slides · global inventory
Expose Gap
Slide function collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 359
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Slide function
31-60 of 359
08
The chart uses a line graph to visualize the divergence in traffic performance between Outback and its primary competitors.Bloomin' Brands (BLMN) · Starboard Value
Conference presentation Activist investor Beat · Problem & ComplicationLoop · Iceberg1 hit
14
The slide uses a simple bar chart to illustrate a performance delta between the subject company and a peer.Bloomin' Brands (BLMN) · Starboard Value
Conference presentation Activist investor Beat · Evidence & ProofLoop · Iceberg1 hit
10
The slide uses a combination of a summary performance table and three line charts showing indexed stock performance.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Problem Identification1 hit
61
Uses a combination of line chart for industry trends and bar charts for peer benchmarking.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
82
Uses a bar chart to compare the ratio of line-level employees to managers between GCP and best-in-class peers.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · SolutionLoop · Pareto Focus1 hit
10
Uses a comparison table to invalidate the company's chosen peer set.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
29
The slide uses a combination of a line chart for industry trends and bar charts for peer benchmarking to isolate GCP's underperformance.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor 1 hit
02
The slide uses a 'villain' narrative style, attributing poor performance to management's execution and acquisition strategy.Magellan Health, Inc. (MGLN) · Peter A. Feld
Shareholder letter Activist investor Beat · Situation & ContextLoop · Zoom In1 hit
05
The slide uses quotes from management to establish a baseline of intent, then uses a bar chart to demonstrate that the stated goals are insufficient compared to peers.Magellan Health, Inc. (MGLN) · Peter A. Feld
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Zoom In1 hit
10
Uses a combination of a performance table, a bar chart for margins, and a time-series line chart for P/E multiples to argue against management's M&A capability.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
51
The slide uses a red dashed line to visually emphasize the decline of Bristol-Myers' P/E ratio relative to its historical peak.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
134
Uses a process-flow style layout to show the progression from generic challenges to specific settlement outcomes.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
165
The chart includes a hypothetical 'PF BMY - Identified Opportunities' bar to illustrate the potential margin expansion.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
18
The chart uses a dashed green line to indicate the median valuation multiple of the peer group.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor Beat · Problem StatementLoop · David Goliath1 hit
40
The slide uses a red dashed circle to highlight the 5% return point.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
182
Uses a classic 'Before vs After' framing to attribute performance improvement to board changes.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
09
The slide uses a red arrow to visually emphasize the performance gap between the Nasdaq Internet Index and GoDaddy.Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE) · Starboard Value
Conference presentation Activist investor Beat · Problem & Complication1 hit
64
Includes a quote from CEO Tom Pike regarding operational discipline and benchmarking.Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
09
The slide uses a red arrow to visually emphasize the performance gap between the Nasdaq Internet Index and GoDaddy.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor Beat · Problem & Complication1 hit
64
Includes a quote from CEO Tom Pike regarding operational discipline and benchmarking.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor Loop · Quick Win Big Bet1 hit
20
Starboard Value presentation slide criticizing Salesforce's targets relative to peers.Multiple (Wix, Salesforce, Splunk, Vertiv) (WIX / CRM / SPLK / VRT) · Starboard Value
Conference presentation Activist investor Beat · SolutionLoop · Before After1 hit
41
Uses a red dashed box to highlight the outlier performance of Vertiv.Multiple (Wix, Salesforce, Splunk, Vertiv) (WIX / CRM / SPLK / VRT) · Starboard Value
Conference presentation Activist investor Beat · SolutionLoop · Before After1 hit
44
The slide uses a red-shaded area to visually emphasize the performance gap between the two indices.Multiple (Wix, Salesforce, Splunk, Vertiv) (WIX / CRM / SPLK / VRT) · Starboard Value
Conference presentation Activist investor Beat · SolutionLoop · Before After1 hit
45
The slide uses a red bar for the subject company (Vertiv) to emphasize the valuation gap relative to the peer median.Multiple (Wix, Salesforce, Splunk, Vertiv) (WIX / CRM / SPLK / VRT) · Starboard Value
Conference presentation Activist investor Beat · SolutionLoop · Before After1 hit
09
The slide uses a red arrow to visually emphasize the performance gap between the Nasdaq Internet Index and GoDaddy.GoDaddy, News Corp, Fortrea · Starboard Value
Conference presentation Activist investor Beat · Problem & ComplicationLoop · Zoom In1 hit
21
Uses a side-by-side bar chart comparison to highlight performance gaps.GoDaddy, News Corp, Fortrea · Starboard Value
Conference presentation Activist investor Beat · Evidence & ProofLoop · Before After1 hit
03
The slide uses a combination of a peer benchmark chart and a 'missed targets' comparison table to build a case for operational inefficiency.Autodesk, Inc. (ADSK) · Jeffrey Smith
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Benchmark Gap1 hit
02
The slide uses quantitative underperformance data to justify an activist campaign against a merger.Bristol-Myers Squibb Company (BMY) · Jeffrey C. Smith
Shareholder letter Activist investor 1 hit
03
The slide uses a 'villain critique' style to frame the company's failure to meet its own stated long-term targets.GoDaddy Inc. (GDDY) · Peter A. Feld
Shareholder letter Activist investor Beat · ComplicationLoop · Benchmark Gap1 hit
05
The slide argues that management's focus on revenue growth is unrealistic and that margin expansion is a more viable path to performance improvement.GoDaddy Inc. (GDDY) · Peter A. Feld
Shareholder letter Activist investor Beat · ComplicationLoop · Benchmark Gap1 hit