slides · global inventory
Causal Chain
Framework collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 1,586
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Framework
541-570 of 1,586
161
The slide uses a dual-chart layout to correlate price increases with traffic declines, supporting the activist thesis that operational improvements are needed over pricing strategies.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
71
Uses a causal link diagram to show the impact of achieving the 38% return target on 2030 financial outcomes.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
29
The slide uses a causal link (arrow) between rising data center power consumption and SMR investment.Fluor Corporation (FLR) · Starboard Value
Conference presentation Activist investor 1 hit
108
The slide uses a causal link (the blue arrow) to connect rising data center power demand to the need for SMR investment.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
71
The slide uses a timeline to frame a narrative of intentional deception by leadership.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Executive SummaryLoop · Cost Of Inaction1 hit
77
Uses a visual equation to show how the manipulated metrics feed into the 'Financial Goal Funding Multiplier', leading to higher payouts.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Executive SummaryLoop · Cost Of Inaction1 hit
36
Uses a 'bridge' style visual annotation to highlight year-over-year changes in EBIT.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Agitation1 hit
76
Uses a process flow diagram to highlight organizational silos and lack of formal business case validation.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
41
The slide uses a stock chart to visualize the financial impact of a specific corporate failure.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
63
The chart uses a waterfall-style visualization to show cumulative revenue loss over time.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
141
Uses a calendar visualization to highlight the compressed timeline between data room access and deal approval.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
19
Uses a simple additive logic flow to represent the investment thesis.Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
26
Uses a simple additive framework to show how cost reductions and operating leverage lead to a specific financial outcome.Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit
19
Uses a simple additive logic flow to represent the investment thesis.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
26
Uses a simple additive framework to show how cost reductions and operating leverage lead to a specific financial outcome.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit
79
The slide uses a 'causal chain' logic (Installed base x attachment rate x days) to explain revenue predictability.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
21
The slide uses a dual-axis line chart to illustrate the inverse relationship between oil prices and cash burn, highlighting the industry's poor capital discipline.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Agitate (Make it worse)1 hit
35
The slide uses a causal link between consumption drivers and capex growth.Multiple (Wix, Salesforce, Splunk, Vertiv) (WIX / CRM / SPLK / VRT) · Starboard Value
Conference presentation Activist investor Beat · SolutionLoop · Before After1 hit
08
The slide uses a causal framing (slow response -> weak performance) to justify activist intervention.Nestlé S.A. (NESN) · Third Point
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
19
Uses a simple additive framework to illustrate value creation.GoDaddy, News Corp, Fortrea · Starboard Value
Conference presentation Activist investor Beat · Solution & ApproachLoop · Golden Circle1 hit
26
Uses a simple additive framework to justify a financial target.GoDaddy, News Corp, Fortrea · Starboard Value
Conference presentation Activist investor Beat · Evidence & ProofLoop · Before After1 hit
05
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 1 hit
71
Includes a causal flow diagram showing the link between achieving a 38% return and specific 2030 financial outcomes.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
54
The slide uses a stacked bar chart to show historical and estimated trends in sales mix, and a grouped bar chart to compare profit margins across first-party and third-party games.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
57
The slide uses historical data to establish a pattern of console life cycles to support a bearish outlook on near-term unit sales.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
06
Uses a process diagram to show the impact of shareholder pressure on corporate governance and strategy.Sotheby's (BID) · Daniel S. Loeb
Activist deck Activist investor 1 hit
31
Uses red arrows and question marks to highlight the discrepancy between performance and management's revised targets.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · The Struggle1 hit
48
Uses a simple arithmetic bridge to demonstrate margin efficiency.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor 1 hit
77
Uses a causal chain diagram to link metric manipulation to financial outcomes.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Loop · The Reveal1 hit
15
Uses a 2x2 layout of bar charts to illustrate a causal chain of financial mismanagement.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor 1 hit