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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 1,501-1,530
Pages 210
Rows per page 30
Framework: Comparison Frameclear collectionreset all
18 30 60

Framework

1,501-1,530 of 6,294

filter-aware
27
The slide uses two bar charts to compare valuation multiples against growth and margin metrics for a set of peer companies.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
30
The chart uses a dashed line to indicate the median gross margin of 81%.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
31
The chart uses a red bar for BILL to emphasize its underperformance relative to the peer group median.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
33
The chart uses a red bar to highlight BILL, distinguishing it from the blue bars representing peers.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
40
The slide uses a dashed green box to emphasize the subject company (TRIP) and dashed horizontal lines to indicate peer group averages.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
54
The chart uses a dashed green box to emphasize Tripadvisor's 6.5x multiple against the peer group averages.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit
64
Multiple (BILL Holdings, Tripadvisor, Fluor Corporation)Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit
65
The slide uses a bar chart to contrast growth rates, framing the performance gap as a key issue.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit
66
LSD likely refers to Low Single Digits.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit
95
The slide uses a combination of a line chart and a logo cloud to illustrate market fragmentation and competition.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
101
The chart uses color-coding to distinguish between six different industry sub-sectors.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
106
The slide uses a green dashed box to highlight NuScale as the primary subject.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
109
The chart uses color-coding to distinguish between different industry segments (EPCM, Construction, Specialty EPCM, Specialty Contractors, Natural Gas EPC, Government Solutions & Services).Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
04
The slide uses a line chart to demonstrate the divergence of Perrigo's valuation from its historical peer group (consumer staples) toward a lower-multiple peer group (specialty pharma).Perrigo Company plc (PRGO) · Jeffrey C. Smith
Shareholder letter Activist investor 1 hit
02
The slide uses a negative bar chart to emphasize the magnitude of the underperformance gap.Huntsman Corporation (HUN) · Jeffrey C. Smith
Shareholder letter Activist investor 1 hit
04
The slide uses a bar-grouped chart to illustrate the compensation gap, followed by a call to action for electing new board members.Huntsman Corporation (HUN) · Jeffrey C. Smith
Shareholder letter Activist investor 1 hit
02
The slide uses a 'before-after' framing regarding Starboard's involvement to attribute recent performance improvements to their activism.Autodesk, Inc. (ADSK) · Jeffrey Smith
Shareholder letter Activist investor Beat · NeedLoop · Cost Of Inaction1 hit
04
The slide uses a comparative bar chart to frame Apple's cash accumulation as excessive compared to peers.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor 1 hit
42
The slide uses a comparison frame to argue for the superiority of the iPref instrument over traditional dividend hikes.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · Solution1 hit
48
The table compares five scenarios: Special Dividend, One-Time Repurchase, On-Going Repurchases, Double the Dividend, and iPrefs.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · Impact & Next Steps1 hit
49
The slide uses a checkmark/cross matrix to evaluate financial strategies.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · Impact & Next Steps1 hit
19
The slide highlights the reliance on relative valuation for companies with little or no profit/cash flow.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Struggle (Inadequate margin leverage)1 hit
33
The slide uses a table to categorize companies and highlight that they are BPOs, not SaaS/tech firms, to justify lower P/E ratios.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)Loop · Iceberg1 hit
34
The slide justifies the selection of Accretive Health, MedAssets, and Tenet's Conifer division as comparable companies.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)Loop · Iceberg1 hit
26
The table segments coffee into Drip (Lower/Higher End) and K-cup (Lower/Higher End) to highlight the price disparity.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
34
Green Mountain Coffee Roasters (GMCR)Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
66
The slide uses a table to perform a sensitivity analysis on EPS by adjusting key operational metrics like K-cup consumption and private label penetration.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
138
The slide uses a 'bulls vs reality' framing to introduce a conflict.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
02
The slide uses a line chart to show growth trends and a bar chart to benchmark SG&A intensity against peers.Lamb Weston Holdings, Inc. (LW) · Jeffrey Smith
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Cost Of Inaction1 hit
01
Slide 1
The chart shows Riot (black line) significantly underperforming peers (WULF, CORZ, HUT, CIFR) since Jan 2024.Riot Platforms, Inc. (RIOT) · Peter A. Feld
Shareholder letter Activist investor Beat · Situation & ContextLoop · Benchmark Gap1 hit