slides · global inventory
Title
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 303,834
Current window 26,071-26,100
Pages 10,128
Rows per page 30
Component
26,071-26,100 of 303,834
210
Uses a 'problem-solution' split layout.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 2 hits
215
The slide uses a 'problem-solution' split layout.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 2 hits
222
Includes a comparison to the ARCP/Golden Gate transaction as a benchmark for conservatism.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 2 hits
225
The slide uses a before-after comparison structure to highlight the value creation potential.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 2 hits
229
Uses a bar chart to compare EBITDA margins on a fully-leased basis, highlighting Darden (DRI) as an outlier.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 2 hits
232
The slide uses a table format to compare operational metrics and growth trajectories across a portfolio of restaurant brands.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 2 hits
238
Includes a callout box referencing Brinker as a successful precedent.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 2 hits
240
The slide uses a red dashed box and an arrow to emphasize Darden's low international unit count compared to competitors.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 2 hits
247
Includes a callout box referencing Brinker as a successful precedent.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 2 hits
252
The slide uses historical stock performance charts to validate the thesis that franchising drives superior shareholder returns compared to the S&P 500.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 2 hits
256
Uses two waterfall charts to demonstrate the net cash flow impact of refranchising on low-volume vs high-volume stores.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 2 hits
268
The slide uses a Gantt chart format to visualize the timeline of strategic initiatives.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 2 hits
269
The slide uses a Gantt-style chart to map out tasks across a 14-week horizon, highlighting decision points and focus areas.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 2 hits
274
Uses Moody's rating criteria to derive a synthetic credit score.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 2 hits
280
Includes a synthetic rating calculation table and a footnote regarding S&P equivalence.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 2 hits
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 2 hits
283
Includes a synthetic credit rating model based on Moody's criteria.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 2 hits
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 2 hits
286
This is a classic activist investor 'thesis' slide, summarizing the 'why', 'what', and 'how' of the campaign.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 2 hits
289
Darden Restaurants, Inc. (DRI)Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 2 hits
04
The slide highlights the firm's track record of board representation and active engagement.Advance Auto Parts (AAP) · Starboard Value
Activist deck Activist investor 2 hits
07
The slide uses a combination of bar charts and a line chart to support the thesis that macro trends favor the company's business model.Advance Auto Parts (AAP) · Starboard Value
Activist deck Activist investor 2 hits
09
The slide uses a clear visual callout to quantify the performance gap between the subject company and its peers.Advance Auto Parts (AAP) · Starboard Value
Activist deck Activist investor 2 hits
10
The slide highlights the shift in AAP's business model towards commercial (DIFM) sales following the Carquest acquisition.Advance Auto Parts (AAP) · Starboard Value
Activist deck Activist investor 2 hits
01
Macy's Inc. (M)Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Situation & Context2 hits
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 Chain2 hits
21
Includes pro forma cash and debt tables showing the impact of JV transactions.Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Impact & Next StepsLoop · Before After2 hits
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 After2 hits
02
The slide uses a 'villain' narrative (Starboard Value) to frame the stock underperformance as a result of management execution.Mellanox Technologies, Ltd. (MLNX) · Peter A. Feld
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Benchmark Gap2 hits
03
The slide uses a 'villain' narrative to critique Mellanox's operational efficiency and growth relative to peers.Mellanox Technologies, Ltd. (MLNX) · Peter A. Feld
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Benchmark Gap2 hits