits
116
The slide uses external citations (ISS, Glass Lewis) to validate the claim of poor governance.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 2 hits
126
Uses news headlines and quotes to build a case against the board appointment.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 2 hits
151
Uses CFO quotes to establish a baseline expectation for long-term margins.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 2 hits
32
Uses a 'before-after' framing to expose a contradiction in management's stated goals.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · The Struggle2 hits
02
This is a page from a shareholder letter, likely from an activist investor (Starboard Value or similar) criticizing News Corp's governance.News Corporation (NWSA) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · InterestLoop · Logic Chain2 hits