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27 Cost Of Inaction
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The slide uses two bar charts to contrast margin decline with expense growth, framing personnel costs as the primary opportunity for improvement.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Evidence & ProofLoop · Cost Of Inaction1 hit
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Uses precedent-based argumentation to validate a potential revenue stream.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Evidence & ProofLoop · Cost Of Inaction1 hit
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The chart uses a waterfall-style logic to show the impact of specific strategic actions on the valuation multiple.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Evidence & ProofLoop · Cost Of Inaction1 hit
02
This is a page from a shareholder letter, likely from an activist investor (Arkhouse/Brigade) proposing a real estate JV strategy.Macy's Inc. (M) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
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This is a page from a shareholder letter, acting as a cover or introductory note.Macy's Inc. (M) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 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
03
The slide uses a combination of a bar chart for a specific date and a table for multi-year performance to argue that Autodesk's performance is mediocre.Autodesk, Inc. (ADSK) · Jeffrey Smith
Shareholder letter Activist investor Beat · NeedLoop · Cost Of Inaction1 hit
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Includes a chart excerpt from Autodesk's 10-K to illustrate underperformance relative to peers.Autodesk, Inc. (ADSK) · Jeffrey Smith
Shareholder letter Activist investor Beat · SatisfactionLoop · Cost Of Inaction1 hit
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The slide uses a quote from the CEO to highlight a perceived contradiction in management's transparency.Autodesk, Inc. (ADSK) · Jeffrey Smith
Shareholder letter Activist investor Beat · SatisfactionLoop · Cost Of Inaction1 hit
05
This is a text-heavy shareholder letter page arguing against management's guidance.Autodesk, Inc. (ADSK) · Jeffrey Smith
Shareholder letter Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
06
The slide uses a waterfall bridge to visualize the gap between theoretical margin expansion and actual guidance.Autodesk, Inc. (ADSK) · Jeffrey Smith
Shareholder letter Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
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The slide uses a waterfall bridge to justify a specific margin target based on cost savings and incremental revenue growth.Autodesk, Inc. (ADSK) · Jeffrey Smith
Shareholder letter Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
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This is a closing letter from an activist investor deck.Autodesk, Inc. (ADSK) · Jeffrey Smith
Shareholder letter Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
70
The chart uses a waterfall bridge format to show the impact of LOEs and growth on 2030 revenue projections.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
71
Includes a causal flow diagram showing the link between achieving a 38% return and specific 2030 financial outcomes.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
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The chart highlights Pfizer's valuation gap relative to peers, suggesting undervaluation.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
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This is the first page of a shareholder letter from Starboard Value to CarMax's incoming CEO.CarMax Inc. (KMX) · Jeffrey Smith
Shareholder letter Activist investor Beat · Situation & ContextLoop · Cost Of Inaction1 hit
02
This is a text-heavy page from a shareholder letter, likely part of a larger activist investor document.CarMax Inc. (KMX) · Jeffrey Smith
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
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This is a page from a shareholder letter (likely Starboard Value) identifying specific areas for improvement at CarMax.CarMax Inc. (KMX) · Jeffrey Smith
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
04
The text explicitly references a 'flywheel' concept and advocates for a specific SG&A target of 70-75% of gross profit.CarMax Inc. (KMX) · Jeffrey Smith
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
05
This page serves as the conclusion of a shareholder letter, summarizing the investment thesis and providing necessary data disclosures.CarMax Inc. (KMX) · Jeffrey Smith
Shareholder letter Activist investor Beat · Solution & ApproachLoop · Cost Of Inaction1 hit
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This is a formal letter from an activist investor to a newly appointed CEO.CarMax Inc. (KMX) · Jeffrey Smith
Shareholder letter Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
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This is the first page of a shareholder letter, serving as an executive summary of the activist investor's thesis.Lamb Weston Holdings, Inc. (LW) · Jeffrey Smith
Shareholder letter Activist investor Beat · Situation & ContextLoop · Cost Of Inaction1 hit
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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
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This is a text-heavy shareholder letter page.Lamb Weston Holdings, Inc. (LW) · Jeffrey Smith
Shareholder letter Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
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This is the final page of a shareholder letter, including signature and footnotes.Riot Platforms, Inc. (RIOT) · Peter A. Feld
Shareholder letter Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
02
The slide uses rhetorical questions ('how is this possible?') to frame management's actions as negligent.Tripadvisor, Inc. (TRIP) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · ComplicationLoop · Cost Of Inaction1 hit
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The slide uses the rhetorical device of repeating 'How is this possible?' to highlight management failures.Tripadvisor, Inc. (TRIP) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
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The slide argues that the market is assigning a very low valuation to the core business, implying a lack of confidence in current management.Yahoo! Inc. (YHOO) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit