slides · global inventory
Expose Gap
Slide function collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 359
Current window 61-90
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Slide function
61-90 of 359
63
The chart uses a red vertical arrow to quantify the 132-point underperformance gap.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
10
Uses a waterfall-style bridge to show historical improvement and remaining gap to peer median.Salesforce, Inc. (CRM) · Starboard Value
Conference presentation Activist investor Beat · Rising Success1 hit
26
The chart highlights the stagnation of the Rule of 40 score, which remains below the industry benchmark line.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
65
The slide uses a bar chart to contrast growth rates, framing the performance gap as a key issue.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit
66
LSD likely refers to Low Single Digits.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit
67
The slide uses a 'Rule of 40' reference as a benchmark for SaaS/platform performance.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit
29
The slide uses a bar chart to contrast growth rates, supporting an activist investor's argument for operational improvement.Tripadvisor, Inc. (TRIP) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
30
LSD likely refers to Low Single Digits.Tripadvisor, Inc. (TRIP) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
31
The slide uses a 'Rule of 40' framework reference to argue for better performance.Tripadvisor, Inc. (TRIP) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
04
The slide uses a line chart to demonstrate the divergence of Perrigo's valuation from its historical peer group (consumer staples) toward a lower-multiple peer group (specialty pharma).Perrigo Company plc (PRGO) · Jeffrey C. Smith
Shareholder letter Activist investor 1 hit
06
Uses a combination of waterfall-style EPS decline chart and a comparative performance table to argue for management change.Perrigo Company plc (PRGO) · Jeffrey C. Smith
Shareholder letter Activist investor 1 hit
02
The slide uses a negative bar chart to emphasize the magnitude of the underperformance gap.Huntsman Corporation (HUN) · Jeffrey C. Smith
Shareholder letter Activist investor 1 hit
54
The slide uses the term 'Capitulation' to describe the loss of these specific customers.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)1 hit
32
The slide uses a red circle overlay on a bar chart to emphasize the divergence between the trend line and the actual data.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Struggle1 hit
48
The slide uses a legal perspective to frame a business threat.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · The Patent IssueLoop · The Reveal1 hit
10
The chart highlights a widening performance gap over longer time horizons, culminating in a 119% underperformance over 10 years.Nestlé S.A. (NESN) · Third Point
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
22
Includes a leaderboard sidebar and a Peloton-themed dashboard footer.Peloton Interactive (PTON) · David Einhorn
Conference presentation Activist investor Beat · Rising Success1 hit
07
The chart uses a red vertical arrow to explicitly quantify the 132-point underperformance gap.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor 1 hit
45
The chart uses a stacked bar format to break down the revenue contributions from specific acquisitions (Seagen, Biohaven, GBT, Arena, ReViral).Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
63
The chart uses a visual callout to quantify the 132 percentage point gap between Pfizer and the S&P 500.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
67
Uses a simple division framework to highlight capital allocation inefficiency.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
04
The chart uses a 'Rule of 50' benchmark (Revenue Growth + Adj. Operating Margin).Salesforce, Inc. (CRM) · Starboard Value
Conference presentation Activist investor Beat · Situation & ContextLoop · Pattern Hunter1 hit
10
Uses waterfall-style bridge charts to show historical improvement and remaining gap to peer median.Salesforce, Inc. (CRM) · Starboard Value
Conference presentation Activist investor Beat · Solution & ApproachLoop · Cost Of Inaction1 hit
18
Uses ISS QuickScore 2.0 as an external authority to critique board independence.Sotheby's (BID) · Daniel S. Loeb
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
02
The slide uses a dual-chart approach: a line chart for historical performance and a bar chart for valuation benchmarking.Match Group, Inc. (MTCH) · Jeffrey Smith
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Benchmark Gap1 hit
25
The chart illustrates the 'Copper is the New Oil' thesis.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Solution1 hit
40
Uses a scatter plot to show correlation and a bar chart to show performance gap.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Loop · Cost Of Inaction1 hit
59
The slide uses a series of bar charts to compare DuPont's margins against specific peer benchmarks for five business segments.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor 1 hit
12
The slide uses a combination of a line chart to show the downward trend of EPS estimates and a bar chart to compare 2013 growth expectations against peers and internal guidance.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
31
The slide uses a bar chart to visualize the profit growth and tables to show revenue and margin expansion.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit