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Slide 1
Pfizer Inc. (PFE)Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor 2 hits
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The slide uses a three-column layout to segment the portfolio, highlighting key brands within each.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Problem (Identify pain)Loop · Quick Win Big Bet2 hits
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Uses authority-citation framework via news headlines to validate the claim.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Problem (Identify pain)Loop · Quick Win Big Bet2 hits
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The slide uses a dual-axis chart to visually suggest a causal link between vaccine rollout and reduced mortality.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Problem (Identify pain)Loop · Quick Win Big Bet2 hits
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The chart uses a red vertical arrow to explicitly quantify the 132 percentage point underperformance gap.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Problem (Identify pain)Loop · Quick Win Big Bet2 hits
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The slide uses a 2x2 grid to categorize the causes of the decline, followed by a summary of the impact on M&A and total market value loss.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction2 hits
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Slide 1
Salesforce, Inc. (CRM)Salesforce, Inc. (CRM) · Starboard Value
Conference presentation Activist investor Beat · Humble Origins2 hits
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The slide uses a callback to a previous presentation to establish credibility and continuity in their investment thesis.Salesforce, Inc. (CRM) · Starboard Value
Conference presentation Activist investor Beat · Humble Origins2 hits
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The chart uses a stacked bar approach to show the components of the Rule of 50 metric.Salesforce, Inc. (CRM) · Starboard Value
Conference presentation Activist investor Beat · The BreakthroughLoop · Before After2 hits
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The slide uses a callout to emphasize the 99% growth figure.Salesforce, Inc. (CRM) · Starboard Value
Conference presentation Activist investor Beat · The Breakthrough2 hits
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Uses a waterfall-style bridge to show historical improvement and remaining gap to peer median.Salesforce, Inc. (CRM) · Starboard Value
Conference presentation Activist investor Beat · Rising Success2 hits
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The chart uses a 'Rule of 50' framework to benchmark performance. Salesforce is highlighted as needing to move up the leaderboard to reach the peer median.Salesforce, Inc. (CRM) · Starboard Value
Conference presentation Activist investor Beat · Ultimate AchievementLoop · Quick Win Big Bet2 hits
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The slide uses a performance comparison to build credibility for a leadership candidate.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor 2 hits
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Autodesk, Inc. (ADSK)Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor 2 hits
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The slide uses a numbered list with flag icons to highlight specific areas of concern.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction2 hits
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The slide uses red annotations to explicitly quantify the 'points below' performance gap for each period.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction2 hits
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The slide uses a numbered list to frame the case for change, typical of activist investor presentations.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction2 hits
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The slide highlights the specific growth drivers that underpin the 15-19% revenue CAGR target.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · The Struggle2 hits
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Uses red dashed boxes to emphasize the negative change in guidance.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · The Struggle2 hits
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Uses a 'before-after' or 'contrast' framing to highlight the gap between industry standards and Autodesk's performance.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor 2 hits
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The slide uses a combination of growth metrics and peer benchmarking to argue that SBC is excessive.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor 2 hits
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The slide uses a numbered list format to present a series of grievances against the company's leadership.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor 2 hits
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Uses a dual-chart layout to contrast historical performance periods.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor 2 hits
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Uses red 'X' icons to denote negative practices.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor 2 hits
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Uses a 'Stated Goal vs. Reality' comparison frame to expose a contradiction in executive compensation structure.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor 2 hits
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The slide uses a numbered list format to present a case for management change.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor 2 hits
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The slide uses a numbered list format to present a series of grievances against the company's leadership.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor 2 hits
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The slide uses a bar chart to visualize acquisition spend and a callout box to emphasize the cumulative total.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor 2 hits
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The waterfall chart illustrates the build-up of capital deployment capacity from consensus FCF and margin improvement.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · The Victory2 hits
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The slide uses a dual-chart approach: a line chart for historical performance and a bar chart for valuation benchmarking.Match Group, Inc. (MTCH) · Jeffrey Smith
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Benchmark Gap2 hits