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Framework
1,441-1,470 of 6,294
07
The chart uses a red vertical arrow to explicitly quantify the 132 percentage point underperformance gap.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Problem (Identify pain)Loop · Quick Win Big Bet1 hit
09
The chart highlights LLY and NVO as outliers due to GLP-1 participation. Pfizer is shown in green to distinguish it from the peer group.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Problem (Identify pain)Loop · Quick Win Big Bet1 hit
12
The chart uses a dashed red line to indicate the peer median of 46 drugs. Pfizer is highlighted with a dashed green box.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
36
The slide uses a grouped bar chart to contrast the revenue growth of two specific competitors (LLY and NVO) in the GLP-1 space.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
38
The chart highlights Pfizer's projected decline compared to positive growth across most peers.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
39
The chart uses a blue dashed line to indicate the peer median of 51%. Pfizer and Pfizer Excl. COVID are highlighted in red.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
40
The chart uses a broken axis for the top two bars (NVO, LLY) to accommodate high values.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
44
The chart highlights the 'PFE Consolidated Deals (Mgmt)' as an outlier in red compared to the 10-year median.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
46
The chart highlights a 10-year median of 2.4x, with Pfizer's recent deals (3.3x and 5.1x) significantly exceeding this benchmark.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
53
The chart highlights Pfizer (PFE) and PFE Excl. COVID in red, while peers are in dark blue. A dashed line indicates the peer median of 77%.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
63
The chart uses a red vertical arrow to quantify the 132-point underperformance gap.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
66
The chart uses a broken axis for the top two performers (NVO, LLY) to accommodate the scale.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
73
The chart includes a specific data point for 'PFE (Median R&D Efficiency)' at the far right.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
08
The chart uses a broken axis for the higher multiples (ORCL, NOW).Salesforce, Inc. (CRM) · Starboard Value
Conference presentation Activist investor Beat · Rising Success1 hit
08
The slide highlights a 21 percentage point underperformance gap.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
09
The slide uses red color coding for Autodesk to emphasize underperformance relative to the indices.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
10
The slide uses red bars and red annotations to emphasize Autodesk's underperformance relative to the indices.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
11
The slide uses red bars and red arrows to emphasize the performance gap between Autodesk and the indices.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
12
The slide uses red bars for Autodesk to emphasize underperformance and red arrows to quantify the point gap.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
13
The chart highlights significant underperformance of Autodesk relative to the indices across all timeframes.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
14
The slide highlights the performance gap between Autodesk and relevant software indices during the CEO's tenure.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
15
The chart uses a 7-year timeframe to demonstrate long-term value destruction relative to peers.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
24
The table highlights a pattern of historical commitments for FY2023 and FY2026, with empty columns for actuals and consensus, suggesting a critique of target reliability.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
42
The chart uses a blue dashed line to indicate the peer median of 6%.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor 1 hit
45
The slide uses a combination of growth metrics and peer benchmarking to argue that SBC is excessive.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor 1 hit
51
The slide uses a color-coded bar chart to distinguish between 'Design Software Peers' and 'Other Scaled Software Peers', with additional data rows for Revenue CAGR and Gross Margin.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor 1 hit
64
The slide highlights Autodesk's outlier status regarding mid-year compensation adjustments.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor 1 hit
02
The slide argues for a 40% growth plus profitability target for FY2025.GoDaddy Inc. (GDDY) · Peter A. Feld
Shareholder letter Activist investor Beat · InterestLoop · Cost Of Inaction1 hit
02
The slide uses a dual-chart approach: a line chart for historical performance and a bar chart for valuation benchmarking.Match Group, Inc. (MTCH) · Jeffrey Smith
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Benchmark Gap1 hit
05
The slide argues for aggressive share repurchases based on the valuation gap shown in the chart.Match Group, Inc. (MTCH) · Jeffrey Smith
Shareholder letter Activist investor Beat · Impact & Next StepsLoop · Benchmark Gap1 hit