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7,621-7,650 of 9,820

filter-aware
04
Uses the 'Rule of 50' framework (Revenue Growth + Adj. Operating Margin).Starboard Value | Activist Presentation Deck | 14 slides · Starboard Value
Activist deck Activist investor Beat · Situation & ContextLoop · Benchmark Gap1 hit
06
Uses the 'Rule of 50' framework to benchmark performance against peers.Starboard Value | Activist Presentation Deck | 14 slides · Starboard Value
Activist deck Activist investor Beat · Evidence & ProofLoop · Benchmark Gap1 hit
08
The chart uses a broken axis for the higher multiples (ORCL, NOW).Starboard Value | Activist Presentation Deck | 14 slides · Starboard Value
Activist deck Activist investor 1 hit
12
The chart uses a 'Rule of 50' framework, a common SaaS metric. The slide explicitly calls for Salesforce to move up the leaderboard to match the peer median.Starboard Value | Activist Presentation Deck | 14 slides · Starboard Value
Activist deck Activist investor Beat · Solution & ApproachLoop · Mece Breakdown1 hit
13
The chart uses a broken axis for ORCL and NOW to accommodate higher multiples.Starboard Value | Activist Presentation Deck | 14 slides · Starboard Value
Activist deck Activist investor Beat · Impact & Next Steps1 hit
25
The slide uses a logo-grid to establish brand equity comparison.Starboard Value | Activist Presentation Deck | 71 slides · Starboard Value
Activist deck Activist investor Loop · Tale Two Worlds1 hit
26
The slide uses a logo-grid layout to establish brand equity and portfolio breadth.Starboard Value | Activist Presentation Deck | 71 slides · Starboard Value
Activist deck Activist investor Loop · Tale Two Worlds1 hit
27
The chart uses a dashed line to indicate the peer median of 10%.Starboard Value | Activist Presentation Deck | 71 slides · Starboard Value
Activist deck Activist investor Loop · Tale Two Worlds1 hit
30
The chart uses a dashed line to indicate the peer median valuation of 25x.Starboard Value | Activist Presentation Deck | 71 slides · Starboard Value
Activist deck Activist investor Loop · Tale Two Worlds1 hit
31
The chart highlights Kenvue's underperformance relative to the peer median.Starboard Value | Activist Presentation Deck | 71 slides · Starboard Value
Activist deck Activist investor Loop · Tale Two Worlds1 hit
35
The chart uses color coding to distinguish between 'Diversified HPC Peers' and 'Skin Health and Beauty Peers', with Kenvue highlighted in red.Starboard Value | Activist Presentation Deck | 71 slides · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
36
The chart uses a trend line to illustrate the valuation gap for KVUE.Starboard Value | Activist Presentation Deck | 71 slides · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
37
The slide uses a visual arrow to suggest a path for valuation multiple expansion for KVUE.Starboard Value | Activist Presentation Deck | 71 slides · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
38
The slide uses visual annotations (arrows and dashed circles) to suggest a path for valuation expansion for KVUE.Starboard Value | Activist Presentation Deck | 71 slides · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
46
The chart highlights KVUE SH&B in red to emphasize its underperformance relative to the peer median.Starboard Value | Activist Presentation Deck | 71 slides · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
62
The slide uses a logo-grid layout to establish brand dominance/quality comparison.Starboard Value | Activist Presentation Deck | 71 slides · Starboard Value
Activist deck Activist investor Loop · Quick Win Big Bet1 hit
63
The slide uses a regression line to highlight Kenvue's position below the trend line, indicating undervaluation.Starboard Value | Activist Presentation Deck | 71 slides · Starboard Value
Activist deck Activist investor Loop · Quick Win Big Bet1 hit
65
The slide uses a 'gap' visualization to highlight the opportunity for Kenvue to reach the market growth benchmark.Starboard Value | Activist Presentation Deck | 71 slides · Starboard Value
Activist deck Activist investor Loop · Quick Win Big Bet1 hit
66
The slide uses a waterfall-like bridge to show the potential impact of Kenvue's Skin Health & Beauty segment growing at the end-market rate.Starboard Value | Activist Presentation Deck | 71 slides · Starboard Value
Activist deck Activist investor Loop · Quick Win Big Bet1 hit
67
The slide uses a regression line to show the valuation gap for Kenvue (KVUE) relative to its peer group.Starboard Value | Activist Presentation Deck | 71 slides · Starboard Value
Activist deck Activist investor Loop · Quick Win Big Bet1 hit
68
The slide uses a green bar for the target (FY2019) and a red bar for the current state (FY2023) to emphasize the potential for margin expansion.Starboard Value | Activist Presentation Deck | 71 slides · Starboard Value
Activist deck Activist investor Loop · Quick Win Big Bet1 hit
69
The chart uses a dashed line to indicate the peer median of 20%.Starboard Value | Activist Presentation Deck | 71 slides · Starboard Value
Activist deck Activist investor Loop · Quick Win Big Bet1 hit
70
The chart uses a color-coded legend to distinguish between Diversified HPC Peers and Skin Health and Beauty Peers.Starboard Value | Activist Presentation Deck | 71 slides · Starboard Value
Activist deck Activist investor Loop · Quick Win Big Bet1 hit
07
The chart uses a red vertical arrow to quantify the 132-point gap between the market and Pfizer.Starboard Value | Activist Presentation Deck | 74 slides · Starboard Value
Activist deck Activist investor 1 hit
09
The chart highlights LLY and NVO as GLP-1 participants; PFE is highlighted in a different color.Starboard Value | Activist Presentation Deck | 74 slides · Starboard Value
Activist deck Activist investor 1 hit
12
The chart uses a dashed box to highlight PFE and a dashed red line to indicate the peer median of 46 drugs.Starboard Value | Activist Presentation Deck | 74 slides · Starboard Value
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
36
The chart highlights the divergence in GLP-1 success between the two peers and the implied laggard (Pfizer).Starboard Value | Activist Presentation Deck | 74 slides · Starboard Value
Activist deck Activist investor 1 hit
38
The chart highlights Pfizer's underperformance relative to peers, including a specific callout for 'PFE Excl. COVID'.Starboard Value | Activist Presentation Deck | 74 slides · Starboard Value
Activist deck Activist investor 1 hit
39
The chart uses a 'broken axis' visual style for the top two bars (LLY, NVO) to accommodate their significantly higher growth rates.Starboard Value | Activist Presentation Deck | 74 slides · Starboard Value
Activist deck Activist investor 1 hit
40
The chart uses a broken axis for the top two performers (NVO, LLY) to accommodate the scale.Starboard Value | Activist Presentation Deck | 74 slides · Starboard Value
Activist deck Activist investor 1 hit