slides · global inventory
Expose Contradiction
Framework collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 1,114
Current window 61-90
Pages 38
Rows per page 30
Framework
61-90 of 1,114
14
The slide uses a series of quotes to establish a narrative of management over-promising or setting a specific expectation regarding R&D pipeline quality.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
19
The slide uses a table from a Pfizer Q1 2019 investor presentation to frame a critique of management's performance.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
54
Uses red 'X' icons to visually emphasize the failure to meet expectations.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
56
The slide is from a Starboard Value presentation critiquing Pfizer's management. It uses a bar chart to illustrate the expected trajectory of doses sold vs. doses used.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
110
The chart highlights a specific event (NuScale IPO) and a median line to emphasize the valuation gap.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
30
Uses a red dashed circle and callout box to highlight the target reduction.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
31
Uses a timeline-style flow to show the 'miss' and the subsequent lowering of expectations.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
58
The slide uses a table to show that targets for FY2023 remained largely static across multiple years of investor presentations.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Villain CritiqueLoop · Cost Of Inaction1 hit
34
Uses a bar chart to show positive market reaction to activist intervention compared to benchmarks.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
46
Uses analyst quotes to frame the quantitative data as a failure of management promises.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
48
Uses two bar charts to illustrate the gap between adjusted and GAAP-adjusted profitability.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
49
Uses red arrows to emphasize the downward trend in both charts.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
55
Uses a combination of bar charts and callout annotations to contrast Box's performance against a peer group.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
100
The slide uses a dual-chart approach to highlight the lack of operating leverage regarding SBC.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
164
Uses a 'PF FY2021' (Pro Forma) column to include Feb 2021 acquisitions in the R&D expense calculation.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
05
This is a text-heavy shareholder letter page arguing against management's guidance.Autodesk, Inc. (ADSK) · Jeffrey Smith
Shareholder letter Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
25
The slide argues for cost rationalization by highlighting the divergence between revenue growth and T&D spend, further contextualized by a note on business segment composition.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit
06
The chart uses bubble size to represent buyback intensity relative to cash, overlaying it on P/E and price trends.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor 1 hit
65
The slide uses a rhetorical device to critique corporate jargon by demonstrating that multiple companies use identical language to describe their 'leadership' and 'transformation' goals.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)1 hit
89
The slide uses testimonials to highlight the discrepancy between how Keurig was treated versus other clients, implying a material relationship that was not properly disclosed.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
43
The slide uses a stacked bar chart to visualize the revenue gap and contribution from various acquisitions.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
52
The slide uses a red dashed box to isolate the 'COVID Benefit' period and another to highlight the summary statistics.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
18
The slide uses a red dashed oval to emphasize the specific financial targets.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · The Struggle1 hit
34
The table highlights the gap between management's historical guidance and actual results, specifically for FY2023 and FY2026.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · The Struggle1 hit
49
Uses a simple arithmetic bridge to highlight the gap between current consensus forecasts and the activist's proposed target.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor 1 hit
59
The slide highlights a misalignment between public-facing investor commitments and internal executive compensation metrics.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor 1 hit
70
The slide uses a timeline to frame a narrative of intentional misleading behavior by leadership.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Loop · The Reveal1 hit
02
This is a page from an activist investor letter (Starboard Value) criticizing LivePerson's board and management.LivePerson, Inc. (LPSN) · Peter Feld
Shareholder letter Activist investor Beat · Exposure of contradictions in LivePerson's performance1 hit
02
The slide uses a red arrow to visually emphasize the downward trend in EBITDA, contrasting management's tenure with financial performance.Yahoo! Inc. (YHOO) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
03
The slide uses a bar chart to highlight the decline in EBITDA and FCF since 2012, specifically pointing to the period after current management took over.Yahoo! Inc. (YHOO) · Jeffrey C. Smith
Shareholder letter Activist investor 1 hit