anlak storytelling
All kinds
Document kinds
Loading document kinds...

Primary corpus lens for browsing and insights. Selection lives in the URL.

All formats
Orientation
Loading formats...

Landscape, portrait, square, or unknown document geometry.

Unlock
slides · global inventory

27 Cost Of Inaction

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

Search Insights JSON Unlock
Matching slides 31,900
Current window 9,661-9,690
Pages 1,064
Rows per page 30
Loop: 27 Cost Of Inactionclear collectionreset all
18 30 60

Loop

9,661-9,690 of 31,900

filter-aware
15
The chart uses a bridge-like logic to show how Fortrea's valuation multiple would compress if it achieved peer-level margins, implying it is currently undervalued.Fortrea Holdings Inc. (FTRE) · Starboard Value
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
16
The chart compares historical transaction multiples to argue for a higher valuation for Fortrea.Fortrea Holdings Inc. (FTRE) · Starboard Value
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
17
The slide uses a comparison table to show how closing the margin gap to peer levels could increase the implied share price from $47 to $72.Fortrea Holdings Inc. (FTRE) · Starboard Value
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
10
Uses a simple subtraction bridge to highlight undervaluation.News Corporation (NWSA) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
11
The slide uses a hierarchical structure to emphasize the importance of Dow Jones within the broader News Corp portfolio.News Corporation (NWSA) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
12
This slide serves as a brand identity or portfolio overview for Dow Jones.News Corporation (NWSA) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
13
The slide uses stacked bar charts for revenue and simple bar charts for EBITDA, highlighting CAGR and margin trends.News Corporation (NWSA) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
14
The slide uses a bar chart comparison to argue for a premium valuation for Dow Jones.News Corporation (NWSA) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
15
The slide uses a visual bridge/decomposition to isolate the 'RemainCo' valuation.News Corporation (NWSA) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
16
The slide uses a simple multiplication bridge to justify a $7B+ valuation.News Corporation (NWSA) · Starboard Value
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
17
Uses a simple subtraction bridge to highlight undervaluation.News Corporation (NWSA) · Starboard Value
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
18
The slide uses an org-chart structure to visualize the corporate structure of News Corp.News Corporation (NWSA) · Starboard Value
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
15
The slide uses imagery of the restaurant interior and food to emphasize the core product experience.Bloomin' Brands (BLMN) · Starboard Value
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
16
The slide uses a grid of six screenshots from past commercials to support the argument that the brand has lost its original 'fun' identity.Bloomin' Brands (BLMN) · Starboard Value
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
17
This slide serves as a portfolio overview of the company's secondary brands.Bloomin' Brands (BLMN) · Starboard Value
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
18
Uses a Washington Post article as a credibility signal to support the investment thesis.Bloomin' Brands (BLMN) · Starboard Value
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
19
Includes a quote from the CEO of the parent company supporting the expansion thesis.Bloomin' Brands (BLMN) · Starboard Value
Conference presentation Activist investor Loop · Cost Of Inaction1 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
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
73
The chart highlights Box (Q3 FY2021) with a red dashed border to emphasize its position relative to the peer median.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
74
Uses a waterfall chart to illustrate the erosion of gross proceeds by issuance and capped call costs.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
76
The chart uses a blue color for Box data points and dark blue for peers, with a median line and a red trend line connecting specific data points.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 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
78
The slide uses media clippings to validate the market's negative sentiment.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
79
Uses numbered list with 'X' markers to emphasize negative points.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
80
Uses a CEO quote to contradict the Board's decision-making.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
01
Slide 1
This is the first page of a shareholder letter; it establishes the activist investor's position and history with the company.Box, Inc. (BOX) · Peter A. Feld
Shareholder letter Activist investor Beat · Situation & ContextLoop · Cost Of Inaction1 hit
02
This is a page from a shareholder letter, likely from an activist investor (Starboard).Box, Inc. (BOX) · Peter A. Feld
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
03
Page 3 of a shareholder letter.Box, Inc. (BOX) · Peter A. Feld
Shareholder letter Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit