slides · global inventory
Comparison Frame
Framework collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 6,294
Current window 1,351-1,380
Pages 210
Rows per page 30
Framework
1,351-1,380 of 6,294
05
The slide uses a checkmark matrix to validate that CROs address specific industry pain points and that scale enhances this capability.Fortrea Holdings Inc. (FTRE) · Starboard Value
Conference presentation Activist investor 1 hit
10
The chart uses a red color for Fortrea to emphasize the negative performance gap.Fortrea Holdings Inc. (FTRE) · Starboard Value
Conference presentation Activist investor Beat · Problem (Identify pain)1 hit
11
The chart uses a dashed line to indicate the peer median of 18%.Fortrea Holdings Inc. (FTRE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)1 hit
41
The slide uses a combination of a summary table and three bar charts to highlight consistent underperformance.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
43
The slide uses a red highlight for the Box bar to emphasize its position as the lowest multiple.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
47
The chart uses a red bar to visually distinguish Box from its peers.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
52
The slide uses a bar chart to contrast Box's low international headcount percentage against peers, supported by a CEO quote to frame the strategic choice as a negative.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
73
The chart highlights Box (Q3 FY2021) with a red dashed border to emphasize its position relative to the peer median.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
76
The chart uses a blue color for Box data points and dark blue for peers, with a median line and a red trend line connecting specific data points.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
87
The slide uses a comparison frame to establish that KKR's investment is an outlier in size compared to market precedents.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
89
Uses a quote from CEO Aaron Levie to frame the criteria, then contrasts Starboard's qualifications against the 'status quo' rejection.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
97
Uses a 'villain' framing by contrasting 'Best Practices' with 'Issues at Box' and marking all with a red X.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
101
The chart uses a red highlight for Box and a dashed green line for the peer median.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
103
Uses a 'X' mark to denote failure to meet standards.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
105
The slide uses a side-by-side comparison to highlight the negative impact of equity-based bonuses on stockholder earnings.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
141
The slide uses a color-coded system (red, grey, green) to indicate performance relative to benchmarks.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
146
The slide uses a comparison table to evaluate organizational models, highlighting current vs. recommended future state.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
147
The slide uses a comparison frame to contrast current approaches with the proposed pivot.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
149
Includes a comparison table showing the impact of price changes on volume requirements and a list of three strategic pricing levers.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
04
The chart uses IGV (iShares Expanded Tech-Software Sector) as the benchmark for software industry growth cohorts.Multiple (Wix, Salesforce, Splunk, Vertiv) (WIX / CRM / SPLK / VRT) · Starboard Value
Conference presentation Activist investor Beat · ProblemLoop · Before After1 hit
10
The chart uses a red bar for Wix to emphasize the outlier status compared to the blue peer bars.Multiple (Wix, Salesforce, Splunk, Vertiv) (WIX / CRM / SPLK / VRT) · Starboard Value
Conference presentation Activist investor Beat · AgitateLoop · Before After1 hit
12
Includes a negative margin bar for Wix and a median line for the peer group.Multiple (Wix, Salesforce, Splunk, Vertiv) (WIX / CRM / SPLK / VRT) · Starboard Value
Conference presentation Activist investor Beat · AgitateLoop · Before After1 hit
16
The chart highlights Salesforce's underperformance relative to benchmarks and peers.Multiple (Wix, Salesforce, Splunk, Vertiv) (WIX / CRM / SPLK / VRT) · Starboard Value
Conference presentation Activist investor Beat · SolutionLoop · Before After1 hit
17
The slide uses a 'before-after' style framing for the thesis, highlighting the discount relative to peers.Multiple (Wix, Salesforce, Splunk, Vertiv) (WIX / CRM / SPLK / VRT) · Starboard Value
Conference presentation Activist investor Beat · SolutionLoop · Before After1 hit
19
The chart highlights that Salesforce (CRM) has the lowest incremental margin (20.1%) compared to peers like ORCL (105.0%) and MSFT (61.9%).Multiple (Wix, Salesforce, Splunk, Vertiv) (WIX / CRM / SPLK / VRT) · Starboard Value
Conference presentation Activist investor Beat · SolutionLoop · Before After1 hit
20
Starboard Value presentation slide criticizing Salesforce's targets relative to peers.Multiple (Wix, Salesforce, Splunk, Vertiv) (WIX / CRM / SPLK / VRT) · Starboard Value
Conference presentation Activist investor Beat · SolutionLoop · Before After1 hit
25
The slide uses two bar charts to compare valuation metrics across two peer groups defined by growth rates (20%+ vs 10-20%).Multiple (Wix, Salesforce, Splunk, Vertiv) (WIX / CRM / SPLK / VRT) · Starboard Value
Conference presentation Activist investor Beat · SolutionLoop · Before After1 hit
26
The chart uses a 'Rule of 40' style metric (Growth + Margin). Splunk is highlighted in red at the far right.Multiple (Wix, Salesforce, Splunk, Vertiv) (WIX / CRM / SPLK / VRT) · Starboard Value
Conference presentation Activist investor Beat · SolutionLoop · Before After1 hit
27
The chart uses a red bar to emphasize Splunk's underperformance relative to peers.Multiple (Wix, Salesforce, Splunk, Vertiv) (WIX / CRM / SPLK / VRT) · Starboard Value
Conference presentation Activist investor Beat · SolutionLoop · Before After1 hit
41
Uses a red dashed box to highlight the outlier performance of Vertiv.Multiple (Wix, Salesforce, Splunk, Vertiv) (WIX / CRM / SPLK / VRT) · Starboard Value
Conference presentation Activist investor Beat · SolutionLoop · Before After1 hit