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Matching slides 303,780
Current window 236,041-236,070
Pages 10,126
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236,041-236,070 of 303,780

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Slide 1
Starboard Value | Activist Presentation Deck | 14 slidesStarboard Value | Activist Presentation Deck | 14 slides · Starboard Value
Activist deck Activist investor 1 hit
02
Starboard Value | Activist Presentation Deck | 14 slidesStarboard Value | Activist Presentation Deck | 14 slides · Starboard Value
Activist deck Activist investor 1 hit
03
The slide uses a screenshot of a previous presentation to establish credibility and consistency in the activist's investment thesis.Starboard Value | Activist Presentation Deck | 14 slides · Starboard Value
Activist deck Activist investor Beat · Situation & Context1 hit
04
Uses the 'Rule of 50' framework (Revenue Growth + Adj. Operating Margin).Starboard Value | Activist Presentation Deck | 14 slides · Starboard Value
Activist deck Activist investor Beat · Situation & ContextLoop · Benchmark Gap1 hit
05
The slide uses a dashed green oval to emphasize the margin expansion delta.Starboard Value | Activist Presentation Deck | 14 slides · Starboard Value
Activist deck Activist investor Beat · Problem & ComplicationLoop · Benchmark Gap1 hit
07
The slide uses a stock price chart to validate the thesis that recent operational changes have been rewarded by the market.Starboard Value | Activist Presentation Deck | 14 slides · Starboard Value
Activist deck Activist investor Beat · Evidence & ProofLoop · Before After1 hit
08
The chart uses a broken axis for the higher multiples (ORCL, NOW).Starboard Value | Activist Presentation Deck | 14 slides · Starboard Value
Activist deck Activist investor 1 hit
09
The slide uses a hub-and-spoke diagram to show how Agentforce integrates with Data Cloud and the Salesforce Platform.Starboard Value | Activist Presentation Deck | 14 slides · Starboard Value
Activist deck Activist investor 1 hit
11
Uses a decision-tree style diagram to illustrate paths from current FY2025 baseline to future targets.Starboard Value | Activist Presentation Deck | 14 slides · Starboard Value
Activist deck Activist investor Beat · Solution & ApproachLoop · Mece Breakdown1 hit
12
The chart uses a 'Rule of 50' framework, a common SaaS metric. The slide explicitly calls for Salesforce to move up the leaderboard to match the peer median.Starboard Value | Activist Presentation Deck | 14 slides · Starboard Value
Activist deck Activist investor Beat · Solution & ApproachLoop · Mece Breakdown1 hit
13
The chart uses a broken axis for ORCL and NOW to accommodate higher multiples.Starboard Value | Activist Presentation Deck | 14 slides · Starboard Value
Activist deck Activist investor Beat · Impact & Next Steps1 hit
55
The chart uses a dual-axis style (bar for absolute spend, line for % of sales) to demonstrate growth.Starboard Value | Activist Presentation Deck | 71 slides · Starboard Value
Activist deck Activist investor Loop · Quick Win Big Bet1 hit
56
The slide uses a 'villain critique' style to frame the company's marketing strategy as a potential weakness or distraction.Starboard Value | Activist Presentation Deck | 71 slides · Starboard Value
Activist deck Activist investor Loop · Quick Win Big Bet1 hit
57
Includes screenshots of marketing materials and press coverage.Starboard Value | Activist Presentation Deck | 71 slides · Starboard Value
Activist deck Activist investor Loop · Quick Win Big Bet1 hit
58
The slide uses a news article screenshot to establish the historical context of the CeraVe acquisition.Starboard Value | Activist Presentation Deck | 71 slides · Starboard Value
Activist deck Activist investor Loop · Quick Win Big Bet1 hit
59
Uses screenshots of news articles to build a narrative of brand growth.Starboard Value | Activist Presentation Deck | 71 slides · Starboard Value
Activist deck Activist investor Loop · Quick Win Big Bet1 hit
60
Uses a process flow to link acquisition to marketing strategy to financial outcome.Starboard Value | Activist Presentation Deck | 71 slides · Starboard Value
Activist deck Activist investor Loop · Quick Win Big Bet1 hit
61
Starboard Value | Activist Presentation Deck | 71 slidesStarboard Value | Activist Presentation Deck | 71 slides · Starboard Value
Activist deck Activist investor Loop · Quick Win Big Bet1 hit
62
The slide uses a logo-grid layout to establish brand dominance/quality comparison.Starboard Value | Activist Presentation Deck | 71 slides · Starboard Value
Activist deck Activist investor Loop · Quick Win Big Bet1 hit
63
The slide uses a regression line to highlight Kenvue's position below the trend line, indicating undervaluation.Starboard Value | Activist Presentation Deck | 71 slides · Starboard Value
Activist deck Activist investor Loop · Quick Win Big Bet1 hit
64
Uses CEO quotes to contrast successful segments with the underperforming Skin Health and Beauty segment.Starboard Value | Activist Presentation Deck | 71 slides · Starboard Value
Activist deck Activist investor Loop · Quick Win Big Bet1 hit
65
The slide uses a 'gap' visualization to highlight the opportunity for Kenvue to reach the market growth benchmark.Starboard Value | Activist Presentation Deck | 71 slides · Starboard Value
Activist deck Activist investor Loop · Quick Win Big Bet1 hit
66
The slide uses a waterfall-like bridge to show the potential impact of Kenvue's Skin Health & Beauty segment growing at the end-market rate.Starboard Value | Activist Presentation Deck | 71 slides · Starboard Value
Activist deck Activist investor Loop · Quick Win Big Bet1 hit
67
The slide uses a regression line to show the valuation gap for Kenvue (KVUE) relative to its peer group.Starboard Value | Activist Presentation Deck | 71 slides · Starboard Value
Activist deck Activist investor Loop · Quick Win Big Bet1 hit
68
The slide uses a green bar for the target (FY2019) and a red bar for the current state (FY2023) to emphasize the potential for margin expansion.Starboard Value | Activist Presentation Deck | 71 slides · Starboard Value
Activist deck Activist investor Loop · Quick Win Big Bet1 hit
69
The chart uses a dashed line to indicate the peer median of 20%.Starboard Value | Activist Presentation Deck | 71 slides · Starboard Value
Activist deck Activist investor Loop · Quick Win Big Bet1 hit
70
The chart uses a color-coded legend to distinguish between Diversified HPC Peers and Skin Health and Beauty Peers.Starboard Value | Activist Presentation Deck | 71 slides · Starboard Value
Activist deck Activist investor Loop · Quick Win Big Bet1 hit
02
Starboard Value | Activist Presentation Deck | 74 slidesStarboard Value | Activist Presentation Deck | 74 slides · Starboard Value
Activist deck Activist investor 1 hit
04
Uses news clippings as social proof/authority citation.Starboard Value | Activist Presentation Deck | 74 slides · Starboard Value
Activist deck Activist investor 1 hit
05
Uses a dual-axis chart to visually suggest causality between vaccine rollout and death rate reduction.Starboard Value | Activist Presentation Deck | 74 slides · Starboard Value
Activist deck Activist investor 1 hit