Matching slides 6,294
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Framework: Comparison Frameclear collectionreset all

Framework

5,131-5,160 of 6,294

filter-aware
46
Uses a comparison matrix structure to define investment thesis.Kinnevik | Investor Day Presentation Deck | 64 slides · Kinnevik
Conference presentation Investor relations Beat · Ultimate Achievement1 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
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
20
The slide uses a logo-grid layout to establish brand equity comparison.Starboard Value | Activist Presentation Deck | 71 slides · Starboard Value
Activist deck Activist investor Loop · Tale Two Worlds1 hit
21
The slide uses a logo-grid layout to visually demonstrate brand strength.Starboard Value | Activist Presentation Deck | 71 slides · Starboard Value
Activist deck Activist investor Loop · Tale Two Worlds1 hit
22
The slide uses a logo-grid to visually demonstrate brand strength.Starboard Value | Activist Presentation Deck | 71 slides · Starboard Value
Activist deck Activist investor Loop · Tale Two Worlds1 hit
23
The slide uses a logo-grid layout to contrast the two companies' brand assets.Starboard Value | Activist Presentation Deck | 71 slides · Starboard Value
Activist deck Activist investor Loop · Tale Two Worlds1 hit
24
The slide uses a logo-grid layout to establish brand equity comparison.Starboard Value | Activist Presentation Deck | 71 slides · Starboard Value
Activist deck Activist investor Loop · Tale Two Worlds1 hit
25
The slide uses a logo-grid to establish brand equity comparison.Starboard Value | Activist Presentation Deck | 71 slides · Starboard Value
Activist deck Activist investor Loop · Tale Two Worlds1 hit
27
The chart uses a dashed line to indicate the peer median of 10%.Starboard Value | Activist Presentation Deck | 71 slides · Starboard Value
Activist deck Activist investor Loop · Tale Two Worlds1 hit
30
The chart uses a dashed line to indicate the peer median valuation of 25x.Starboard Value | Activist Presentation Deck | 71 slides · Starboard Value
Activist deck Activist investor Loop · Tale Two Worlds1 hit
31
The chart highlights Kenvue's underperformance relative to the peer median.Starboard Value | Activist Presentation Deck | 71 slides · Starboard Value
Activist deck Activist investor Loop · Tale Two Worlds1 hit
35
The chart uses color coding to distinguish between 'Diversified HPC Peers' and 'Skin Health and Beauty Peers', with Kenvue highlighted in red.Starboard Value | Activist Presentation Deck | 71 slides · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
36
The chart uses a trend line to illustrate the valuation gap for KVUE.Starboard Value | Activist Presentation Deck | 71 slides · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
37
The slide uses a visual arrow to suggest a path for valuation multiple expansion for KVUE.Starboard Value | Activist Presentation Deck | 71 slides · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
38
The slide uses visual annotations (arrows and dashed circles) to suggest a path for valuation expansion for KVUE.Starboard Value | Activist Presentation Deck | 71 slides · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
44
The slide uses a dashed line to represent market growth, visually isolating Kenvue's underperformance.Starboard Value | Activist Presentation Deck | 71 slides · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
46
The chart highlights KVUE SH&B in red to emphasize its underperformance relative to the peer median.Starboard Value | Activist Presentation Deck | 71 slides · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
49
Uses a visual 'not equal to' symbol to emphasize the distinction between the two business units.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
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
07
The chart uses a red vertical arrow to quantify the 132-point gap between the market and Pfizer.Starboard Value | Activist Presentation Deck | 74 slides · Starboard Value
Activist deck Activist investor 1 hit
09
The chart highlights LLY and NVO as GLP-1 participants; PFE is highlighted in a different color.Starboard Value | Activist Presentation Deck | 74 slides · Starboard Value
Activist deck Activist investor 1 hit
23
The slide uses a visual gap analysis to highlight the shortfall against a market benchmark.Starboard Value | Activist Presentation Deck | 74 slides · Starboard Value
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
38
The chart highlights Pfizer's underperformance relative to peers, including a specific callout for 'PFE Excl. COVID'.Starboard Value | Activist Presentation Deck | 74 slides · Starboard Value
Activist deck Activist investor 1 hit
39
The chart uses a 'broken axis' visual style for the top two bars (LLY, NVO) to accommodate their significantly higher growth rates.Starboard Value | Activist Presentation Deck | 74 slides · Starboard Value
Activist deck Activist investor 1 hit