slides · global inventory
Table
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 60,568
Current window 2,611-2,640
Pages 2,019
Rows per page 30
Component
2,611-2,640 of 60,568
35
The slide uses dual-axis charts to contrast growth metrics (bars) with margin performance (lines).Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction2 hits
55
Uses a combination of a table for bonus history and a comparative performance table to highlight the misalignment between pay and performance.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 2 hits
138
Uses a comparison-based logic to justify cost-cutting measures.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Loop · Mece Breakdown2 hits
202
Darden Restaurants, Inc. (DRI)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
233
Includes a valuation bridge calculation for SRG and a peer benchmarking table.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
75
Uses a combination of historical data tables and a map-based visual argument to highlight a strategic gap.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet2 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 Focus2 hits
25
The slide uses excerpts from legal agreements to demonstrate that the appointment allowed for accelerated vesting of equity awards.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor 2 hits
10
Uses a combination of a performance table, a bar chart for margins, and a time-series line chart for P/E multiples to argue against management's M&A capability.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 2 hits
78
The slide uses a DCF model to cap the potential synergy value, explicitly noting that 100% cost elimination is unrealistic.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 2 hits
138
Uses red dashed boxes and arrows to highlight the specific EPS comparison between the two scenarios.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 2 hits
115
The slide uses a combination of bulleted lists and two data tables to support the argument of poor governance and excessive dilution.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 2 hits
39
Includes a thesis statement regarding the investment opportunity in AerCap.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · EvidenceLoop · The Reveal2 hits
12
The slide provides a snapshot of financial metrics including stock price, market cap, enterprise value, and various forward-looking multiples.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · Background and Business2 hits
05
The slide uses a 'before-after' style comparison to point out a specific $6.5 billion exposure figure.Lehman Brothers (LEH) · David Einhorn
Conference presentation Activist investor 2 hits
18
The slide uses a fitness-themed UI overlay (leaderboard, speed, cadence, etc.) to present financial data.Peloton Interactive (PTON) · David Einhorn
Conference presentation Activist investor Beat · The BreakthroughLoop · Quick Win Big Bet2 hits
24
The slide provides a breakdown of capacity changes (in million mtpa) and contextualizes the impact of Chinese supply versus other global regions.Solvay SA (SOLB BB) · David Einhorn
Conference presentation Activist investor Beat · Solution2 hits
43
The slide presents a table of 2028 targets and mentions dividend policy.Solvay SA (SOLB BB) · David Einhorn
Conference presentation Activist investor Beat · Financials2 hits
44
The slide uses a mix of historical data (2022-2023), estimates (2024E), and long-term targets (2028).Solvay SA (SOLB BB) · David Einhorn
Conference presentation Activist investor Beat · Financials2 hits
26
Sony Corporation (6758.T)Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Before After2 hits
33
Includes specific references to Sony 2019 IR Day slides 145, 150, and 153.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)2 hits
47
Data as of 6/11/2019. Includes regional segmentation (US, China, Japan).Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)2 hits
69
The slide uses a 10-12x EBIT multiple to justify a $35-43bn valuation, arguing it is a conservative premium to Japanese peers and a discount to US/China peers.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)2 hits
09
The slide includes a bottom callout emphasizing that value creation is concentrated in B or better mall stores.Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Evidence & ProofLoop · Logic Chain2 hits
10
The slide presents two distinct valuation tables for owned vs. ground-leased assets.Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Evidence & ProofLoop · Logic Chain2 hits
18
Includes a supporting calculation box for the JV net cash flow to Macy's.Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Evidence & ProofLoop · 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
35
Includes valuation metrics and historical/forecasted production data.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · SolutionLoop · Hypothesis Test2 hits