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Slide function collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 9,820
Current window 2,701-2,730
Pages 328
Rows per page 30
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Slide function

2,701-2,730 of 9,820

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08
The slide highlights a 21 percentage point underperformance gap.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
09
The slide uses red color coding for Autodesk to emphasize underperformance relative to the indices.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
10
The slide uses red bars and red annotations to emphasize Autodesk's underperformance relative to the indices.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
11
The slide uses red bars and red arrows to emphasize the performance gap between Autodesk and the indices.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
12
The slide uses red bars for Autodesk to emphasize underperformance and red arrows to quantify the point gap.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
13
The chart highlights significant underperformance of Autodesk relative to the indices across all timeframes.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
14
The slide highlights the performance gap between Autodesk and relevant software indices during the CEO's tenure.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
19
The table is largely empty, serving as a template for tracking target revisions over time.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
22
The table is largely empty, highlighting a lack of consistent reporting or tracking of historical commitments.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
24
The table highlights a pattern of historical commitments for FY2023 and FY2026, with empty columns for actuals and consensus, suggesting a critique of target reliability.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
27
The table highlights a pattern of consistent financial guidance across multiple years.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
37
The chart uses a 'Rule of 40' style metric (Growth + Margin) to highlight ADSK's underperformance relative to peers.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Propose SolutionLoop · Cost Of Inaction1 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 · Propose SolutionLoop · Cost Of Inaction1 hit
40
The chart uses a red bar to highlight the target company (ADSK) against peers.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Propose SolutionLoop · Cost Of Inaction1 hit
42
The slide uses a peer benchmark to justify a specific cost-cutting target of 300bps.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Propose SolutionLoop · Cost Of Inaction1 hit
45
Uses a combination of longitudinal growth analysis and cross-sectional peer benchmarking to highlight excessive compensation.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Propose SolutionLoop · Cost Of Inaction1 hit
51
The slide uses a color-coded legend to distinguish between 'Design Software Peers' and 'Other Scaled Software Peers'.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Propose SolutionLoop · Cost Of Inaction1 hit
64
The slide highlights a negative governance practice by contrasting Autodesk with its peers.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Villain CritiqueLoop · Cost Of Inaction1 hit
09
The chart highlights LLY and NVO as outliers due to GLP-1 participation. Pfizer is shown at 10x, below the 14x peer median.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor 1 hit
12
The chart highlights Pfizer's position relative to a peer median of 46 drugs.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 trajectories of two key competitors in the GLP-1 space.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
38
The chart highlights Pfizer's underperformance relative to peers, with a specific callout for 'PFE Excl. COVID'.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
39
The chart highlights that even when excluding COVID-related revenue, Pfizer (PFE) and PFE Excl. COVID underperform the peer median.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
40
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 Loop · Cost Of Inaction1 hit
53
The chart uses red bars to highlight Pfizer (PFE) and its 'Excl. COVID' performance, contrasting them with the blue bars of its peers.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
66
The chart highlights Pfizer (PFE) in red, showing it has the lowest return among the peer group.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
06
The chart highlights the 'Rule of 50' metric, showing CRM's improvement compared to a prior period.Salesforce, Inc. (CRM) · Starboard Value
Conference presentation Activist investor Beat · Evidence & ProofLoop · Pattern Hunter1 hit
08
The chart uses a broken axis for the higher multiples (ORCL, NOW).Salesforce, Inc. (CRM) · Starboard Value
Conference presentation Activist investor Beat · Evidence & ProofLoop · Cost Of Inaction1 hit
12
The chart uses a 'Rule of 50' framework, which is a common SaaS performance benchmark. It includes a 'PF CRM' (Pro Forma) bar to illustrate the target.Salesforce, Inc. (CRM) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
13
The slide uses a 'Rule of 50' framework to justify a lower forward valuation multiple for Salesforce.Salesforce, Inc. (CRM) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit