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Slide function collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 58,039
Current window 16,501-16,530
Pages 1,935
Rows per page 30
Slide function
16,501-16,530 of 58,039
111
Includes a specific callout for Olive Garden packaging as a case study for cost rationalization.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Loop · Mece Breakdown1 hit
190
The slide uses historical performance to argue for current leadership change.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
232
The slide uses a table format to compare operational metrics and growth trajectories across a portfolio of restaurant brands.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
274
Uses Moody's rating criteria to derive a synthetic credit score.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
280
Includes a synthetic rating calculation table and a footnote regarding S&P equivalence.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
16
Includes a quote from the MPLX CFO and specific annotations regarding growth drivers and dividend expectations.Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · Agitation1 hit
09
The slide highlights the 'modulating' investment strategy using the RFAB 1 construction as a case study.Texas Instruments (TXN) · Jesse Cohn
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Cost Of Inaction1 hit
49
Includes a detailed tax calculation table for specific holdings (Toyota, Toyota Tsusho, Denso, Aisin) and a quote from Travis Lundy regarding potential undervaluation.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Impact & Next Steps1 hit
07
Includes a quote from Phillips 66 Investor Relations justifying the 2012-2019 period as the appropriate mid-cycle baseline.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Loop · Cost Of Inaction1 hit
11
The chart tracks two components: Stakes in Publicly Listed Companies and Operating Business and Other.Toyota Industries Corporation (6201) · Aaron Tai and Gordon Singer
Shareholder letter Activist investor Beat · The Victory1 hit
11
The table lists various executives and their open market sales of ordinary shares between 2012 and 2013.Mellanox Technologies, Ltd. (MLNX) · Peter A. Feld
Shareholder letter Activist investor 1 hit
35
Bristol-Myers Squibb Company (BMY)Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
72
The slide uses a stacked bar chart to visualize the components of the deal value and a bulleted list to detail the specific DCF assumptions.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor Loop · Iceberg1 hit
157
The slide uses bar charts with trend lines to highlight growth trajectories for two key products.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
158
Includes CAGR annotations for both metrics.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
27
CUSIP No. 10316T104Box, Inc. (BOX) · Jeffrey C. Smith
Regulatory filing Activist investor 1 hit
135
The table provides the specific weightings used for TSR calculations across different historical valuation dates.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
136
This slide provides the mathematical derivation for the claim that 65% of the Opex decline is due to natural gas price changes.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
137
The slide presents historical financial data for three companies to compare their Return on Capital performance.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
138
Part of an appendix showing peer financial performance metrics.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
08
The slide uses a bar chart to contrast historical actuals with forward projections, specifically critiquing the company's mid-cycle methodology.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate1 hit
11
The chart decomposes NAV into 'Listed stock holdings' and 'Business and other'.Toyota Industries Corporation (6201) · Aaron Tai & Gordon Singer
Shareholder letter Activist investor 1 hit
26
Highlights the discrepancy between patent distribution and revenue generation.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor Beat · Propose SolutionLoop · Mece Breakdown1 hit
27
The chart is an exploded pie chart showing the percentage distribution of patent coverage across various packaging technologies.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor Beat · Propose SolutionLoop · Mece Breakdown1 hit
28
The slide uses two bar charts to segment the patent portfolio by quality score and age.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor Beat · Propose SolutionLoop · Mece Breakdown1 hit
30
The chart uses a 3D pie chart to contrast internal vs. acquired IP, with a specific callout for the 4% internal portion.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor Beat · Propose SolutionLoop · Mece Breakdown1 hit
31
The slide uses a histogram to show QScore distribution and a bar chart for priority dates to demonstrate portfolio strength.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor Beat · Propose SolutionLoop · Mece Breakdown1 hit
33
The slide highlights that Tessera acquired these assets but has not actively pursued broad licensing opportunities.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor Beat · Propose SolutionLoop · Mece Breakdown1 hit
34
The slide uses a QScore algorithm to categorize patent value and shows a concentration of patents in the 2001-2005 priority date range.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor Beat · Propose SolutionLoop · Mece Breakdown1 hit
07
The slide uses two charts to demonstrate performance: a bar chart for EBITDA margin growth and a bar chart for TSR comparison.AECOM (ACM) · Peter A. Feld
Shareholder letter Activist investor 1 hit