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Slide function collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 9,820
Current window 2,671-2,700
Pages 328
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Slide function
2,671-2,700 of 9,820
07
The chart uses a red vertical arrow to explicitly quantify the 132 percentage point underperformance gap.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Problem (Identify pain)Loop · Quick Win Big Bet1 hit
09
The chart highlights LLY and NVO as outliers due to GLP-1 participation. Pfizer is shown in green to distinguish it from the peer group.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Problem (Identify pain)Loop · Quick Win Big Bet1 hit
12
The chart uses a dashed red line to indicate the peer median of 46 drugs. Pfizer is highlighted with a dashed green box.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
36
The slide uses a grouped bar chart to contrast the revenue growth of two specific competitors (LLY and NVO) in the GLP-1 space.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
38
The chart highlights Pfizer's projected decline compared to positive growth across most peers.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
39
The chart uses a blue dashed line to indicate the peer median of 51%. Pfizer and Pfizer Excl. COVID are highlighted in red.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
40
The chart uses a broken axis for the top two bars (NVO, LLY) to accommodate high values.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
44
The chart highlights the 'PFE Consolidated Deals (Mgmt)' as an outlier in red compared to the 10-year median.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
53
The chart highlights Pfizer (PFE) and PFE Excl. COVID in red, while peers are in dark blue. A dashed line indicates the peer median of 77%.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
66
The chart uses a broken axis for the top two performers (NVO, LLY) to accommodate the scale.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
73
The chart includes a specific data point for 'PFE (Median R&D Efficiency)' at the far right.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
04
Uses the 'Rule of 40' / 'Rule of 50' framework for SaaS performance benchmarking.Salesforce, Inc. (CRM) · Starboard Value
Conference presentation Activist investor Beat · Early StrugglesLoop · Benchmark Gap1 hit
06
The chart uses a stacked bar approach to show the components of the Rule of 50 metric.Salesforce, Inc. (CRM) · Starboard Value
Conference presentation Activist investor Beat · The BreakthroughLoop · Before After1 hit
08
The chart uses a broken axis for the higher multiples (ORCL, NOW).Salesforce, Inc. (CRM) · Starboard Value
Conference presentation Activist investor Beat · Rising Success1 hit
12
The chart uses a 'Rule of 50' framework to benchmark performance. Salesforce is highlighted as needing to move up the leaderboard to reach the peer median.Salesforce, Inc. (CRM) · Starboard Value
Conference presentation Activist investor Beat · Ultimate AchievementLoop · Quick Win Big Bet1 hit
13
The chart uses a broken axis for the ORCL bar. The 'Rule of 50' is a common SaaS performance metric.Salesforce, Inc. (CRM) · Starboard Value
Conference presentation Activist investor Beat · Ultimate Achievement1 hit
22
The table is largely empty, highlighting a lack of consistent reporting or a specific focus on the 2019 targets.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · The Struggle1 hit
24
The table highlights a pattern of recurring targets for FY2023 across multiple years, suggesting a lack of progress or ambition.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · The Struggle1 hit
27
The table highlights the evolution of financial commitments over time, specifically contrasting FY2023 targets with FY2026 targets.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · The Struggle1 hit
37
The chart uses a 'Rule of 40' style metric (Growth + Margin) to benchmark performance.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · The Struggle1 hit
38
The slide uses a 'before-after' style logic to expose a contradiction in financial performance.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · The Struggle1 hit
40
ADSK is highlighted in red to show it is an outlier compared to the peer median.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · The Struggle1 hit
42
The chart uses a blue dashed line to indicate the peer median of 6%.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor 1 hit
51
The slide uses a color-coded bar chart to distinguish between 'Design Software Peers' and 'Other Scaled Software Peers', with additional data rows for Revenue CAGR and Gross Margin.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor 1 hit
64
The slide highlights Autodesk's outlier status regarding mid-year compensation adjustments.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor 1 hit
04
The slide argues that Autodesk's valuation discount is a result of poor performance and governance issues, specifically citing misleading billings practices.Autodesk, Inc. (ADSK) · Jeffrey Smith
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Benchmark Gap1 hit
06
The slide uses a 'villain' framing, attributing poor stock performance to 'subpar execution' and 'lack of faith'.Autodesk, Inc. (ADSK) · Jeffrey Smith
Shareholder letter Activist investor Beat · The StruggleLoop · Cost Of Inaction1 hit
07
The slide argues for operational improvements and capital allocation changes at Autodesk based on peer valuation benchmarks.Autodesk, Inc. (ADSK) · Jeffrey Smith
Shareholder letter Activist investor Beat · The StruggleLoop · Cost Of Inaction1 hit
02
The slide argues for a 40% growth plus profitability target for FY2025.GoDaddy Inc. (GDDY) · Peter A. Feld
Shareholder letter Activist investor Beat · InterestLoop · Cost Of Inaction1 hit
05
The slide argues for aggressive share repurchases based on the valuation gap shown in the chart.Match Group, Inc. (MTCH) · Jeffrey Smith
Shareholder letter Activist investor Beat · Impact & Next StepsLoop · Benchmark Gap1 hit