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slides · global inventory

Capital Allocation Framework

Framework collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 1,184
Current window 181-210
Pages 40
Rows per page 30
Framework: Capital Allocation Frameworkclear collectionreset all
18 30 60

Framework

181-210 of 1,184

filter-aware
07
Darden Restaurants, Inc. (DRI)Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
87
The slide uses arrows to visually emphasize the diverging performance trends between the two companies.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
173
Uses external media quotes and social media screenshots to validate the critique of the logo change.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
20
The slide uses a waterfall-style logic to derive discretionary cash flow from free cash flow.Bloomin' Brands (BLMN) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
65
Pfizer Inc. (PFE)Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
72
This is an activist investor presentation slide from Starboard Value.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
52
Includes a table detailing consensus revenue, gross profit, operating income, and margins, alongside specific cost reduction targets.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Propose SolutionLoop · Cost Of Inaction1 hit
83
Uses a waterfall chart to illustrate the buildup of total cash available for buybacks through FY2027.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
86
Includes a specific callout for cost savings (500bps S&M, 300bps G&A) and a projection of share repurchases.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
15
GCP Applied Technologies (GCP)GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · AgitationLoop · Cost Of Inaction1 hit
89
Uses a side-by-side comparison framework to highlight capital allocation inefficiency.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · SolutionLoop · Pareto Focus1 hit
31
The slide uses a combination of a peer comparison bar chart and a forward-looking FCF projection to justify the thesis.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
163
Uses a combination of a peer net cash comparison and a 5-year FCF projection to justify the thesis.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
195
Uses a combination of a peer net cash comparison and a 5-year FCF projection to justify the thesis.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
72
Uses a waterfall chart to visualize the accumulation of unnecessary cash.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
75
Uses a bar chart to contrast the large capital raise against the small actual spend on M&A and debt.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
11
The slide uses a stacked bar chart to visualize the $6.1 billion spent on capex and acquisitions since 2005.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Villain Critique1 hit
12
Includes a quote from Glass Lewis regarding Darden's poor shareholder engagement.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Villain Critique1 hit
03
The slide uses a quote to preemptively address the 'unfamiliarity' of the proposed financial instrument (perpetual preferred stock).Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor 1 hit
65
Pfizer Inc. (PFE)Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
72
This is a classic activist investor slide calling for board intervention in capital allocation.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
16
The slide uses a diagram to illustrate the flow of cash and ownership between Macy's, real estate partners, and debt holders for two distinct JV types.Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Evidence & ProofLoop · Logic Chain1 hit
18
Includes a supporting calculation box for the JV net cash flow to Macy's.Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Evidence & ProofLoop · Logic Chain1 hit
19
The slide uses a 'Before JVs' vs 'After JVs' comparison to illustrate the deleveraging impact of the proposed transaction.Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Impact & Next StepsLoop · Before After1 hit
53
Tessera Technologies Inc. (TSRA)Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
52
Includes specific cost reduction targets (500bps S&M, 300bps G&A) and incremental margin assumptions.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor 1 hit
83
The waterfall chart illustrates the build-up of capital deployment capacity from consensus FCF and margin improvement.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · The Victory1 hit
07
The slide argues for operational improvements and capital allocation changes at Autodesk based on peer valuation benchmarks.Autodesk, Inc. (ADSK) · Jeffrey Smith
Shareholder letter Activist investor Beat · The StruggleLoop · Cost Of Inaction1 hit
02
This is a text-heavy shareholder letter page outlining a strategic plan.Algonquin Power & Utilities Corp. (AQN) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
06
This is a text-heavy page from a shareholder letter, likely from an activist investor (Starboard Value).Yahoo! Inc. (YHOO) · Jeffrey C. Smith
Shareholder letter Activist investor 1 hit