slides · global inventory
Fraud Exposure
Framework collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 6,793
Current window 151-180
Pages 227
Rows per page 30
Framework
151-180 of 6,793
14
Uses a 'before-after' style comparison to debunk a company's investor presentation slide.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor 1 hit
29
This is a page from a regulatory filing (likely a proxy contest document) detailing Starboard's perspective on the Company's governance.Box, Inc. (BOX) · Jeffrey C. Smith
Regulatory filing Activist investor 1 hit
31
This is a page from a proxy contest filing by Starboard Value against Box, Inc. It focuses on the 'entrenchment' narrative.Box, Inc. (BOX) · Jeffrey C. Smith
Regulatory filing Activist investor 1 hit
32
This is a text-heavy page from a regulatory filing (likely an activist investor presentation or letter). It uses a narrative structure to build a case of breach of fiduciary duty.Box, Inc. (BOX) · Jeffrey C. Smith
Regulatory filing Activist investor 1 hit
10
Uses a series of bar charts to visually demonstrate the gap between company guidance and actual results.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor Beat · Expose Contradiction1 hit
13
Uses a bar-grouped chart to highlight relative underperformance across three key metrics.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor Beat · Expose Contradiction1 hit
30
Uses a two-part bar chart comparison to contrast headline margin improvement with the reality of SBC-adjusted losses.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
42
The slide uses color-coding (red for negative, green for positive) to highlight the frequency of negative earnings reactions.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
60
The slide uses a callout box to highlight an external analyst's skepticism regarding management's credibility.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
61
The slide uses a series of bar charts to visually demonstrate the gap between company-set targets and actual results.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
77
The slide uses a callout box to highlight the KKR deal terms and lists specific financial terms to support the argument of poor capital allocation.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
82
Uses a combination of bar charts to contrast the inefficiency of the financing scheme against the company's available cash position.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
83
The chart uses a break in the x-axis to compare the initial share retirement against various dilution scenarios.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
84
The slide uses two charts to demonstrate the failure: one showing cash as a percentage of market cap relative to peers, and another showing the dilution impact of the preferred equity and self-tender.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
91
Includes a direct excerpt from the legal agreement (Section 5.11) to substantiate the claim.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
92
The slide uses legal excerpts to frame the Board's actions as a 'sham' and a 'pretext' for entrenchment.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
93
Uses strong, accusatory language ('buy the vote', 'smarter than to be fooled', 'implicit promise').Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
94
Includes a direct email quote from Peter Feld to the Board of Directors.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
95
Uses a check/cross mark system to contrast false justifications against the activist's thesis.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
98
The slide uses a bar chart to contrast the number of peers disclosing more than 3 NEOs versus those disclosing 3 or fewer.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
102
The slide uses a stacked bar chart to visualize the components of share dilution, specifically highlighting the growth in share count over time.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
104
Uses a comparison of proxy statement language from FY2018 and FY2021 to highlight the shift from cash to stock-based incentives.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
117
The slide uses proxy advisor recommendations as evidence of poor governance.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
118
Uses headshots to visually categorize board members into two groups: Insiders and VC Investors.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
124
The slide uses red boxes to highlight specific data points that support the activist's narrative of declining director support.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
133
The table uses red text for sales and green background for purchases to visually contrast the behavior.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
134
The slide uses a series of bar charts to contrast high sales proceeds against near-zero open market purchases.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
154
The slide uses color coding (green for above target, red for below, grey for near-target) to visually emphasize the decline in performance.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
04
This is a text-heavy page from a shareholder letter, functioning as a direct response to management's proxy materials.Box, Inc. (BOX) · Peter A. Feld
Shareholder letter Activist investor Beat · Evidence & ProofLoop · The Reveal1 hit
02
The slide uses a timeline graphic to frame the original 3-year plan, followed by text detailing the failure to meet these targets.GoDaddy Inc. (GDDY) · Peter A. Feld
Shareholder letter Activist investor Beat · Situation & Context1 hit