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Cite Precedent
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Matching slides 2,146
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Slide function
511-540 of 2,146
18
Includes a quote from The Activist Report and a performance chart comparing TSRA to S&P 500.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
66
The slide uses a '3 Wins' framework to illustrate how Brinker aligns team, guest, and company interests.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
181
The slide uses a 'L.I.V.E.' mnemonic to summarize the success factors.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
293
The slide uses external analyst reports to validate Starboard's activist thesis.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
14
The slide uses historical precedent to preempt regulatory concerns regarding MLP-qualifying income.Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · Agitation1 hit
19
The table highlights the 'GP Premium in Basis Points' row with a red dashed box to emphasize the ~250bps benchmark.Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · Agitation1 hit
10
The slide uses a historical precedent to justify a capital allocation philosophy.Texas Instruments (TXN) · Jesse Cohn
Shareholder letter Activist investor Beat · Solution & ApproachLoop · Cost Of Inaction1 hit
39
The slide uses a 'precedent' structure to justify a strategic shift for Toyota Industries Corporation (TICO).Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Impact & Next Steps1 hit
23
GCP Applied Technologies (GCP)GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Agitation1 hit
06
Includes footnotes regarding data sources and calculation methodology for Magellan's multiple.Magellan Health, Inc. (MGLN) · Peter A. Feld
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Pre Mortem1 hit
18
The slide uses a screenshot of a press release to establish credibility and provide evidence of shareholder dissent.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
37
The slide uses a grid of pull-quotes to establish credibility and market sentiment.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
53
The slide uses a red dashed box to highlight the specific transaction being criticized.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
152
Uses a before-and-after comparison of Amgen's stated goals vs. actual outcomes to build credibility.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
154
The slide uses a 'precedent' framework to validate the activist's thesis by showing successful execution by a peer.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
155
The slide uses a green arrow to visually quantify the 63% outperformance gap between Amgen and BMY.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
161
Uses authority-citation to validate the investment thesis.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
11
The slide uses an external analyst quote to validate the activist thesis.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor Beat · Expose Contradiction1 hit
12
The slide uses a pull-quote from a third-party analyst to validate the activist's thesis.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor Beat · Expose Contradiction1 hit
87
The slide uses a comparison frame to establish that KKR's investment is an outlier in size compared to market precedents.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
11
Uses external analyst quotes (UBS, Buckingham) to validate the activist's thesis.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
05
This is a screenshot of a social media post (X/Twitter) used as a regulatory filing exhibit.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · AttentionLoop · Cost Of Inaction1 hit
05
The slide is a screenshot of a tweet/X post.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor 1 hit
03
This is a screenshot of a social media post (Twitter/X) used as a regulatory/activist communication tool.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Desire1 hit
04
The content is a screenshot of a social media post (likely X/Twitter) promoting a proxy contest.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Action1 hit
57
Includes a screenshot of the original Glass Lewis proxy paper with a red circle highlighting the 'Poor' rating.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction1 hit
58
The slide uses a comparison framework to highlight how proxy advisors define appropriate peer group selection criteria.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction1 hit
62
Uses direct quotes from a third-party proxy advisor to establish a precedent of governance failure.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction1 hit
08
The slide uses a comparative analysis of Dollarama's historical performance to justify a valuation upside for Dollar Tree.Dollar Tree, Inc. (DLTR) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Cost Of Inaction1 hit
10
The slide uses external analyst sentiment to validate the activist's thesis regarding the destruction of value from the Family Dollar acquisition.Dollar Tree, Inc. (DLTR) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit