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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 661-690
Pages 473
Rows per page 30
Slide function: Expose Contradictionclear collectionreset all
18 30 60

Slide function

661-690 of 14,162

filter-aware
132
The slide uses a table to highlight consistent selling behavior by insiders, contrasting this with the claim that they are not aligned with shareholders.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
133
The table uses red text for sales and green background for purchases to visually contrast the behavior.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
134
The slide uses a series of bar charts to contrast high sales proceeds against near-zero open market purchases.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
151
Uses CFO quotes to establish a baseline expectation for long-term margins.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
152
Uses color coding (green vs red) to highlight the shift from growth to decline.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
153
The slide uses a before-and-after visual structure to highlight a downward revision in financial guidance.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
154
The slide uses color coding (green for above target, red for below, grey for near-target) to visually emphasize the decline in performance.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
155
Uses a quote from CFO Dylan Smith to highlight the contradiction between pricing trends and margin performance.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
156
Uses a CEO/CFO quote to establish the expectation that was not met.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
157
The slide uses a timeline-style table to highlight the gap between management's repeated promises of margin improvement and the actual outcomes.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
160
The slide uses a callout box to emphasize the cumulative R&D spend, contrasting it with the implied lack of growth.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
161
Uses a 'before-after' comparison of investor presentation slides to highlight product abandonment.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
162
Uses a CEO quote to frame the contradiction between initial product strategy and subsequent need for acquisition.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
163
The slide uses a side-by-side comparison to highlight the reliance on external acquisitions for product development.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
164
Uses a 'PF FY2021' (Pro Forma) column to include Feb 2021 acquisitions in the R&D expense calculation.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
21
The slide uses a side-by-side bar chart comparison to demonstrate the gap between targets and actuals.Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit
21
The slide uses a side-by-side bar chart comparison to demonstrate the gap between targets and actuals.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit
22
The slide uses a contrast between absolute FCF (missing) and FCF per share (meeting) to argue that the company is engineering its per-share metrics.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit
25
The slide argues for cost rationalization by highlighting the divergence between revenue growth and T&D spend, further contextualized by a note on business segment composition.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit
39
The slide uses a 'growth-first' narrative to critique management's lack of operational focus.Multiple (Wix, Salesforce, Splunk, Vertiv) (WIX / CRM / SPLK / VRT) · Starboard Value
Conference presentation Activist investor Beat · SolutionLoop · Before After1 hit
40
The slide uses a combination of a stock price chart and bar charts to highlight the discrepancy between guidance and actual performance.Multiple (Wix, Salesforce, Splunk, Vertiv) (WIX / CRM / SPLK / VRT) · Starboard Value
Conference presentation Activist investor Beat · SolutionLoop · Before After1 hit
42
Uses a sequence of quotes to build a narrative of management failure and subsequent intervention.Multiple (Wix, Salesforce, Splunk, Vertiv) (WIX / CRM / SPLK / VRT) · Starboard Value
Conference presentation Activist investor Beat · SolutionLoop · Before After1 hit
22
The slide uses a contrast between absolute FCF (missing) and FCF per share (meeting) to highlight financial engineering.GoDaddy, News Corp, Fortrea · Starboard Value
Conference presentation Activist investor Beat · Evidence & ProofLoop · Before After1 hit
18
The slide uses a red dashed oval to emphasize the specific financial targets.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · The Struggle1 hit
20
The slide uses a red dashed oval to highlight three of the four metrics, emphasizing the 'Rule of 40' style combined growth and margin target.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · The Struggle1 hit
23
The slide uses a red dashed oval to highlight the specific financial targets set by the company.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · The Struggle1 hit
25
The slide highlights a reduction in non-GAAP operating margin targets and an increase in the Rule of 40 metric (Revenue Growth + FCF Margin) following M&A.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · The Struggle1 hit
26
The slide uses an excerpt from a 2021 Investor Day presentation to establish a baseline commitment.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · The Struggle1 hit
02
The slide uses a timeline graphic to frame the original 3-year plan, followed by text detailing the failure to meet these targets.GoDaddy Inc. (GDDY) · Peter A. Feld
Shareholder letter Activist investor Beat · Situation & Context1 hit
02
This is a page from an activist investor letter (Starboard Value) criticizing LivePerson's board and management.LivePerson, Inc. (LPSN) · Peter Feld
Shareholder letter Activist investor Beat · Exposure of contradictions in LivePerson's performance1 hit