Matching slides 9,820
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06
Includes annotations regarding acquisition status (TMO, PE Consortium) and ownership (Private) for specific firms.Fortrea Holdings Inc. (FTRE) · Starboard Value
Conference presentation Activist investor Loop · David Goliath1 hit
10
The chart uses a red color for Fortrea to emphasize the negative performance gap.Fortrea Holdings Inc. (FTRE) · Starboard Value
Conference presentation Activist investor Beat · Problem (Identify pain)1 hit
11
The chart uses a dashed line to indicate the peer median of 18%.Fortrea Holdings Inc. (FTRE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)1 hit
27
Uses a 'before-after' style comparison of metrics to frame the company as a laggard.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor 1 hit
28
Uses a dual-chart layout to contrast revenue growth and margin expansion.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor 1 hit
17
The chart uses a dashed green line to indicate the median multiple of 5.9x.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor Beat · Problem StatementLoop · David Goliath1 hit
23
The slide uses a bar chart to highlight Box's negative operating margin relative to peers, emphasizing the need for operational improvement.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor Loop · David Goliath1 hit
24
Uses a combination of a bar chart for performance gap and a scatter plot for valuation correlation.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor Loop · David Goliath1 hit
25
The slide uses a negative framing to highlight underperformance relative to peers.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor Loop · David Goliath1 hit
31
The chart uses a relative performance index starting at 0% in March 2020.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
39
The slide uses a red double-headed arrow to visually emphasize the performance gap between the peer group and Box.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
41
The slide uses a combination of a summary table and three bar charts to highlight consistent underperformance.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
43
The slide uses a red highlight for the Box bar to emphasize its position as the lowest multiple.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
47
The chart uses a red bar to visually distinguish Box from its peers.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
52
The slide uses a bar chart to contrast Box's low international headcount percentage against peers, supported by a CEO quote to frame the strategic choice as a negative.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
53
Uses CEO quotes as authority citations to support the activist thesis.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
73
The chart highlights Box (Q3 FY2021) with a red dashed border to emphasize its position relative to the peer median.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
76
The chart uses a blue color for Box data points and dark blue for peers, with a median line and a red trend line connecting specific data points.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
101
The chart uses a red highlight for Box and a dashed green line for the peer median.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
105
The slide uses a side-by-side comparison to highlight the negative impact of equity-based bonuses on stockholder earnings.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
141
The slide uses a color-coded system (red, grey, green) to indicate performance relative to benchmarks.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
10
The chart uses a red bar for Wix to emphasize the outlier status compared to the blue peer bars.Multiple (Wix, Salesforce, Splunk, Vertiv) (WIX / CRM / SPLK / VRT) · Starboard Value
Conference presentation Activist investor Beat · AgitateLoop · Before After1 hit
11
The chart uses the 'Rule of 40' metric (Growth + FCF Margin).Multiple (Wix, Salesforce, Splunk, Vertiv) (WIX / CRM / SPLK / VRT) · Starboard Value
Conference presentation Activist investor Beat · AgitateLoop · Before After1 hit
12
Includes a negative margin bar for Wix and a median line for the peer group.Multiple (Wix, Salesforce, Splunk, Vertiv) (WIX / CRM / SPLK / VRT) · Starboard Value
Conference presentation Activist investor Beat · AgitateLoop · Before After1 hit
16
The chart highlights Salesforce's underperformance relative to benchmarks and peers.Multiple (Wix, Salesforce, Splunk, Vertiv) (WIX / CRM / SPLK / VRT) · Starboard Value
Conference presentation Activist investor Beat · SolutionLoop · Before After1 hit
17
The slide uses a 'before-after' style framing for the thesis, highlighting the discount relative to peers.Multiple (Wix, Salesforce, Splunk, Vertiv) (WIX / CRM / SPLK / VRT) · Starboard Value
Conference presentation Activist investor Beat · SolutionLoop · Before After1 hit
18
The chart uses a 'Rule of 40' framework to benchmark performance. CRM is highlighted with a red dashed box.Multiple (Wix, Salesforce, Splunk, Vertiv) (WIX / CRM / SPLK / VRT) · Starboard Value
Conference presentation Activist investor Beat · SolutionLoop · Before After1 hit
19
The chart highlights that Salesforce (CRM) has the lowest incremental margin (20.1%) compared to peers like ORCL (105.0%) and MSFT (61.9%).Multiple (Wix, Salesforce, Splunk, Vertiv) (WIX / CRM / SPLK / VRT) · Starboard Value
Conference presentation Activist investor Beat · SolutionLoop · Before After1 hit
25
The slide uses two bar charts to compare valuation metrics across two peer groups defined by growth rates (20%+ vs 10-20%).Multiple (Wix, Salesforce, Splunk, Vertiv) (WIX / CRM / SPLK / VRT) · Starboard Value
Conference presentation Activist investor Beat · SolutionLoop · Before After1 hit
26
The chart uses a 'Rule of 40' style metric (Growth + Margin). Splunk is highlighted in red at the far right.Multiple (Wix, Salesforce, Splunk, Vertiv) (WIX / CRM / SPLK / VRT) · Starboard Value
Conference presentation Activist investor Beat · SolutionLoop · Before After1 hit