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541-570 of 2,146

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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
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The slide uses bold and underlined text within the quotes to emphasize key points.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
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The slide uses a quote to establish a historical commitment to innovation metrics.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
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The slide uses a table to document management's stated goals, likely to contrast with later performance or outcomes.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
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The slide uses a screenshot of a news article as primary evidence to support a negative performance claim.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
25
The slide uses a screenshot of a press release as primary evidence.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
28
The slide uses a screenshot of a press release to establish the clinical efficacy of the drug as a precedent for its commercial success.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
29
The slide uses a screenshot of a news headline to provide external validation of a failed drug development project.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
30
The slide uses a dialogue format between a GS analyst and the CEO to frame the company's strategic priorities.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
32
The slide uses highlighted text within quotes to emphasize key figures ($10B target, $90B market).Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
62
The slide uses a dialogue format between a GS Analyst and the Pfizer CEO to validate the investor's thesis.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
03
The slide uses a callback to a previous presentation to establish credibility and continuity in their investment thesis.Salesforce, Inc. (CRM) · Starboard Value
Conference presentation Activist investor Beat · Humble Origins1 hit
21
The slide uses a 'Truth Social' post as a form of authority citation to support the investment thesis.Fluor Corporation (FLR) · Starboard Value
Conference presentation Activist investor 1 hit
09
Uses news headlines as evidence for the timeline events.Tripadvisor, Inc. (TRIP) · Starboard Value
Conference presentation Activist investor Beat · Problem & Complication1 hit
67
Uses a screenshot of a news article as primary evidence.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Executive SummaryLoop · Cost Of Inaction1 hit
68
The chart includes a median line at 14x. The data includes transaction year and total enterprise value (TEV).Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
68
The chart includes a horizontal dashed line representing the median multiple of 14x.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor 1 hit
66
The slide uses a historical performance chart as a precedent to argue for future performance at a different company (Fortrea).GoDaddy, News Corp, Fortrea · Starboard Value
Conference presentation Activist investor 1 hit
13
The slide uses external validation to support a thesis about the company's strategic positioning.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
17
The slide uses a table to demonstrate historical management commitments to specific R&D milestones.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
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The slide uses a screenshot of a news article as evidence of a failed clinical trial.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
25
The slide uses a direct quote/excerpt from a primary source to validate the claim of continued success.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
27
The slide uses a direct citation from a company press release to establish a negative precedent or track record.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
28
The slide uses a screenshot of a press release to establish historical context for the drug's success.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
29
The slide uses a screenshot of a news article to provide external validation of a failed drug development program.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
30
The slide uses a dialogue format between an analyst and the CEO to frame the company's strategic priorities.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
32
Uses highlighted text within quotes to emphasize key claims.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
62
The slide uses a quote-based argument to align the activist investor's thesis with management's stated goals.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
03
The slide uses a 'callback' technique to link current investment opportunities to past analysis.Salesforce, Inc. (CRM) · Starboard Value
Conference presentation Activist investor Beat · Situation & Context1 hit
02
The slide uses analyst quotes to validate the activist thesis and a line chart to demonstrate historical underperformance.Autodesk, Inc. (ADSK) · Jeffrey Smith
Shareholder letter Activist investor Beat · Problem & Complication1 hit