slides · global inventory
Quantify Opportunity
Slide function collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 3,378
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Slide function
61-90 of 3,378
06
The slide uses a green dashed oval to highlight the incremental FCF generated in 2021 and 2022 relative to the 2020 baseline.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Problem (Identify pain)Loop · Quick Win Big Bet1 hit
69
Uses a waterfall-style buildup calculation to arrive at an incremental revenue requirement.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
52
The slide uses two bar charts to support the thesis: one showing low penetration in travel and one showing high growth in experiences.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit
68
Uses a quote from the Tripadvisor CFO to validate the thesis.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit
75
Uses precedent-based argumentation to validate a potential revenue stream.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Evidence & ProofLoop · Cost Of Inaction1 hit
78
Uses news headlines as social proof/authority citation for the valuation claim.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit
108
The slide uses a causal link (the blue arrow) to connect rising data center power demand to the need for SMR investment.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
32
The slide uses a quote from the Tripadvisor CFO to validate the investment thesis regarding margin expansion.Tripadvisor, Inc. (TRIP) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
42
The slide uses a bar chart to show EV/EBITDA multiples of recent transactions to support a target price range.Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor Beat · The Victory1 hit
53
The slide contains a visual box with bullet points and supporting text below it.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
19
The slide explicitly clarifies that the repatriation scenario is for illustrative purposes and not a recommendation.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor 1 hit
20
The slide argues that a special dividend could unlock up to $89/share in value, depending on how much the market currently discounts Apple's cash holdings.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor 1 hit
25
The slide uses a pro forma analysis to argue for capital allocation changes at Apple.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor 1 hit
27
The slide argues that dividend increases do not necessarily change the fundamental valuation (P/E) of a stock.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor 1 hit
42
The slide uses a cartoon to metaphorically represent the synergy between the two companies.Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · Action1 hit
12
The slide argues for the continued necessity of coal supply despite energy transition trends.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Beat · NeedLoop · Cost Of Inaction1 hit
33
The slide uses maps to visualize the geographic footprint of the company's assets.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
17
The slide uses a standard revenue/profit buildup framework to justify a valuation thesis.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
25
The slide uses a comparative valuation chart and an EPS accretion impact chart to justify a divestment strategy.Nestlé S.A. (NESN) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
69
Uses a waterfall-style logic to derive an incremental revenue requirement of $29 billion.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
32
The slide uses a combination of stacked area charts, donut charts, and a process flow to illustrate the investment thesis.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
54
The slide uses a stacked bar chart to show historical and estimated trends in sales mix, and a grouped bar chart to compare profit margins across first-party and third-party games.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
11
The slide highlights the growth of the target market for Sotheby's, framing it as a structural tailwind.Sotheby's (BID) · Daniel S. Loeb
Activist deck Activist investor 1 hit
25
The slide uses a 'before-after' logic to highlight the delta between actual performance and potential performance.Sotheby's (BID) · Daniel S. Loeb
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
02
The slide uses a narrative structure to frame the company's power assets as a scarce, high-value commodity in the current AI infrastructure market.Riot Platforms, Inc. (RIOT) · Peter A. Feld
Shareholder letter Activist investor Beat · Solution & ApproachLoop · Why Now1 hit
03
Includes footnotes detailing assumptions for capacity, revenue, and valuation multiples.Riot Platforms, Inc. (RIOT) · Peter A. Feld
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Waterfall Value1 hit
16
Slide contains two distinct infographic blocks comparing solar and wind copper requirements.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Agitate1 hit
21
The chart highlights a significant growth in copper demand driven by green energy transition.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Agitate1 hit
10
Yahoo! Inc. (YHOO)Yahoo! Inc. (YHOO) · Third Point
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Quick Win Big Bet1 hit
11
Uses bubble sizes to visually represent the scale of the consumer base.Yahoo! Inc. (YHOO) · Third Point
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Quick Win Big Bet1 hit