slides · global inventory
Name Villain
Slide function collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 1,296
Current window 61-90
Pages 44
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Slide function
61-90 of 1,296
162
The slide uses visual evidence (photos of non-Italian food) to support the argument of brand dilution.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
163
Uses a visual comparison to frame management as negligent.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
165
Uses a specific product example (breadsticks) to illustrate broader operational decline.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
171
Includes a table of past presidents and a callout box justifying the nomination of Brad Blum.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
26
The slide uses a series of pull-quotes from financial analysts to build a case for competitive pressure.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
08
The slide uses a categorization framework to frame the market as inherently flawed and overly competitive.Fluor Corporation (FLR) · Starboard Value
Conference presentation Activist investor Beat · Problem & Complication1 hit
56
Uses red 'X' icons to denote negative practices.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Villain CritiqueLoop · Cost Of Inaction1 hit
81
The slide uses a bar chart to visualize acquisition spend and a callout box to emphasize the cumulative total.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
85
The slide uses a numbered list to define the Board's duties and a red-dashed callout box to deliver the core critique.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
06
The slide uses a waterfall-style calculation to quantify value destruction from non-core acquisitions.Monotype Imaging Holdings Inc. (TYPE) · Jeffrey C. Smith and Clifford Press
Shareholder letter Activist investor Beat · Villain Critique1 hit
07
The slide uses a waterfall-style arrow to visually emphasize the margin decline from 42.9% to 21.8%.Monotype Imaging Holdings Inc. (TYPE) · Jeffrey C. Smith and Clifford Press
Shareholder letter Activist investor Beat · Villain Critique1 hit
04
Uses a combination of a performance table and a line chart to illustrate operational and market failure.Newell Brands Inc. (NWL) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Problem (Identify pain)1 hit
53
Uses bolding and underlining for emphasis on key negative findings.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · SolutionLoop · Mece Breakdown1 hit
03
Includes a waterfall-style chart comparing pre-acquisition EV + capital spent vs current EV, and a quote from the CEO to highlight failed strategic promises.Magellan Health, Inc. (MGLN) · Peter A. Feld
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Zoom In1 hit
41
The slide uses a stock chart to visualize the financial impact of a specific corporate failure.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
66
Uses a 'guilt by association' framing to isolate the target company.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
108
The slide uses a combination of a logo grid for competitors and a series of pull-quotes to frame the product as facing an uphill battle.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
115
The slide uses a 'yellow flags' metaphor to frame the management team as untrustworthy.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
79
Uses numbered list with 'X' markers to emphasize negative points.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
99
Uses a list-based critique format to highlight specific corporate governance failures regarding equity management.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
106
Uses strong, emotive language ('Astonishingly and unfortunately', 'reasons we cannot begin to understand') to frame the Board's decision as a failure of governance.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
114
The slide uses a bulleted list to build a narrative of long-term governance failure.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
128
Uses a hub-and-spoke diagram to visualize board interlocks.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
03
This is a text-heavy page from a shareholder letter, likely part of a proxy contest.Box, Inc. (BOX) · Peter A. Feld
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · The Reveal1 hit
34
Uses external analyst quotes to build a case against management's R&D execution.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
81
The slide uses a bar chart to visualize acquisition spend and a callout box to emphasize the cumulative total.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor 1 hit
85
Autodesk, Inc. (ADSK)Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · The Victory1 hit
10
This page is a text-heavy critique of a corporate acquisition, likely from an activist investor letter.Bristol-Myers Squibb Company (BMY) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · The StruggleLoop · The Reveal1 hit
03
This is a page from a shareholder letter, likely part of a proxy contest or activist campaign.LivePerson, Inc. (LPSN) · Peter Feld
Shareholder letter Activist investor Beat · Critique of LivePerson's leadershipLoop · Cost Of Inaction1 hit
04
The slide uses a timeline visualization to highlight high executive turnover, followed by a narrative detailing allegations of misconduct and governance failures.LivePerson, Inc. (LPSN) · Peter Feld
Shareholder letter Activist investor Beat · Critique of LivePerson's leadershipLoop · Cost Of Inaction1 hit