Matching slides 6,793
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Framework

61-90 of 6,793

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Uses yellow arrows to emphasize the downward trend in performance metrics.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
24
Includes a screenshot of a tweet from Howard Penney as evidence of management shutting out analysts.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
31
Uses a combination of a time-series bar chart and two comparative bar charts to highlight operational inefficiency.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
63
The slide uses a valuation table to quantify potential value destruction.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
64
The slide uses a 'MISLEADING' stamp overlay on a bar chart to emphasize the contradiction.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
65
The slide uses a grouped bar chart to compare demographic segments over time (2008 vs 2013) for two brands.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
66
The slide uses a scatter plot to visually prove that two brands management claims are different are actually demographically identical.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
70
Uses a strong 'WE DISAGREE' callout to emphasize the activist's stance.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
72
The slide uses a quote from Covenant Review to undermine management's credibility.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
73
Uses a specific financial argument to challenge management's narrative on debt covenants.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
74
The slide uses a 'cont'd' suffix, indicating it is part of a multi-slide argument regarding debt breakage.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
75
Includes a small table comparing current debt costs vs. a hypothetical post-separation scenario to demonstrate potential interest savings.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
76
Uses direct quotes from official documents to frame management as either incompetent or dishonest.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
78
The slide uses a 'CHERRY-PICKED' stamp overlay on a line chart to emphasize the activist's critique.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
79
The slide uses a callout box to explicitly label management's data selection as 'cherry-picked'.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
86
The slide uses the headquarters as a visual anchor for 'excessive' corporate spending.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
87
Uses photos of the office to frame management as wasteful.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
37
Includes a survey result showing 0% of 11 surveyed advertisers value Patch over other broad-based display advertising.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction1 hit
42
The slide uses a screenshot of AOL.com to illustrate that a brand with no physical stores (VON VONNI) would naturally advertise on a broad-reach site like AOL, implying Patch's revenue sources might be similar.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction1 hit
43
The slide uses a hub-and-spoke diagram to illustrate the distribution of a single ad campaign across multiple local properties.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction1 hit
52
The table highlights the massive losses in 'Display - Free Premium Content' and 'Display - Patch' compared to the profitable core businesses.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction1 hit
59
Uses a scatter plot with a broken axis to highlight the outlier status of the peer group relative to the guidelines.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction1 hit
73
The slide uses a 'villain' framing by highlighting the lack of disclosure as a deliberate act to obscure value from shareholders.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction1 hit
82
The slide uses a red box to highlight the poor performance of the Display segment (Free Premium Content and Patch).AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction1 hit
87
Uses external authority citations to undermine the credibility of a board nominee.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
24
The slide uses a data table to contrast the Board's increasing voting power against the dilution of other shareholders.Office Depot, Inc. (ODP) · Starboard Value
Activist deck Activist investor Beat · The Monster1 hit
26
Uses quotes from Glass Lewis to bolster the argument of board negligence.Office Depot, Inc. (ODP) · Starboard Value
Activist deck Activist investor Beat · The Monster1 hit
31
Uses Glass Lewis proxy reports to attack the compensation committee's track record.Office Depot, Inc. (ODP) · Starboard Value
Activist deck Activist investor Beat · The Monster1 hit
37
Uses historical proxy voting data to establish a pattern of failure.Office Depot, Inc. (ODP) · Starboard Value
Activist deck Activist investor Beat · The Monster1 hit
42
Uses a table to contrast individual director tenure and share purchases to support the argument of lack of alignment.Office Depot, Inc. (ODP) · Starboard Value
Activist deck Activist investor Beat · The Struggle1 hit