slides · global inventory
Size Opportunity
Slide function collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 6,697
Current window 2,491-2,520
Pages 224
Rows per page 30
Slide function
2,491-2,520 of 6,697
19
Includes a quote from the CEO of the parent company supporting the expansion thesis.Bloomin' Brands (BLMN) · Starboard Value
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
29
The slide uses a causal link (arrow) between rising data center power consumption and SMR investment.Fluor Corporation (FLR) · Starboard Value
Conference presentation Activist investor 1 hit
51
The slide uses a bar chart to illustrate the 'opportunity gap' for the Experiences category.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit
53
The slide uses a three-part structure to justify the investment thesis in the 'Experiences' vertical.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit
15
Tripadvisor, Inc. (TRIP)Tripadvisor, Inc. (TRIP) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit
16
The slide uses a dual-chart layout to support a thesis about market opportunity.Tripadvisor, Inc. (TRIP) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit
17
The slide uses three distinct chart types (bar, bar, and combo bar/line) to support a thesis about the growth potential of the 'Experiences' vertical.Tripadvisor, Inc. (TRIP) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit
89
Includes market size charts and donut charts showing insourced vs outsourced servicing ratios for Hedge Funds, Private Equity, and Real Estate.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor Loop · Before After1 hit
59
The slide uses a combination of historical data and projections (marked with 'E') to support a thesis of long-term industry growth.Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
59
The slide uses a combination of historical data and projections (marked with 'E') to support a thesis of long-term industry growth.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor 1 hit
60
Includes a map showing global operating facilities and subcontractors, plus key metrics on staff, trials, and therapeutic areas.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor Loop · Quick Win Big Bet1 hit
36
The slide uses a cartoon illustration of an elderly couple to represent 'Individual Savers' as a key demographic.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · SolutionLoop · Golden Circle1 hit
40
The slide highlights the aggressive growth assumptions made by Morgan Stanley regarding athenahealth's market penetration in the hospital industry.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)1 hit
56
The slide uses two charts to demonstrate that the 'greenfield' opportunity for EHR adoption has been largely exhausted as incentives phase out.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)1 hit
22
The slide uses a timeline to illustrate the 'durable income' thesis by showing drug lifecycle management.Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · Action1 hit
15
Green Mountain Coffee Roasters (GMCR)Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
22
This slide presents a contrarian view on market size, likely part of a short-selling thesis.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
23
The slide highlights a potential overestimation of the addressable market by GMCR.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
62
Green Mountain Coffee Roasters (GMCR)Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
59
The slide uses a 'build-up' logic to justify a market growth thesis.GoDaddy, News Corp, Fortrea · Starboard Value
Conference presentation Activist investor 1 hit
60
The slide uses a map to visualize global reach and callout boxes for key operational metrics.GoDaddy, News Corp, Fortrea · Starboard Value
Conference presentation Activist investor 1 hit
29
Includes a dual-axis chart showing TAM in $bn and Y/Y growth percentage, alongside a pie chart of market mix.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Before After1 hit
30
Includes a market sizing table for CIS (CMOS Image Sensor) units and a historical/projected bar chart of cameras per phone.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Before After1 hit
31
Includes a TAM calculation table, a historical bar chart of units per vehicle, and a Tesla Model 3 sensor diagram.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
49
The slide uses a dual-chart layout to establish market growth and competitive positioning.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
72
Uses a combination of a stacked bar chart for subscriber growth and a stacked area chart for industry revenue to illustrate the thesis.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
84
Includes a table of entertainment studio transaction comps, a summary P&L for Sony Pictures, and an indicative valuation range for YE 2021.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
15
The slide highlights the specific copper requirements for charging ports (1-25kg) and motor coils, leading to a total demand forecast.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Agitate1 hit
15
The slide uses a gap analysis between GDP contribution and AUM penetration to argue for future growth in emerging markets.Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor 1 hit
20
The slide uses a table to frame Lazard as an under-indexed player in the global advisory market.Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor 1 hit