Matching slides 6,294
Current window 1,321-1,350
Pages 210
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Framework: Comparison Frameclear collectionreset all

Framework

1,321-1,350 of 6,294

filter-aware
08
The slide uses a 'villain' framing by highlighting the underperformance of GCP relative to its peers.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Problem Identification1 hit
09
The slide uses red dashed lines to visually emphasize the performance gap between GCP and its peers.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Problem Identification1 hit
10
The slide uses a combination of a summary performance table and three line charts showing indexed stock performance.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Problem Identification1 hit
26
Uses a combination of bar charts to contrast growth and margin performance against peers.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Agitation1 hit
47
The slide uses a red dashed box to highlight GCP's position relative to the peer group.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · SolutionLoop · Mece Breakdown1 hit
61
Uses a combination of line chart for industry trends and bar charts for peer benchmarking.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
69
Uses a comparison between GCP's current application-based segmentation and Sika's performance-based tiering to illustrate the proposed strategic shift.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
82
Uses a bar chart to compare the ratio of line-level employees to managers between GCP and best-in-class peers.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · SolutionLoop · Pareto Focus1 hit
84
Uses screenshots of web forms to contrast manual vs automated workflows.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · SolutionLoop · Pareto Focus1 hit
87
The slide highlights a significant performance gap between GCP and its peers, suggesting inefficiency in GCP's R&D spending.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · SolutionLoop · Pareto Focus1 hit
88
Uses peer benchmarking to highlight R&D inefficiency.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · SolutionLoop · Pareto Focus1 hit
10
Uses a comparison table to invalidate the company's chosen peer set.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
27
Uses a 'before-after' style comparison of metrics to frame the company as a laggard.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor 1 hit
28
Uses a dual-chart layout to contrast revenue growth and margin expansion.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor 1 hit
29
The slide uses a combination of a line chart for industry trends and bar charts for peer benchmarking to isolate GCP's underperformance.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor 1 hit
168
The chart includes a hypothetical 'PF BMY - Identified Opportunities' bar to illustrate the target margin.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
176
The chart includes a specific 'PF BMY - Identified Opportunities' bar to illustrate the potential target.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
177
Uses red bars for the subject company and blue bars for the peer benchmark to emphasize the gap.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
180
Includes a quote from a former executive to support the argument for organizational streamlining.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
181
The slide uses a red bar for the subject company (BMY) to contrast with blue peer bars.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
182
The slide uses a comparison frame to highlight BMY's inefficiency relative to PFE.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
184
The slide uses a bar chart to highlight BMY's outlier status compared to the peer average.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
193
Uses a bar chart to visualize the margin gap between BMY and its peers, highlighting a 'PF BMY - Identified Opportunities' bar to show potential improvement.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
17
The chart uses a dashed green line to indicate the median multiple of 5.9x.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor Beat · Problem StatementLoop · David Goliath1 hit
23
The slide uses a bar chart to highlight Box's negative operating margin relative to peers, emphasizing the need for operational improvement.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor Loop · David Goliath1 hit
24
Uses a combination of a bar chart for performance gap and a scatter plot for valuation correlation.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor Loop · David Goliath1 hit
25
The slide uses a negative framing to highlight underperformance relative to peers.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor Loop · David Goliath1 hit
31
The chart uses a relative performance index starting at 0% in March 2020.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
39
The slide uses a red double-headed arrow to visually emphasize the performance gap between the peer group and Box.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
03
The slide uses a peer benchmark to justify a valuation gap, framing the separation as a value-unlocking event.eBay Inc. (EBAY) · Peter A. Feld
Shareholder letter Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit