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slides · global inventory

Expose Contradiction

Slide function collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 14,162
Current window 601-630
Pages 473
Rows per page 30
Slide function: Expose Contradictionclear collectionreset all
18 30 60

Slide function

601-630 of 14,162

filter-aware
54
Uses a stacked bar chart to show the impact of acquisitions on R&D spend.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
55
Uses a combination of bar charts and callout annotations to contrast Box's performance against a peer group.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
56
Uses quotes from earnings calls and 10-Q filings to highlight the contradiction.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
57
Uses a comparative bar chart structure to highlight the discrepancy between Box's performance and the broader SMB software market.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
60
The slide uses a callout box to highlight an external analyst's skepticism regarding management's credibility.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
61
The slide uses a series of bar charts to visually demonstrate the gap between company-set targets and actual results.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
62
Uses a bar chart to contrast a management quote against actual performance.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
63
Uses a 'before-after' style contradiction by juxtaposing management quotes with a bar chart showing a 22% miss.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
64
Uses CEO quotes to establish a contradiction between management guidance and actual performance.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
65
Uses a quote from CFO Dylan Smith to frame the management expectation.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
66
Uses a before-after framing to illustrate the reduction in growth targets.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
67
Includes a quote from Craig-Hallum as external validation of the failure.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
68
Uses a quote from the CEO to highlight the gap between management's stated goals and actual performance.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
69
Uses a quote-contradiction framework to highlight the gap between management guidance and actual performance.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
70
Uses a quote from the CFO to contrast with the actual performance data.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
72
Uses a waterfall chart to visualize the accumulation of unnecessary cash.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
74
Uses a waterfall chart to illustrate the erosion of gross proceeds by issuance and capped call costs.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
75
Uses a bar chart to contrast the large capital raise against the small actual spend on M&A and debt.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
77
The slide uses a callout box to highlight the KKR deal terms and lists specific financial terms to support the argument of poor capital allocation.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
78
The slide uses media clippings to validate the market's negative sentiment.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
80
Uses a CEO quote to contradict the Board's decision-making.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
81
Uses a quote from CEO Aaron Levie to frame the company's narrative against the activist's critique.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
82
Uses a combination of bar charts to contrast the inefficiency of the financing scheme against the company's available cash position.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
83
The chart uses a break in the x-axis to compare the initial share retirement against various dilution scenarios.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
84
The slide uses two charts to demonstrate the failure: one showing cash as a percentage of market cap relative to peers, and another showing the dilution impact of the preferred equity and self-tender.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
85
Uses a quote from CEO Aaron Levie to frame the contradiction.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
86
The slide uses a bar chart to visualize the discrepancy between the total issuance and KKR's actual retention.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
88
Uses a narrative timeline to expose the board's alleged bad faith actions.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
89
Uses a quote from CEO Aaron Levie to frame the criteria, then contrasts Starboard's qualifications against the 'status quo' rejection.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
90
Uses a callout box to present the company's own justification, which is then framed as a self-serving action.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit