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Present Framework
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Matching slides 10,656
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Slide function
4,141-4,170 of 10,656
184
The slide presents a proprietary decision-making heuristic used by former management.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
04
Fluor Corporation (FLR)Fluor Corporation (FLR) · Starboard Value
Conference presentation Activist investor Beat · Situation & Context1 hit
05
The slide uses a grid-based layout to categorize business units and sub-sectors.Fluor Corporation (FLR) · Starboard Value
Conference presentation Activist investor Beat · Situation & Context1 hit
84
The slide uses a grid-based layout to categorize business segments and sub-sectors.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
46
The slide uses a simple arithmetic flow to define incremental margin as (Delta Operating Profit / Delta Revenue).Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Propose SolutionLoop · Cost Of Inaction1 hit
80
The Bank of New York Mellon (BK)The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
106
The slide uses a 2x2 grid layout to categorize strategic initiatives.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
139
The Bank of New York Mellon (BK)The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
140
Uses a central logo as a pivot point between two strategic pillars.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
141
Uses a simple binary framework (Rational vs Emotional) to analyze a brand.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
143
Uses a simple binary framework to contrast rational vs emotional brand attributes.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
08
The slide uses a 2x2 matrix to categorize corporate restructuring strategies, positioning PropCo/OpCo as a high-value, high-complexity solution.Brookdale Senior Living Inc. (BKD) · Thomas Sandell
Activist deck Activist investor Beat · SolutionLoop · Mece Breakdown1 hit
05
The slide uses a metaphor of a toolbox to represent organizational capabilities.The Walt Disney Company (DIS) · Mason Morfit
Activist deck Activist investor Beat · Situation & Context1 hit
04
The slide outlines the methodology of engaging various expert firms (consulting, legal, tax, financial) to support the valuation and strategic planning process.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Situation & Context1 hit
109
The slide uses a two-part list structure to define selection criteria and sourcing methodology.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · SolutionLoop · Jobs To Be Done1 hit
173
Includes a process flow diagram illustrating stages 1-5 of biologics manufacturing.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
29
The slide uses a cartoon metaphor to explain the 'Goldilocks' principle of finding the 'just right' duration for assets relative to liabilities.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · EvidenceLoop · The Reveal1 hit
37
Uses a child playing with a toy plane as a metaphor for the business model.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · EvidenceLoop · The Reveal1 hit
18
The slide uses stock imagery to illustrate the concept of capital distribution.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor 1 hit
20
Includes a cartoon illustrating the concept of product differentiation beyond patents.Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · Desire1 hit
12
The slide uses humor to critique the misuse of ROIC metrics in valuation.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Monster1 hit
40
The slide uses a timeline framework to demonstrate the longevity and stability of the company's product portfolio.Alexander & Baldwin (ALEX); GenCorp (GY); Brookfield Residential Properties (BRP) · Marcato Capital Management
Conference presentation Activist investor 1 hit
50
The slide uses a process flow diagram to explain the business model.Alexander & Baldwin (ALEX); GenCorp (GY); Brookfield Residential Properties (BRP) · Marcato Capital Management
Conference presentation Activist investor 1 hit
03
The slide uses a logical flow diagram to explain the relationship between financial metrics and shareholder value.Sotheby's (BID) · Marcato Capital Management
Conference presentation Activist investor 1 hit
04
Uses a balance scale metaphor to represent the capital allocation trade-off.Sotheby's (BID) · Marcato Capital Management
Conference presentation Activist investor 1 hit
03
The diagram uses a three-circle Venn structure to define investment criteria.Advance Auto Parts (AAP) · Starboard Value
Activist deck Activist investor 1 hit
73
The slide details the inputs and analytical steps taken to evaluate patent quality, infringement, and potential damages.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor 1 hit
46
The slide defines the methodology for calculating incremental margins as a proxy for operating leverage.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor 1 hit
05
The slide uses a 2x2 matrix to illustrate the interaction between governance quality and shareholder activism levels.Multiple (ValueAct portfolio: Moody's, CBRE, Motorola Solutions, Adobe, Halliburton, Autodesk, Gardner Denver, Sara Lee, Verisign, CR Bard) · Jeff Ubben
Conference presentation Activist investor Beat · ProblemLoop · Tale Two Worlds1 hit
06
Originally conceived by VAC investor Nancy Donohue.Multiple (ValueAct portfolio: Moody's, CBRE, Motorola Solutions, Adobe, Halliburton, Autodesk, Gardner Denver, Sara Lee, Verisign, CR Bard) · Jeff Ubben
Conference presentation Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit