slides · global inventory
Expose Contradiction
Slide function collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 14,162
Current window 811-840
Pages 473
Rows per page 30
Slide function
811-840 of 14,162
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The slide uses data to argue that previous management's strategy was unsuccessful.Fluor Corporation (FLR) · Starboard Value
Conference presentation Activist investor Beat · Problem & Complication1 hit
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The slide uses a combination of a bar chart for project losses and a line chart for stock performance to correlate operational failure with market valuation.Fluor Corporation (FLR) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit
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The slide uses the company's own disclosure to undermine their reliance on float income for performance metrics.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Problem & Complication1 hit
88
The slide uses a line chart to correlate specific activist interventions with share price growth.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
89
The slide uses a negative framing of past management's strategic choices to justify a need for change.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
110
The chart highlights a specific event (NuScale IPO) and a median line to emphasize the valuation gap.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
111
Uses a combination of a line chart showing a 27% decline and direct quotes from the CEO and CFO to frame the narrative of investor disappointment.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
02
This is a text-heavy slide from a shareholder letter, likely part of a proxy contest.Depomed, Inc. (DEPO) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Problem & Complication1 hit
03
The slide uses a bar chart to visualize margin erosion in the BCH segment following the Omega acquisition.Perrigo Company plc (PRGO) · Jeffrey C. Smith
Shareholder letter Activist investor 1 hit
03
This is a page from a shareholder letter (Starboard Value vs Yahoo). It uses external quotes to build a case against the board's management of the sale process.Yahoo! Inc. (YHOO) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Aha Moment1 hit
03
Uses a 'before-after' style comparison for three distinct time periods to demonstrate a pattern of failure.Huntsman Corporation (HUN) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Expose Contradiction1 hit
01
The slide uses a direct quote from the company to frame a contradiction, a classic activist investor tactic.Autodesk, Inc. (ADSK) · Jeffrey Smith
Shareholder letter Activist investor Beat · Attention1 hit
04
Includes a chart excerpt from Autodesk's 10-K to illustrate underperformance relative to peers.Autodesk, Inc. (ADSK) · Jeffrey Smith
Shareholder letter Activist investor Beat · SatisfactionLoop · Cost Of Inaction1 hit
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The slide uses a quote from the CEO to highlight a perceived contradiction in management's transparency.Autodesk, Inc. (ADSK) · Jeffrey Smith
Shareholder letter Activist investor Beat · SatisfactionLoop · Cost Of Inaction1 hit
05
This is a text-heavy shareholder letter page arguing against management's guidance.Autodesk, Inc. (ADSK) · Jeffrey Smith
Shareholder letter Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
06
The slide uses a waterfall bridge to visualize the gap between theoretical margin expansion and actual guidance.Autodesk, Inc. (ADSK) · Jeffrey Smith
Shareholder letter Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
50
The slide uses external analyst sentiment to frame Pfizer's acquisition strategy as flawed.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
52
The slide uses a red dashed box to isolate the 'COVID Benefit' period and another to highlight the summary statistics.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
54
The slide uses red 'X' marks to visually emphasize the failure to meet expectations.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
55
The slide uses a bar chart to contrast historical performance with management's 2023 guidance, implying the guidance is overly optimistic given inventory levels.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
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The slide uses a visual comparison of 'Doses Sold' vs 'Doses Used' to illustrate inventory dynamics and management's optimistic outlook.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
57
The slide uses a red-blue contrast to emphasize the negative performance gap.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
58
Uses red arrows to visually emphasize the gap between guidance and actuals, and the subsequent decline.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
60
The slide uses quotes from Wolfe, JP Morgan, and TD Cowen to build a case against management.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
64
The slide uses a table from Pfizer's own Q1-2019 presentation to point out programs marked with 'X' (discontinued) or other delays, framing them as evidence of failure.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
03
The slide uses the rhetorical device of repeating 'How is this possible?' to highlight management failures.Tripadvisor, Inc. (TRIP) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
02
The slide uses a red arrow to visually emphasize the downward trend in EBITDA, contrasting management's tenure with financial performance.Yahoo! Inc. (YHOO) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
03
The slide highlights a discrepancy between the Chairman's public statement and the company's reported actions.Yahoo! Inc. (YHOO) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Golden Circle1 hit
03
The slide uses a bar chart to highlight the decline in EBITDA and FCF since 2012, specifically pointing to the period after current management took over.Yahoo! Inc. (YHOO) · Jeffrey C. Smith
Shareholder letter Activist investor 1 hit
04
Uses a series of bar charts to visually demonstrate the failure of management's projections.Yahoo! Inc. (YHOO) · Jeffrey C. Smith
Shareholder letter Activist investor 1 hit