Matching slides 6,294
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Framework

1,471-1,500 of 6,294

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17
The slide uses a visual 'before and after' comparison of the competitive landscape to argue for Fluor's improved market position.Fluor Corporation (FLR) · Starboard Value
Conference presentation Activist investor 1 hit
22
The chart uses two distinct median lines for different peer groups. The footer contains a detailed disclaimer regarding methodology and data sources.Fluor Corporation (FLR) · Starboard Value
Conference presentation Activist investor 1 hit
27
The slide uses a green dashed box to highlight NuScale as the primary subject of the comparison.Fluor Corporation (FLR) · Starboard Value
Conference presentation Activist investor 1 hit
30
The chart highlights a significant valuation gap between Fluor and its peers, with median multiples shown for different peer groups.Fluor Corporation (FLR) · Starboard Value
Conference presentation Activist investor 1 hit
04
The slide uses a dashed green box to emphasize the subject company (TRIP) and dashed lines to indicate peer group averages.Tripadvisor, Inc. (TRIP) · Starboard Value
Conference presentation Activist investor Beat · Situation & Context1 hit
18
The chart uses a dashed line to indicate peer group averages (12.4x and 12.3x).Tripadvisor, Inc. (TRIP) · Starboard Value
Conference presentation Activist investor Beat · Evidence & ProofLoop · Benchmark Gap1 hit
23
MSD likely stands for Mid-Single Digit or Multi-Single Digit, though in M&A context often implies a range. The slide uses a comparison frame to establish valuation benchmarks.Tripadvisor, Inc. (TRIP) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit
28
The slide uses a direct comparison to establish market leadership.Tripadvisor, Inc. (TRIP) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
29
The slide uses a bar chart to contrast growth rates, supporting an activist investor's argument for operational improvement.Tripadvisor, Inc. (TRIP) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
30
LSD likely refers to Low Single Digits.Tripadvisor, Inc. (TRIP) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
37
The chart uses a 'Rule of 40' style metric (Growth + Margin) to highlight ADSK's underperformance relative to peers.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Propose SolutionLoop · Cost Of Inaction1 hit
40
The chart uses a red bar to highlight the target company (ADSK) against peers.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Propose SolutionLoop · Cost Of Inaction1 hit
45
Uses a combination of longitudinal growth analysis and cross-sectional peer benchmarking to highlight excessive compensation.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Propose SolutionLoop · Cost Of Inaction1 hit
51
The slide uses a color-coded legend to distinguish between 'Design Software Peers' and 'Other Scaled Software Peers'.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Propose SolutionLoop · Cost Of Inaction1 hit
64
The slide highlights a negative governance practice by contrasting Autodesk with its peers.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Villain CritiqueLoop · Cost Of Inaction1 hit
02
The slide uses a bar-grouped chart to illustrate performance gaps, followed by a narrative justifying shareholder intervention.Autodesk, Inc. (ADSK) · Jeffrey Smith
Shareholder letter Activist investor Beat · Problem (Identify pain)1 hit
03
The slide uses a 'bloated cost structure' narrative to argue for operational improvement.Autodesk, Inc. (ADSK) · Jeffrey Smith
Shareholder letter Activist investor Beat · Problem (Identify pain)1 hit
07
The chart uses a red vertical arrow to explicitly quantify the 132-point underperformance gap.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor 1 hit
09
The chart highlights LLY and NVO as outliers due to GLP-1 participation. Pfizer is shown at 10x, below the 14x peer median.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor 1 hit
36
The slide uses a grouped bar chart to contrast the revenue growth trajectories of two key competitors in the GLP-1 space.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
38
The chart highlights Pfizer's underperformance relative to peers, with a specific callout for 'PFE Excl. COVID'.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
39
The chart highlights that even when excluding COVID-related revenue, Pfizer (PFE) and PFE Excl. COVID underperform the peer median.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
40
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 Loop · Cost Of Inaction1 hit
44
The chart highlights the 3.3x multiple for 'PFE Consolidated Deals (Mgmt)' as an outlier compared to the 10-year median of 2.4x.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
45
The chart uses a stacked bar format to break down the revenue contributions from specific acquisitions (Seagen, Biohaven, GBT, Arena, ReViral).Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
53
The chart uses red bars to highlight Pfizer (PFE) and its 'Excl. COVID' performance, contrasting them with the blue bars of its peers.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
63
The chart uses a visual callout to quantify the 132 percentage point gap between Pfizer and the S&P 500.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
66
The chart highlights Pfizer (PFE) in red, showing it has the lowest return among the peer group.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
73
The chart highlights Pfizer's valuation gap relative to peers, suggesting undervaluation.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 · Evidence & ProofLoop · Cost Of Inaction1 hit