slides · global inventory
Summarize
Slide function collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 42,035
Current window 17,761-17,790
Pages 1,402
Rows per page 30
Slide function
17,761-17,790 of 42,035
35
The slide uses a quote from the CEO to validate the thesis that the company can reach the Rule of 40.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
46
Includes a screenshot of a news article from Skift regarding the merger.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
48
The slide highlights the 'Experiences Businesses' (Viator and TheFork) as a distinct grouping within the portfolio.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
58
Includes a bar chart showing revenue growth from FY19 to FY26E.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit
63
The slide uses a combination of key performance indicators and a bar chart to demonstrate market leadership.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit
71
The slide highlights the brand's scale (users, markets, members, reviews) while acknowledging a modest decline in revenue.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit
72
The chart uses a green highlight for Tripadvisor to distinguish it from other general web domains.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit
04
This is a text-heavy shareholder letter page.Depomed, Inc. (DEPO) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Evidence & Proof1 hit
03
This is a regulatory filing form for beneficial ownership reporting.Qorvo, Inc. (QRVO) · Starboard Value LP
Regulatory filing Activist investor 1 hit
09
Standard SEC form 13D cover page for a reporting person.Qorvo, Inc. (QRVO) · Starboard Value LP
Regulatory filing Activist investor Loop · Benchmark Gap1 hit
10
Standard SEC regulatory filing format for beneficial ownership disclosure.Qorvo, Inc. (QRVO) · Starboard Value LP
Regulatory filing Activist investor Loop · Benchmark Gap1 hit
11
Standard SEC regulatory filing format for beneficial ownership reporting.Qorvo, Inc. (QRVO) · Starboard Value LP
Regulatory filing Activist investor Loop · Mece Breakdown1 hit
17
Standard SEC Schedule 13D reporting person information table.Qorvo, Inc. (QRVO) · Starboard Value LP
Regulatory filing Activist investor Loop · Mece Breakdown1 hit
20
Standard SEC regulatory filing format for beneficial ownership disclosure.Qorvo, Inc. (QRVO) · Starboard Value LP
Regulatory filing Activist investor Loop · Mece Breakdown1 hit
22
Qorvo, Inc. (QRVO)Qorvo, Inc. (QRVO) · Starboard Value LP
Regulatory filing Activist investor 1 hit
24
Contains multiple signature blocks for Lindsey Cara acting in various capacities.Qorvo, Inc. (QRVO) · Starboard Value LP
Regulatory filing Activist investor 1 hit
04
Includes 1,614,152 shares underlying forward purchase contracts.BILL Holdings, Inc. (BILL) · Jeffrey C. Smith
Regulatory filing Activist investor Loop · Logic Chain1 hit
11
Standard SEC Schedule 13D filing format for reporting beneficial ownership.BILL Holdings, Inc. (BILL) · Jeffrey C. Smith
Regulatory filing Activist investor Loop · Benchmark Gap1 hit
12
Standard SEC Schedule 13D reporting form.BILL Holdings, Inc. (BILL) · Jeffrey C. Smith
Regulatory filing Activist investor Loop · Benchmark Gap1 hit
16
Standard SEC Schedule 13D form layout.BILL Holdings, Inc. (BILL) · Jeffrey C. Smith
Regulatory filing Activist investor Loop · Benchmark Gap1 hit
35
The slide uses a combination of a bulleted summary box and supporting narrative text to justify the valuation thesis.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · SolutionLoop · Golden Circle1 hit
16
The slide outlines the land holdings and development capabilities of the St. Joe Company.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor Loop · Pattern Hunter1 hit
34
The slide uses a quote to validate the company's strategic focus on land-use entitlements.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
64
The slide uses a dark background with high-contrast text, typical of a forensic or activist investor presentation.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor Beat · Key Takeaways1 hit
78
The St. Joe Company (JOE)The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
03
This appears to be a page from a text-heavy presentation or whitepaper.US/Japan Sovereign Debt & Fiat Currencies (Macro) · David Einhorn
Conference presentation Activist investor Beat · Key MessagesLoop · Cost Of Inaction1 hit
04
The text explicitly references a 'flywheel' concept and advocates for a specific SG&A target of 70-75% of gross profit.CarMax Inc. (KMX) · Jeffrey Smith
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
05
This page serves as the conclusion of a shareholder letter, summarizing the investment thesis and providing necessary data disclosures.CarMax Inc. (KMX) · Jeffrey Smith
Shareholder letter Activist investor Beat · Solution & ApproachLoop · Cost Of Inaction1 hit
04
This is a formal letter from an activist investor.Tripadvisor, Inc. (TRIP) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · CEO Quote1 hit
05
Page 5 of the document.Yahoo! Inc. (YHOO) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Impact & Next StepsLoop · Golden Circle1 hit