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slides · global inventory

Comparison Frame

Framework collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 6,294
Current window 1,231-1,260
Pages 210
Rows per page 30
Framework: Comparison Frameclear collectionreset all
18 30 60

Framework

1,231-1,260 of 6,294

filter-aware
25
The slide uses a combination of a summary table and three line charts to visualize the underperformance.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
41
Uses a quote from Yogi Berra to frame the repetition of history.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
17
Uses a combination of a summary performance table and three time-series line charts to illustrate the thesis of management failure.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
19
The slide uses a 'fully-leased' adjustment to normalize for real estate ownership, arguing that DRI's low margins are due to poor operations rather than real estate strategy.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
32
Includes a callout box highlighting the comparison to Darden's performance.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
51
The slide uses a peer benchmark table of triple-net-lease REITs to establish a valuation baseline for real estate assets.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
60
Uses a comparison frame to highlight logical inconsistencies in management's strategic justification.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
67
Uses AUV data to challenge management's strategic rationale for spinning off Red Lobster instead of SRG.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
83
The slide uses a 'fully-leased' adjustment methodology to normalize for real estate ownership across the peer group.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
85
The slide uses a red dashed box to highlight the target company (DRI) and includes a callout box emphasizing the performance gap.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
04
The slide uses a 'fully-leased' adjustment to normalize real estate ownership differences between Darden and its peers.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Problem & ComplicationLoop · Mece Breakdown1 hit
05
Includes summary table and three line charts showing stock performance relative to benchmarks.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Problem & ComplicationLoop · Mece Breakdown1 hit
10
The slide uses a combination of a performance table and a bar chart to argue for management underperformance.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Shareholder letter Activist investor 1 hit
09
The slide uses two grouped bar charts to demonstrate the inverse relationship between rising operating expenses and falling EBITDA margins for AOL compared to its peers.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Beat · Problem StatementLoop · Cost Of Inaction1 hit
20
Uses a peer benchmark to expose the poor performance of the target company's business unit.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction1 hit
21
Uses CNET as a benchmark for display business profitability.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction1 hit
58
The slide uses a comparison framework to highlight how proxy advisors define appropriate peer group selection criteria.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction1 hit
60
The slide uses red boxes to highlight 'NO' entries that deviate from the guidelines.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction1 hit
63
The chart uses a blue dashed box to represent the 'best practice' zone defined by ISS/Glass Lewis guidelines.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction1 hit
64
The slide highlights a discrepancy between AOL's chosen peer group and standard proxy advisory firm guidelines.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction1 hit
65
Uses red circles to highlight the 'Multiple of AOL' for market cap, emphasizing the size disparity.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction1 hit
66
The slide uses a table to demonstrate that the independent peer group's market cap and revenue fall within the recommended guidelines, unlike the company's own selection.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction1 hit
67
The chart uses a dashed box to visually represent the ISS/Glass Lewis guideline boundaries for peer selection.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction1 hit
68
The slide uses a 'YES'/'NO' column to highlight compliance with proxy advisory firm guidelines.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction1 hit
69
Uses a red box to highlight the outlier performance of AOL compared to peer percentiles.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction1 hit
70
The chart uses a red dashed line to indicate the median of the peer group.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction1 hit
40
Uses a red box highlight to draw attention to the EBITDA comparison between the two companies.DSP Group, Inc. (DSPG) · Starboard Value
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
12
Includes a summary table of returns and three line charts showing 5-year, 3-year, and 1-year performance.Office Depot, Inc. (ODP) · Starboard Value
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
15
The slide highlights a 'Market Share Gap' between the declining Office Depot and the growing Staples.Office Depot, Inc. (ODP) · Starboard Value
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
16
Includes red circles highlighting specific underperforming metrics for Office Depot and OfficeMax.Office Depot, Inc. (ODP) · Starboard Value
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit