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Uses the 'Rule of 40' / 'Rule of 50' framework for SaaS performance benchmarking.Salesforce, Inc. (CRM) · Starboard Value
Conference presentation Activist investor Beat · Early StrugglesLoop · Benchmark Gap1 hit
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The slide uses a dashed green arc to visually emphasize the margin expansion relative to prior consensus estimates.Salesforce, Inc. (CRM) · Starboard Value
Conference presentation Activist investor Beat · Early StrugglesLoop · Before After1 hit
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The table lists transaction types, share counts, prices per share, and dates for early 2023.Rogers Corporation (ROG) · Jeffrey C. Smith
Regulatory filing Activist investor Loop · Benchmark Gap1 hit
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CUSIP No. 775133101 listed at the top.Rogers Corporation (ROG) · Jeffrey C. Smith
Regulatory filing Activist investor Loop · Benchmark Gap1 hit
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CUSIP No. 775133101Rogers Corporation (ROG) · Jeffrey C. Smith
Regulatory filing Activist investor Loop · Benchmark Gap1 hit
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CUSIP No. 75133101 listed at the top.Rogers Corporation (ROG) · Jeffrey C. Smith
Regulatory filing Activist investor Loop · Benchmark Gap1 hit
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CUSIP No. 775133101Rogers Corporation (ROG) · Jeffrey C. Smith
Regulatory filing Activist investor Loop · Benchmark Gap1 hit
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CUSIP No. 775133101 is listed at the top.Rogers Corporation (ROG) · Jeffrey C. Smith
Regulatory filing Activist investor Loop · Benchmark Gap1 hit
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CUSIP No. 775133101 listed at the top.Rogers Corporation (ROG) · Jeffrey C. Smith
Regulatory filing Activist investor Loop · Benchmark Gap1 hit
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This is a standard Schedule 13D joint filing agreement.Rogers Corporation (ROG) · Jeffrey C. Smith
Regulatory filing Activist investor Loop · Benchmark Gap1 hit
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This appears to be a continuation page of a Schedule 13D filing agreement.Rogers Corporation (ROG) · Jeffrey C. Smith
Regulatory filing Activist investor Loop · Benchmark Gap1 hit
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This is a standard legal signature block page from a regulatory filing.Rogers Corporation (ROG) · Jeffrey C. Smith
Regulatory filing Activist investor Loop · Benchmark Gap1 hit
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This is a legal template for a director nominee agreement.Rogers Corporation (ROG) · Jeffrey C. Smith
Regulatory filing Activist investor Loop · Benchmark Gap1 hit
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Rogers Corporation (ROG)Rogers Corporation (ROG) · Jeffrey C. Smith
Regulatory filing Activist investor Loop · Benchmark Gap1 hit
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Rogers Corporation (ROG)Rogers Corporation (ROG) · Jeffrey C. Smith
Regulatory filing Activist investor Loop · Benchmark Gap1 hit
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This is a legal compensation agreement for a board nominee.Rogers Corporation (ROG) · Jeffrey C. Smith
Regulatory filing Activist investor Loop · Benchmark Gap1 hit
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Rogers Corporation (ROG)Rogers Corporation (ROG) · Jeffrey C. Smith
Regulatory filing Activist investor Loop · Benchmark Gap1 hit
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Standard legal disclosure document for SEC filings.Rogers Corporation (ROG) · Jeffrey C. Smith
Regulatory filing Activist investor Loop · Benchmark Gap1 hit
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Standard legal disclosure document for proxy solicitation filings.Rogers Corporation (ROG) · Jeffrey C. Smith
Regulatory filing Activist investor Loop · Benchmark Gap1 hit
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Standard legal disclosure document for SEC filings.Rogers Corporation (ROG) · Jeffrey C. Smith
Regulatory filing Activist investor Loop · Benchmark Gap1 hit
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Standard legal disclosure document for SEC filings.Rogers Corporation (ROG) · Jeffrey C. Smith
Regulatory filing Activist investor Loop · Benchmark Gap1 hit
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The slide uses a combination of a peer benchmark chart and a 'missed targets' comparison table to build a case for operational inefficiency.Autodesk, Inc. (ADSK) · Jeffrey Smith
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Benchmark Gap1 hit
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The slide argues that Autodesk's valuation discount is a result of poor performance and governance issues, specifically citing misleading billings practices.Autodesk, Inc. (ADSK) · Jeffrey Smith
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Benchmark Gap1 hit
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The slide uses a 'villain critique' style to frame the company's failure to meet its own stated long-term targets.GoDaddy Inc. (GDDY) · Peter A. Feld
Shareholder letter Activist investor Beat · ComplicationLoop · Benchmark Gap1 hit
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The slide argues that GoDaddy's poor performance is linked to a deteriorating growth and profitability profile compared to peers.GoDaddy Inc. (GDDY) · Peter A. Feld
Shareholder letter Activist investor Beat · ComplicationLoop · Benchmark Gap1 hit
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The slide argues that management's focus on revenue growth is unrealistic and that margin expansion is a more viable path to performance improvement.GoDaddy Inc. (GDDY) · Peter A. Feld
Shareholder letter Activist investor Beat · ComplicationLoop · Benchmark Gap1 hit
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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
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This is a text-heavy page from a shareholder letter, likely from an activist investor (Elliott Management or similar) analyzing Match Group's performance.Match Group, Inc. (MTCH) · Jeffrey Smith
Shareholder letter Activist investor Loop · Benchmark Gap1 hit
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The slide uses a combination of bar and line charts to highlight the discrepancy between consolidated margins and incremental growth.Match Group, Inc. (MTCH) · Jeffrey Smith
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Benchmark Gap1 hit
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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